Blog Archives

12th Annual Méchoui

12th Annual Méchoui

Overview

In a global context marked by uncertainty, geopolitical tensions and technological advances, the FIAM Gatherings 2025 offers a key moment to reflect on the profound transformations redefining the investment universe. The event will bring together leading experts in asset management, as well as investment directors from major institutions, all committed to analyzing new economic dynamics and proposing innovative, sustainable approaches. On the agenda: strategic discussions, critical analyses and experience-sharing between decision-makers, managers and industry partners.

Don’t miss the finance industry’s biggest summer gathering – reserve your place!

When

  • August 21, 2025
  • 2:00 pm – 10:00 pm ET

Where

Le Belvédère du Paddock

260, Circuit Gilles Villeneuve, Montréal, QC.

2025 Speakers

AGENDA

The conference segment offers an immersive dive into the expertise of leaders in the investment sector. Guest speakers will present their analyses of the major trends transforming the markets and share concrete insights to better understand today’s key challenges.

The interactive segment, presented as a panel, invites you to engaging discussions with top-tier asset management experts. Together, they will explore the major geopolitical, economic, and technological shifts that are reshaping investment rules and calling for a rethinking of traditional approaches.

Day 1

  • August 21, 2025
  • 2:00 pm – 10:00 pm

  • August 21, 2025
  • 2:00 pm – 10:00 pm

Agenda

2:00 pm

Registration

Welcome and check-in of participants on site.

2:30 pm

Official Opening

Vincent Delisle, Honorary President, unveils the central theme and introduces the keynote speakers and panelists.

3:00 pm

Opening Presentation

Keynote speaker Marko Papić shares his strategic insights on major economic and geopolitical trends.

3:45 pm

Panel Discussion

A conversation between experts, moderated by Ranjan Bhaduri (Bodhi Research Group), featuring François Rivard (INNOCAP) and Justin Lord (AIMCo).

4:30 pm

Q&A and Closing Remarks

Question period with the audience, closing remarks by Vincent Delisle, Honorary President, and a warm invitation from Claude Perron to join the networking cocktail and Mechoui.

4:45 pm

CFA Award

CFA Award presented to a woman who has distinguished herself the most for her emeritus involvement in the financial and investment community of Montreal.

5:00 pm

Networking Cocktail

A unique opportunity to connect with fellow professionals in a relaxed atmosphere.

6:15 pm

Mechoui Dinner

Start of the Mechoui dinner service.

10:00 pm

End of the Evening

Closing of the 2025 FIAM Gathering.

Register Now

The FIAM Gathering 2025 is a must-attend event for those who want to stay at the forefront of tomorrow’s financial issues.

June Networking Night 2026

June Networking Night 2026

Overview

June 23rd from 5pm ET – 7pm ET

 

You’re invited! Come join us for our summer social on the patio at Ki Modern Japanese, where we will be serving drinks and Japanese inspired canapés.

Please take a moment to reserve your spot!

When

  • June 23, 2026
  • 5:00 pm – 7:00 pm ET

Where

Ki Modern Japanese

Brookfield Place
181 Bay St., Toronto, ON M5J 2T3

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at Paul@caasa.ca for more information

Members of CAASA

Single Registration – $40

Contact Manya at Manya@caasa.ca to get on waitlist.

Event Registration Closed

Non-Members of CAASA

Single Registration – $60

Contact Manya at Manya@caasa.ca to get on waitlist.

Event Registration Closed

2026 Platinum Sponsor

2026 Gold Sponsors

Montreal Holiday Social 2022

Montreal Holiday Social 2022

Overview

Join us for CAASA’s member exclusive holiday gathering in Montreal. Come enjoy an evening of food and culture, as we usher in the new year.

Please take a moment to RSVP.

We look forward to seeing you soon!

When

  • December 6, 2022
  • 5:00 pm – 8:00 pm EST

Where

Bar Nacarat – Hotel Fairmont The Queen Elizabeth

900 René-Lévesque Blvd W, Montreal, Quebec H3B 4A5

When logging in, if you receive the message: “Unknown email address. Check again or try your username.” Please register your email address at www.caasa.ca/register. Once registered and confirmed by us, you will then be able to login and register for the event.

CAASA Members

Registration Fee: $10.00

Event Registration Closed

Non-Members of CAASA

Registration Fee: $20.00

Event Registration Closed

Registration is now closed

Please email Alexis at alexis@caasa.ca for additional information or be placed on a wait list.

Event Sponsor

Holiday Social 2024

Holiday Social 2024

Overview

Join us for CAASA’s member exclusive holiday gathering. Come enjoy an evening of food and culture, as we usher in the new year.

CAASA members, please take a moment to RSVP.

We look forward to seeing you soon!

When

  • November 26, 2024
  • 5:00 pm – 7:00 pm EST

Where

Ki Modern Japanese + Bar

181 Bay St., Toronto, ON M5J 2T3

Sponsorship Opportunities are available

$1,000 includes 4 delegate passes

Email Paul at paul@caasa.ca for more information

When logging in, if you receive the message: “Unknown email address. Check again or try your username.” Please register your email address at www.caasa.ca/register. Once registered and confirmed by us, you will then be able to login and register for the event.

Registration

CAASA Members Only
Registration Fee: $20.00

Event Registration Closed

Thank You to our Sponsor

July Networking Night 2026

July Networking Night 2026

Overview

July 28th from 5pm ET – 7pm ET

 

You’re invited! Come join us for our summer social on the patio at Ki Modern Japanese, where we will be serving drinks and Japanese inspired canapés.

Please take a moment to reserve your spot!

When

  • July 28, 2026
  • 5:00 pm – 7:00 pm ET

Where

Ki Modern Japanese

Brookfield Place
181 Bay St., Toronto, ON M5J 2T3

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at Paul@caasa.ca for more information

Members of CAASA

Single Registration – $40

Contact Manya at Manya@caasa.ca to get on waitlist.

Event Registration Closed

Non-Members of CAASA

Single Registration – $60

Contact Manya at Manya@caasa.ca to get on waitlist.

Event Registration Closed

2026 Platinum Sponsor

2026 Gold Sponsors

Founding Day Drinks 2023 – Montreal

Montreal Holiday Social 2022

Overview

We are pleased to invite you to join us on Thursday, February 9th, 2023 for a memorable evening of food and drinks, as we celebrate among peers, review the year and the direction of the association as it continues to grow.

Thank you being a part of our association’s success over the years – we appreciate your support and look forward to welcoming you to Bar George.

Please take a moment to RSVP and confirm your attendance. We hope to see you then!

When

  • February 9, 2023
  • 5:00 pm – 8:00 pm EST

Where

Bar George

Le Mount Stephen, 1440 Drummond St, Montreal, Quebec H3G 1V9

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at paul@caasa.ca for more information

CAASA Member

Member of CAASA
$20

Event Registration Closed

Non-Members of CAASA

Non-Member of CAASA
$50

Event Registration Closed

Thank You to our Sponsors

Vancouver Liquidity Event 2024

Vancouver Liquidity Event 2024

Overview

Oct 15th from 12:30pm – 5pm

This afternoon of alternatives is designed to educate attendees on the basics of liquid and illiquid investments, how they mighy perform for investors, how they can be used in a portfolio setting, and the risks involved in, perhaps, inappropriate allocation (proportions) to one or the other. It is important for investors and their advisors to know these facets of all options at their disposal and, followed by a reception where all can discuss in a more social setting, this is what we hope to provide to all!

When

  • October 15, 2024
  • 12:30 pm – 5:00 pm PT

Where

McMillan LLP

Royal Centre
1055 West Georgia Street #1500
Vancouver, BC
V6E 4N7

2024 Speakers

AGENDA

Day 1

  • October 15, 2024
  • 12:30 pm – 5:00 pm

  • October 15, 2024
  • 12:30 pm – 5:00 pm

Agenda

12:30 pm

Registration

1:00 pm

Lunch begins

1:30 pm

Lunch time Fireside: How to Allocate to Liquid and Illiquid Opportunities

This fireside chat will discuss how investors and their advisors can create a frame of reference for doing diligence on both liquid and illiquid investments based on how they will affect the investor’s ability to: access their capital as needed, create a high (risk-adjusted) return portfolio to achieve their income/capital goals, and do so in a manner that they can be comfortable with (drawdowns and volatility) and understand.

Robert Wilson, Picton Mahoney Asset Management

2:00 pm

The Case for Liquid Investments

Liquid investments were the norm for decades: the 60/40 model ruled the roost with excellent returns for all – but, as those who see this as a Cro-Magnon-like investment thesis, this was on the back of falling rates for the last 40 years (until 2023) and an unwittingly-high risk attribution to the equity side (90% of risk in that bucket).  As well, changes in banking regulation and securities distribution has lead to a proliferation of private market-based funds and portfolio management services – but should investors have more public market exposure?  Should they have more Level 1 assets that can be liquidated quickly and are not likely subject to gating and extreme slippage?  This panel will state the case for a liquid sleeve in one’s investment mix.

Jacky Shen, SFU Endowment, and Academic & Administrative Pensions
Parul Garg,
PenderFund Capital Management
Tricia Wu, Leith Wheeler Investment Counsel

2:45 pm

Why Illiquid Investments are so Popular

The darlings of the investment world today are private market investments.  Long the sequestered secret of familiy offices, institutional investors, and other elites, platforms that provide access to these Level 2 or Level 3 assets (aka appraisal-priced and appointment-traded) has brought them to mainstream investors in many jurisdictions.  With only so much investment capital, they are taking the place of more liquid investments but is this the best thing for investors?  Will they achieve an illiquidity premium (does it exist)?  Do these investments bring additional risks? And how much illiquid should an investor have in their portfolio?

Martin Pelletier, Wellington-Altus Private Counsel
Chris Carsley, Kirkland Capital Group
David Vankka, ICM Asset Management

3:30 pm

Reception

5:00 pm

End

Members of CAASA

Asset Managers and Service Providers
$50.00

Investment Advisors, Single Family & Multi Family Office
Complimentary

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Asset Managers and Service Providers
$75.00

Investment Advisors, Single Family Office & Multi-family Office employees
Complimentary

Non-Members of CAASA

Event Registration Closed

Thank You to our Event Sponsors

September Networking Night 2026

September Networking Night 2026

Overview

September 15th from 5pm ET – 7pm ET

You’re invited! Come spend the evening networking with CAASA members and other industry professionals over drinks and hors d’oeuvres at Ki Modern Japanese + Bar.

Please take a moment to reserve your spot!

When

  • September 15, 2026
  • 5:00 pm – 7:00 pm ET

Where

Ki Modern Japanese + Bar

181 Bay St., Toronto, ON M5J 2T3

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at Paul@caasa.ca for more information

Members of CAASA

Single Registration – $50

Register Now

Non-Members of CAASA

Single Registration – $100

Register Now

2026 Platinum Sponsor

2026 Gold Sponsors

Founding Day Drinks 2023 – Toronto

Montreal Holiday Social 2022

Overview

We are pleased to invite you to join us on Thursday, February 9th, 2023 for a memorable evening of food and drinks, as we celebrate among peers, review the year and the direction of the association as it continues to grow.

Thank you being a part of our association’s success over the years – we appreciate your support and look forward to welcoming you to Bar George.

Please take a moment to RSVP and confirm your attendance. We hope to see you then!

When

  • February 2, 2023
  • 5:00 pm – 8:00 pm EST

Where

Bar George

Le Mount Stephen, 1440 Drummond St, Montreal, Quebec H3G 1V9

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at paul@caasa.ca for more information

Register Now

Member of CAASA
$20

Event Registration Closed

Thank You to our Sponsors

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