We are pleased to invite you to join us on Thursday, February 2nd, 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 the Fairmont Royal York.
Please take a moment to RSVP and confirm your attendance. We hope to see you then!
You’re invited! Come join us for our first 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!
MSC Cruises Get-away Give-away 2025
We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).
Draw will occur at our Networking Night on October 7, 2025.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
Senior Vice President and Chief Technology, Data and Operations Officer
PSP Investments
Katia Walsh
Chief AI Officer
Apollo Global Management, Inc.
Ranjan Bhaduri
Founder and CEO
Bodhi Research Group
Russ Goyenko
Associate Professor of Finance, Desautels Faculty of Management
McGill University
AGENDA
Explore the day’s key conversations, from opening perspectives to strategic dialogues and forward-looking discussions shaping the future of investing in the age of AI.
Day 1
August 27, 2026
2:00 pm – 10:00 pm
August 27, 2026
2:00 pm – 10:00 pm
Agenda
2:00 pm
Opening Remarks
A brief opening to frame the afternoon’s discussions and set the tone for the conversations ahead.
• Claude Perron
• François Rivard
• William J. Kelly, Co-President
2:10 pm
Opening Keynote Discussion
An opening exchange on the transformations reshaping investing in the age of artificial intelligence.
• William J. Kelly
• Jane Buchan
2:30 pm
Strategic Dialogue 1: The Global Investment Landscape in the AI Age
A strategic dialogue on the structural forces redefining the global investment environment.
• Moderated by Aaron Filbeck
• Frederick Castonguay
• Bruno Roy
3:15 pm
Strategic Dialogue 2: The State of AI in Asset Management
A discussion on where AI is delivering real value today and where challenges remain.
• Moderated by Dr. Anne-Sophie van Royen
• Gerald Garvey
• David Ouellet
• Katia Walsh
3:45 pm
Strategic Dialogue 3: The Rise of Agentic Finance: Do We Have the Talent to Deliver?
A forward-looking conversation on autonomy, talent, and leadership in the next era of investing.
• Moderated by Dr. Ranjan Bhaduri
• Russ Goyenko
4:15 pm
Closing Keynote: Looking Ahead: The Next Chapter of AI-Driven Investing
A closing perspective on what comes next for the investment industry as AI continues to evolve.
• William J. Kelly
4:30 pm
CFA Award Presentation
A brief recognition segment highlighting the collaboration with CFA Montréal and celebrating the presentation of the CFA-FIAM Award.
• Julie Ducharme
• Sandy Poiré
5:00 pm
Networking
6:00 pm
Dinner
An evening of networking and fine dining, offering a warm setting to deepen connections and extend the day’s discussions.
10:00 pm
End of the Evening
Closing of the 2026 FIAM Gathering.
Register Now
The FIAM Montreal Summit 2026 has the potential to become a major hub to AI-driven investing and its profound impact on the future of the profession.
We are pleased to invite you to join us on Thursday, February 2nd, 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 the Fairmont Royal York.
Please take a moment to RSVP and confirm your attendance. We hope to see you then!
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!
MSC Cruises Get-away Give-away 2025
We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).
Draw will occur at our Networking Night on October 7, 2025.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
Vancouver Canadians vs Everett AquaSox Baseball Day 2026
Overview
Join us for a super day of baseball in a private enclave of seats to enjoy this summer. We are open to having a sponsor to assist in covering the cost (guaranteed seats – otherwise seats will be very conservatively distributed among members and investors).
We are pleased to invite you to join us on Thursday, February 2nd, 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 the Fairmont Royal York.
Please take a moment to RSVP and confirm your attendance. We hope to see you then!
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!
MSC Cruises Get-away Give-away 2025
We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).
Draw will occur at our Networking Night on October 7, 2025.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
