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.
Blog Archives
Protected: September Summer Social 2023
July Networking Night 2025
July Networking Night 2025
Overview
July 29th from 5pm ET – 7pm ET
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.
Sponsorship Opportunities are available
$1000 includes 4 delegate passes
Email Paul at Paul@caasa.ca for more information
Members of CAASA
Single Registration – $40
Please contact Manya at Manya@caasa.ca to get on our waitlist.
Event Registration Closed
Non-Members of CAASA
Single Registration – $60
Please contact Manya at Manya@caasa.ca to get on our waitlist.
Event Registration Closed
Thank you To Our 2025 Sponsor
Thank You to Our 2025 Gold Sponsors
13th Annual Méchoui
13th Annual Méchoui
Overview
FIAM Montreal Summit aims to create an international forum dedicated to investment in the age of Al and its profound impact on the profession.
This event has the potential to become a premiere meeting point for investors, researchers, institutions and technology leaders.
Don’t miss the finance industry’s biggest summer gathering – reserve your place!
Where
Belvedere, of the Science Center
2026 Speakers
Claude Perron
President & Founder
FIAM
François Rivard
Chief Executive Officer
Innocap
William (Bill) J. Kelly
Independent Director, Founder
Educational Alpha
Jane Buchan
President
Standards Board for Alternative Investments (SBAI)
Aaron Filbeck
Managing Director of Content & Community Strategy
CAIA Association
Frederick Castonguay
Chief Investment Officer
Desjardins Group Pension Plan
Bruno Roy
President and CEO
CN Investment Division (CNID)
John W. Polis
Chief Operating Officer & Chief Technology Officer
Star Mountain
Anne-Sophie Van Royen
Head of Index and Quantitative Strategies
Northern Trust Asset Management
Gerald Garvey
Managing Director, Systematic Equities
BlackRock
David Ouellet
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
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.
Calgary Spring Social 2023
Calgary Spring Social 2023
Overview
April 18th from 4pm MT – 7pm MT
You’re invited! Come join us for our first spring social at James Joyce Irish Pub & Restaurant.
Please take a moment to reserve your spot!
Sponsorship Opportunities are available
$1000 includes 4 delegate passes
Email Alexis at alexis@caasa.ca for more information
Members of CAASA
Complimentary
Event Registration Closed
Non-Members of CAASA
Single Registration – $20
Event Registration Closed
Thank You to our Past Sponsors
August Networking Night 2025
August Networking Night 2025
Overview
August 26th 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!
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.
Sponsorship Opportunities are available
$1000 includes 4 delegate passes
Email Paul at Paul@caasa.ca for more information
Members of CAASA
Single Registration – $40
Please contact Manya at manya@caasa.ca to get on waitlist.
Event Registration Closed
Non-Members of CAASA
Single Registration – $60
Please contact Manya at manya@caasa.ca to get on waitlist.
Event Registration Closed
Thank You to Our 2025 Gold Sponsors
Vancouver Canadians vs Everett AquaSox Baseball Day 2026
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 look forward to seeing you soon!
CAASA Members
Event Registration Closed
Non-Members
Event Registration Closed
Vancouver Spring Social 2023
Calgary Spring Social 2023
Overview
April 18th from 4pm MT – 7pm MT
You’re invited! Come join us for our first spring social at James Joyce Irish Pub & Restaurant.
Please take a moment to reserve your spot!
Sponsorship Opportunities are available
$1000 includes 4 delegate passes
Email Alexis at alexis@caasa.ca for more information
Members of CAASA
Complimentary
Event Registration Closed
Non-Members of CAASA
Single Registration – $20
Event Registration Closed
Thank You to our Past Sponsors
October Networking Night 2025
October Networking Night 2025
Overview
October 7th 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!
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.
Sponsorship Opportunities are available
$1000 includes 4 delegate passes
Email Paul at Paul@caasa.ca for more information
Members of CAASA
Single Registration – $40
Please contact Manya at Manya@caasa.ca to get on the waitlist.
Event Registration Closed
Non-Members of CAASA
Single Registration – $60
Please contact Manya at Manya@caasa.ca to get on the waitlist.
Event Registration Closed
Thank You to Our 2025 Gold Sponsors