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.
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.
