Finance in action

Presented by:   In a constantly changing world, our ecosystem is evolving at a dizzying pace. Staying ahead of trends becomes both a necessity but also a challenge. It is with this perspective that CFA Montreal has designed a unique event: Conferences dedicated to providing you with a forward-looking vision of the major trends that will shape our industry in the coming years. A gathering to collectively and individually propel us into a rapidly transforming future The Forum is structured around four major themes, analysed in the "Future State of the Investment Industry" report by the CFA Institute published in September 2023: "Diverging Worlds," "Sustainable Finance," "Digital Transformation," and "The End of Cheap Money." Be part of the evolution of the profession and join us for the very first edition of the Innovation in Finance Forum presented by AMF. Conferences will be presented in English - expcept for the Conference B at 11:00AM that will take place in French. **** 7:30 AM : Networking-Breakfast 8:30 AM : Demographic aging: Economic impacts and investment opportunities (in english) ARELIS AGOSTOAVP, Healthcare AnalystGlobal X Learn More AVINASH AMINManaging PartnerMadryn Asset Management Learn More JOHN HALLInvestment AnalystT. Rowe Price Learn More RENÉ BEAUDRY (Moderator)Senior Partner - Pension and SavingsNormandin Beaudry Learn More 9:30 AM: Which technologies to develop to achieve carbon neutrality (in english) JACQUES BERNIERCo-founder  and Managing PartnerTeralys Capital Learn More ANNE-MARIE MONETTEDirector, Institutional Equity & ESG Sales RBC Capital Markets Learn More TOM RANDFounding PartnerArcTern Ventures Learn More AMR ADDAS (Moderator)Strategic Advisor for Sustainability & Lecturer John Molson School of Business ‐  Concordia University Learn More 10:30 AM : Networking Break 11:00 AM : 2 Choices of conferences - A or B A - New technologies - Real assets management and adaptation to climate change (in english) DOMINIC CHALIFOUXChief, Asset management and valuation officerAxium infrastructure Learn More ANDREA GRUZAManaging PartnerBonnefield Learn More GABRIEL MILLARDManaging Partner – Equity Capital MarketsAvenue Living Learn More MICHEL MAGNAN (Moderator)Distinguished University Research ProfessorStephen A. Jarislowsky Chair in Corporate GovernanceJohn Molson School of Business ‐ Concordia University Learn More B - Artificial Intelligence in investment - challenges and opportunities (in french)   VALERIE CECCHINI, CFACo-founder and Managing PartnerBOREALIS Global Asset Management Learn More OLIVIER GANDOUETVice-President  Quantitative EquityTD Asset Management Learn More PIERRE-PHILIPPE Ste-MARIE (Moderator)Visiting ResearcherBodhi Research Learn More   12:15 PM: The End of Cheap Money Era and its impact on the dynamics of Asset Allocation (in english)   CANDICE BANGSUND, CFAVice-President and Portfolio Manager, Global Asset AllocationFiera Capital Learn More PETER LETKO, CFACofounder, PartnerLetkoBrosseau Learn More MIVILLE TREMBLAY, CFA (Moderator)Senior Fellow - CD HoweFellow invité - CIRANO Learn More    

With bonds yield at their most attractive levels in two decades, 2024 brings a renewed market confidence in policymakers' ability to orchestrate a soft-landing scenario. Our expert panel delves into the current market outlook and explores the evolving landscape of fixed income investments. From Canadian bonds to international fixed income, attendees will gain valuable insights and actionable strategies for portfolio positioning amidst anticipated volatility. Don’t miss the opportunity to stay ahead of the curve and learn from our experts. The event will take place in French with Q&A in French and English.The login link will be sent to you the day before.A recording will be made available for 30 days to all registered participants after the event.

Every year, we celebrate the important professional milestone that is becoming a CFA charterholder with a graduation ceremony. This is a rite of passage designed to honour CFA graduates for their exemplary achievement and dedication. Given the space limitations, tickets will be issued on a first-come, first-served basis. We look forward to seeing you there! Note: By invitation only for CFA charterholders who have received their CFA designation between April 1, 2023 and April 30, 2024.