Finance in action
With CFA Montréal,
discover finance in action
A leader in the investment profession, CFA Montréal is made up of more than 3,200 professionals and 2,000 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.
Career Program Commitment
Discovery Activities Projects
Career Program Commitment
Discovery Activities Projects
FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS
The CFA designation is the key to a multitude of careers in finance! CFA Montréal collaborated with the Financial Post and Urbania to portray the inspiring profiles of several members in order to demystify the investment management profession and raise awareness of the CFA program among students.
Upcoming events
Innovation in finance Forum
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.
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7:30 AM : Networking-Breakfast
8:30 AM : Demographic aging: Economic impacts and investment opportunities (in english)
ARELIS AGOSTOAVP, Healthcare AnalystGlobal X
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AVINASH AMINManaging PartnerMadryn Asset Management
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JOHN HALLInvestment AnalystT. Rowe Price
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RENÉ BEAUDRY (Moderator)Senior Partner - Pension and SavingsNormandin Beaudry
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9:30 AM: Which technologies to develop to achieve carbon neutrality (in english)
JACQUES BERNIERCo-founder and Managing PartnerTeralys Capital
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ANNE-MARIE MONETTEDirector, Institutional Equity & ESG Sales RBC Capital Markets
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TOM RANDFounding PartnerArcTern Ventures
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AMR ADDAS (Moderator)Strategic Advisor for Sustainability & Lecturer John Molson School of Business ‐ Concordia University
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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
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ANDREA GRUZAManaging PartnerBonnefield
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GABRIEL MILLARDManaging Partner – Equity Capital MarketsAvenue Living
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MICHEL MAGNAN (Moderator)Distinguished University Research ProfessorStephen A. Jarislowsky Chair in Corporate GovernanceJohn Molson School of Business ‐ Concordia University
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B - Artificial Intelligence in investment - challenges and opportunities (in french)
VALERIE CECCHINI, CFACo-founder and Managing PartnerBOREALIS Global Asset Management
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OLIVIER GANDOUETVice-President Quantitative EquityTD Asset Management
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PIERRE-PHILIPPE Ste-MARIE (Moderator)Visiting ResearcherBodhi Research
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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
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PETER LETKO, CFACofounder, PartnerLetkoBrosseau
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MIVILLE TREMBLAY, CFA (Moderator)Senior Fellow - CD HoweFellow invité - CIRANO
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The Evolution of Fixed Income: Navigating toward Success in a Higher Rate Environment
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.
New CFA Charterholders Graduation Cocktail
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.