In partnership with CAIA Association:


Investors are rationally fixated on how managers run their operations and how they would fare in the face of a major disruption to their information and trading infrastructure and ability to run the business. This panel will illustrate what it takes to get sophisticated (aka smart) money, and how to keep it.

This is part 4 of our 7 session series to be held throughout 2019. The following session dates are as follows:

Part 5: Wednesday, February 6 – Other Services
Part 6: Tuesday, February 19 – Segment Marketing & Capital Raising
Part 7: Wednesday, February 20 – Acquisition & Retention

Date & Location

Tuesday, February 5, 2019

McMillan LLP
1000 Sherbrooke Street West, Suite 2700
Montréal, Québec


4:30pm Registration
5pm Session begins
6:30pm Reception
7:30pm Close


Please click on the links below for more information on our current panelists. More to be added.

Mathieu Monnier, Senior Manager, Castle Hall Dilligence

Jon Lofto, Director, Business Development, Alternatives, CIBC Mellon

Kosta Kostic, Partner, McMillan LLP


CAASA & CAIA Members: $35 +HST (single session) or $200 +HST (full series)

Non-members: $55 +HST (single session) or $300 +HST (full series)

Full series pricing available until February 5, 2019.

Registration is required as capacity is limited.

For more information, please contact Caroline at or 647-953-0737.

Venue Sponsor:

Series Sponsors: