In partnership with CAIA Association:


This panel will feature service offerings that managers and investors may require or desire as a way to capture additional Operations Alpha.

This is part 5 of our 7 session series to be held throughout 2019. The following session dates are as follows:

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

Date & Location

Wednesday, February 6, 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.

Jocelyn Courcelles, Director, Client Relations, Fundata

Michael Fowler, Founding Partner, Coach House Partners

Jackson Lin, NAVex Traded Funds & Mutual Funds, Business Development, Toronto Stock Exchange


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: