Event Profile

CAIA Toronto with CAASA - The Portfolio for the Future

August 24, 2022
All times listed are in local time
McMillan - Brookfield Place
181 Bay Street
Toronto, ON M5J 2T3 
This event has a fee

In person event!
CAIA Toronto with CAASA present:
The Portfolio for the Future

The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.

Please join CAIA's CEO Bill Kelly and the CAIA Toronto Chapter Committee as we host our first event back in-person. A networking reception with fellow CAIA and CAASA Members and peers will follow the panel. We hope to see you there!

Thank you to our generous sponsor: 

Please note:
Registration for this event must be done in advance. Walk-ins will not be permitted.

The event has a capacity. Space is limited and registration is on a first-come, first-served basis

Each person attending will need to register their self. Adding a guest onto your registration will not be possible for this event.

If you have questions or concerns regarding registration for this event, please contact CAIA Chapter Relations.

$10 CAIA Members (Charterholders)
$10 CAASA Members 
$10 Candidates 

Time and Date

Wednesday, August 24, 2022
5:00 PM - 7:00 PM ET

McMillan LLP
Brookfield Place
181 Bay Street, Suite 4400
Toronto, Ontario
M5J 2T3

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McMillan - Brookfield Place
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