Past Events

Past Society Events

BMO Asset Management Lunch and Learn - 26 March 2024

Thank you to BMO Global Asset Management for Sponsoring the event.

Event Highlights

An exclusive luncheon featuring BMO Global Asset Management’s (GAM) Chief Investment Officer, Sadiq S. Adatia. Sadiq will provided a comprehensive market outlook and shared insight into BMO GAM’s current asset allocation views including:

  • Comprehensive analysis of current market conditions and trends
  • The need to be dynamic given today’s economic environment
  • Valuable guidance on how to optimize investment portfolios in the face of an evolving market environment

Speaker Bio
Sadiq S. Adatia, FSA, FCIA, CFA

Chief Investment Office (CIO), BMO Global Asset Management
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy & risk management across BMO GAM’s investment solutions. He oversees asset allocation, portfolio structure, trading, portfolio analytics and investment governance across all traditional asset classes. Sadiq joined BMO GAM in July 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Sadiq’s investment knowledge is widely sought after in the broader investment community by media outlets such as CNBC, BNN/Bloomberg and Reuters. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader & Investment Consultant for Central Canada. Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA charterholder and is a Fellow, both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.

PIMCO Lunch and Learn - 30 January 2024

Thank you to PIMCO for Sponsoring the event.

Event Highlights

Conversation with PIMCO’s Client Solutions & Analytics team (CS&A) to explore some of the most press challenges faced by investors today. Broke down tangible ideas for meeting these challenges head-on, utilizing a research-driven, analytical approach.

With expertise across both traditional and alternative investments, the CS&A team leverages its deep research and proprietary tools to help clients make optimal investment solutions, across the whole portfolio.

This session will explored:

  • The role of fixed income in the current environment, and a structural way to think about the risk of equity and bonds.
  • The potential opportunities to best optimize allocations to private debt; a research-driven approach to illiquid allocations.
  • Deep dive to find ways to measure illiquidity within a private portfolio and approaches for managing the uncertainty of commitment pacing.


Speaker Bio

Max Gelb, CFA

Mr. Gelb is a senior vice president and product strategist in the Newport Beach office. He focuses on multi-asset strategies and customized client portfolio solutions. Prior to joining PIMCO in 2019, Mr. Gelb worked in portfolio management for PAAMCO, specializing in hedge fund manager due diligence and portfolio construction. Previously, he was an investment consultant for Cambridge Associates, where he advised pension funds and university endowments on asset allocation and investment manager selection. He has 10 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree in economics from Dartmouth College.