Brian D’Costa of Algonquin Capital, Jason Chertin and Michael Friedman of McMillan LLP, Ian Pember of Glen Williams Consulting and Charbel Cheaib of CIBC Mellon will speak to what it takes to plan and execute a start-up business plan, including registration and manager taxation and other planning issues that new managers face.

This is part 1 of our 7 session series to be held throughout 2018. The following session dates are as follows:

Part 2: Wednesday, September 26 – Onshore Fund Structures and Tax
Part 3: Wednesday, October 10 – Offshore Fund Structures and Tax
Part 4: Tuesday, November 20 – Other Services
Part 5: Wednesday, November 21 – Operations, BCP (Business Continuity Plans), and Related Issues
Part 6: Wednesday, November 28 – Segment Marketing & Capital Raising
Part 7: Wednesday, December 5 – Finding & Retaining Talent 

Date & Location

Tuesday, September 25, 2018

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

Agenda (click here for more information)

4:30pm Registration
5pm Panel begins
6pm Panel ends & reception
~7pm Close

Speakers (click here for more information)

Please click on the links below for more information on our current panelists.

Brian D'Costa, Founding Partner, Algonquin Capital

Jason Chertin, Partner, McMillan LLP

Michael Friedman, Partner, McMillan LLP

Charbel Cheaib, Executive Director, Relationship Management, CIBC Mellon

Ian Pember, CEO, Glen Williams Consulting

Registration (click here for more information)

CAASA 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 September 27, 2018. Registration is required as capacity is limited.


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


Venue Sponsor:





Series Sponsors: