Domestic structures can be complicated and although tax should not drive an investment decision, it can be a major contributing factor to initial investment and client happiness at year-end.  This panel will feature Jason Chertin and Michael Friedman of McMillan LLP, and 1-2 fund managers who have used various structures.

This is part 2 of our 7 session series to be held throughout 2018. The remaining session dates are as follows:

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

Wednesday, September 26, 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.

Jason Chertin, Partner, McMillan LLP

Michael Friedman, Partner, McMillan LLP

Gary Ostoich, President, Spartan Fund Management Inc.

Tanvir Sodhi, Vice President, Operations, 3iQ Corp.

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: