This conference builds upon our team’s experience in sourcing quality speakers (strictly from the investor community) for timely and topical panels and keynote speaking sessions. In addition, a selection of curated roundtables will be available for sponsors, speakers, and investors in attendance – these smaller meetings provide an opportunity for all to have frank and private discussions on relevant topics.

Also included, on a strictly opt-in basis for all, are several tête-à-tête sessions where participants can exchange introductions and briefings. All proceedings are subject to Chatham House Rule.

Please click on each of the “+” signs below for more information.

To view our current brochure and sponsorship opportunities, please click here.

Special Keynote (Day 1): Marcel Dionne, NHL Top 100 Player

Marcel Dionne was born in Drummondville, Quebec, Canada. Marcel was drafted 2nd overall by the Detroit Red Wings in 1971. In 1975 he left the Detroit Red Wings and signed as a free agent with the Los Angeles Kings. Dionne flourished in California, recording six 50+ goal seasons as the centerpiece of the “Triple Crown Line” with Dave Taylor and Charlie Simmer. After 12 years with the Kings, Marcel was then traded to the New York Rangers and retired in 1988-89. Marcel won the Art Ross Trophy, twice the Lady Byng and twice the Lester Person Trophy. Marcel played eighteen seasons in the NHL and had eight 100+ point seasons. Dionne had an impressive record representing Canada in international hockey. While he did not dress, a young Marcel Dionne was part of the 1972 roster Canadian team in the historic series against the Soviets. In 1976, Dionne assisted on the game winning goal to give Canada a victory in the ’76 Canada Cup. He was part of three bronze-winning teams in the World Hockey Championships, and had been named the best player in the 1978 tournament. Marcel Dionne was part of the most stunning comeback in the NHL playoffs in recent history. In 1982, in the decisive game, the Los Angeles Kings trailed the Edmonton Oilers 5-0 going into the third period. Amazingly, the Kings scored five unanswered goals against a young Oilers team that included Gretzky, Messier, Kurri, Anderson, and Coffey, with the fifth goal coming with less than a minute left. The Kings won the game in sudden-death overtime. Dionne had assisted on both the first and fifth goals, in the 6-5 win. The win became known as “Miracle on Manchester”, as the Kings arena was on Manchester Boulevard at the time.
He was elected to the Hockey Hall of Fame in 1992 and remains the fifth All-time leader in points 1,771 and fourth goals 731. He was also inducted in the Canadian Sports Hall of Fame. The Los Angeles Kings won the Stanley Cup in 2012, and in a gift fit for a King, presented Marcel Dionne with a Stanley Cup ring. Marcel now owns and operates Marcel Dionne Inc. a 8,000 square foot sports marketing/retail company in Niagara Falls Ontario. In 2011, he opened a breakfast diner which is attached to his retail shop called the BlueLine Diner (

Special Keynote (Day 1): Bernard Colas, L.L.D., International Trade & Intellectual Property

Bernard Colas has over 30 years of experience in international trade law and intellectual property. This experience was acquired in Montreal, Sorel, London and Paris by advising manufacturing, technology and service businesses as well as foreign governments.

As part of his practice, he advises and represents his clients’ interests during negotiations, transactions, licenses and international contracts and during their operations and implantation overseas and in international litigation. He provides advice pertaining to the enforcement and the development of international trade agreements and helps his clients develop commercial and industrial strategies while taking advantage of international trade laws.

Before co-founding CMKZ, Bernard Colas worked at a large business law firm and as a legal advisor at the International Federation of Producers of Phonograms and Videograms (IFPI) in London and at the Organisation for Economic Cooperation and Development (OECD) in Paris. He also acted as trade law specialist for World Bank and CIDA projects advising governments such as Lithuania, Algeria, Togo, Comoros and Mauritania in relation to the WTO and trade liberalization.

Bernard Colas is former president of the Canadian branch of the International Law Association (ILA) and sits on the board of many bodies, including the Montreal Council of International Relations (CORIM). He is Honorary Consul of Mauritania.

Holder of a doctorate degree in international economic and environmental law of the University of Paris, Bernard Colas teaches and is the author of many articles and books on international trade law, notably of Global Economic Co-operation: A guide to Agreements and Organizations, and Treaties and International Documents Used in International Trade Law. He is a trademark agent, an accredited mediator and appointed to the roster of candidates to serve on panels established under Chapter 19 of the North American Free Trade Agreement (NAFTA).

Special Keynote (Day 2): Tareq Hadhad, Founder, Peace by Chocolate

Tareq Hadhad is telling his story. He was a Syrian refugee, longtime peacekeeping advocate and now living his new life with his entrepreneurial family in Canada’s east coast. Tareq is the founder of Peace by Chocolate, a medical researcher and is passionate about peace and entrepreneurship.

In 2012 the Hadhads home and factory that housed the family chocolate-making business were destroyed which forced them to seek safety in other countries. A former medical student at Damascus University, Tareq joined medial relief efforts after arriving in Lebanon. Tareq and his family were welcomed to Canada on a community-based sponsorship in December 2015.

His family relaunched the family business to recreate the chocolates they once exported across the Middle East. Tareq’s father explains: “I felt like I had come back to life.” Peace by Chocolate started with a humble beginning, turning out chocolates from the family’s new kitchen. Today they are making about 250,000 pieces of chocolate a month with plans to triple the production in their new factory after their story has turned to an international inspirational phenomenon.

Tareq and his family are now focused on job creation. They utilize a network of Syrian refugees from across Nova Scotia to help with distribution and support the local economy. The plan is to expand across Canada, offering other newcomers job opportunities.

In September 2016, Prime Minister Justin Trudeau opened his speech to the United Nations Leaders’ Summit on Refugees detailing the family’s success story. This is just one side of the story. As Tareq says, “There are thousands of successes around the country. The responsibility that we have now is to share the positive things that Syrians are doing.”

“This is the message . . . if you offer the newcomers a welcoming arm, kindness and support, they can succeed faster.”

Tareq has spoken at the Amnesty International’s Human Rights Conference in Calgary, Halifax Chamber of Commerce Annual Spring Dinner, a remarkable TEDx talk at Dalhousie University and to several corporate and government organizations. He has done over 400 interviews with different news teams across North America. Tareq speaks on the compelling story of his family, the positive impact of the Syrian refugees and the spirit of entrepreneurship.

2018 Faculty

Please click on the links below for more information on our faculty.

Hazlitt Gill, Senior Research Director, Global Manager Research, Wells Fargo Investment Institute

Ranjan Bhaduri, PhD, CAIA, CFA, President & CEO, Bodhi Research Group

Randolph Cohen, PhD, Partner, Alignvest & Senior Lecturer, Harvard Business School

James Burron, CAIA, President, Canadian Association of Alternative Strategies & Assets

Maureen O'Toole, CAIA, Managing Director, Morgan Stanley Investment Management

Brian Broadway, CPA, President, Gryphon Capital Management (SFO)

Constance M. Everson, Managing Director, Capital Markets Outlook Group, Inc.

Michael Nicks, CAIA, CFA, Director of Investments, Pepperdine University

Faruk Patel, CFA, FRM, PRM, Interim Chief Risk Officer & AVP/Managing Director, Global Head of Investment Risk Governance, Global Wealth and Asset Management Division, Manulife

Srikanya Yathip, PhD, Deputy Secretary General, Government Pension Fund, Thailand

Maryna Lundgren, PhD, Actuary, Senior Specialist, Finansinspektionen / Swedish Financial Authority

John McPartland, Senior Policy Advisor, Financial Markets Group, Federal Reserve Bank of Chicago

Darren Wolf, CFA, Head of Hedge Fund Solutions, Americas, Aberdeen Standard Investments

Darryl Orom, CIM, Head of Absolute Return Investments, Alberta Teachers' Retirement Fund (ATRF)

Christopher Rapcewicz, PhD, Director of Risk and Operations, Helmsley Charitable Trust

Anushree Mohta, Senior Analyst, ODD & ERM, GM Asset Management

Thai An Le, CFA, CAIA, Vice President, Operational Due Diligence, Morgan Stanley Alternative Investment Partners Private Markets

Nicolas Dang, CFA, FRM, CAIA, Manager, Absolute Return, CN Investment Division

Patrick Augustin, PhD, FRM, Assistant Professor of Finance, McGill University, Desautels Faculty of Management

Pam Chan, CFA, Director, Portfolio Manager, BlackRock Alternative Solutions Group

Christopher Lawless, Chief Economist, British Columbia Investment Management Corporation

Omeir Jilani, CAIA, Executive Director - Head of Alternative Investments & Member of the Asset Allocation Committee, First Abu Dhabi Bank

Mark Hannoush, CPA (CA), CFA, Head of Due Diligence & Advisory, Ontario Teachers' Pension Plan

Mathieu St-Jean, CFA, FRM, Formerly CN Investment Division

Alexander Matthews, CFA, CAIA, Senior Investment Analyst, Palomino Capital (SFO)

Christophe L’Ahelec, CFA, Senior Principal - Alternative Investments, Capital Markets, Ontario Teachers’ Pension Plan

Eric Wong, FRM, Director, TCG Capital (SFO)

Nour Elmostaqim, Senior Risk Manager, Bimcor - Bell Canada Pension Plan

John-Allan Dacres, Director, External Portfolio Management, La Caisse de Dépôt et Placement du Québec (CDPQ)

Dave Finstad, CFA, Visiting Researcher, Bodhi Research Group

Julie DeMatteo, Managing Director, Asset Management, R.J. O'Brien

Enzo Gabrielli, CA, CFA, Executive Vice President & CFO, Horizon Capital (SFO)

Mohamed Farid, Principal Portfolio Manager, World Bank Pension Fund

Christopher Schindler, CFA

Hilary Till, Principal, Premia Research LLC & Contributing Editor, Global Commodities Applied Research Digest

Date & Location (click here for more information)

November 6-7, 2018
Montréal, QC

Hyatt Regency Montréal
1255 Jeanne-Mance
Montréal (QC)
H5B 1E5

Registration Pricing (click here for more information)

All pricing is listed in CAD and is net of any applicable taxes.

End-investor includes individuals employed by pension plans, sovereign wealth funds, foundations, endowments or single family offices.

Category CAASA Member Pricing
Non-Member Pricing*
(*Includes Q4 2018 membership)
Speakers & End-investors Complimentary
Investment Advisors & Investment Consultants Complimentary $175
Managers (<$100MM) $850 $1,000
Managers ($100-250MM) $1,000 $1,200
Managers ($250-500MM) $1,200 $1,500
Managers (>$500MM) $1,500 $1,800
Service Providers $2,000 $2,400
*2018 membership included in registration price for the first delegate. Additional delegates may be added at the member rate.

Please contact Caroline at 647-953-0737 or for more information.

Sponsorship Pricing (click here for more information)

All pricing is listed in CAD and is net of any applicable taxes.

Level Benefits CAASA Member Pricing
Non-Member Pricing*
(*Includes Q4 2018 membership)
Platinum Unique, only 1 sponsor at this level.
Includes 6 delegates, full page advert in program, booth and first choice of additional exposure.
$16,000 $18,000
Gold Includes 4 delegates, half page advert in program, booth and second choice of additional exposure. $12,000 $14,000
Silver Includes 2 delegates, quarter page advert in program and third choice of additional exposure. $6,000 $7,000
Bronze Includes 1 delegate, quarter page advert in program and last choice of additional exposure. $3,000 $3,500
*2018 membership included in sponsorship price. Additional delegates may be added at the member rate.

Please contact Caroline at 647-953-0737 or for more information on sponsorship benefits.

Preliminary Agenda (click here for more information)

Day 1 – Nov 6
8am-9am Breakfast and Speaker, Sponsor & Investor Registration
9am-11am Curated Roundtables: Sovereign Credit Risk & Exchange Rates, Family Offices – A Deeper Understanding, Geographical Spotlight: Insurance Regulation in Sweden & Europe
11am-1:15pm Lunch Keynote
12:30pm-1:30pm General Registration & Welcome Remarks
1:30pm-2:15pm Panel: The Elements of Asset Allocation & Tactical Tilting
2:15pm-3:00pm Panel: Due Diligence Issues – Static or Dynamic, and is the Industry adjusting at the same pace?
3:00pm-3:15pm Break
3:15pm-4:15pm Matchmaking Session #1 (3 x 20 mins)
4:15pm-5pm Panel: Managed Futures Today
5-7pm Welcome Reception featuring Marcel Dionne

Day 2 – Nov 7 
7:30am-9am Breakfast Keynote: Back to the Future 2018 – A look into the origins of 60/40, where it is now, and where investing is headed
9am-9:45am Fireside Chat: Blockchain & Financial Markets Innovation
9:45am-10am  Break
10am-11am Matchmaking Session #2 (3 x 20mins)
11am-11:45am Panel:  Building a Portfolio of Hedge Funds to Deliver Absolute Return
11:45am-12:30pm Panel: Risk Management & Governance
12:30pm-2pm Lunch Keynote: Tareq Hadhad
2pm-3pm Matchmaking Session #3 (3 x 20mins)
3pm-3:45pm Panel: The Global Economy & Alternative Investments – Reflecting on 2018 and Glimpsing Ahead to 2019
3:45pm-4pm Break
4pm-5pm  Matchmaking Session #4 (3 x 20mins)
5pm Conference Close

Roundtable topics will currently include Family Offices, Regulatory/Insurance, Credit/Quant and Private Credit. The above schedule topics are subject to change. 

Reserved Room Block (click here for more information)

Preferential pricing is available at the Hyatt Regency Montreal for guests of the summit until Tuesday, October 16, 2018. Please reserve your room online here:

Capacity & Registration Requirements (click here for more information)

Peak capacity of the venue is 200 persons, to ensure an appropriate mix of individuals from various areas of endeavour, a maximum of 80 individuals from asset management companies and 40 persons from service provider entities is in place. (80 or more delegates will come from the investor category).

All asset manager and service provider delegates are required to be employed by CAASA members and pay the requisite fee depending on the time of registration and payment. Non-members of these categories are not eligible for registration or admittance, even as guests of sponsors or speakers. For more information on membership, please click here

Individuals employed by pension plans, sovereign wealth funds, foundations, endowments, single family offices or other eligible end investors are offered complimentary admission to the conference. Those with multi-family offices or investment dealers must have CAASA membership and may be required to pay a small fee.Sponsorships and ticket fee pricing is dependent on timing (minimums and maximums are detailed above).