This panel will feature service offerings that managers and investors may require or desire as a way to capture additional Operations Alpha.

This is part 4 of our 7 session series to be held throughout 2018. The following session dates are as follows:

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, November 20, 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
6:30pm Panel ends & reception
~7:30pm Close

Speakers (click here for more information)

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

Jocelyn Courcelles, Director, Client Relations, Fundata

Michael Fowler, Founding Partner, Coach House Partners

Sean Driscoll, Vice President, GlobeTax

Bob Williamson, Vice President, Sales, Battea Class Action Services

Jonathan Shapiro, Senior Director, Business Development, Linedata-Gravitas

Registration (click here for more information)

CAASA Members: $35 +HST (single session)

Non-members: $55 +HST (single session)

Registration is required as capacity is limited.


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

Venue Sponsor:





Series Sponsors: