In partnership with CAIA Association:

Investors are rationally fixated on how managers run their operations and how they would fare in the face of a major disruption to their information and trading infrastructure and ability to run the business. This panel of managers, investors, and due diligence professionals, including Ian Pember of Glen Williams Consulting and Dennis MacPherson of SGGG, will illustrate what it takes to get sophisticated (aka smart) money, and how to keep it.

This is part 5 of our 7 session series to be held throughout 2018. The following session dates are as follows:

Part 6: Wednesday, November 28 – Segment Marketing & Capital Raising
Part 7: Wednesday, December 5 – Finding & Retaining Talent

To register, please use the guest or member registration buttons on this page. 

Date & Location

Wednesday, November 21, 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.

Dennis MacPherson, SVP, SGGG Fund Services Inc.

Ian Pember, CEO, Glen Williams Consulting

Ryan Gonsalves, COO, ADI Capital Partners

John Young, Partner, Chief Risk & Compliance Officer, Lawrence Park Asset Management

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: