In partnership with CAIA Association:



This session 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 2019. The following session dates are as follows:

Part 2: Wednesday, January 23 – Onshore Fund Structuring & Tax
Part 3: Thursday, January 31 – Offshore Fund Structuring & Tax
Part 4: Tuesday, February 5 – Operations & BCP (Business Continuity Plans)
Part 5: Wednesday, February 6 – Other Services
Part 6: Tuesday, February 19 – Segment Marketing & Capital Raising
Part 7: Wednesday, February 20 – Acquisition & Retention

Date & Location

Tuesday, January 22, 2019

McMillan LLP
1000 Sherbrooke Street West, Suite 2700
Montréal, Québec


4:30pm Registration
5pm Session begins
6:30pm Reception
7:30pm Close


Please click on the links below for more information on our current panelists. More to be added.

Kosta Kostic, Partner, McMillan LLP

Jason Chertin, Partner, McMillan LLP

Michael Friedman, Partner, McMillan LLP


CAASA & CAIA Members: $35 +QST (single session) or $200 +QST (full series)

Non-members: $55 +QST (single session) or $300 +QST (full series)

Full series pricing available until February 5, 2019.

Please note: there will be a conference line option available for those outside of Montréal for each session. Slides and details will be provided upon registration. 

Registration is required as capacity is limited.

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

Venue Sponsor:

Series Sponsors: