This event is designed to bring together Investment Advisors, Family Offices, Consultants, and Alternative Managers to discuss how HNW and family offices deploy alternative strategies and assets in their portfolios.
Following a presentation and fireside chat with Michael Nicks, a selection of diverse alternative investment managers will speak to their best idea – in rapid-fire format and including a short Q&A session. Followed by pre-scheduled short meeting times, the event will conclude with a reception to allow all participants and attendees time to meet.
CAASA manager, multi-family office, and service provider members may register by purchasing tickets or sponsoring the event; all single family offices and investment advisors on a complimentary basis.
Date: Thursday, October 3, 2019
Location: Fairmont Hotel Vancouver, 900 W Georgia St, Vancouver (map)
Time:
1:30pm Registration
2:00pm Part 1: Use of Alternatives in a portfolio setting feat. Michael Nicks of Pepperdine University. Short ppt/fireside with James and audience Q&A.
2:30pm Part 2: Best Ideas; 10 managers will give a short intro of their best idea / strategy and Q&A
3:30pm Part 3: Meet the Managers – Each manager has a table where they will do three 10 minute in-depth sessions with Q&A
4:00pm Part 4: Reception
5:00pm Session ends
Director of Investments, Pepperdine University
Michael Nicks joined the Investment Office in 2002. Prior to joining the University, he served in a variety of roles in the business world, including programming, database creation/management, technical support management, and marketing management in the technology sector. In 2004, Nicks became the director of Absolute Return Strategies, primarily overseeing the University’s hedge fund investments.
As Director of Investments, his primary areas of responsibility include the endowment’s marketable alternative investments (hedge funds), analysis of managers, asset classes, and quantitative analysis and modeling. Nicks is a CFA Charterholder (’06) and also a Chartered Alternative Investment Analyst (’06), and has been a grader for the CAIA Level 2 Exam since 2007. In addition to his duties in the Investment Office, he is also an adjunct professor at Pepperdine University’s Seaver College.
Nicks has a bachelor of science in management degree from Pepperdine University and an MBA with an Emphasis in Finance from Pepperdine’s Graziadio School of Business and Management (’02).
President, Canadian Association of Alternative Strategies & Assets (CAASA)
James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).
Participating Managers:
Julian Klymochko
Founder & CEO
Accelerate Financial Technologies
Kerry Stirton
Managing Partner
Alignvest Investment Management
Jason Jogia
CIO
Avenue Living Asset Management
Matt Zabloski
Founder & Lead Portfolio Manager
Delbrook Capital Management
Anthony Guarnieri
District VP,
Group RMC
Travis Dowle
President & Fund Manager
Maxam Capital Management
Guy Caplan
Guy Caplan
Founder
Pilot House Capital
Fraser McEwen
Partner
Slate Securities
Yu-Jia Zhu
Co-Founder and CIO
White Crane Capital Corp.
Lisa Stewart
Associate Vice President, Capital Markets
Neighbourhood Holdings
Registration:
CAASA Fund Managers:
$1,000 includes 2 pages in our spotlight booklet
CAASA Multi-Family Office Non-Member:
$500 includes membership
Service Providers:
$500 includes a page in our spotlight booklet
CAASA Multi-Family Office Member:
Complimentary
Single Family Office:
Complimentary
Institutional Investors:
Complimentary
Plus applicable taxes.
Registration is required as capacity is limited.
For more information, please contact Paul at paul@caasa.ca or 647-953-0737.
Sponsored by:
