CAASA Annual Conference 2020

CAASA Annual Conference 2020

conference

View the 2019 Conference

HIGH TOUCH & 100% VIRTUAL

We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs. With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!

WHO ATTENDS?

The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.
All content is subject to Chatham House Rule. Prices increase on Oct 1, 2020.
Our 2019 conference delegation included 35% investors, 37% managers and 28% service providers and other industry players. We expect 150 investors, 150 managers, and 75 service providers to attend this edition.

View the 2019 Conference brochure, HERE.

WHEN

Tuesday, November 3rd & Wednesday, November 4th, 2020 & Thursday, November 5th

WHERE

CAASA's Virtual Platform

SELECT 2020 FACULTY

VIEW

James Burron, CAIA

President, Canadian Association of Alternative Strategies & Assets
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Ranjan Bhaduri, PhD, CAIA, CFA

President & CEO, Bodhi Research Group
VIEW

Caroline Chow, CNE

Vice President, CAASA & Founder, Happy Health
VIEW

Christophe L'Ahelec, CFA

Senior Principal - Capital Markets, Ontario Teachers' Pension Plan Board (OTPP)
VIEW

Kalina Berova, CFA

Visiting Researcher, Bodhi Research Group
VIEW

Mohamed Farid

Principal Portfolio Manager - Managing the Absolute Return Portfolio, World Bank Pension Fund
VIEW

Brandon Gill New, CFA

Senior Portfolio Manager - Capital Markets Group, OPTrust
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Dave Finstad, CFA

Senior Portfolio Manager, British Columbia Investment Management Corporation (BCI)
VIEW

Matthew Smagacz, CFA, FRM

Senior Investment Officer, Wyoming State Treasurer’s Office
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Nicholas Dang, CFA, FRM, CAIA

Manager - Absolute Return, CN Investment Division
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Owais Qureshi, CFA

Director & Senior Portfolio Manager, Canada Post Corporation Pension Fund
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Tamara Greeman

Lead Counsel, Corporate Finance, World Bank Pension Plan
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Michael Bernstein, CFA, ICD.D

President, Juno Advisors Ltd.
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Cara Nakamura

Managing Director, Financial Assets Division of the Kamehameha Schools
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Hashmat Khan, PhD

Professor & Chair - Economics Department, Carleton University
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Kirk Sims, CFA

Head - Emerging Manager Program, Teacher Retirement System of Texas
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Puneet Kohli, CFA

AVP - Equities Derivatives & Collateral Management, Healthcare of Ontario Pension Plan (HOOPP)
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Mee Warren, CFA, CAIA

Visiting Researcher, Bodhi Research Group
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Hazlitt Gill

SVP & Senior Research Director - Global Manager Research, Wells Fargo Investment Institute
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Camilla Sutton, CFA

President & CEO, Women in Capital Markets (WCM)
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Darryl Orom, CIM

Head - Absolute Return Investments, Alberta Teachers’ Retirement Fund (ATRF)
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Shaun Martinak

Senior Portfolio Manager - Partnership Portfolio, British Columbia Investment Management Corporation (BCI)
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Brian Broadway

President, Gryphon Capital Management
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Robin Lundgren, PhD

Quantitative Analyst, The Fourth Swedish National Pension Fund (AP4)
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Yan Kvitko, CFA

Senior Portfolio Manager - External Portfolio Management, CPP Investments
VIEW

Confidy Kong

Creative Lead, Bodhi Research Group
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Brian Gelfand

Previously Chief Commercial Officer - Post Trade Services, TMX Group
VIEW

Mark K. Hannoush, CPA, (CA), CFA

Managing Director - Due Diligence & Advisory, Ontario Teachers' Pension Plan (OTPP)
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Elizabeth Burton, CAIA

Chief Investment Officer, Employees’ Retirement System of the State of Hawaii
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Brian Payne, CAIA

Portfolio Manager - Diversifying Strategies Program, Teachers' Retirement System of the State of Illinois
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Nour Elmostaqim

Trader – Money Market & Foreign Exchange, Bimcor (Bell Canada Pension Plan)
VIEW

Philippe Trahan

Director, Insurance-Linked Securities - Capital Markets Group, Ontario Teachers’ Pension Plan Board (OTPP)
VIEW

Akanksha Thakur

Project Coordinator - Equity, Diversity & Inclusion Hub, Simon Fraser University (SFU)
VIEW

Kathy Schmidlkofer

President & CEO, University of Minnesota Foundation

TENTATIVE 2020 AGENDA

  • November 3, 2020
  • 8:00 AM - 6:00 PM
Day 1
8:00 AM

Tête-à-Tête Session #1

4 x 15-minute meetings

9:00 AM

Welcome & Conference Opening

James Burron, CAASA

9:15 AM

A Few Remarks about the Curriculum

Ranjan Bhaduri, Bodhi Research Group

9:30 AM

Discussion #1: Absolute Return – Innovative Strategies + Portfolio Construction

10:15 AM

Short break

10:30 AM

Discussion #2: Emerging Managers

11:15 AM

Short break

11:30 AM

CAASA Chat: Co-investments

12:00 PM

Short break

12:15 PM

Sponsored Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

1:15 PM

Discussion #3: Conquer Covid – the inside story

1:30 PM

Discussion #4: Infrastructure, PE, VC

2:15 PM

Short break

2:30 PM

Keynote: Race Relations

3:00 PM

Discussion #5: Diversity & Inclusion – Panel

3:30 PM

Tête-à-Tête Meetings

4 x 15-minute meetings

4:00 PM

Discussion #6: The Economics of Covid-19

4:30 PM

NowTalk: How to Boost your Immunity

Caroline Chow, Happy Health

5:00 PM

Tête-à-Tête Meetings

4 x 15-minute meetings

6:00 PM

End of Day 1

  • November 4, 2020
  • 8:00 AM - 6:00 PM
Day 2
8:00 AM

Tête-à-Tête Meetings

6 x 15-minute meetings

9:30 AM

Discussion #7: Quantitative Trading Strategies

10:15 AM

Short break

10:30 AM

Discussion #8: Trading & Investing in COVID-19

11:15 AM

Short break

11:30 AM

Discussion #9: Insurance Linked Securities

12:00 PM

Short break

12:15 PM

Sponsored Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

1:15 PM

Discussion #10: Pension fund case studies on peer-to-peer lending & repo

1:45 PM

Short break

2:00 PM

Keynote: Myths in Finance

2:45 PM

Short break

3:00 PM

Discussion #11: Negotiations, Structuring, & Legal Due Diligence

3:45 PM

Short break

4:00 PM

Keynote: Bank of Canada

4:30 PM

Discussion #12: Good Riddance 2020! Ideas for 2021

5:15 PM

A Few Closing Remarks

James Burron, CAASA

5:30 PM

Tête-à-Tête Meetings

2 x 15-minute meetings

6:00 PM

End of Day 2

  • November 5, 2020
  • 8:00 AM - 4:00 PM
Day 3
8:00 AM

Tête-à-Tête Meetings

16 x 15-minute meetings

12:00 PM

Short break

12:15 PM

Sponsored Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

1:15 PM

Tête-à-Tête Meetings

11 x 15-minute meetings

4:00 PM

End of Day 3 – Close of Conference

Pricing & Registration

Member Pricing

Member Pricing

$847.5

Flat Fee inclusive of HST
Full Day 1, 2, 3 plus tete-a-tete meetings
Additional Delegate - $847.50

Click here to attend CAC 2020

COMPLIMENTARY

Institutional Investors & Single Family Offices
Full Day 1, 2, 3 plus tete-a-tete meetings
Additional Delegate - COMPLIMENTARY

COMPLIMENTARY

Multi-Family Offices
Full Day 1, 2, 3 plus tete-a-tete meetings
Additional Delegate - COMPLIMENTARY

COMPLIMENTARY

Investment Advisors & Individual Investors
Full Day 1, 2, 3 plus tete-a-tete meetings
Additional Delegate - COMPLIMENTARY

Click here to attend CAC 2020

$565

Flat Fee inclusive of HST
Full Day 1, 2, 3 plus tete-a-tete meetings
Additional Delegate - $565

Click here to attend CAC 2020

All prices are in CAD and inclde HST. Prices to increase on Oct 1st.

QUESTIONS?

Browse through our most frequently asked questions.

What were the 2019 topics covered in the TableTalks?

Designed to provide a briefing on topical and timely subjects, these discussions are lead by industry leaders whom also make themselves available throughout the conference schedule. Below are a list of our 2019 topics discussed:

Choosing a Service Provider for your Liquid Alts Fund
Jon Loft, Director, Alternatives, CIBC Mellon

Why Europe!
Michael Micko, Partner & Head of European Credit Strategies, Napier Park Global

Offshore PE & Hedge Fund Structuring & Tax
Michael Bunn, Partner, Norton Rose Fulbright

Long/Short ESG… The Smart Evolution of ESG Investing
Jessica Clark Barrow, Executive Vice President, Waratah Capital Advisors

Opportunities in the Canadian Apartment Rental Real Estate Sector
Paul Mayer, Executive VP, Investment Sales, Centurion Asset Management

Creating a Managed Account Platform from the Ground Up
Jonathan Planté, Director, Business Development, Innocap Investment Management

Digital Client Onboarding
Lawrence McCann, VP Sales and Relationship Management, Fidelity Clearing Canada

Cross-border withholding tax: Are you leaving money on the table?
Sean Driscoll, Vice President, GlobeTax

Open Architecture Investment Dealer Platforms
Martin Boulianne, Branch Manager, Richardson GMP.

 

Do I need to be a CAASA member to attend?

Yes, all attendees are required to hold an active membership with CAASA. If you are a non-member and would like to attend, please book an intro call with us HERE or contact us at paul@caasa.ca.

What are your cancellation and substitution policies?

We are unable to offer refunds on conference registration or sponsorship purchases. Substitutions are not permitted by manager or service provider attendees.

Can I access the networking platform and mobile app after the conference?

Yes, the full delegate list will still remain open for about 1 month following the conference.

SPONSORS

EDUCATIONAL PARTNER

ASSOCIATION & MEDIA PARTNERS

Sponsors gain invaluable exposure and networking opportunities.