
The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices 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.
We partnered with SigmaSandbox to create a data room to provide a more robust experience for managers and investors by getting performance and other information into the hands of prospective investors. This free offering, exclusive to CAASA members, can be used in advance of the conference, during it, and afterward as much as one might like.
SFOs: 40
MFOs and Wealth Managers: 43
Asset Managers: 83
Service Providers: 27
Start-Ups: 10
Tête-à-tête Session #1
Blockchain (& Crypto-currency) Breakfast
Arthur Salzer, Northland Wealth
Fred Pye, 3iQ
Tanya Woods, Chamber of Digital Commerce
Kunal Bhasin, KPMG
Morning Break
Ardenton Capital Corporation
Resolve Asset Management
ICM Asset Management
Moderator:
James Rosebush, GrowthStrategy
Lunch Break
Jason Chertin, McMillan LLP
Brian D’Costa, Algonquin Capital
Naveed Mohammed, BMO Nesbitt Burns
Craig Machel, Richardson GMP
Luc Dumontier, LFIS
Alts Alts Panel
Yash Gupta, Morgan Stanley Alternative Investment Partners Group
David Jarvis, Corton Capital
Ali Alagheband, Sagard Holdings
Afternoon Break
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.
See below under ‘Questions’ for topics and speakers
Tête-à-tête Session #2
End of Day 1
Tête-à-tête Session #3
Extreme Diligence: The Three Levels of Diligence & Tales from the Field
Kris Coleman, Red Five Security (former FBI agent)
Morning Break
ESG & Impact Investing: What it Means and What it Can Mean for You
Bonnie-Lyn de Bartok, The S Factor Co
Ranjan Bhaduri, Bodhi Research Group
Mike Sell, Alquity Investment Management
Jason Landau, Waratah Capital Advisors
Lunch Break
Lunch & Keynote
Paul Desmarais III, Sagard Holdings
VC Pitch Competition (Beaver’s Lodge) – Disruptors in Action
Canada’s industrious spirit-animal, the beaver, represents all that Canadian venture capitalists and entrepreneurs do every day: find a niche, work diligently and adaptively to make their plan a reality, and create new ecosystems where others can thrive.
John Ruffolo, OMERS Ventures
Sophie Forest, Brightspark Ventures
Enzo Gabrielli, Horizon Capital Holdings
Shez Samji, Silicon Valley Bank
Afternoon Break
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.
See below under ‘Questions’ for topics and speakers
Tête-à-tête Session #4
End of Day 2
Tête-à-tête Session #5
All Day
End of Family Office Summit
Registration is now closed.
Please contact Paul at paul@caasa.ca if you have any questions.
Registration is now closed.
Please contact Paul at paul@caasa.ca if you have any questions.
Eligibility as a Speaker or Single Family Office is at the determination of CAASA staff.
All asset manager and service provider delegates are required to be employed by CAASA members and pay the requisite fee depending on the time of registration and payment. Non-members of these categories are not eligible for registration or admittance, even as guests of sponsors or speakers. For more information on membership, please click here.
Due to venue requirements and commitments with the hotel, we are unable to offer registration or sponsorship refunds*. Substitutions are not permitted.
The full conference registration fee would still apply in order to complete your registration. We do not offer special rates for partial attendance.
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 2020 table hosts:
Ardenton
AGF
Morgan Stanley Investment Management
Lyxor Asset Management
Algonquin Capital
Waratah Capital Advisors
ICM
Waratah Capital Advisors
Fidelity Clearing Canada ULC
Slate Securities
Espresso Capital
AGinvest Properties Canada
TMX
CEOS Family Office
SGGG Fund Services Inc.
Meraki Global Advisors
Dart Real Estate