CAASA Annual Conference 2020

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.

When

  • November 3, 2020
  • 8:00 am – 7:00 pm
  • November 4, 2020
  • 8:00 am – 6:00 pm
  • November 5, 2020
  • 8:00 am – 4:30 pm

Where

CAASA’s All-in-One Virtual Platform

Keynote Speakers

Speakers

AGENDA

Day 1

  • November 3, 2020
  • 8:00 am – 6:00 pm

Day 2

  • November 4, 2020
  • 8:00 am – 6:00 pm

Day 3

  • November 5, 2020
  • 8:00 am – 4:30 pm

  • November 3, 2020
  • 8:00 am – 6:00 pm

Day 1

8:00 am

Tête-à-Tête Session #1

4 x 15-minute 1:1 meetings

9:00 am

Welcome & A Few Remarks on the Curriculum

James Burron, CAASA

Ranjan Bhaduri, Bodhi Research Group

9:15 am

Discussion 1: Absolute Return – Portfolio Construction & Innovative Strategies

Brian Broadway, Gryphon Capital Management
Brandon Gill New, OPTrust
Nicolas Dang, CN Investment Division
Cedric Fontaille, Unigestion

10:00 am

Short break

10:15 am

Discussion 2: Emerging Managers in an Institutional Portfolio

Dr. Ranjan Bhaduri, Bodhi Research Group
Mark Hannoush, OTPP 
Yan Kvitko, CPPIB
Kirk Sims, Teachers Retirement System of Texas

11:00 am

Short break

11:15 am

CAASA Chat 1: Co-investments

Kalina Berova, Bodhi Research Group
Shaun Martinak, BCi
Adam Buzanis, CAAT

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

CAASA Chat 2: Conquer Covid – the inside story

Our spin on the classic fireside chat.

Confidy Kong, Bodhi Research Group
Owais Quereshi, Canada Post Pension

1:30 pm

Discussion 3: The Privates World – Infrastructure, PE, & VC

Michael Bernstein
Omeir Jilani, First Bank of Abu Dhabi
Cara Nakamura, Kamehameha Schools
Matt Smagacz, Wyoming State Treasurer’s Office

2:15 pm

Short break

2:30 pm

Keynote 1: ESG – Race Relations

Dr. Debra Thompson, McGill University

3:00 pm

Discussion 4: ESG – Diversity & Inclusion

Akanksha Thakur, Simon Fraser University
Dr. Debra Thompson, McGill University
Kathleen Schmidlkofer, University of Minnesota Foundation
Camilla Sutton, Women in Capital Markets

Hazlitt Gill, Wells Fargo

3:45 pm

Short break

4:00 pm

NowTalk 1: COVID-19 Pandemic & the Labour Market

Dr. Hashmat Khan, Carleton University

4:30 pm

NowTalk 2: How to Boost your Immunity in a COVID-19 Environment

Caroline Chow, Happy Health

5:00 pm

Tête-à-Tête Meetings #2

4 x 15-minute 1:1 meetings.

6:00 pm

Sommelier-led Wine Tasting

Join our interactive sommelier-led virtual wine tasting!

 

CAASA’s in-house sommelier Mackenzie Putici will lead us through a tasting on the red and white varietals of Bordeaux, France. Dive into some history and learn how to taste like a sommelier!

7:00 pm

End of Day 1

  • November 4, 2020
  • 8:00 am – 6:00 pm

Day 2

8:00 am

Tête-à-Tête Meetings #3

4 x 15-minute 1:1 meetings

9:00 am

Discussion 5: Quantitative Trading Strategies

Mohamed Farid, World Bank Pension
Christophe L’Ahelec, OTPP
Dr. Wagner Dada, CPPIB
Dr. Robin Lundgren, AP4

9:45 am

Short break

10:00 am

Discussion 6: Pension Fund Case Studies on Peer-to-Peer Lending & Repo

Rob Goobie, HOOPP
Mike Johnson, CalPERS
Jerry May, OPERS
Ranjan Bhaduri, Bodhi Research Group

10:45 am

Short break

11:00 am

CAASA Chat 3: Insurance Linked Securities

Our spin on the classic fireside chat. 

Philippe Trahan, OTPP
Bernard van der Stichele, HOOPP

11:30 am

Tête-à-Tête Meetings #3

3 x 15-minute 1:1 meetings

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 7: Trading and Innovative Investing in COVID-19

Ryan Abrams, Exelon Corporation
Puneet Kohli, HOOPP

Dave Finstad, BCi
Dominic Garcia, New Mexico State Pension
Darryl Orom, ATRF

2:00 pm

Short break

2:15 pm

Keynote 2: Myths in Finance

Dr. Gunter Meissner, University of Hawaii

3:00 pm

Short break

3:15 pm

Discussion 8: Negotiations, Structuring, and Legal Due Diligence

Tamara Greeman, World Bank Pension
Nina Fitzpatrick, Lighthouse Partners
Megan Vesely, OMERS

4:00 pm

Keynote 3: Trends in the Canadian Economy

Keynote by Sheryl King, Bank of Canada

Followed by Q&A with:
Sheryl King, Bank of Canada
Dr. Ranjan Bhaduri, Bodhi Research Group
Dr. Hashmat Khan, Carlton University

4:45 pm

Short break

5:00 pm

Discussion 9: Good Riddance 2020! Ideas for 2021

Brian Gelfand
Derek Drummond, SWIB
Elizabeth Burton, Hawaii Employees’ Retirement System
Mee Warren, Bodhi Research Group
Chad Myhre, Heinz Family Office

5:45 pm

A Few Closing Remarks

James Burron, CAASA

6:00 pm

End of Day 2

  • November 5, 2020
  • 8:00 am – 4:30 pm

Day 3

8:00 am

Tête-à-Tête Meetings #5

17 x 15-minute 1:1 meetings

12:15 pm

Short Break

1:15 pm

Tête-à-Tête Meetings #6

13 x 15-minute 1:1 meetings

4:30 pm

End of Day 3 – Close of Conference

CAASA Members

Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.

Event Registration Closed

Non-Members

Complimentary for end-investors. Please contact us and we may be able to accommodate on a best efforts basis for current CAASA members and asset owners.

Event Registration Closed

Sponsors

Educational Partner

Association & Media Partners