This conference builds upon our team’s experience in sourcing quality speakers (strictly from the investor community) for timely and topical panels and keynote speaking sessions. In addition, a selection of curated roundtables will be available for sponsors, speakers, and investors in attendance – these smaller meetings provide an opportunity for all to have frank and private discussions on relevant topics.

Also included, on a strictly opt-in basis for all, are several tête-à-tête sessions where participants can exchange introductions and briefings. All proceedings are subject to Chatham House Rule.

Please click on each of the “+” signs below for more information.

2018 Faculty

Please click on the links below for more information on our faculty.

Hazlitt Gill, SVP & Senior Research Director, Global Manager Research Wells Fargo Investment Institute, Wells Fargo & Company

Ranjan Bhaduri, PhD, CAIA, CFA, President & CEO, Bodhi Research Group

Randolph Cohen, PhD, Partner, Alignvest & Senior Lecturer, Harvard Business School

James Burron, CAIA, President, Canadian Association of Alternative Strategies & Assets

Jim Kyung-Soo Liew, PhD, Assistant Professor of Finance, Johns Hopkins Carey Business School

Maureen O'Toole, CAIA, Managing Director, Morgan Stanley Investment Management

Brian Broadway, CPA, President, Gryphon Capital Management (SFO)

Constance M. Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.

Michael Nicks, CAIA, CFA, Director of Investments, Pepperdine University

Faruk Patel, CFA, FRM, PRM, Interim Chief Risk Officer & AVP/Managing Director, Global Head of Investment Risk Governance, Global Wealth and Asset Management Division, Manulife

Srikanya Yathip, PhD, Deputy Secretary General, Government Pension Fund, Thailand

Maryna Lundgren, PhD, Actuary, Senior Specialist, Finansinspektionen / Swedish Financial Authority

John McPartland, Senior Policy Advisor, Financial Markets Group, Federal Reserve Bank of Chicago

Darren Wolf, Head of Hedge Fund Solutions, Americas, Aberdeen Standard Investments

Darryl Orom, CIM, Head of Absolute Return Investments, Alberta Teachers' Retirement Fund (ATRF)

Christopher Rapcewicz, PhD, Director of Risk and Operations, Helmsley Charitable Trust

Anushree Mohta, Senior Analyst, ODD & ERM, GM Asset Management

Thai An Le, CFA, CAIA, Vice President, Operational Due Diligence, Morgan Stanley Alternative Investment Partners Private Markets

Nicholas Dang, CFA, FRM, CAIA, Manager, Absolute Return, CN Investment Division

Dominic Garcia, Chief Investment Officer, The New Mexico Public Employees Retirement Association (PERA)

Richard Iwuc, CFA, Portfolio Manager, University of Alberta

Christopher Schindler, MBA, CFA, Managing Director, Portfolio Management & Asset Allocation, Ontario Teachers' Pension Plan (OTPP)

Vincent Zhou, CFA, FRM, Senior Portfolio Analyst, Absolute Return, Alberta Teachers' Retirement Fund (ATRF)

Shaun Ng, CFA, Managing Director, Cleveland Clinic Investment Office

Date & Location (click here for more information)

November 6-7, 2018
Montréal, QC

Hyatt Regency Montréal
1255 Jeanne-Mance
Montréal (QC)
H5B 1E5

Registration Pricing (click here for more information)

All pricing is listed in CAD and is net of any applicable taxes.

End-investor includes individuals employed by pension plans, sovereign wealth funds, foundations, endowments or single family offices.

Category CAASA Member Pricing
Non-Member Pricing*
Speakers & End-investors Complimentary
Investment Advisors Complimentary $175
Managers (<$100MM) $850 $1,850
Managers ($100-500MM) $2,300 $3,800
Managers (>$500MM) $3,500 $6,000
Service Providers & Consultants $3,500 $6,000
*2018 membership included in registration price for the first delegate. Additional delegates may be added at the member rate.

Please contact Caroline at 647-953-0737 or for more information.

Sponsorship Pricing (click here for more information)

All pricing is listed in CAD and is net of any applicable taxes.

Level Benefits CAASA Member Pricing
Non-Member Pricing
Platinum Unique, only 1 sponsor at this level.
Includes 6 delegates, full page advert in program, booth and first choice of additional exposure.
$20,000 $22,500
Gold Includes 4 delegates, half page advert in program, booth and second choice of additional exposure. $14,000 $16,500
Silver Includes 2 delegates, quarter page advert in program and third choice of additional exposure. $8,000 $10,500
Bronze Includes 1 delegate, quarter page advert in program and last choice of additional exposure. $4,000 $6,500
*2018 membership included in sponsorship price. Additional delegates may be added at the member rate.

Please contact Caroline at 647-953-0737 or for more information on sponsorship benefits.

Tentative Agenda (click here for more information)

Tuesday, Nov 6 – Breakfast, curated roundtables, investor-only lunch, half day sessions & welcome reception with keynote speaker
Wednesday, Nov 7 – Full day sessions and tête-à-tête meetings with lunch keynote speaker

Reserved Room Block (click here for more information)

Preferential pricing is available at the Hyatt Regency Montreal for guests of the summit until Tuesday, October 16, 2018. Please reserve your room online here:

Capacity & Registration Requirements (click here for more information)

Peak capacity of the venue is 200 persons, to ensure an appropriate mix of individuals from various areas of endeavour, a maximum of 80 individuals from asset management companies and 40 persons from service provider entities is in place. (80 or more delegates will come from the investor category).

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

Individuals employed by pension plans, sovereign wealth funds, foundations, endowments, single family offices or other eligible end investors are offered complimentary admission to the conference. Those with multi-family offices or investment dealers must have CAASA membership and may be required to pay a small fee.

Sponsorships and ticket fee pricing is dependent on timing (minimums and maximums are detailed above).


Educational Partner:
logo for Bodhi Research Group


 Silver Sponsors:



Bronze Sponsors: