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 & 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.

Darryl Orom, Portfolio Manager, Alberta Teachers' Retirement Fund (ATRF)

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

Richard Iwuc, CFA, Portfolio Manager, University of Alberta

Michael Nicks, Director of Investments, Pepperdine University

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

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)

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

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

Date & Location

November 6-7, 2018
Montréal, QC

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

Registration Pricing

All pricing is listed in CAD and includes taxes as applicable.

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

Category CAASA Member Pricing
(Until July 1, 2018)
Non-Member Pricing*
(Until July 1, 2018)
Speakers & End-investors Complimentary
Investment Advisors $175 $175
Managers (<$100MM) $700 $1,700
Managers ($100-500MM) $1,700 $3,200
Managers (>$500MM) $2,600 $5,100
Service Providers & Consultants $2,600 $5,100
*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

All pricing is listed in CAD and includes taxes as applicable.

Level Benefits CAASA Member Pricing
(Until July 1, 2018)
Non-Member Pricing
(Until July 1, 2018)
Platinum Unique, only 1 sponsor at this level.
Includes 6 delegates, full page advert in program, booth and first choice of additional exposure.
$17,500 $20,000
Gold Includes 4 delegates, half page advert in program, booth and second choice of additional exposure. $11,800 $14,300
Silver Includes 2 delegates, quarter page advert in program and third choice of additional exposure. $6,800 $9,300
Bronze Includes 1 delegate, quarter page advert in program and last choice of additional exposure. $3,600 $6,100
*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

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

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

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 Sponsor: