This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

Date & Location

Friday, June 8, 2018
Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada
(map)

Agenda

8:00 – 8:30 am – Registration and breakfast buffet (continental)
8:30 – 9:30am – Panel “What Investors Want”
9:30 – 9:40am – Break
9:40 – 11:10am – 6 x 15-minute tête-à-tête sessions between investors and managers (opt-in via mobile app)

Speakers

Darren Coleman, Senior Vice President & Portfolio Manager, Private Client Group, Raymond James Ltd.

Ranjan Bhaduri, Founder, President & CEO, Bodhi Research Group

Adam Buzanis, Director of Research, Prime Quadrant

Rob Anton, Managing Director & Founding Partner, Sales & Product Development, Next Edge Capital

Moderator: James Burron, President, CAASA

Registration

 Registration Levels
CAASA Member Managers Complimentary
Investors & Allocators Complimentary
Service Providers $500
Includes 1 delegate
Non-Member Managers $500
Includes 2 delegates
All pricing in CAD

Please contact Caroline at caroline@caasa.ca or 647-953-0737 to register. 

 

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