This event would be of interest to investors, including Investment Advisors, Endowments, Foundations, Pension Plans, and Individual Investors who are interested in learning about what Private Lending is and how to perform due diligence on these funds and their managers as well as how to create a portfolio tailored to their income needs and preferences for liquidity, volatility, and other factors.

Date & Location

Wednesday, July 25, 2018

McMillan Offices
Royal Centre, 1055 W. Georgia Street
Suite 1500
Vancouver, BC
(map)

Agenda (click here for more information)

1pm Registration
1:30pm Panel begins
2:30pm Reception

Speakers (click here for more information)

Please click on the links below for more information on our current panelists.

More to be added.

Ramesh Kashyap, Managing Director & Group Head, Alternative Investments, Ninepoint Partners LP

Vikram Rajagopalan, Vice President, Retail Sales & National Accounts, Trez Capital

Travis Forman, Investment Advisor & Senior Vice President, Harbourfront Wealth

Registration (click here for more information)

Complimentary attendance for CAASA members and investors. This includes Investment Advisors, Endowments, Foundations, Pension Plans, and Individual Investors.

 

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737.

 

Venue Sponsor:

 

 

 

 

Manager Sponsors: