The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices 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.

Date: Thursday, May 7, 2020 with pre-day sessions on Wednesday, May 6, 2020

Location: Vantage Venues, 150 King Street West, 16th Floor, Toronto, ON, Canada (map)

Conference Brochure: View the 2019 brochure, HERE.

For more information or to sponsor the summit, please contact the CAASA office at 647-953-0737 or caroline@caasa.ca.

Registration Pricing 

All pricing is listed in CAD.

Category Included CAASA Member Pricing
CAD
Non-Member Pricing*
CAD
Speakers & Single Family Offices Pre-day Session, Dinner & Full Day Complimentary
Investment Advisors Pre-day Session, Dinner & Full Day Complimentary $150
Multi-Family Offices & OCIOs Pre-day Session, Dinner & Full Day Complimentary $150 per person or $700 for the company
Managers Full Day $1,000 Not available at present
Service Providers Full Day $1,500 Not available at present

Non-member pricing not available at present.

Eligibility as a Speaker or Single Family Office is at the determination of CAASA staff.

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.

Sponsor: