This event is designed to bring together Investment Advisors, Family Offices, Consultants, and Alternative Managers to discuss how HNW and family offices deploy alternative strategies and assets in their portfolios.
Following a presentation and fireside chat with Michael Nicks, a selection of diverse alternative investment managers will speak to their best idea – in rapid-fire format and including a short Q&A session.  Followed by pre-scheduled short meeting times, the event will conclude with a reception to allow all participants and attendees time to meet.
CAASA manager, multi-family office, and service provider members may register by purchasing tickets or sponsoring the event; all single family offices and investment advisors on a complimentary basis.

 


Date: Thursday, October 3, 2019

Location: Fairmont Hotel Vancouver, 900 W Georgia St, Vancouver (map)

Time:

1:30pm Registration
2:00pm Part 1: Use of Alternatives in a portfolio setting feat. Michael Nicks of Pepperdine University. Short ppt/fireside with James and audience Q&A.
2:30pm Part 2: Best Ideas; 10 managers will give a short intro of their best idea / strategy and Q&A
3:30pm Part 3: Meet the Managers – Each manager has a table where they will do three 10 minute in-depth sessions with Q&A
4:00pm Part 4: Reception
5:00pm Session ends

 

Michael Nicks, Director of Investments, Pepperdine University

James Burron President, Canadian Association of Alternative Strategies & Assets (CAASA)

Participating Managers:

Julian Klymochko
Founder & CEO
Accelerate Financial Technologies

Kerry Stirton
Managing Partner
Alignvest Investment Management

Jason Jogia
CIO
Avenue Living Asset Management

Matt Zabloski
Founder & Lead Portfolio Manager
Delbrook Capital Management

Anthony Guarnieri
Distrect VP,
Group RMC

Travis Dowle
President & Fund Manager
Maxam Capital Management

Guy Caplan
Founder
Pilot House Capital

Fraser McEwen
Partner
Slate Securities

Yu-Jia Zhu
Co-Founder and CIO
White Crane Capital Corp.

Registration:

CAASA Fund Managers:
$1,000 includes 2 pages in our spotlight booklet

CAASA Multi-Family Office Non-Member:
$500 includes membership

Service Providers:
$500 includes a page in our spotlight booklet

CAASA Multi-Family Office Member:
Complimentary

Single Family Office:
Complimentary

Institutional Investors:
Complimentary

Plus applicable taxes.

Registration is required as capacity is limited.

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

Sponsored by: