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 2, 2019 with pre-day sessions on Wednesday, May 2, 2019

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

Conference Brochure: View the brochure, HERE.

Registration: please scroll down for the full pricing schedule and choose the Member or Guest buttons on this page to complete your online registration.

Registration and full agenda below (please click on the links/ “+” for more information).

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

Speakers (click for more information)

Ranjan Bhaduri, President & CEO, Bodhi Research Group

 

 

 


Brian D’Costa, Founding Partner & President, Algonquin Capital

 


Minjun Kim, Managing Partner & CIO, Strategic Asset Partners (MFO)

 


Malcolm Katz-Larson, Acquisitions Analyst, Rohit Capital Inc. (SFO)

 


Victor Kuntzevitsky, VP, Investment & Portfolio Strategy, Northland Wealth Mangement (MFO)


Maria Pacella, Senior VP, Private Equity & Portfolio Manager, PenderFund Capital Management


Frederick Pye, President & CEO, 3iQ Corp.


Natasha Sharpe, CIO, Bridging Finance


Jason Chertin, Partner, McMillan LLP


Taekyung Han, CIO, Vibrato Capital LLC (SFO)

 


Isaac Lempriere, Senior Research Analyst, Prime Quadrant (MFO)


Kerem Kolcuoglu, Director, MLG Blockchain Consulting

 


Alexander Matthews, Principal, Palomino Capital Corporation (SFO)


David Pappin, President, IAM Real Estate, Integrated Asset Management Group


Arthur Salzer, CEO & CIO, Northland Wealth Management (MFO)

 


Andrew Torres, Founding Partner, CEO, Lawrence Park Asset Management


Wilson Tow, Co-Founder, Managing Partner, Fern Capital Partners

 


Eric Wong, Director, TCG Capital Hong Kong (SFO)


Esther Zurba, Director, Castle Hall Diligence


Registration Pricing (click for more information)

All pricing is listed in CAD.

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

*Liquid Alts Lunch is available as a pre-conference session on Wednesday, May 1 and full details can be found HERE.

Sponsorship Pricing (click for more information)

All pricing is listed in CAD. 

Sponsorship Item & Benefits CAASA Member Pricing
CAD
Full Day 2 Conference & choice of the Liquid Alts Lunch or Family Office Dinner & Discussion (up to 2 delegates) $2,500
Full Day 2 Conference, Liquid Alts Lunch and Family Office Dinner & Discussion (up to 2 delegates) $3,500
1/4 Page Advert in Conference Program $1,000
1/2 Page Advert in Conference Program $2,000
Choice of  Additional Exposure Item* $1,000
Additional Delegate $500
Non-member pricing not available at present.

*Additional Exposure Item includes items such as branding towards the breaks, lunch, meeting app, phone chargers, reception, program, breakfast, matchmaking sessions etc.

Program & Schedule (click for more information)

Pre-Day (May 1) Blockchain & Crypto-Assets Primer
10:00am Registration & Networking
10:15am The primer will speak to topics such as:

  • Define & explain distributed ledger technology, blockchain, crypto-assets
  • Blockchain use cases: financial markets & “real life”
  • History of Bitcoin, stable-coins & other crypto-currencies
  • Smart contracts, security tokens & other innovations
  • Exchanges, listing, custody & trading
  • Securities regulations & AML
3:00pm Session ends
Pre-Day (May 1) Family Office Dinner & Discussion
5:30pm Registration & Networking
6:00pm Seating for dinner
6:30pm The dinner will provide discussion on the following:

  • Introduction of attendee companies
  • Taxation & structuring issues for family offices
  • Dilligence processes
  • Asset allocation & portfolio construction
  • Use of alternatives
  • Middle & back-office functions
8:00pm Dinner ends

Day 2 (May 2) All Delegates
7:30am Breakfast & Keynote
9:00am Focus on Investment Due Diligence
9:45am Break & Tête-à-Tête/Meeting Sessions
10:25am Focus on Operational Due Diligence
11:10am Best Practices for Family Offices
M11:55am Lunch & Keynote
1:30pm Equity Strategies Panel 
Moderated by: family office professional
2:30pm Credit Strategies & Private Lending Panel
Moderated by: family office professional
3:30pm Break & Tête-à-Tête/Meeting Sessions
4:00pm Illiquids: Real Estate, Private Equity & Infrastructure Panel 
Moderated by: family office professional
5:00pm  Reception & Keynote Speaker
7:00pm End of Day 2 Program

Capacity & Registration Requirements (click for more information)

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.

Thank you to our Sponsors: