CAASA Annual Conference 2019

CAASA Annual Conference 2019

WHO ATTENDS?

The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers 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.

Our 2018 conference delegation included 35% investors, 33% managers and 32% service providers and other industry players.

View the 2018 Conference brochure, HERE.

WHEN

Monday, November 4th and Tuesday, November 5th 2019

WHERE

900 Boulevard René-Lévesque O, Montréal, QC H3B 1X8, Canada

SELECT 2019 SPEAKERS

VIEW

James Burron, CAIA

President, Canadian Association of Alternative Strategies & Assets
VIEW

Ranjan Bhaduri, PhD, CAIA, CFA

President & CEO, Bodhi Research Group
VIEW

Julie Branscombe

Senior Lead, Inclusion & Diversity, Ontario Teachers' Pension Plan Board (OTPP)
VIEW

Shael Soberano, CFA

Chief Investment Officer, Sharno Group Inc.
VIEW

Chris Schindler, CFA

VIEW

Dave Finstad, CFA

Senior Portfolio Manager, British Columbia Investment Management Corporation (BCI)
VIEW

Brandon Gill New, CFA

Senior Portfolio Manager - Strategic Relationships & Innovation Division, OPTrust
VIEW

Keith Black, PhD, CAIA, CFA

Managing Director - Curriculum & Exams, CAIA Association
VIEW

Mohamed Farid, CFA

Principal Portfolio Manager - Managing the Absolute Return Porfolio, World Bank Pension Fund
VIEW

Lars Meuller, PhD

Portfolio Strategist, Fjärde AP-fonden (AP4)
VIEW

Yasir Khushi, CPA

Group Finance Director, MSA Capital Ltd.
VIEW

Malcolm Katz-Larson, CFA

Associate - Corporate Development, Rohit Capital Inc.
VIEW

Srikanya Yathip, PhD

Deputy Secretary General, Government Pension Fund - Thailand
VIEW

Christophe L'Ahelec, CFA

Senior Principal - Capital Markets, Ontario Teachers' Pension Plan Board (OTPP)
VIEW

Maxime Tessier

Senior Advisor - Tactical Asset Allocation, Abu Dhabi Investment Authority (ADIA)

Michael Nicks, CFA, CAIA

Director - Investments, Pepperdine University
VIEW

Mario Therrien, CFA (Keynote)

Senior Managing Director & Head of Strategic Partnerships - Developed Markets, Caisse de dépôt et placement du Québec

TENTATIVE AGENDA

  • November 4, 2019
  • 8:30 AM - 7:00 PM
Investors, Speakers & Sponsors Only
8:30 AM

Breakfast

9:00 AM
 Meeting the Challenge of CIOs in 2020 (Strictly Investors Only)

Chris Schindler

 

Manager & Service Provider Table Talks

Various topics discussed in a small group
setting. Two, 20-minute talks.

10:00 AM

Morning Break

10:15 AM

 

Focus on Family Offices –  Interactive Round Table Discussion

 

Combined Table Talks

Various topics discussed in a small group
setting. Two, 20-minute talks.

11:00 AM

 

Portfolio Diversification Revisited: Lessons Learned from Previous Cycles Combined Table Talks

Various topics discussed in a small group
setting. Two, 20-minute talks.

12:00 PM

Sponsor, Speaker & Investor Lunch

All Delegates
1:30 PM

General Registration

2:00 PM

Welcome Remarks – James Burron, President, CAASA

2:05 PM

Panel 1: Evaluation of Hedge Funds

2:50 PM

Panel 2: Private Investments – PE, Venture Capital, Infrastructure & Real Estate

3:35 PM

Afternoon Break

4:00 PM

Tête-à-tête Sessions (3 x 20 mins)

5:00 PM

Welcome Reception & Keynote Speaker (non-industry)

7:00 PM

End of Day 1 program

  • November 5, 2019
  • 8:10 AM - 5:00 PM
All Delegates
8:10 AM

Happy Health Nutrition Session: Eating for Ultimate Energy

8:30 AM

Breakfast

9:15 AM

Panel 3: Rethinking Portfolio Management

10:00 AM

Panel 4: The Global Hunt for Alpha

10:45 AM

Morning Break

11:00 AM

Tête-à-tête Sessions (3 x 20 mins)

12:00 PM

Networking Lunch

1:30 PM

Panel 5: Tactical Asset Allocation & Tilting

2:15 PM

Panel 6: Inclusion & Diversity

3:00 PM

Afternoon Break

3:15 PM

Tête-à-tête Sessions (3 x 20 mins)

4:15 PM

Panel 7: 2020 – A Clear Vision

5:00 PM

End of Day 2 program

Pricing & Registration

Member Pricing

Non-Member Pricing

Non-Member Pricing

$1000

<$100 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $750
Membership Fee - $400 - 700

$1250

$100 - $500 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1000
Membership Fee - $1000

$1500

$500 - 1,000 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1250
Membership Fee - $1300

$1750

$1,000 mil +
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1500
Membership Fee - $1700

Click here to attend

COMPLIMENTARY

Institutional Investors & Single Family Offices
Full Day 1 & 2
Add'l Delegate - COMPLIMENTARY

COMPLIMENTARY

Multi-Family Offices
Full Day 1 & 2
Add'l Delegate - $150
Membership Fee - $500

COMPLIMENTARY

Investment Advisors & Individual Investors
Full Day 1 & 2
Add'l Delegate - $150
Individual Membership - $150

Click here to attend

$1750

Core Service Providers
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1500
Membership Fee - $1700

$1000

Other Service Providers
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $750
Membership Fee - $700

Click here to attend

All prices are in CAD and applicable taxes are calculated upon checkout. Applicable membership fees apply to Q4 2019.

Member Pricing

$1000

<$100 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $750

$1250

$100 - $500 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1000

$1500

$500 - 1,000 mil
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1250

$1750

$1,000 mil +
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1500

Click here to attend

COMPLIMENTARY

Institutional Investors & Single Family Offices
Full Day 1 & 2
Add'l Delegate - COMPLIMENTARY

COMPLIMENTARY

Multi-Family Offices
Full Day 1 & 2
Add'l Delegate - $150

COMPLIMENTARY

Investment Advisors & Individual Investors
Full Day 1 & 2
Add'l Delegate - $150

Click here to attend

$1750

Core Service Providers
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $1500

$1000

Other Service Providers
Day 1 Afternoon Only (unless sponsor)
Full Day 2
Add'l Delegate - $750

Click here to attend

All prices are in CAD and applicable taxes are calculated upon checkout.

QUESTIONS?

Browse through our most frequently asked questions.

Do I need to be a CAASA member to attend?

Yes, all attendees are required to hold an active membership with CAASA. If you are a non-member, please choose the Non-Member option under “Pricing & Registration” this will allow you to complete the membership application, conference registration and payment for both items at one time. Membership will then be reviewed by the CAASA office and conference registration is subject to the approval of your membership application.

What if my membership is not approved? The CAASA office will contact you and process a refund accordingly.

What are your cancellation and substitution policies?

Due to venue requirements and commitments with the hotel, we are unable to offer refunds on conference registration or sponsorship purchases. Substitutions are not permitted by manager or service provider attendees.

Do you offer half day or single day attendance?

The full conference registration fee would apply in order to complete your registration. We do not offer special rates for partial attendance.

Can I access the networking platform and mobile app after the conference?

Yes, the full delegate list will still remain open for about 1 month following the conference.

Who can attend the 8:30am-1:30pm sessions on Nov 4th?

These sessions are open to all investor, sponsor and speaker attendees and general delegate registration will open at 1:30pm on Nov 4th.

Do you offer a VIA Rail group discount?

Yes, the Fairmont Queen Elizabeth is connected directly to the train station and please use the convention discount code: 13904 when booking online at https://www.viarail.ca/en.

SPONSORS

EDUCATIONAL PARTNERS

ASSOCIATION PARTNERS

Sponsors gain invaluable exposure and exclusive access to our pre-day sessions.

BECOME A SPONSOR