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 2019 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 FACULTY

VIEW

James Burron, CAIA

President, Canadian Association of Alternative Strategies & Assets
VIEW

Ranjan Bhaduri, PhD, CAIA, CFA

President & CEO, Bodhi Research Group
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

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)
VIEW

Caroline Chow, CNE

Vice President, CAASA & Founder, Happy Health
VIEW

Paul White, PhD, CAIA

VIEW

Paul Biszko, CFA

Senior Principal - Portfolio Construction Group, Ontario Teachers' Pension Plan Board (OTPP)
VIEW

Nour Elmostaqim

Senior Risk Manager, Bimcor – Bell Canada Pension Plan
VIEW

Brian Z. Gelfand

VIEW

François Rivard

CEO, Innocap Investment Management
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Kalina Berova, CFA

Visiting Researcher, Bodhi Research Group
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Pam Chan, CFA

Managing Director, Chief Investment Officer - Global Head Alternative Solutions Group, BlackRock Alternative Investors
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Marc Gauthier, CPA, CMA

University Treasurer & Investment Officer, Concordia University
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Jim Hwang, CFA

Managing Director, Canada Pension Plan Investment Board
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Thai An Le, CFA, CAIA

Vice President - AIP Private Markets, Morgan Stanley Investment Management
VIEW

Timothy G. Berry, CFA

Managing Director, Lighthouse Partners
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Michael Bernstein, CFA, ICD.D

President, Juno Advisors Ltd.
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Wagner Dada, PhD, CFA

Senior Portfolio Manager, Capital Markets and Factor Investing Department, Canada Pension Plan Investment Board
VIEW

Jay-Calvin Uyemura Reyes, PhD

Researcher, Institute for Defense Analyses
VIEW

Shauhan Kataroyan, CFA

Senior Analyst, Strategy and Corporate Development, Lune Rouge
VIEW

Davide Sabatini, O.D

Solutions Engineer, Bodhi Research Group
VIEW

Akobe Sandy, CFA

Associate, Impact Investments, John D. and Catherine T. MacArthur Foundation
VIEW

Oona Stock

Executive Vice-President, Talent and Performance, Caisse de dépôt et placement du Québec
VIEW

Nicolas Drapeau, CFA

Vice President, Private Markets, Bimcor - Bell Canada Pension Plan
VIEW

Toni Gravelle, PhD

Deputy Governor, Bank of Canada

TENTATIVE AGENDA

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

Breakfast & Pre-registration

9:00 AM

Tête-à-tête Session #1

9:30 AM
NowTalk 1: Meeting the Challenge of CIOs in 2020 – Investors & Academic Scholars Only

Chris Schindler, CFA

 TableTalks

Concurrent talks from
9:30 AM – 12:15 PM

See below under ‘Questions’ for topics and speakers

 

10:30 AM

Morning Coffee Break

Sponsored by: Desjardins Global Asset Management

10:45 AM

NowTalk 2: Portfolio Diversification Revisited: Lessons Learned from Previous Cycles 

Dr. Keith Black, CAIA, CFA, PhD

11:30 AM

Discussion 1: Focus on Family Offices – Interactive Round-Table

Malcolm Katz-Larson, CFA
Yasir Khushi, CPA
Shauhan Kataroyan, CFA

12:15 PM

Sponsor, Speaker, Scholar & Investor Lunch

12:35 PM

A Few Remarks about the Curriculum

Dr. Ranjan Bhaduri, CAIA, CFA, PhD

12:45 PM

Keynote 1: Fireside Chat

Francois Rivard interviews Mario Therrien, CFA

All Delegates - Main Conference Begins
1:30 PM

General Registration & Tête-à-tête Session #2

2:00 PM

Welcome Remarks

James Burron, CAIA

2:15 PM

Discussion 2: Evaluation of Hedge Funds

Christophe L’Ahelec, CFA
Brandon Gill New, CFA
Mohamed Farid
Moderated by:  Dr. Ranjan Bhaduri, PhD CFA CAIA

3:00 PM

Discussion 3: The World of Privates: Private Equity, Venture Capital, Real Estate & Infrastructure

Pam Chan, CFA
Nicolas Drapeau

Thai An Le, CFA, CAIA
Moderated by: Michael Bernstein, CFA, ICD.D

3:45 PM

Afternoon Coffee Break

Sponsored by: Innocap Investment Management Inc.

4:00 PM

Tête-à-tête Session #3

5:00 PM

Keynote 2: Welcome Reception: Investing in your Health to achieve Optimal Performance

Sylvie Bernier, Olympic Gold Medalist

7:00 PM

End of Day 1 program

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

Breakfast opens

Sponsored by: Centurion Asset Management

8:40 AM

NowTalk 3: Happy Health Nutrition Session: Eating for Ultimate Energy

Caroline Chow, CNE

9:00 AM

Discussion 4: The Global Hunt for Alpha

Tim Berry, CFA
Dr. Wagner Dada, PhD, CFA
Dave Finstad, CFA
Moderated by: Shael Soberano, CFA

9:45 AM

NowTalk 4: A Perspective on Best Practices for Co-Investments

Kalina Berova, CFA

10:15 AM

Morning Coffee Break

Sponsored by: Norton Rose Fulbright Canada

10:30 AM

Tête-à-tête Session #4

11:30 AM

NowTalk 5: Machine Learning: Hype versus Reality

Dr. Jay-Calvin Uyemura Reyes, PhD

12:15 PM

Lunch & Keynote 3: How to Know a Neutrino from a Hole in the Ground

Dr. Art McDonald, PhD & Nobel Laureate in Physics

1:30 PM

Discussion 5: Portfolio Design, Asset Allocation and Tactical Tilting

Jim Hwang, CFA
Maxime Tessier
Chris Schindler, CFA
Moderated by: Dr. Paul White, CAIA, PhD

2:30 PM

Afternoon Coffee Break

Sponsored by: GlobeTax

3:00 PM

Tête-à-tête Session #5

3:30 PM

Discussion 6: ESG in Action

Marc Gauthier, CA
Oona Stock
Moderated by: Akobe Sandy, CFA

4:15 PM

Discussion 7: 2020 – A Clear Vision

Paul Biszko, CFA
Dr. Davide Sabatini, O.D
Dr. Srikanya Yathip, PhD
Toni Gravelle, PhD
Moderated by: Brian Gelfand

5:15 PM

Closing Remarks 

James Burron, CAIA

5:20 PM

Tête-à-tête Session #6

5:35 PM

Close of conference

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

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

$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

Online registration has closed. Please contact Paul at paul@caasa.ca for further information.

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

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

$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

Online registration has closed. Please contact Paul at paul@caasa.ca for further information.

QUESTIONS?

Browse through our most frequently asked questions.

What topics are covered in the TableTalks?

Designed to provide a briefing on topical and timely subjects, these discussions are lead by industry leaders whom also make themselves available throughout the conference schedule. We hope you enjoy them!

Choosing a Service Provider for your Liquid Alts Fund
Jon Loft, Director, Alternatives, CIBC Mellon

Why Europe!
Michael Micko, Partner & Head of European Credit Strategies, Napier Park Global

Offshore PE & Hedge Fund Structuring & Tax
Michael Bunn, Partner, Norton Rose Fulbright

Long/Short ESG… The Smart Evolution of ESG Investing
Jessica Clark Barrow, Executive Vice President, Waratah Capital Advisors

Opportunities in the Canadian Apartment Rental Real Estate Sector
Paul Mayer, Executive VP, Investment Sales, Centurion Asset Management

Creating a Managed Account Platform from the Ground Up
Jonathan Planté, Director, Business Development, Innocap Investment Management

Digital Client Onboarding
Lawrence McCann, VP Sales and Relationship Management, Fidelity Clearing Canada

Cross-border withholding tax: Are you leaving money on the table?
Sean Driscoll, Vice President, GlobeTax

Open Architecture Investment Dealer Platforms
Martin Boulianne, Branch Manager, Richardson GMP.

 

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 PARTNER

ASSOCIATION & MEDIA PARTNERS

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

BECOME A SPONSOR