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What Investors Want

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • June 8, 2018
  • 8:00 am – 11:10 am

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Wealth Managers’ Forum 2025 – Toronto

Wealth Managers’ Forum 2025 – Toronto

Overview

Join us, dozens of speakers, and scores of fellow IAs and investors for this all-encompassing alts conference specifically designed for retail advisors and the client base they serve.

This forum will be held in person in Toronto, featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.  

We have Advisor-only sessions from 9am – 10:30am on the day. This includes discussions exclusive to IAs and focuses on their interests and requirements. For clarity, asset managers and service providers will not be admitted to these earlier sessions.

General registration begins at 10:30am. Programming starts promptly at 10:45am and includes lunch and a 4:15pm reception for all.

Registration

End Investor means Investment Advisors and those with Single Family Offices. Intermediary investors means Multi-Family Offices, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee for their appropriate sub-category. Core service providers include prime brokers, fund administrators, and accounting and legal firms.

MSC Cruises Get-away Give-away 2025

We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).

Draw will occur at our Networking Night on October 7, 2025.

*Subject to travel restrictions, all details provided to the lucky winner upon receipt.

When

  • March 27, 2025
  • 10:30 am – 6:00 pm ET

Where

Toronto Region Board of Trade

Third Floor, 100 Queens Quay East, Toronto, ON M5E 1Y3
Map

2025 Distinguished Speakers

2025 Agenda

Please note that 9am – 10:30am is for Advisors (including Investment Advisors, MFOs, and SFOs) ONLY.

Asset managers and service providers are asked to register at 10:30am. None will be admitted before that time.

Day 1

  • March 27, 2025
  • 9:00 am – 6:00 pm

  • March 27, 2025
  • 9:00 am – 6:00 pm

Day 1

9:00 am

Advisor registration

Please note that 9am – 10:30am is exclusive to Advisors (including Investment Advisors, MFOs, and SFOs).

Asset managers and service providers are asked to register at 10:30am. None will be admitted before that time.

9:30 am

Advisor-ONLY sessions

This hour is exclusive to IAs and wealth managers who are interested in (i) adding alts to their books, (ii) growing their allocations into the best-performing sectors/assets/strategies, and/or (iii) looking to connect with other high-performing advisors to share best ideas and advice. Topics will be lead by 2-3 ‘instigators’ who will introduce the subject and get the discussions going and all are encouraged to contribute as much as they like.

Ted Karon, Portfolio Manager, RBC Dominion Securities
Martin Pelletier, Senior Portfolio Manager, TriVest Wealth, Wellington-Altus Private Counsel
Theresa Shutt, Chief Investment Officer, Harbourfront Wealth Management

10:30 am

General Registration & Coffee

Asset managers and service providers are welcome to register at this time.

10:45 am

Update on Liquid Alts (6 years)

We love to gather stats on the industry and had done so for years once the Liquid Alts legislation (81-102) was promulgated in 2019 – thankfully Second engine has a dedicated team that amasses the AUM and performance statistics of the Canadian liquid alts industry and produces much better reports than we ever did.

This session will highlight the growth of these ‘hedge strategies in a mutual fund wrapper’ funds and their efficacy in investor portfolios over the last 6 years. You won’t want to miss this!

Robert Wilson, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management

Moderated by: Colleen Redmond, Vice President, Investment Product Research, Morgan Stanley Wealth Management Canada Inc.

11:15 am

Table Talks

Round table discussions hosted by our Sponsors.

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group setting.

Choose from any of the topics for these 45-minute sessions

12:00 pm

Lunch

Lunch is served prior to our Luncheon Fireside.

12:15 pm

Lunch Keynote – 30 Years in the Business IA & Institutional

We are honored to have two big names in the Canadian wealth and alts industsry for our keynote luncheon fireside.

Guy Côté is in Montréal has been an advisor for 30 years and Cameron Richards has been working in the institutional side – and now MFO – of the business for 30 years as well working in Victoria, Halifax, London (UK), and Toronto.

Their perspectives on how the business of investing has evolved and where it is headed will be insightful for all in the room!

Guy Côté, Senior Wealth Advisor & Portfolio Manager Guy Côté, Family Wealth Management Team, National Bank Financial
Cameron Richards, Chief Investment Officer, Guardian Partners

Moderator: James Burron, Founding Partner, CAASA

1:15 pm

1:1 meetings

This is your opportunity to meet with your peers and gather important market intel from all participants.

Meetings can be scheduled via our messaging and meeting app or ad hoc at this time.

2:15 pm

NowTalk

Aled ab Iorwerth, Deputy Chief Economist, CMHC – SCHL

2:45 pm

CIO Outlook: The future of alternatives

This is always fun: we put together experienced pros from a variety of perspectives in alts with an experienced moderator who will guide the conversation around areas such as: what is the most exciting part of their business now; how are their respective strategy/asset specialties performing; and what are the potential hazards in their respective markets over the next 12-18 months? We will have time for audience questions and welcome all to participate.

Rafa Silveira, Portfolio Manager, LGT Capital Partners
Paul Patterson, National Sales, Spartan Fund Management
Ash Lawrence, Head of AGF Capital Partners, AGF Investments

Moderated by: Brianne Gardner, Senior Wealth Manager,Velocity Investment Partners, Raymond James Ltd

3:30 pm

Advisors’ Best Ideas for the 2020s

Ending the day with a bang – this panel brings together three IAs who have seen a plethora of market moves and a number of market sectors as they have grown, plateaued, and subsided. Let’s hear from them where they see opportunities for advisors and their clients for the balance of 2025 and beyond.

Martin Pelletier, Senior Portfolio Manager, TriVest Wealth, Wellington-Altus Private Counsel
Ida Khajadourian, Portfolio Manager, Investment Advisor, Richardson Wealth
Theresa Shutt, Chief Investment Officer, Harbourfront Wealth Management

Moderated by: Josh Benchetrit, Principal and Portfolio Manager, Westcourt Capital

4:15 pm

Reception

Opportunity to network over food and drinks!

6:00 pm

End of Wealth Managers’ Forum Toronto 2024!

See you at another conference soon!

Our Family Office Summit is April 23-24.

CAASA Members

Members of CAASA

Event Registration Closed

Non-Members

Investment Advisor & Single Family Office

Event Registration Closed

Thank You to Our 2025 Gold Sponsors

Thank You to Our 2025 Silver Sponsor

Thank You to Our 2025 Bronze Sponsor

Picton Mahoney PMAM

Stock Pitch Challenge Winning Team Jays Game

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • July 3, 2019
  • 6:00 pm – 10:00 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Starting an Alternative Fund Series: Finding & Retaining Talent (Part 7)

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • December 5, 2018
  • 4:30 pm – 7:00 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Avenue 75 Investments – CAASA Stock Pitch / Best Idea Competition

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • February 22, 2018
  • 4:30 pm – 6:30 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Family Office Summit 2024

Family Office Summit 2024

Overview

CAASA is pleased to invite you to the 2024 edition of our annual Family Office Summit, where we bring together traditional and multi-family offices, investment dealers, Canadian and global investment management houses and affiliated service providers.

This unique 1-day program (plus special reception on the pre-day + SFO-only sessions on the pre-day) hosted in Toronto at new Toronto Board of Trade offices on Queen’s Quay will highlight investment and intergenerational wealth management topics and issues on the minds of SFOs and their advisors (OCIOs, MFOs, investment consultants, investment bankers, and IAs) and investment managers (PE, VC, hedge, crypto, real estate, alt lending…).

All content is subject to Chatham House Rule.

Registration is now closed.

MSC Cruises Get-away Give-away

We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).

The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering.  Draw will occur at our Summer Social event on July 17, 2024.

*Subject to travel restrictions, all details provided to the lucky winner upon receipt.

When

  • April 9, 2024
  • 5:00 pm – 7:00 pm EST
  • April 10, 2024
  • 8:00 am – 6:00 pm EST

Where

Toronto Region Board of Trade
100 Queens Quay E, 3rd Floor, Toronto, ON M5E 1Y3

2024 Single Family Office Speakers

2024 Distinguished Speakers

2024 Agenda

Day 1

  • April 9, 2024
  • 5:00 pm – 7:00 pm

Day 2

  • April 10, 2023
  • 8:00 am – 6:00 pm

  • April 9, 2024
  • 5:00 pm – 7:00 pm

Pre-day – PLEASE NOTE ATTENDEE TYPES

3:00 pm

Single Family Office Roundtable (Relatives Only)

Life as the principal of a family office can be exciting, inspirational, and busy, while at the same time worrisome, stressful, and draining.  We provide this (strictly!) family members only session as an opportunity to meet with your peers and share questions, concerns, solutions, and insights across the table. We have nominated three leaders/instigators to get things going and guarantee that all will find the evening illuminating and fun.

Capacity is limited to 20 SFO Relatives this year.

SFO Relatives Instigators (3 total):
Robert Montgomery, First Maximillian Associates
Craig D’Cruze, Inverted Ventures
Shael Soberano, Sharno Group

3:00 pm

Single Family Office Roundtables (Professionals Only)

Working in a single family office is not your typical investment management job – you gain the benefit of a sometimes extremely flat organizational structure and many find the spectrum of duties and tasks to be (very) intellectually stimulating. On the other hand, it can be isolating and difficult to keep up with the pace of work: each family has its own dynamic and cadence so we created this dinner where (strictly!) full time employees (not relatives) of SFOs can interact with their peers to get the most out of their roles.

This year we have a bumper crop of SFO Pros, so we will have 2 rooms of up to 20.

SFO Professionals Instigators (3 per room):
Drew Colaiezzi, McPike Global Family Office
Scott Morrison, Wealhouse Asset Management
Tec Han, Vibrato Capital LLC
Prathna Ramesh, FutureSight

5:00 pm

General Welcome Reception

Everyone welcome to this time to meet.  Generally, sponsors and managers arrange private dinners after this time with select conference delegates – either via the messaging & meeting app or off-line.

7:00 pm

End of Pre-day

  • April 10, 2023
  • 8:00 am – 6:00 pm

Main Day

8:00 am

Registration & Breakfast

 

 

8:30 am

Operating Company vs. Portfolio Investments

Family offices come in two basic flavours: ones that continue to hold the operating company that founded it, and ones that are holding other, portfolio, investments subsequent to the sale. Each one has a distinct dynamic based on the legacy investment, relationships, and relationships to the legacy investment. This panel will discuss the pros and cons of having this ‘founding asset’ on the books throughout successive generations vs. a situation where the investment mix is that of a newer, usually more diversified sort.  It features three stages of this situation: a family office with its operating company, one transitioning to portfolio investments, and one that has done so for some time.  A truly singular experience for our audience!

Enzo Gabrielli, Horizon Capital Holdings
Scott Morrison, Wealhouse Capital Management
Ryan Perillo, KF Matheson Holdings

9:15 am

Three Shades of Staking GPs

There’s nothing like the focus afforded a new venture – plus the commensurate risk of ruin that might come to pass if the company is not run well or simply doesn’t achieve the scale required to continue as a going concern. As well, hitting one’s stride and capitalizing on hard work is paramount to leaping to the next stage. This panel will impart practical wisdom from three single family offices who invest in more start-up and emerging managers – great information for managers and investors alike.

Richard Heller, Cooper Family Office
Vishnu Amble, GreenBear Group LLC
Alison Maschmeyer, Pinnacle Investment Management

10:00 am

New Thinking About Commodities: Paths to profit

Inflation and the price of everything has been in the news a great deal for the last many month – or even decades! – as investors have taken note of how asset values can exceed even the most wild predictions. As well, price crashes occur from time to time in all assets; an inevitable consequence of over-valuation and a phenomenon not unique to today’s markets: prices have peaked and troughed for time immemorial. This panel will put forth tangible investment ideas that one can use to make the most of both manic and depressed markets as well as a frame of reference for knowing which phase one might be in.

Rahim Kassim-Lakha, Blue Sail Capital, Inc.
Eric
 Nuttall, Ninepoint Partners
Matt Zabloski, Delbrook Capital Advisors

10:30 am

1:1 meetings & Morning refresher

11:30 am

The Power of Quant: Harnessing data for returns

Hedge funds (aka alternative strategies) have, at their core, mathematical principals such as correlation (shorting reduces a portfolio’s correlation and many strategies have low correlations between each other and among their constituent managers) and optionality (either the trades or instruments employed can produce an advantageous payoff formula). With advances in computational power, many (perhaps all) managers are employing quantitative methods to source trades, model their behaviour in various markets, entering and exiting trades, monitoring risk, and enhancing their understanding of the markets overall. This panel will discuss all this and more!

Vincent Zhou, RedJay Asset Management
Harry Moore, Man AHL
Steve Shepherd, Capital Fund Management

12:00 pm

Emerging Markets as an Investment Destination

Prior to the turn of the century, emerging markets were the darling of investor portfolios – their potential was unmatched, access was becoming easier, and corporate governance seemed to be (finally) getting up to where investors expected.  The deluge of cash into these markets pushed them to stratospheric levels and the subsequent crashes in the late 1990s were the stuff of legend.  Investors, once (more) burned turned to TMT for their high-octane fix (with perhaps anticipated results).

Over the last couple of decades, the trends which had begun back then have taken hold in many countries – this provides opportunity to invest with the potential to make money for investors thanks to persistent inefficiencies in some markets that can continue to be exploited.  Learn about these benefits during this panel!

Stephanie Hickmott, Leith Wheeler Investment Counsel Ltd.
Philippe Carpentier, Metori Capital Management
Aaron Stern, Converium Capital

12:30 pm

Lunch & Keynote: Being Direct (Speaking begins at 1:00)

Family offices have a multitude of investment opportunities via various vehicles and structures: funds, FoFs, direct, SMAs, and joint ventures to name a few.  This fireside will focus on direct investments and how one family office is managing their deal sourcing, transaction process, operational oversight and maintenance, and divesture of a number of situations over the years. Joined by a multi-family office with a dedicated Direct Investment Program, they will speak to how families make use of these types of programs and take a holistic look at managing one’s portfolio – along with constraints that may be present based on the family’s composition. (E.g., having less or more of a leaning toward direct investments and/or certain market sectors based on where they made their money or continue to have legacy assets and expertise.)

This is a rare glimpse at how these speakers make the most of directs and a great opportunity to add your question to the mix!

Nancy Bertrand, Citi Private Bank
Josh Roach, Meritage Group LLP

1:45 pm

Table Talks & first afternoon refresher

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group setting.

Asset Management One Quantitative Strategies & Dynamic Tilting
WilshireAn introduction to Wilshire Alternatives Capabilities
iCapitalBringing World Class Alternative to Wealth Channels
HGC Investment ManagementM&A Opportunity Set and Outlook
Hazelview Investments The Real Estate Asset Class & Family Offices:
Navigating Structure, Access & Scale
MGG Investment GroupMGG Partnering w iCapital to Bring 1st US Non-
Sponsor Focused Private Debt Fund to Canadian Market
Trans-Canada CapitalCome and visit our table for a chat or an intro!

Choose from 2 x 30-minute round table discussions

2:45 pm

NowTalk – SFO Vignettes

The world of Family Offices is unique. Stonehage Fleming – the multi family office with over 150 years’ experience in supporting families all over the world – undertakes regular research with the families that it serves based on the theme ‘wealth strategies for intergenerational success’. They published their latest report in 2023 with the premise that families and wealth creators should focus on the stewardship of not only their financial capital, but also of their social, cultural and intellectual capital – the Four Pillars of Capital. In the firm’s experience, each pillar is equally important to the successful transition of wealth and reputation and the creation of an impactful legacy.

Priyanka Hindocha, Stonehage Fleming

3:15 pm

Afternoon Coffee Break

3:30 pm

MFO 2.0

Just as each SFO is unique, multi-family offices are each run with their own special emphasis on certain planning techniques, investment selections, and suite of overall services. This panel will showcase three prominent Canadian multi-family offices and get their takes on these areas as well as topical trends in the markets and their client base.

Greg Moore, Richter Family Office
Neil Nisker, Our Family Office
Stephen Harvey, Grayhawk Wealth

4:00 pm

Table Talks & second afternoon refresher

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group setting.

Richter Family OfficeFamily Office Investment Trends
Waypoint Investment PartnersAsset-Backed Private Credit Solutions for
Canadian Families
BMO Global Asset Management Balancing Act: Navigating Liquidity and
Risk in the Era of Alternative Investments for Family Offices
AGF Capital PartnersPrivate Credit – Boom or Bust? Demystifying the
headlines as we discuss the next leg of opportunities and risks in private credit.
Ninepoint Partners LP Portfolio Diversification Through Alternatives
Amur CapitalReal Estate and Mortgage Market Analysis: Trends and
Emerging Opportunities
Kirkland Capital GroupPrivate Credit in Micro-Balance Commercial Real Estate

Choose from 2 x 30-minute round table discussions

5:00 pm

Closing reception

Open to all delegates.

7:00 pm

End of Family Office Summit 2024

Thank you!

Registration

End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee for their appropriate sub-category. Core service providers include prime brokers, fund administrators, and accounting and legal firms.

Member – Manager

Member of CAASA.

Event Registration Closed

Member – Service Provider & Others

Member of CAASA. Includes core & ancillary service providers.

Event Registration Closed

Member – Investor

Please contact Paul at Paul@caasa.ca to register for the Summit.

Limited space available

Event Registration Closed

Non-Members – Investor

Please contact Paul at Paul@caasa.ca to register for the Summit.

Limited space available

Event Registration Closed

Thank You to Our 2024 Gold Sponsors

Thank You to Our 2024 Silver Sponsors


Thank You to Our 2024 Bronze Sponsor

What Graduates Need to Know About the Canadian Alternatives Industry 2019

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • June 26, 2019
  • 5:00 pm – 8:00 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Starting an Alternative Fund Series: Operations, BCP & Related Issues (Part 5)

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • November 21, 2018
  • 4:30 pm – 7:30 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

Toronto Welcome Reception

What Investors Want

Overview

This breakfast panel (following the Talking Hedge Conference) will provide perspectives from 4 different investor types including institutional, family office, product, and an investment advisor. Following breakfast, there will be 6 fifteen-minute tête-à-tête sessions where managers may hold opt-in meetings with investors.

Current attendees will include those below (some may include more than 1 representative per company). 

Managers Investors & Allocators Consultants & Others
3iQ
Algonquin Capital
Galileo Global Equity Advisors Inc.
Lyxor Asset Management
Next Edge Capital Corp.
Yield Solutions SA
Aligned Capital Partners Inc.
Northland Wealth Management
Prime Quadrant LP
Raymond James Canada
RBC Dominion Securities
Richardson GMP Limited
Scotiabank
Absolute Climo
Bodhi Research Group
Capitalize for Kids
Castle Hall Dilligence
CIBC Mellon Global Securities Services Company
Fundata Canada
Global Risk Institute
GlobeTax
LOGiQ Global Partners

When

  • January 16, 2018
  • 3:00 pm – 7:00 pm

Where

Toronto Marriott City Centre Hotel
One Blue Jays Way, Toronto, ON M5V 1J4, Canada

SPEAKERS

CAASA Alternative Perspectives 2025: Private Market Focus

CAASA Alternative Perspectives 2025: Private Market Focus

Overview

Join us, dozens of speakers, investors, asset managers, and service providers active in the private markets space: real estate, infrastructure, private equity, venture capital, and private/alternative lending.

MSC Cruises Get-away Give-away 2025

We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).

Draw will occur at our Networking Night on October 7, 2025.

*Subject to travel restrictions, all details provided to the lucky winner upon receipt.

When

  • September 17, 2025
  • 8:00 am – 6:00 pm ET

Where

Borden Ladner Gervais LLP

Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3

2024 KEYNOTE

2024 Speakers

2024 Agenda – FOR REFERENCE ONLY

Day 1

  • September 25, 2024
  • 8:00 am – 6:00 pm

  • September 25, 2024
  • 8:00 am – 6:00 pm

Conference Day

8:00 am

Breakfast & Registration

Enjoy breakfast and ready yourself for a content and networking-packed day.

8:30 am

Insurance-Linked Securities – Uber-Diversifiers

Investors are constantly seeking assets and strategies that can reduce volatility in most scenarios and market regimes – especially if their asset base is intended to provide income over the short to moderate term (e.g., mature DB plans and endowments) since volatility is more a friend of accumulation plans. Insurance-Linked Securities (or ILSs) have very few connections to the vagaries of the capital markets, making them well-proven diversifiers. This panel will discuss their efficacy in a portfolio, the various types that can be employed, and how investors should perform diligence on the options presented.

Michael Nicks, Pepperdine University Endowment
John Butler, Cohen & Co.
More to be added

9:15 am

Opportunities & Challenges in Real Estate & Infrastructure

Tremendous returns have been made in real estate and infrastructure for many investors over the last many decades – and some would say that this area provides the best opportunity going forward for virtually all investors and especially those whose time horizon is appropriately long.  This panel will provide insight into opportunities that might fit many investor portfolios as well as the challenges that might present themselves when investing in them and other similar securities/offerings.

Speakers to be added

10:00 am

Table Talks

Your opportunity to join a table and discuss the topic on offer, lead by one of our sponsoring CAASA members.

Please move to a second topic/table at 10:30am to allow a spot to another attendee for the latter half of this session.

11:00 am

Rates, Recession, and Recoveries: How three Rs affect private credit

Private credit has grown from a cottage industry providing a link between off-market investors and borrowers to being integral parts of some of the largest financial supermarkets/platforms on the planet.  As more capital has flowed to this previous backwater, participants’ (borrowers, lenders, and investors/LPs) sophistication has increase commensurately in many cases.  As such, macro-economic factors such as the health of the economy can lead to macro-prudential issues: rising rates siphons money from the borrowers (since most are floating rate notes), a recession can crimp revenues and profitability, and recoveries (which have been robust but might be worsened by the aforementioned) might hamper returns to investors. This panel will test the efficacy of private lending portfolios in today’s economy.

Ken Lee, Gentai MIC
Peter Pulkkinen, Lombard Odier
David Burbach, YTM Capital Asset Management

11:45 am

ESG in a Nutshell

It’s well-known that ESG, sustainable investing, and the plethora of other monikers can be difficult to pin down with a universal meaning or description.  While credit ratings of the same name between agencies are about 90% correlated, those on ESG scales are around 60% correlated.  This talk will bring together the typical ways one can look at the ‘goodness’ of a company, security, or portfolio and provide pragmatic ways to use this knowledge.

Speaker TBD

12:00 pm

Keynote Fireside: The Role of Private Markets in Economies and Portfolios

Keynote will begin at 12:15PM

This fireside features two major players/investors in private markets as they discuss how private markets – including real estate, private equity and venture, private/alternative lending, infrastructure, and more esoteric areas such as ILS and data centres – have come into their own in the economy and portfolios of investors of all types and sizes.  They will brief the audience on how they see the market for these offerings and discuss the potential (known and somewhat unknown) pitfalls that investors should be cognizant of when contemplating these investments.

Speakers TBD

1:00 pm

One-on-one meetings & Refresher

Or one might call it ‘recess’ – a time where all attendees can meet with whomever they like (possibly facilitated by the conference app).  CAASA staff are on hand to help folks find one another, but should not be relied upon to ‘book up one’s day’ or provide concierge service at the conference – but we are happy to help members meet/identify folks on an ad hoc basis.

2:00 pm

Have Secondaries Lost their Lustre?

Every once in a while an idea gains great traction and it’s only a matter of time before a segment of the population calls it ‘a bubble’ or ‘ripe for a fall’ – but in a number of cases it is a secular and persistent change that led to its adoption. Have Secondaries, which have been an investor darling for years because of their instant vintage diversification, portfolio approach, and potentially well-priced entry points, reached their zenith? This panel will talk to where these investments will go from here.

Speakers TBD

2:30 pm

Rooting out Value: The why and how of farmland

Perhaps the world’s oldest investment, farmland has proved to be a winner for generations of landed gentry, hard-scrambling pioneers/sod-busters, and today’s family farms.  They were the focus of many documentaries and movies in the 1970s when inflation reared its head in earnest last but have been eclipsed by other investments like commodities, condos, and cryptocurrencies of late.  Is farmland the next leader in an inflation-hedged portfolio?  And if so, how can investors make the most of this exposure?  This panel will brief everyone on this and offer a way forward to invest in the space.

Kent Willmore, AGinvest Farmland Properties Canada
Greg Kalil, Stormont Partners
Robb Nelson, Farmland Lending Canada

3:00 pm

Coffee Break

Take a stretch, grab a bit/sip, and get ready for more!

3:30 pm

Portfolio snapshots of three MFOs

Where is the ‘smart money’?  Pensions oversee sometimes vast pots of money ($100s of billions) and have access to opportunities not available to just any investor.  Single Family Offices are as varied as they are numerous (if you’ve met one family office…).  Investment dealers usually have a limited line of private markets offerings.  In this panel, all will hear from three long-standing multi-family offices who have worked with their clients in many areas of private market investment and have a fiduciary duty to do their level best for their client.  This should be an entertaining view of the alts and private markets landscape!

Trevor Hunt, Northwood Family Office

More to be added

4:00 pm

Reception

Time to make a few more connections and chat about the day

6:00 pm

End of conference

See you at our next event!

Registration

End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee ($1,000 + tax).

Sponsorship is an additional $3,500 and does NOT include a delegate pass (those are purchased separately in all cases).

Note : Single Family Office means the those related to the family or full-time members of the investment team. All parties must not have outside commercial interests, as determined by CAASA, such as investment funds seeking external money, investment banking operations, or other activities that would also be performed by our members.

Pension and other institutional investor (e.g., E&F) attendees need to be full-time employees of the investor. Acting as a consultant, board member, or advisor (whether compensated or not) is not sufficient. Individuals who have an outside commercial interest are required to be employed by CAASA members and pay the requisite delegate pass fee.

CAASA Members

Members of CAASA including asset managers, service providers, multi-family offices, and investment advisors/consultants.

Register Now

Non-Members

Investors such as pensions, foundations & endowments, and single family offices.

Register Now

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