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Wealth Managers’ Forum 2024 – Toronto

Wealth Managers’ Forum 2024 – 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.

These forums will be held in person in Montréal, and Toronto featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.  Program starts at 11AM in each city and includes lunch and a 4pm reception for all.

Registration open now.

CAASA CE Centre

The content for this platform comes from CAASA webinars and podcast as well as panel sessions from a selection of our conferences.

In addition, certain members of CAASA have provided their webinars and podcast for inclusion.

Topics and investment opportunities featured in these courses focus on alternative investments such as hedge funds, liquid alternatives, private equity, private lending, real estate, infrastructure, cryptocurrency, venture capital, and other Alternative assets and strategies.

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

  • March 5, 2024
  • 10:30 am – 6:00 pm ET

Where

KPMG
Bay Adelaide Centre, 333 Bay St. #4600, Toronto, ON M5H 2S5

2024 Keynote Speakers

Distinguished Speakers (2024)

2024 Agenda

Day 1

  • March 5, 2024
  • 10:30 am – 6:00 pm

  • March 5, 2024
  • 10:30 am – 6:00 pm

Day 1

10:30 am

Registration & Coffee

10:45 am

Adding Alternatives to Your Book & Portfolio Allocation

How do alternatives work in client portfolios? How have successful IAs added alts to their books and how did they manage the portfolio allocations? Forward-thinking advisors know that taking the time to understand alternatives can propel their business to new highs – as well as provide a moat of knowledge that differentiates them from their competitors. This talk will explain how this can be achieved from those who have seen it work in real life.

Elina Surkov, Wellington-Altus Wealth Management
Martin Pelletier, Wellington-Altus Private Counsel
Cam Richards, Guardian Partners

11:30 am

NowTalk – Looking Over the Liquidity Valley

Illiquid investments pose many challenges: their pricing can be ‘stale-dated’, investment terms are typically long (i.e., not daily or weekly liquidity, but more likely monthly or even 5+ years), and there is not typically a secondary market if an investor needs to sell (although that is changing). Over the last few years various sub-sets of illiquid investments have faced challenges that can cause investors and their advisors to wring their hands – but that need not be the case if expectations are well-defined at the outset. This talk will illustrate how investors and advisors can start with the right perspective to allow them to see through trying times and extract the benefits of these securities.

Bob Simpson, Wealth Stewards
Victor Kuntzevitsky, Wellington-Altus

12:00 pm

Lunch

12:15 pm

Lunch Keynote – The State of Alternatives in Canada

Alternative investments have been available to Canadian retail/Accredited Investors for decades: from the first few hedge funds offered in the early 1990s, to the addition of various private investment vehicles as TMX-listed closed-end funds or as mutual funds on Fundserv, to the formal adoption of the Liquid Alts rules in January 2019.  The industry has struggled with head office approvals, IA inertia, and the odd bad actor that has not made it any easier.  This session will discuss the state of alternatives in Canada and where we are headed.

Wilson Tow, Altrust Investment Solutions
Steve Allen, Fiera Capital

1:15 pm

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 2 x 25-minute round table discussions

2:15 pm

Liquid Alts – Portfolio Panacea?

It took six long years for the CSA, working with industry players, to create the Liquid Alts legislation and since its introduction the reception by the market has been not what some expected, but also better than previous alts regulations that did not work at all. With about 1% of investment/mutual fund AUM in liquid alts, it has a long way to go but performance (especially in crashing markets) has been as expected. Higher risk-adjusted returns and crisis alpha have been on display over the last 5+ years. This panel will discuss how IAs are making the most of this new arrow in their quiver and what the future of the industry might be.

Colleen Redmond, Morgan Stanley Wealth Management
Brian D’Costa,
Algonquin Capital
Jocelyn Courcelles,
Fundata
Conner Sura, TURN8 Private Wealth

3:00 pm

What’s in Your Book? Trends in Canadian IA Portfolios

Each IA is unique and focuses on a certain type of client – and their offering to these clients, while tailored to each investor’s needs, can be generally similar in many ways. As markets and products of offer by the dealer and asset management companies evolves, client portfolios naturally shift among asset classes, alternative strategies, investment strategies (who remembers borrowing to invest?), and the use of risk mitigators/enhances such as derivatives. This panel will give a briefing of where each person started in the industry, what they have learned along the way, and where they are implementing these lessons in client portfolios

Mark Allen, RBC Dominion Securities
Brianne Gardner, Raymond James
Ted Karon, RBC Dominion Securities

 

4:00 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!

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.

CAASA Members

Members of CAASA

Please email Paul at Paul@caasa.ca to get on waitlist.

Event Registration Closed

Non-Members

Investment Advisor & Single Family Office

Please email Paul at Paul@caasa.ca to get on waitlist.

Event Registration Closed

Thank You to Our 2024 Gold Sponsors

Thank You to Our 2024 Silver Sponsors

Family Office Summit 2022

CAASA/CAIA Toronto Holiday Social & Congratulations and Commiserations

Overview

When

  • May 3, 2022
  • 8:00 am – 6:00 pm EST
  • May 4, 2022
  • 8:00 am – 6:00 pm EST
  • May 5, 2022
  • 8:00 am – 6:00 pm EST

Where

Featured Speakers (2022)

Distinguished Speakers (2022)

Agenda 2022

Day 1

  • May 3, 2022
  • 8:00 am – 5:00 pm

Day 2

  • May 4, 2022
  • 8:00 am – 6:00 pm

Day 3

  • May 5, 2022
  • 8:00 am – 1:00 pm

  • May 3, 2022
  • 8:00 am – 5:00 pm

Day 1

8:00 am

Breakfast & Keynote (8:30am) – Wake up to Our Tax & Estate Update

Will they, won’t they: raise taxes, scrap the advantageous capital gains inclusion rate, tax principal residences, enhance the alternative minimum tax, raise property and/or transaction taxes – take your pick! This chat will focus on what we know and what might occur in successive federal, provincial, and local budgets. Bring your questions!

Carol Bezaire, Mackenzie Investments

9:00 am

Welcome & NowTalk – The Domicile Decision by Sue Nickason, Dart Family Office

Anyone who has visited the Cayman Islands knows of Camana Bay, the Ritz Carlton, Grand Cayman, Kimpton Seafire Resort + Spa, and other developed/owned by Dart. Its patriarch, Kenneth Dart, moved to Cayman entirely over 20 years ago. Numerous family offices, technology and other operating companies have now joined the 12,000+ investment funds on Cayman. Learn why from Sue.

Sue Nickason, Dart Family Office

9:30 am

Family Offices and Digital Assets (Advanced Class)

Family Offices are gaining exposure to digital assets at an accelerating pace and many others are intent upon learning as much as they can about these innovative investments: Bitcoin and other crypto-currencies (either direct or via funds and ETFs), various venture capital opportunities, listed mining and other digital plays, Metaverse-oriented securities, and even NFTs.

Michael Branco, Celeste Ventures
Lorne Sugarman, Metaverse Group
Paul Stapleton, Fidelity Clearing Canada
Charlie Morris, CMCC Global

10:30 am

Coffee Break

11:00 am

Credit’s Place in Today’s Market

High inflation. Low (and rising!) interest rates. Volatile trading. What is an investor to do? This panel will illustrate various trading strategies and sectors of the credit market as alternatives to more plain vanilla exposure opportunities.

Nancy Hoi Bertrand, Citi Private Bank
Marco Lukesch,
Emso Asset Management
Mike Quinn, RPIA

11:45 am

The Many Facets of Equity

It used to be that equity investing was almost exclusively public market securities but access to many areas hitherto unreachable by all but the most sophisticated and connected investors has changed this. Join us for a varied and expert panel that truly shows how one can make the most of this asset class.

Cameron Richards, Guardian Partners
Desmond Kingsford, Highwood Value Partners
Mark Maybank, Maverix Private Equity
Jason Moore, Man Numeric

12:30 pm

Lunch & Keynote (12:45 start) – Clubbing/Succession

Clubbing deals is natural for families: it draws upon the expertise of the group, reduces risk via diversification, and allows access to deals and markets that might not otherwise be possible. Once a tidy sum has been amasses, one naturally turns to the next generation and ensuring the have opportunities and motivation to fulfill their passions and advance the ethos of the family – to put the success into succession.

Neil Nisker, Our Family Office
Evelyne Massa, Group RMC

1:30 pm

Afternoon Coffee Break

1:45 pm

Sponsors’ Table Talks

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 2 x 25-minute round table discussions

2:45 pm

Tête-à-Tête Session

2 x 15-minute 1:1 meetings

3:15 pm

Meeting of the Minds – Today’s Quant

Quantitative methods have been used since the dawn of investing to create securities valuation models, allocation strategies, and (more recently) systematic trading systems that can facilitate implementation of sophisticated programs based on fundamental and/or price action inputs.

Jay Barrett, SmartBe Investments
Matt Piselli, FORT LP
Nicolas Mirjolet, Quantica Capital

4:00 pm

Tête-à-Tête Session

4 x 15-minute 1:1 meetings

5:00 pm

End of Day 1 for Managers & Service Providers

5:00 pm

Sponsor & Investor Reception

A special reception for our sponsors and allocators attending the Summit.

6:00 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 dinner 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.

Brandon K. Laughren, Laughren Group
Evelyne Massa, Group RMC
Daniel Stow, Zen Capital and Mergers

6:00 pm

Single Family Office Roundtable (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.

Jason Granger, Fipke Group
Enzo Gabrielli, Horizon Capital Holdings
Scott Morrison, Wealhouse Capital Management

8:00 pm

End of Day 1

  • May 4, 2022
  • 8:00 am – 6:00 pm

Day 2

8:00 am

Breakfast & Keynote (8:30am) – Domiciling Your Digital Assets

There is no denying that digital assets have created a great deal of wealth for a growing number of investors and maths/coding enthusiasts – but how can families ensure that, like all of their assets, they are in the right domiciles and structures to ensure they have the most advantageous tax and legal treatment? This chat will cover a (real life) case study of this sort of situation from an expert in the field.

Ralph Awrey, Stonehage Fleming
Kerem Kolcuoglu, Penrose Partners

 

9:00 am

NowTalk – Easy Alpha – Class Action Services

Every investor knows that we are in a litigious world and securities settlements are growing each year as classes of security-holders seek relief via the courts. Obtaining a judgement is only part of the process, though. One must prove their holding and file their paperwork in a prescribed manner by the due date in order to receive their due amounts. Class action services specialize in ensuring maximum benefit, for a contingency fee. They can also uncover monies otherwise unknown to investors by surveying their portfolio for relevant tickers and holding periods.

Bob Williamson, Battea Class Action Services

9:30 am

Real Estate for Good

Possibly the oldest investment, real estate has long provided a roof over one’s head, and a place to work, play, and shop/etc. One drawback is the incredible amount of energy and carbon-producing materials and processes that are required for its construction and maintenance. This panel investigates the many ways that we can make use of this essential asset while ameliorating its potential negatives

Jason Campbell, Eckler
Funke Okubadejo, Actis
Jonathan Turnbull, Harrison Street
Erik Dmytruk, Slate Securities

10:30 am

Break

10:45 am

Tête-à-Tête Session

4 x 15-minute 1:1 meetings

 

11:45 am

Financing the Future & Providing Private Yield

Private Lending has grown immensely over the last few years – not least because of low interest rates, but also with a growing openness of regulators to provide vehicles active in this area and investors coming to understand the risks and returns on offer in these securities. Our learned panel will illuminate some lesser-known areas as well as mainstream sectors that deserve attention.

Athas Kouvaras, Richter Family Office
Dev Gopalan,
Sagard
Theresa Shutt, Fiera Private Debt
Daniel Leger, MGG Investment Group

12:30 pm

Lunch & Keynote (12:45 start) – Canadian MFO Evolution

The creation of centralized concerns providing a range of services to family offices (aka multi-family offices) many decades ago allowed certain families to gain access to opportunities and expertise that they could not have discovered nor financed perhaps on their own. It also created a cousin-class of professionals to those working in single family offices – ones who can see across various dynasties with unique and varied needs and synthesize solutions tailored to types of families and also to each one individually. As prosperous families grow in number, they seek out those with the ability to provide counsel just as those doing so are proliferating. This talk will discuss the state of advice today and where it is headed.

Mindy Mayman, Richter

1:30 pm

Afternoon Coffee Break

1:45 pm

Sponsors’ Table Talks

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 2 x 25-minute round table discussions

2:45 pm

Tête-à-Tête Session

4 x 15-minute 1:1 meetings

3:45 pm

NowTalk – Making an Impact (In More Ways than One)

ESG investing is a hot topic (no pun intended) and unlike institutional investors that are investing a beneficiary’s monies, families are putting their own capital to work and many really, really care about where it goes and what it does in terms of their core values. There is a real passion here by many family members to ensure they do well and invest well and this talk will present one manager’s view on how to achieve laudable goals.

Brad Crombie, Alquity Investment Management

4:15 pm

Digging Deeper into Alternatives

So-called alt-alts are outside of the typical public and private equities or debt instruments and assets such as real estate. They are taking a unique tack as they navigate the investment landscape. These managers and their differentiated offerings can provide investors with diversifying return streams without sacrificing liquidity, safety, or other key factors associated with other alternative investments.

Joseph Bakish, Bakish Wealth, Richardson Wealth Limited.
Atul Tiwari, Cult Wines
Sasha Polishchuk, Carlisle Management Company S.C.A.
David Vankka, ICM Asset Management

5:00 pm

Reception (All) – early CAASA de Mayo

Reception for all delegates of the Family Office Summit

6:00 pm

End of Day 2

  • May 5, 2022
  • 8:00 am – 1:00 pm

Day 3

8:00 am

Breakfast & Keynote (8:30am) – Building Your Venture Portfolio

Venture investing can seem simple and daunting at the same time. Selecting opportunities, sizing positions, and choosing which will receive follow-on investments have many ways that on can make mistakes. This talk will illustrate a simple heuristic that investors can use to get the most of their venture sleeve and provide discipline throughout the investment cycle.

Kamal Hassan, Loyal VC

9:00 am

NowTalk – Arbing Crypto

Over the last few months you may have come across many of the areas of investment in digital assets. This talk focuses on crypto-currencies, coins, and tokens as well as DeFi platforms where these investments can become more than simply buy and HODL assets. This talk will delve into these opportunities and get everyone up on this new-new thing.

Mitchell Nicholson, KPMG

9:30 am

Families Allocating to VC

Many families owe their fortune to a dedicated trail-blazer who staked their claim in a new industry – or invented one! Today’s start-up founders have similar dreams of providing a service to a growing market, creating well-paying jobs, and delivering true value to everyone around them; all while (possibly) creating multi-generational wealth. Before this can be done, however, they need capital to make their ideas come to life – and that could be where successful families come into the picture. This panel provides the insight and opinions of experienced VCs in various niches on how families can ensure the catch the next waves of innovation.

Jean Courcelles, Mirabaud Canada
Marcus Daniels, Highline Beta
Ajay Gopal, Framework Venture Partners
Ian Whytock, Tidal Venture Partners

10:15 am

Tête-à-Tête Session

3 x 15-minute 1:1 meeting

11:00 am

Reflections & Opportunities going forward

11:45 am

Lunch

1:00 pm

End of Summit

Member – Investor

Member of CAASA

Event Registration Closed

Non-Members – Investor

Non-member of CAASA

Event Registration Closed

Member – Service Provider & Others

Member of CAASA. Includes core & ancillary service providers.

Tickets have now sold out for this category – please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Member – Manager

Member of CAASA

Tickets have now sold out for this category – please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Thank You to Our Sponsors

Private Equity and Venture Capital Assembly 2023

Overview

This conference brings together significant investors, managers, and service providers who are all very active in the PE and VC sector.

We are hosting this conference at the offices of OMERS in Toronto and have very limited capacity: maximum of 100 persons, of which we assume will be 50 investors (pensions & family offices predominantly)

When

  • September 27, 2023
  • 10:30 am – 5:00 pm ET

Where

OMERS

100 Adelaide St W #2100, Toronto, ON M5H 0E2
Map

Keynote Speaker

Distinguished Speakers

Agenda 2023

Day 1

  • September 27, 2023
  • 10:30 am – 5:00 pm

  • September 27, 2023
  • 10:30 am – 5:00 pm

Day 1

10:30 am

Registration

11:00 am

Looking Over the Valley

All investments have times when valuations challenge one’s underlying belief in the investment thesis – but that could be the most appropriate time to keep one’s will and possibly add fresh funds to the opportunity. Our panelist have broad experience in venture and will provide a perspective on the current market as well as offer ideas that can be best capitalized upon while others might be in a sort of panic mode.

Thomas Kalafaits,Hullwright Advisors
Robert Guo,
Sixty Degree Capital
Alex Luce,
 Creative Ventures
Mark Maybank, Maverix Private Equity

11:45 am

Adding PE & Venture to Your Portfolio

We have assembled a group of individuals who have a great deal of experience in allocating to alternate investments over a great many years. This panel will allow them to explain their motivations for allocating to alternatives, how they position these opportunities with their clients, and how they perform initial diligence and ongoing monitoring on the investments as well as communicate to their clients. What is happening with their hard-earned money.

Tom Johnston, iCapital Network
Ida Khajadourian,
Richardson Wealth
Craig Machel, Richardson Wealth
Francis Sabourin, Richardson Wealth

12:30 pm

Lunch & Keynote – A Fireside chat with Senia Rapisarda and Marie-Claude Boisvert

Every market goes through turbulence from time to time and private equity and venture capital are not immune. Markets and investors have vacillated between FOMO (Fear Of Missing Out) and FOGA (Fear Of Getting Annihilated) in the last two years or so but, as the saying goes: this too shall pass. Join us for a fireside chat with two titans of the industry whose longitudinal view of these markets will provide insightful perspective for all attendees – not to mention the opportunity to hear their views on what investors should be doing now to position their portfolios for the next market phase.

Marie-Claude Boivert, Sagard Holdings
Senia Rapisarda, HarbourVest

1:30 pm

Now Talk – Unlocking New Horizons: Tokenization and digital assets within regulatory frameworks

Emerging technologies are reshaping the landscape of investment portfolios and activities while ensuring adherence to regulatory frameworks — particularly blockchain — can serve as the foundation for regulatory compliance with these alternative opportunities. This talk will delve into the benefits of tokenization including: enhanced liquidity, reduced friction, and increased accessibility to previously inaccessible asset classes, while emphasizing the pivotal role of blockchain technology in establishing regulatory compliance.

Vincent Kadar, Polymath

2:00 pm

1:1 meetings

Your opportunity to connect with other delegates.

Meetings can be scheduled beforehand with our messaging & meeting app or simply occur organically on the spot.

3:00 pm

NowTalk – ODD: Obstacles to yes

Sophisticated investors leave no stone unturned when it comes to finding opportunities. Sometimes that involves lengthy plane trips to far-off places to meet with investors, managers, and even target companies. Other times, it involves hiring either local folks in another jurisdiction or sending their people across the globe to live in a target country. This panel will talk about some of the advantages and disadvantages of spending the globe for one’s investment portfolio.

Esther Zurba, Castle Hall Dilligence

3:30 pm

Principal Investors Discuss Venture Capital

Venture teams such as those at single family offices and pension plans each have their unique way of looking at the world and investment opportunities, which might be presented to them. When it comes to venture capital, this is possibly even more true, because, especially in the case of family offices, the patriarch/matriarch are still firmly in control, The families have in-depth knowledge in a few industries, such as the ones that they may have made a fortune in. Pension plans’ team composition obviously is a determining factor in their ability to source, diligence, transact, and exit deals over what might be many years. This panel will illustrate some of those preferences in action, and how these principal investors access venture, through funds, and with direct or co-investment transactions.

 

Moderator:
James Burron,
CAASA

Panelsits:
Mathieu Larochelle, Trans-Canada Capital
Ian Morley, Wentworth Hall Consultancy Ltd
Spencer Clark, Richter Family Office

4:15 pm

End of conference

Member – Investor

End Investors: Pensions, Endowments, Foundations, Sovereign Wealth Funds, or Single Family Offices

Event Registration Closed

Non-member – Investor

End Investors: Pensions, Endowments, Foundations, Sovereign Wealth Funds, or Single Family Offices

Event Registration Closed

Member – Managers

CAASA Members

Event Registration Closed

Member – Service Providers

CAASA Members

Event Registration Closed

CAASA Virtual Career Showcase 2022

CAASA/CAIA Toronto Holiday Social & Congratulations and Commiserations

Overview

We have four days of content + more for all involved!

All students are asked to provide detailed information on their academic progress and work experience as well as a cover letter. These will be provided to all sponsoring members who will reach out to schedule an interview or additional information session.

All sponsors will have a dedicated slot that interested (or just curious!) students and grads should use as their opportunity to learn about the company, what it does, and its culture – in addition to online and other research and inquiries. Students and grads are greatly encouraged to use this time to, as appropriate, pose questions to the employers to better understand their business and culture as well as the roles that they may have open at that time or in the future.

In addition to the info sessions, a selection of topics will be discussed by industry leaders (including one of our famous Career Panels!) designed to be informative and illuminating for students/grads and employers alike.

If participants have additional ideas or comments on the agenda and format, we are happy to hear it so we can look to incorporate it into our 2023 edition!

Special Gift for Early Registrations

Backpack to Briefcase: A student’s guide to a meaningful career journey, to the first 100 student registrations to the Career Showcase. This book is a fantastic foundation and resource guide to how those entering the workforce can prepare both academically and mentally to get into their chosen industry. The author, like CAASA staff, is a big fan of discovering one’s strengths and using them to make the most of their situation – while working each day to be a more well-rounded and ready industry professional.

Stephanie is also our first keynote speaker on Day 1!

Keynote Speakers

Speakers

Participating Firms & Corporate Culture Chat Leads

When

  • January 22, 2022
  • 10:00 am – 4:00 pm EST
  • January 23, 2022
  • 10:00 am – 4:00 pm EST
  • January 29, 2022
  • 10:00 am – 2:30 pm EST

Where

Sponsor Benefits

Thank You to Our Sponsors

Agenda

Please note this agenda is subject to change. 

Day 1

  • January 22, 2022
  • 10:00 am – 4:00 pm

Day 2

  • January 23, 2022
  • 10:00 am – 4:00 pm

Day 3

  • January 29, 2022
  • 9:55 am – 2:30 pm

  • January 22, 2022
  • 10:00 am – 4:00 pm

Day 1

10:00 am

Day 1 Keynote: Proven Steps to Land Your Dream Job

Whether you are clear on your career direction or still considering your options, many students are not sure of the steps to begin their meaningful career.
Having taught over 4,000 students, Stephanie Koonar, Author of Amazon Best Seller, “Backpack to Briefcase, A Student’s Guide to a Meaningful Career Journey” has seen the steps that successful students have taken to launch into their dream career. Come hear from Career Coaches Stephanie and Louann how to get started with the Proven Steps to Land Your Dream Job.

Stephanie Koonar, PeerSpectives Consulting
Louann McCurdy, PeerSpectives Consulting

10:30 am

Advice from Recent Grads

Why reinvent the wheel? This panel will give topical and timely advice to those just leaving the confines of school and on their way to make it in the industry. Each of them has a unique path, just like the audience, and used their particular skills and prescience to find their first and successive roles. A perfect primer for imminent and recent grads!

Taylor Ostoich, Spartan Fund Management
Sarah Caplice, Westcourt Capital Corp.

11:00 am

Corporate Culture Chat: Fulcra Asset Management

Being part of a team is an important part of any job and investment management relies especially on having a dedicated team of quality individuals who strive to learn each day and bring that experience to the portfolio. Come see how Fulcra President and Portfolio Manager, Matt Shandro, invests and what he looks for in team members.

12:00 pm

Corporate Culture Chat: Group RMC – Real Estate Value Investing

1:00 pm

Corporate Culture Chat: Cacoeli – Socially Responsible Real Estate Investing

There’s an urgent need for affordable housing. How do you balance business and social responsibilities while also addressing the investor demand for profits? Jedidiah will share her personal experiences and insights from leading a purely profit-driven real estate investment firm to become a profit and socially-driven real estate firm.

2:00 pm

Corporate Culture Chat: Metis – Making Blockchain Accessible to Everyone

We provide the infrastructure for creating and managing decentralized companies on blockchain fast, cheap and easy.
Metis.io has a goal to help startups and mature organizations to move their business “on-chain” with just the click of a button. Many would like to do so, but very few can afford expensive blockchain developers, so Metis.io is here to help. We provide a decentralized platform where anyone can create a company on the blockchain, invite people to join, hire new employees or freelancers, and pay them salaries via blockchain. With Metis, anything is possible.

3:00 pm

Corporate Culture Chat: CIBC Mellon – Launching an investment industry career: Asset Servicing and Fund Administration as an entry point

CIBC Mellon offers a great environment to begin and grow your career. Join our session to find out more about our organization and various learning opportunities, and common paths for those looking to establish careers in the investment industry.  Many seasoned professionals in financial services start out in the operations area and we offer a number of entry level positions in areas like fund accounting.  Hear from the perspectives of two professionals who have grown their careers on the operations side, and from an HR recruitment representative, for practical insights on entry level opportunities for future leaders.

4:00 pm

End of Day 1

  • January 23, 2022
  • 10:00 am – 4:00 pm

Day 2

10:00 am

Career Panel: Who knows where you will go!

This is your opportunity to learn the unique, non-linear, path-dependent career paths of diverse leaders in the industry and get their advice on how to break in to the work world and make a career out of it. They will point out the learnings they have had on their journeys, what they look for in terms of colleagues and staff, and areas of growth that could hold the key to many a young career. Bring your questions and enjoy!

Elena Sinelnikova, Metis
Michael Wasserman, Maverix Private Equity
Thorsten Koop, OMERS

 

11:00 am

Corporate Culture Chat: SGGG-FSI -Behind the Curtain – Back Office Fund Administration Chat

SGGG-FSI is Canada’s largest independent administrator of alternative funds with $70billion (CAD) under administration. Using Diamond, our proprietary fund administration software, our 200+ employees provide full-service fund administration to clients from our HQ in TO. Our vision is to be the first choice for fund administration. We are certified as a Great Place to Work – “Best” in: Financial Services, Inclusion, Youth, & Women.

Enjoy: competitive base salary, fully paid health benefits, RRSP match + annual bonus. We encourage & support your professional growth & career development.

Lets build a strong future, together.

12:00 pm

Corporate Culture Chat: Invico Capital Corporation – Working for One of Canada’s Leading Investment Fund Management Firms

There’s a reason why private equity and private debt are the top two fastest-growing asset classes globally: they can help provide investors with regular cash flow, capital preservation, and protection against rising inflation. Join us to learn more about Invico Capital Corporation, one of Canada’s leading investment fund management firms providing alternative solutions to retail and institutional investors. You’ll meet several members of our staff and hear first-hand what it’s like to work with an award-winning management team, as well as gain insight about our company culture, roles and responsibilities, and roadmap for 2022.

1:00 pm

Corporate Culture Chat: Waratah Capital Advisors – Tips and Tricks for a Successful Career in Finance – its Not about the Money

Waratah Capital Advisors is a boutique alternative investment manager based in Toronto. Waratah manages over CAD$3.3 billion in AUM and has an impressive 10+ year history running several hedge fund and private equity strategies. Join us to hear from Partner, and Senior Advisor, Ron Lloyd, who brings over 30 years of leadership and industry experience, on what it really takes to be successful in financial services and how “chasing titles and money” is not the recipe for success. Attendees will also gain valuable insight from Michael Orlando, a recent graduate and member of the Waratah team who will speak on his experience at the firm, and how Waratah’s approach and understanding of the ‘investment triangle’ has been key to paving an enriching career path for him as an individual. Following this candid conversation, attendees will learn valuable lessons and tips on how to rethink about priorities, and key concepts to consider when positioning yourself for a meaningful career in financial services.

2:00 pm

Corporate Culture Chat: Peakhill Capital – Kickstart Your Career in Debt & Equity Financing

Across Canada, private lending has become an integral component across all real estate asset yields due to the high and stable yield it provides. Join us to learn more about Peakhill Capital, our private lending business, where we will walk you through a high-level overview of our organization, and what sets us apart from other lenders in the market. Learn more about our equity platform, Peakhill Equity Partners, that invests in ground-up and value-add real estate projects across the United States and Canada. We look forward to sharing more about our culture and day-to-day, roles & responsibilities, and our company goals going forward into 2022.

3:00 pm

Corporate Culture Chat: HarbourVest Partners

4:00 pm

End of Day 2

  • January 29, 2022
  • 9:55 am – 2:30 pm

Day 3

9:55 am

Showcase Welcome & Focus on Masters Career Services

The morning will start with a welcome and introduction followed by an overview for employers of career services offered by a leader in the field. The University of Toronto’s MMF program has not only one of the first (possibly the first) Masters of Mathematical Finance (est 1998) curriculums in the world, but also many innovative ways to get students further educated, trained, and socialized into the roles that the will soon walk into and earn This is a great intro for those that have used these sorts of programs as well as a refresher for those that have in the past.

James Burron, CAASA
Josie Valotta,
University of Toronto, Masters of Mathematical Finance

10:10 am

Focus on Co-op

This session provides an overview for employers of co-op and career services offered by a leader in the field. University of Waterloo’s co-op program is the largest in the world (and one that CAASA staff have made use of for 10 years) that provides not just job placement (and a very steamlined one, at that!) but also a comprehensive suite of courses and sessions designed to ready students for the world of work. This is a great intro for those that have used these sorts of programs as well as a refresher for those that have in the past.

Donna Shin, University of Waterloo

10:30 am

Designations: CAIA and the FDP

Dr. Black headed curriculum at the (Chartered Alternative Investment Analyst) CAIA Association for 11 years and was one of the first holders of the designation. On top of his experience as an assistant professor, options trader, hedge fund industry writer (he wrote the book on it!), and alternative investment consulting, he found (like so many) that the CAIA designation is a perfect pairing for those entering into or making their name in alts. Now, heading the (Financial Data Professional) FDP Institute, he is taking on bridging the (alternative) data and alternative investment industry. Learn how these two designations can amp up your resume and knowledge.

Keith Black, FDP Institute (affiliated with the CAIA Association)

11:00 am

Corporate Culture Chat: Avenue Living Group – Diverse opportunities in a constantly growing company

Avenue Living Group manages over $3 billion in assets, including multi-family residential, self-storage, and agricultural farmland in Canada and the United States. Our unique platform includes professionals with diverse expertise, including finance, business analysis, legal services, marketing, property management and customer service. Join Yavor Nikov, Director of Sales – Quebec Region and Travis O’Connell-Vacon, Director, People and Culture Operations to learn about what it’s like to work with this dynamic company, how our team fosters career growth, and potential openings for top talent with a range of skills.

12:00 pm

Corporate Culture Chat: Trez Capital – Innovation in Commercial Real Estate Financing Solutions

For those of you interested in kicking off your career in the real estate and finance industries, consider taking the time to join Kathy, who will give you a broad look at the background, vision and operations of our growing Trez team. Opportunities at Trez for those new to their careers could include sales, finance, and real estate financial analysis, including credit risk and underwriting.

1:00 pm

Corporate Culture Chat: Picton Mahoney Asset Management – Thinking and Growing with Your Future in Mind

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on trust, collaboration, inclusiveness and continuous improvement. Founded in 2004 and 100% employee-owned, we are committed to offering impactful and meaningful careers and are proud to be named on the 2021 lists of Canada’s Best Workplaces in Financial Services & Insurance, Best Workplaces™ for Women, and Best Workplaces™ in Canada. Join our session to learn more about our core values and hear from some of our team members who will share how they’ve developed professionally at Picton Mahoney.

2:00 pm

Career Planning & Recruiters

Once in the workforce, most new entrants get to work at learning their trade and the smart ones keep their head up and think about their overall career growth and what skills, experiences, training, and connections that they need to keep current, advance to the next level, and make their mark on the industry. This may be advancement and moves at their initiative or a call from a recruiter (either in-house corporate ones or third-party). This session will explain what recruiters do, how they are paid (and by whom), and how to make the best of their services.

Martin Fox, Robert Walters

2:30 pm

End of Career Showcase

Member – Investor

Member of CAASA

Event Registration Closed

Non-Members – Investor

Non-member of CAASA

Event Registration Closed

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