Blog Archives

Vancouver Spring Social 2023

Vancouver Spring Social 2023

Overview

April 20th from 3pm PT – 6pm PT

You’re invited! Come join us for our second spring social at the Glowbal.

Please take a moment to reserve your spot!

When

  • April 20, 2023
  • 3:00 pm – 6:00 pm PT

Where

Glowbal

590 W Georgia St, Vancouver, BC V6E 1A3

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Alexis at alexis@caasa.ca for more information

Members of CAASA

Complimentary

Event Registration Closed

Non-Members of CAASA

Single Registration – $20

Event Registration Closed

Thank You to our Past Sponsors

Vancouver Liquidity Event 2024

Vancouver Liquidity Event 2024

Overview

Oct 15th from 12:30pm – 5pm

This afternoon of alternatives is designed to educate attendees on the basics of liquid and illiquid investments, how they mighy perform for investors, how they can be used in a portfolio setting, and the risks involved in, perhaps, inappropriate allocation (proportions) to one or the other. It is important for investors and their advisors to know these facets of all options at their disposal and, followed by a reception where all can discuss in a more social setting, this is what we hope to provide to all!

When

  • October 15, 2024
  • 12:30 pm – 5:00 pm PT

Where

McMillan LLP

Royal Centre
1055 West Georgia Street #1500
Vancouver, BC
V6E 4N7

2024 Speakers

AGENDA

Day 1

  • October 15, 2024
  • 12:30 pm – 5:00 pm

  • October 15, 2024
  • 12:30 pm – 5:00 pm

Agenda

12:30 pm

Registration

1:00 pm

Lunch begins

1:30 pm

Lunch time Fireside: How to Allocate to Liquid and Illiquid Opportunities

This fireside chat will discuss how investors and their advisors can create a frame of reference for doing diligence on both liquid and illiquid investments based on how they will affect the investor’s ability to: access their capital as needed, create a high (risk-adjusted) return portfolio to achieve their income/capital goals, and do so in a manner that they can be comfortable with (drawdowns and volatility) and understand.

Matthew Evans, Westmount Wealth Management Inc.
Robert Wilson,
Picton Mahoney Asset Management

2:00 pm

Break

2:15 pm

The Case for Liquid Investments

Liquid investments were the norm for decades: the 60/40 model ruled the roost with excellent returns for all – but, as those who see this as a Cro-Magnon-like investment thesis, this was on the back of falling rates for the last 40 years (until 2023) and an unwittingly-high risk attribution to the equity side (90% of risk in that bucket).  As well, changes in banking regulation and securities distribution has lead to a proliferation of private market-based funds and portfolio management services – but should investors have more public market exposure?  Should they have more Level 1 assets that can be liquidated quickly and are not likely subject to gating and extreme slippage?  This panel will state the case for a liquid sleeve in one’s investment mix.

Jacky Shen, SFU Endowment, and Academic & Administrative Pensions
Parul Garg,
PenderFund Capital Management
Tricia Wu, Leith Wheeler Investment Counsel
Travis Dowle, Maxam Capital

3:00 pm

Why Illiquid Investments are so Popular

The darlings of the investment world today are private market investments.  Long the sequestered secret of family offices, institutional investors, and other elites, platforms that provide access to these Level 2 or Level 3 assets (aka appraisal-priced and appointment-traded) has brought them to mainstream investors in many jurisdictions.  With only so much investment capital, they are taking the place of more liquid investments but is this the best thing for investors?  Will they achieve an illiquidity premium (does it exist)?  Do these investments bring additional risks? And how much illiquid should an investor have in their portfolio?

Martin Pelletier, Wellington-Altus Private Counsel
Chris Carsley, Kirkland Capital Group
David Vankka, ICM Asset Management
Jessica Wang, INP Capital Inc.

3:45 pm

Reception

5:00 pm

End

Members of CAASA

Asset Managers and Service Providers
$50.00

Investment Advisors, Single Family & Multi Family Office
Complimentary

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Asset Managers and Service Providers
$75.00

Investment Advisors, Single Family Office & Multi-family Office employees
Complimentary

Non-Members of CAASA

Event Registration Closed

Thank You to our Event Sponsors

CAASA West Coast Mixer 2025

CAASA West Coast Mixer 2025

Overview

Join us for a relaxed summer evening of conversation and connection as CAASA brings together members and guests in Vancouver. This is a great opportunity to catch up with peers, make new connections, and enjoy the warmer weather over drinks and light fare.

Please take a moment to reserve your spot!

When

  • May 26, 2025
  • 2:00 pm – 4:30 pm PT

Where

JOEY Bentall One

507 Burrard St, Vancouver, BC V7X 8A8

Members of CAASA

Members of CAASA – $15 CAD

Register Now

Non-Members of CAASA

Non-Members of CAASA – $30 CAD

Register Now

Thank You to Our 2025 Gold Sponsors

CAASA Alternative Perspectives 2022

CAASA Alternative Perspectives 2022

Overview

Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all.

We are also pleased to announce that 2022 will be held in-person at the Westin Bayshore, Vancouver!

When

  • June 13, 2022
  • 4:00 pm – 8:00 pm EST
  • June 14, 2022
  • 8:00 am – 6:00 pm EST
  • June 15, 2022
  • 8:00 am – 6:00 pm EST

Where

Westin Bayshore Vancouver
Room block available until May 30, 2022.

1601 Bayshore Drive
Vancouver, BC
V6G2V4
Canada

Keynote

Distinguished Speakers

Thank you to Our Sponsors

Agenda 2022

Day 1

  • June 13, 2022
  • 5:00 pm – 10:00 pm

Day 2

  • June 14, 2022
  • 8:30 am – 6:00 pm

Day 3

  • June 15, 2022
  • 8:30 am – 1:00 pm

  • June 13, 2022
  • 5:00 pm – 10:00 pm

Sponsor, Speaker, & Investor Boat Cruise

5:00 pm

CAASA’s Hospitality Suite

Join us as we kick off the evening with hors d’oeuvres and CAASA’s signature cocktail

5:45 pm

Depart Westin Bayshore

Transportation will be provided

6:30 pm

Boat Departs from Granville Island

Mingle with fellow sponsors, speakers and investors over dinner and take-in the sunset views

10:00 pm

Boat arrives back to Granville Island

  • June 14, 2022
  • 8:30 am – 6:00 pm

Day 2

8:30 am

Breakfast & Registration

9:00 am

Breakfast Keynote – Getting Off Zero

Anyone who is anyone is looking at cryptocurrencies and many are making active investments in the space (or adjacent ones such as crypto-venture). For many investors, this continues to seem like ‘a bridge too far’ as they are required to complete due diligence and act in a prudent manner with regard to their beneficiaries and investors/clients. The question is: where are the diligence and prudence lines? When should the do something, and how much is something?

John D’Agostino, Coinbase

9:30 am

Let’s Talk Climate

It’s fitting that our first full-sized panel is on climate. This is an area of paramount importance for the world at large, which of course includes all investors and their managers. Changes to climate around the world will continue to have profound effects on weather, food production and use of land, the amount of land (for those areas on the coast), and overall habitability of the planet. This panel will look into how managers and investors are taking this topic seriously, having devised ways to ameliorate its effects in ways that can provide returns as well.

Kenndal McArdle, Pender Ventures
Matt Goldklang, Man Numeric
Phil Pothier, Albourne
Hyewon Kong, IMCO

10:15 am

Break

10:30 am

Tête-à-Tête Session

4 x 15-minute 1:1 meeting

11:30 am

Prime Time for Private Lending

Private lending used to be (or at least perhaps seem like) a few individuals in back-rooms hammering out deals to finance real estate, growth capital, and factoring transactions – the ‘real deal’ was at the banks where loans were originated and syndicated, it appeared.  Now, with changes in banking laws and capital requirements as well as investor sentiment, private lending has come to the fore as a suitable solution for both investors and borrowers alike.  Not without its own pitfalls (they are still dealing in un-rated instruments and not underwriting does not involve regulation to a large degree), private lending is a huge business and one that cannot be ignored by those with capital to commit.

Zack Ellison, Applied Real Intelligence (“A.R.I.”)
David Mucciardi, Peakhill Capital
Christian Skogen, Trez Capital
Les Marton, bfinance Canada Inc.

12:15 pm

Lunch & Keynote (12:30 start) – Investing in the Opaque

 

For many years investors of all types and sizes have allocated more to private markets in an attempt to both provide return and reduce overall portfolio risk.  Public market investment valuations are easy to calculate and decompose into relevant factors as well as compare to peers and benchmarks.  Private investments, however, have a grand challenge in terms of price discovery – due to illiquid markets for these assets and stale-dating/appraisal-based valuations – and a dearth of suitable benchmarks and peer groups.  Investors’ seemingly headlong charge into the latter asset classes can produce as many challenges as opportunities and this talk will speak to how major investors are looking at this phenomenon and evolving their portfolios as well as risk processes.

Bondi Kwa, BCI
Luis O’Shea, 
Burgiss

1:30 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.

Coinbase – Asset Allocation strategies across the Crypto landscape: How Institutional Investors are managing risk and return in an emerging asset class

Avenue Living Asset Management – Navigating Inflation and Interest Rates with Real Estate

Amundi Asset Management – Your Introduction to Amundi

ICM Asset Management – Topic TBD

Arbutus Partners – Emerging Managers: Your Best Source of Alpha

Enoch Wealth – Enoch Wealth, Connecting Capital and Investment Opportunities between the East and West

Steepe & Co. – U.S. Private Credit Funds: High Yield & Low Volatility

Choose from 2 x 25-minute round table discussions

2:30 pm

Afternoon Coffee Break

2:45 pm

Growth of Impact Investing

For many years, doing good has been seen as a way to not make money. One would set aside a portion (as a tithe) that would be invested in soup-kitchen sorts of projects in order to fulfill a corporate or family mandate. We know now that impact investing need not be without return and, in fact, could lead to decent profits for those who put their capital to good use. This talk will brief the crowd on how investors are making the most of this trend and creating a new life-changing industry in its wake.

Jordan Villarreal, Preqin

3:15 pm

Quant Chat

Quant has been a part of investing since it began, if one thinks that a genius pouring over financial reports to find trends and undiscovered gems is ‘quant’ investing. In the 1960s and 70s, computing power started to make dissection of data more efficient, but it was the Dark Ages compared to what could be done at the turn of the century. Now, with such notions of alternative data, super-computers, and a plethora of new ways to use the latter to test hypothesis and uncover trends in the former, are we at peak data? Join us for an in-depth discussion on how data and its use in investing continues to innovate and create value for investors.

Barton Wallace, Caisse de dépôt et placement du Québec
Jordon Brooks, AQR Capital Management
Deniz Cicek, Axonic Capital Management
Mee Warren, Kula Investments

4:00 pm

Royal Rumble – Equity vs. Credit

With so many alternatives just within the broad areas of equity and credit – and the headwinds that seem to be hitting both areas – it made sense to spar them off against each other (with a seasoned moderator/referee) to give our audience a look into how these asset managers look at their sliver of the markets and apply their strategies to a challenging and constantly evolving environment.

Nancy Hoi Bertrand, Citi Private Bank
Kunal Soni,
Morgan Stanley Investment Management
Oren Shiran, Lazard Asset Management LLC
Travis Dowle, Maxam Capital Management
Andrew James Labbad, Wealhouse Capital Management

5:00 pm

Reception

Reception for all delegates

6:30 pm

End of Day 1

  • June 15, 2022
  • 8:30 am – 1:00 pm

Day 3

8:15 am

Breakfast

8:30 am

Beat Burnout: Tackle Stress & Boost Your Energy

Almost 40% of Canadians in the finance space are feeling burnt out. Are you one of them?

Hear from our very own Registered Holistic Nutritionist, Caroline Chow as she shares her first-hand account of managing burn out while building 3 simultaneous businesses, what the stress response actually looks like in the body, the key factor that impacts your daily energy, mood and resilience, and what you can do to ultimately beat burnout and excel both in and out of the boardroom!

Caroline Chow, CAASA & Happy Health

9:00 am

Allocating to Venture

Like all asset classes, venture goes through ups and downs and is currently (thanks in large part to COVID, ironically) returning unbelievable returns for some investors – it all depends on vintage! – but is it in its salad days or is this the end of a period of inexplicably expensive exits and valuations that will lead to a (severe) hangover for all who take the plunge today.  This panel will discuss that and give the audience a view of the landscape of venture, since the innovations in crypto, gaming, and other industries has changed the players and the plays over the last few years.

Michael Nicks, Pepperdine University Endowment
Justin Yagerman, Invesco Private Capital
Eugene Zhang, TSVC
Robert Morgan, 50 South Capital Advisors

9:45 am

Real Returns in Real Estate

Real property has long been seen as an inflation hedge and current memory (at least for the last 50 years) has found real estate beside a perpetually bull-market bond market as interest rates have fallen from highs to near-term lows.  As well, bond and stock markets have been negatively correlated (more or less) in crisis situations (flight to quality; bank rate reductions during recessions) but these two artefacts of the markets may not hold as rates start/continue to rise.  How does this affect cap rates and will real estate continue to be the inflation hedge that it has been? And which areas are best to exploit this?  Find out all with this panel.

John Courtliff, ICM Asset Management
Mark Breakspear, Western Wealth Capital
Matthew O’Hara, Unison Investment Management
Song Ann Lim, Enoch Wealth Canada

10:30 am

Break

10:45 am

Tête-à-Tête Session

2 x 15-minute 1:1 meeting

11:15 am

Start-Up Round-Up!

A ‘product extension’ of our Table Talks, the Start-Up Round-Up puts ~10 start-up founders at tables around the room – each one paired with an investor or two (VC or SFO).  The start-up runs through their pitch and the invited investors then offer some initial diligence questions to them in order to show the group how one can pierce the patina of a shiny deck to get at the meat of an offering, as well as how to discover the strengths and weaknesses of each idea and founder team (the latter to be ameliorated by sound advice from the investor!).

This is a one-of-a-kind opportunity for all to hear some great ideas and get a glimpse into how investors in the space look at these opportunities.

Companies presenting (as of May 8):

  • Infinity Loop – Nithin Mummaneni
  • Virtual Film School – Ian Garmaise & Frank Chindamo
  • Continuum.Social – Sergei Beliaev
  • The S-Factor Co. – Bonnie-Lyn de Bartok
  • SR-AI – Alik Sokolov
  • Moselle – Lakhveer Singh
  • WealthAgile – Tim Burgess
  • Konfidis – John Asher
  • AlphaBlock – Mukul Pal
  • JustBoardrooms – Howard Chang
  • Rosseau Group
  • Willow – Neville Joanes

Investors/Allocators:

  • Yasir Khushi, ARMS Group (UAE)
  • Wendy Diamond, LDP Ventures (NYC)
  • Daniel Stow, Zen Capital & Mergers (Vancouver)
  • Ian Whytock, Tidal Ventures (Halifax)
  • Brandon Laughren, The Laughren Group (NYC)
  • Song Lim, Enoch Wealth (Vancouver)
  • Sean Davatgar, Dava Group (Los Angeles)
  • Tec Han, Vibrato Capital (Portland, OR)
  • Harris Lambouris, Laertes Health (UAE)
  • Michael Kosic, Loyal VC (Toronto)
  • Drew (“DC”) Colaiezzi, McPike Global Family Office (The Bahamas)

12:15 pm

Lunch & Keynote

Josh Kestler, Innocap

1:30 pm

Investor Roundtables

These three concurrent sessions are tailored to three investor groups and are based on the wildly popular ones organized earlier for the first two: Single Family Office (SFO) Relatives, SFO Professionals, and Institutional Investors.

SFO Relatives is those who are related to the p/matriarch of the family office and may or may not have a role in the administration of the office.  Topics discussed here are typically around diversification from a core asset or creating a portfolio post a liquidity event, successions planning, keeping the entrepreneurial spirit alive, and managing SFO employees.

SFO Professionals are those full-time employees of family offices that are not related to the family.  Subject usually pondered include: their role as an SFO employee, working with the family (G1/2/3/4/5…), and learning across all asset classes and strategies.

Institutional Investors are full-time employees of public or private pension plans, foundations or endowments, or prop traders at insurance schemes or the like.  IDD, ODD, ESG, and other areas of interest will be covered in this session.

All classification determinations are at the sole discretion of CAASA staff.

3:00 pm

End of Conference

Member – Investor

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Non-Members – Investor

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Member – Manager

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Member – Service Provider & Others

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Wealth Managers’ Forum 2023 – Vancouver

CAASA Alternative Perspectives 2022

Overview

Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all.

We are also pleased to announce that 2022 will be held in-person at the Westin Bayshore, Vancouver!

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.

When

  • February 15, 2023
  • 11:00 am – 7:00 pm PST

Where

Westin Bayshore Vancouver
Room block available until May 30, 2022.

1601 Bayshore Drive
Vancouver, BC
V6G2V4
Canada

Keynote Speakers (2023)

Distinguished Speakers (2023)

Agenda

Day 1

  • February 15, 2023
  • 11:00 am – 7:00 pm

  • February 15, 2023
  • 11:00 am – 7:00 pm

Day 1

11:00 am

Registration

11:30 am

NowTalk – Liquid Alts Primer

James and his CAASA co-founder Caroline were at ground zero when the initial Liquid Alts legislation was proposed in March 2013 and watching to go through town-halls, committee meetings, and CSA task force meetings and deliberations was seemingly glacial (it was promulgated in January, 2019) but the results were worth it.

James will give a (thankfully) brief timeline of the process, the legislation as it stands now, its purpose when proposed and if it hit the mark, and where this growing part of the alts industry might be headed in the next few years.

James Burron, CAASA

12:00 pm

Lunch

12:15 pm

Lunch Keynote – The Growing Importance of Privates in Portfolios

Travis Forman has made a name for himself and Harbourfront Wealth by creating an impressive franchise anchored on so-called alternative investments (which many have found to be integral to modern portfolio management).  He not only has a growing roster of clients, he also has a fund of funds that allocates to select real estate and private lending shops, creating a one-stop portfolio that can provide a great deal of value those clients and their families.

On the other side, Jonathan Turnbull is with Harrison Street, a real estate asset manager headquartered in Chicago that offers is extensive investment capabilities to investors in the U.S. and Canada.

Both of these seasoned investors will share their experiences in the space as well as where the business of investing in real estate and alternatives is headed over the next few years.

Travis Forman, Harbourfront Wealth
Jonathan Turnbull, Harrison Street Real Estate Capital, LLC

1:00 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

2:00 pm

Survey of the Privates Market

Privates have been all the rage for the last many years, and not without a few hiccups along the way as investors and managers solidify their diligence and investment processes. This panel will give attendees a broad look at some of the major sub-sections of privates and focus in on a few key opportunities as well.

Colin Kilgour, Kilgour Williams Capital
David Vankka, ICM Asset Management
Steve Ponte, PHL Capital Corp.

2:45 pm

NowTalk – Building a Franchise in the Minds of Investors

In this session, we hear from a veteran IA who has decades of experience in creating value for clients and ensuring they not only have assets/income into retirement, but also the confidence that they can weather the inevitable storms that rear up in financial markets.

Pamela Yoon’s three decades of service to her clients is based on her financial expertise backed by her ability to translate the investing world for her clients (she’s also a polyglot) and giving them a guiding hand to do uncomfortable tasks such as buying low or rebalancing out of trades that would seemingly go to the moon.

This talk will span her career (one minute per year, on average) and give the audience a feel for what it takes to really connect with clients.

Pamela Yoon, RBC Dominion Securities
James Burron, CAASA

3:15 pm

Positioning Liquid Alts with Clients

Liquid Alternatives funds are not known to all investors, even though they have been around since at least January 2019 (and during 2018 in pre-market). AUM growth typically spikes after market routes, possibly as investors and advisors see the diversification benefits of this access class (as opposed to asset class). Getting clients past the ‘alternative’ moniker can be difficult as they may translate the word to ‘not needed’, but these funds are surely appropriate for many investors and have excellent vol and diversification characteristics. This panel will speak to this and more!

Steven Adang, Anchor Pacific Investment Management
Dean Shepard, Picton Mahoney Asset Management
Raj Tandon, Algonquin Capital Management
Travis Dowle, Maxam Capital Management

4:00 pm

Reception

Opportunity to network over food and drinks!

Thank You to Our 2023 Sponsors

Member – Investor

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

Non-Members – Investor

Registration is now closed.

Please contact Paul at paul@caasa.ca to be placed on the waitlist.

Event Registration Closed

CAASA Alternative Perspectives 2023

CAASA Alternative Perspectives 2023

Overview

Positioned opposite our CAASA Annual Conference, this program is built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all.

Please take a moment to reserve your delegate pass. 

Limited Time Only Delegates are encouraged to use this code for discounted Air Canada flights from May 29 – June 14: J8KEKHQ1

Registration

End Investor means single family offices, and Investment Advisors in the HNW space. 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.

When

  • June 5, 2023
  • 4:00 pm – 11:00 pm PST
  • June 6, 2023
  • 8:00 am – 6:00 pm PST

Where

Pan Pacific Vancouver Hotel
Room block available – Contact Alexis at alexis@caasa.ca to make arrangements

999 Canada Pl #300, Vancouver, BC V6C 3B5

Keynote

Distinguished Speakers 2023

2023 Agenda (work in progress!)

Day 1

  • June 5, 2023
  • 5:00 pm – 10:00 pm

Day 2

  • June 6, 2023
  • 8:00 am – 6:00 pm

  • June 5, 2023
  • 5:00 pm – 10:00 pm

Sponsor, Speaker, & Investor Boat Cruise

5:00 pm

CAASA’s Hospitality Suite

Join us as we kick off the evening with hors d’oeuvres and CAASA’s signature cocktail

5:45 pm

Depart Pan Pacific Hotel

Transportation will be provided

6:30 pm

Boat Departs from Granville Island

Mingle with fellow sponsors, speakers and investors over dinner and take-in the sunset views

10:00 pm

Boat arrives back to Granville Island

  • June 6, 2023
  • 8:00 am – 6:00 pm

Main Day

8:00 am

Breakfast & Registration

8:15 am

Fireside Chat – An Update on China

More than two years ago, Clocktower penned a piece entitled “China’s Three Traps & Macro Trilemma” detailing the geographical, demographic, and middle-income traps that plague China, as well as is macro trilemma of a highly leveraged private sector, assertive geopolitical aims, and having a manufacturing-led economy. This talk will re-visit this paper (available here: https://www.clocktowergroup.com/research-insights/chinasthreetrapsmacrotrilemma) and provide as update and possibly new prognosis.

As well as hear from a Single Family Office and how they view the opportunities outside of North America more attractive.

Wei Liu, Clocktower Group
Michael Danov, SBP Management

9:00 am

Investors Allocating to Alts

Alternatives are finally seen as less…alternative – and more a must-have for portfolios that seek high risk-adjusted returns as well as those who simply want to have an opportunity to either (i) have higher overall returns, or (ii) lower volatility and shallower troughs, both due to the benefits of low-correlation assets.  But how are real investors looking at their portfolio and finding alternatives to fill the gap? This panel will give the audience an glimpse into how many types of investors source, diligence, and size their allocations to alternative strategies & assets.

Moderator:
Joshua Leonardi, TD Prime Services LLC

Panelist:
Tec Han, Vibrato LLC
Yasir Mallick, UBC Investment Management
Bondi Kwa, BCI

9:45 am

1:1 Meetings & Morning Refresher

5 x 15-minute 1:1 meeting

11:00 am

Institutional-Grade Venture

If there is one area on investing that is even more steeped in intrigue and assumed insider information (of the legal sort) than private equity, it is venture investing. Many fund managers/venture capitalists claim to have special relationships, insights, or processes that allow them to access ‘the best deals’ and fund ‘the best founders’; still others provide access to ‘the best funds’. Investors in this space are offered a myriad of options, yet determining the efficacy of a manager/VC is not straight-forward. These panelists will share what they see in the horizon and what investors need to know before investing in the space.

Jessica Wang, INP Capital
Alex Luce, Creative Ventures
Prateek Alsi, Tribe Capital

11:45 am

Real Estate at the Crossroads

Long-hailed as a truly long-term investment portfolio component that can help ameliorate the effects of inflation (thanks to its ability to increase in price as well as increase rents during times of higher prices), real estate can get investors into trouble in times of rising interest rates. Cap(italization) rates take time to adjust to higher prices, and this can put real estate yields in an unfavourable light compared to more liquid options such as government and corporate bonds – leading to a lower price sought by buyers. Investor stress might also be heightened as valuations might fall (as just described) and/or monthly debt-servicing payments increase along with rising borrowing rate. Where is the market now? Hear from this learned and experienced panel to find out!

Moderator:
Travis Forman, Harbourfront Wealth Management

Panelist:
Aly Damji, Forum Asset Management
John Courtliff, ICM Asset Management
Devon Cranson, Cranson Captial

 

12:30 pm

Lunch & Keynote Fireside

Scott Wong, InBC
Kenndal McArdle, Pender Ventures

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.

Sponsors and topics to be determined and displayed here.

Choose from 2 x 25-minute round table discussions

2:45 pm

NowTalk – Digging out from Under-Funding

Under-funding of pensions is a well-worn weakness of many plans that have over-promised in terms of benefits or investment returns. This has reached perhaps nightmarish proportions as some plans are distributing to retirees up to 12% of their assets each year – and the trend is for this to accelerate vs. ameliorate. Our speaker will give a briefing on the PBGC (Pension Benefit Guaranty Corporation) which is tasked with ensuring that these pensions are funded and provide for the millions of beneficiaries that have or will come to rely on their payments to meet their needs.

Guy Pinkman, Presidential Appointee, PBGC Advisory Committee at Pension Benefit Guaranty Corporation and Trustee, City of Lincoln Nebraska Police & Fire Pension

3:15 pm

An Industry in Flux: Credit and Lending Markets & Investments

Investors have witnessed the multi-decade and inexorable descent of interest rates snap back in violent fashion over the last year or so. Many say they saw it coming, since inflation (brought on by money-printing) was undoubtedly going to require central banks to raise rates, but how many positioned their portfolios to account for this eventuality and how did they fare? This panel will discuss how investors and managers fared, why their returns were what they were, and what investors can do now to prepare for the next leg of the credit cycle.

Moderator:
Heather Hart, Wells Fargo

Panelists:
Daniel Child, YTM Capital Asset Management
Vadim Margulis,  Alignment Credit
Brad Wise, Cameron Stephens

4:00 pm

Reception

Reception for all delegates

6:00 pm

End of conference – thank you!

Member – Investor

Event Registration Closed

Non-Members – Investor

Event Registration Closed

Member – Manager

Special CAP pricing includes 2 delegates passes for the price of 1.
Limited time only.

Event Registration Closed

Member – Service Provider & Others

Special CAP pricing includes 2 delegates passes for the price of 1.
Limited time only.

Event Registration Closed

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