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Francis Sabourin Hour: Featuring Forum Asset Management

Francis Sabourin Hour: Featuring Forum Asset Management

Overview

Richardson Wealth’s Francis Sabourin welcomes Aly Damji, Managing Partner of Real Estate at Forum Asset Management to discuss the recent acquisition of Alignvest Student Housing REIT by Forum’s Real Estate Income and Impact Fund (REIIF), making the fund a leading owner of purpose-built student accommodations (PBSA) in Canada. Aly will share his insights on the student housing investment landscape and how investors can participate in an asset class offering attractive risk-adjusted returns.

When

  • January 22, 2025
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring AQR Capital

Francis Sabourin Hour: Featuring AQR Capital

Event Overview

Join Francis Sabourin and his guest, Bryan Kelly, Portfolio Manager and Head of Machine Learning at AQR Capital Management, as they discuss AQR’s approach to multi-strategy investing and the case for diversification amid the prospect of low future expected returns.

When

  • September 12, 2023
  • 2:00 pm – 3:00 pm EDT

Where

Virtual

Replay Available

Speakers

Register Now

Complimentary Registration

Register Here

Important Takeaways from the Cormark Securities Decision

Important Takeaways from the Cormark Securities Decision

Event Overview

Hear directly from those involved in the very recent, meaningful Ontario Capital Markets Tribunal decision in Re Cormark Securities.  Join Graham Splawski and Laura Levine of Borden Ladner Gervais LLP, who represented Cormark in this matter, with important take-aways for market participants on what does and does not constitute an illegal distribution involving short sales, when an issuer is a “client” of a registered firm and the public interest jurisdiction.

When

  • February 6, 2025
  • 1:00 pm – 2:00 pm EST

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non Members

Event Registration Closed

Francis Sabourin Hour: Featuring Coller Capital

Francis Sabourin Hour: Featuring Coller Capital

Overview

Join Francis and his guest, Jake Elmhirst, Partner, and Head of Private Wealth Secondaries Solutions at Coller Capital, for an insightful discussion on the growing opportunities in private market secondaries. Before joining Coller Capital, Jake spent 25 years at UBS, where he led the Private Markets effort within Global Wealth Management and co-founded the Private Funds Group in the Investment Banking division.

In this episode, Jake breaks down the secondaries market, explores the key drivers behind its rapid growth, and highlights the powerful portfolio benefits these investments may offer both individual and institutional investors.

Don’t miss this deep dive into one of the most dynamic areas of private markets!

When

  • February 18, 2025
  • 10:00 am – 11:00 am ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring PenderFund

Francis Sabourin Hour: Featuring PenderFund

Event Overview

Join Francis Sabourin and his guest, Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund at PenderFund Capital Management, as they discuss credit markets and his approach in this challenging market.

Justin runs a low-risk, liquid alternative credit strategy that aims to provide diversification benefits with low correlation to traditional Fixed Income.

When

  • October 19, 2023
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available


Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Glengarry Farm Finance

Francis Sabourin Hour: Featuring Glengarry Farm Finance

Overview

Richardson Wealth’s Francis Sabourin welcomes Greg Kalil, founder and Managing Partner of Stormont Partners and CEO of Glengarry Farm Finance, Canada’s first and only institutionally organized and backed private farm lender. Greg will discuss Glengarry’s mandate to support and promote Canadian agriculture by offering tailored financing solutions to borrowers who are temporarily unable to access credit through mainstream lenders, while delivering solid, risk-adjusted returns for investors.

When

  • March 19, 2025
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring ICapital

Francis Sabourin Hour: Featuring ICapital

Event Overview

Access to private investments has been difficult for retail investors for many years: risk ratings, completing required forms, and making the process easy for IAs, clients, and managers has proved a challenge.  Thankfully, there are platforms from companies like iCapital that can link investors with deserving managers and funds.

Join Francis Sabourin and his guest, Tom Johnston, Managing Director at ICapital Network, as they discuss strategies and trends.

When

  • November 22, 2022
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Replay Available

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Francis Sabourin Hour: Featuring ICM Asset Management

Francis Sabourin Hour: Featuring ICM Asset Management

Event Overview

Join Francis Sabourin and his guest, David Vankka, President & Portfolio Manager at ICM Asset Management as they discuss ICM’s approach to investing in music royalties. The asset class continues to attract many of the most prolific institutional investors in the pursuit of uncorrelated returns from the ownership of music IP.

When

  • December 12, 2023
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

Watch Replay

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Partners Group

Francis Sabourin Hour: Featuring Partners Group

Overview

Join Francis Sabourin and his guest Fentress Boyse, Senior Investment Leader, from Partners Group, a leading global private markets firm.

Francis and his guest will discuss how artificial intelligence is revolutionizing digital infrastructure and how Partners Group, a pioneer in the evergreen space, is capitalizing on these opportunities in the private markets.

When

  • May 14, 2025
  • 3:00 pm – 4:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Wealhouse Capital Management

Francis Sabourin Hour: Featuring ICapital

Event Overview

Access to private investments has been difficult for retail investors for many years: risk ratings, completing required forms, and making the process easy for IAs, clients, and managers has proved a challenge.  Thankfully, there are platforms from companies like iCapital that can link investors with deserving managers and funds.

Join Francis Sabourin and his guest, Tom Johnston, Managing Director at ICapital Network, as they discuss strategies and trends.

When

  • December 13, 2022
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Replay Available

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

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