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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

Speakers

CAASA Members

Register Now

Non-Members

Register Now

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

Accessing Government Funding through The Canada Digital Adoption Program

Accessing Government Funding through The Canada Digital Adoption Program

Event Overview

Many of our members have made the transition to digital over COVID but there is still more to do (always!).  We’d like to introduce you to a Government of Canada program that can get much-needed know-how and cash to you to make the most of your offering to clients.

The Canada Digital Adoption Program (link: https://ised-isde.canada.ca/site/canada-digital-adoption-program/en) offers a technology grant to eligible Canadian for-profit companies (sadly, not for CAASA) of $15,000 in order to get you what you need to know to increase sales, reduce costs, better manage inventory, or whatever will make your business work better.  This is a grant = free money, to allocated to a consultant vetted by the GoC to provide you with ~$15,000 worth of services.  Any additional costs are up to you.

It also includes up to $7,300 in a wage subsidy to hire talented youth to make this program happen for you (we can refer you to schools that would love to source that for you).

Also, you have access to up to $100,000 of 0% interest 6-year credit/loan supplied by BDC – it’s 1 year of deferment and then 5-year repayment schedule. NO FEES are payable for this loan.

Reserve your spot to hear all the details of this quality GoC program that can make a difference in your business in 2024!

When

  • November 21, 2023
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Watch Replay

Presented in partnership with Alphabyte

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring Picton Mahoney Asset 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

  • January 24, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Compliance & Operations Group Meeting Ft. Ontario Securities Commission

Compliance & Operations Group Meeting Ft. Ontario Securities Commission

Meeting Overview

Members of the Compliance & Operations Group are welcome to join us on Thursday, December 7th, 2023 from 2:00 – 3:00 p.m. (ET).

During this session we are delighted to welcome our guest speaker, Nick Hawkins, Senior Policy Advisor, Legal at the Ontario Securities Commission who will speak on Artificial Intelligence (AI) and the Ontario Capital Markets.

When

  • December 7, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Compliance & Operations Group Chair

Guest Speaker

Request to Join COG

All members are open to join our MIGS.

Join Our Compliance and Operations Group

Select COG Members

Francis Sabourin Hour: Featuring Clear Skies Investment 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

  • March 9, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

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