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Private Equity & Venture Capital Assembly 2020

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

When

  • October 14, 2020
  • 9:00 am – 5:00 pm EST
  • October 15, 2020
  • 9:00 am – 5:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Keynote Speakers

Speakers

Agenda

Day 1

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 2

  • October 15, 2020
  • 9:00 am – 5:00 pm

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 1

9:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

10:45 am

CAASA’s Virtual Platform Introduction

11:00 am

Finding Shopify: The Role of PE/VC in Your Portfolio

Senia Rapisarda, HarbourVest Partners
Nick Bakish, Richardson GMP
Sajal Jagdish Heda, Amana Global Partners
Mark Shulgan, OMERS Growth Equity

Moderated by: Michael Rudd, Fort Greene Capital

12:00 pm

Lunch Break

12:15 pm

Fireside Chat – Challenges & Opportunities of 2020

Philippe de Gaspé Beaubien III, la Fondation de Gaspé Beaubien
James Burron,
CAASA

1:00 pm

Structuring Private Equity & Venture Capital Funds

Michael Bunn, Norton Rose Fulbright
Sabrina Foster, Athena International Management
Lewis Chong, Harneys
Jocelyn Blanchet, KPMG
Derek Chan, Northleaf Capital Partners

Moderated by: James Burron, CAASA

 

1:45 pm

Tête-à-Tête Sessions

6 x 15-minute 1:1 meetings

3:15 pm

Founders’ Pitch Competition

Judges:
Maria Pacella, PenderFund Management
Ricky Lai, Portag3 Ventures
Éléonore Jarry-Ferron, Brightspark Ventures

4:15 pm

Fireside Chat – A Look Back 30-Years & Ahead 30 Months

Sophie Forest, Brightspark Ventures
Peter van der Velden, Lumira Ventures

  • October 15, 2020
  • 9:00 am – 5:00 pm

All Day Tete-a-Tete Sessions

Thank You To Our Sponsor

Members

Register Now

Non-Members

Register Now

Wealth Managers’ Forum 2023 – Vancouver

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

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

CAASA’s All-in-One Virtual Platform

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 Sponsor

Members

Register Now

Non-Members

Register Now

Family Office Summit 2026

Family Office Summit 2026

Overview

We are back for our 8th edition – this time including our ever-popular SFO-exclusive sessions on April 28 afternoon + more streams for SFO family members and professionals to meet and discuss topics important to them (all within a cone of silence without the inclusion of anyone who is not with an SFO).

Of course we have a great line-up of speakers (at least 50% from SFOs) to speak to issues and trends important to families & Table Talks coordinated by our sponsors for a truly exciting opt-in experience for all.

 

When

Please note the timings and agenda are subject to change.

  • April 28, 2026
  • 5:00 pm – 7:00 pm EST
  • April 29, 2026
  • 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

Please note the timings and agenda are subject to change.

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 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.

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
Dan Riverso, Jesselton Capital 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

Registrations closed

Event Registration Closed

Member – Investor

Member of CAASA.

Event Registration Closed

Non-Members – Investor

Non-members of CAASA

Event Registration Closed

Thank You to Our 2024 Gold Sponsors

Thank You to Our 2024 Silver Sponsors


Thank You to Our 2024 Bronze Sponsor

Digital Assets Global Exchange – 2021

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

Global Partner

Fireside Chat: What’s Next in Cryptoassets

Speakers

When

  • September 14, 2021
  • 10:00 am – 4:00 pm EST
  • September 15, 2021
  • 8:00 am – 6:00 pm EST
  • September 16, 2021
  • 8:00 am – 6:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Agenda

Day 1

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 2

  • October 15, 2020
  • 9:00 am – 5:00 pm

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 1

9:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

10:45 am

CAASA’s Virtual Platform Introduction

11:00 am

Finding Shopify: The Role of PE/VC in Your Portfolio

Senia Rapisarda, HarbourVest Partners
Nick Bakish, Richardson GMP
Sajal Jagdish Heda, Amana Global Partners
Mark Shulgan, OMERS Growth Equity

Moderated by: Michael Rudd, Fort Greene Capital

12:00 pm

Lunch Break

12:15 pm

Fireside Chat – Challenges & Opportunities of 2020

Philippe de Gaspé Beaubien III, la Fondation de Gaspé Beaubien
James Burron,
CAASA

1:00 pm

Structuring Private Equity & Venture Capital Funds

Michael Bunn, Norton Rose Fulbright
Sabrina Foster, Athena International Management
Lewis Chong, Harneys
Jocelyn Blanchet, KPMG
Derek Chan, Northleaf Capital Partners

Moderated by: James Burron, CAASA

 

1:45 pm

Tête-à-Tête Sessions

6 x 15-minute 1:1 meetings

3:15 pm

Founders’ Pitch Competition

Judges:
Maria Pacella, PenderFund Management
Ricky Lai, Portag3 Ventures
Éléonore Jarry-Ferron, Brightspark Ventures

4:15 pm

Fireside Chat – A Look Back 30-Years & Ahead 30 Months

Sophie Forest, Brightspark Ventures
Peter van der Velden, Lumira Ventures

  • October 15, 2020
  • 9:00 am – 5:00 pm

All Day Tete-a-Tete Sessions

Crypto Cocktails

Exclusive to Digital Assets Global Exchange Delegates only

CAASA invites all attendees to join their fellow delegates along with our in-house Mixologist who will lead a hands-on exploration of classic cocktails from the comfort of your home.

Shake, stir, and sip as you learn the basic skills of bartending. While imbibing, your host will fill you in on the unique story of each drink and its historical relevance.
Registration includes all the goods needed to make three cocktails from home with shipping included.

Just remember to add the cocktail option to your ticket when registering for the Exchange.

 

Members

Register Now

Non-Members

Register Now

Allocators & Investors

Single Family Office, Multi-Family Office, Institutional Investors, Foundations, & Endowments

With Networking

Complimentary

Event Registration Closed

Non-Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

$55

Event Registration Closed

Thank You To Our Sponsors

Wealth Managers’ Forum 2023 – Calgary

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

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 16, 2023
  • 11:00 am – 7:00 pm MT

Where

CAASA’s All-in-One Virtual Platform

Keynote Speakers (2023)

Distinguished Speakers (2023)

Agenda

Day 1

  • February 16, 2023
  • 11:00 am – 7:00 pm

  • February 16, 2023
  • 11:00 am – 7:00 pm

Wealth Managers’ Forum Calgary

11:00 am

Registration

11:30 am

NowTalk – Branding in Your Market: How to Elevate Your Game

Whether IAs acknowledge it or not, branding is a key ingredient in success – and by this we get past the corporate branding that every IA in the dealer has access to, and talk about individual branding that advisors can create. There is also branding in the eyes of clients and prospects as well as that of their peers. As a team grows, it is of paramount importance that each individual provides value to clients and the team – and teams that look outward can attract the best talent and continue their growth. Come and hear how this IA is doing something different to cement his place in the industry.

Rob Tetrault, Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group

12:00 pm

Lunch

12:15 pm

Lunch Keynote – Richard Pilosof: 14 Years of RPIA

Richard was RBC’s youngest Managing Director on the fixed income floor and in 2009 he branched off from the desk to create his own offering for investors seeking lower volatility and uncorrelated returns from today’s bond markets. His success has been peerless in the space and this is your opportunity to hear his story!

Richard Pilosof, RPIA
Matias Grum, Raymond James

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

Creating Superior Portfolios of Private Assets

Travis Forman has been in the private assets market for years, creating his own fund for offering to his and other clients. He sits on both sides of the desk, advising clients on asset allocation and also allocating to select private assets managers in order to fulfill his mandates of steady income without undue risk. This panel features three managers in the space and delves into their stories as well.

Travis Forman, Harbourfront Wealth Management
Charbel Cheaib, Morex Capital Corp.
Dennis Mitchell, Starlight Capital
Dean Kirkham, Trez Capital

2:45 pm

NowTalk – When to Diversify Your Book

When is the correct time to move to alternatives? When markets are up and one is in a position of strength – but convincing clients to sell winners whom they assume will continue to perform might pose a challenge? When markets are down and clients can see that alts likely did not fall as much – but then they have to sell at a loss? Is it at the beginning of a relationship or after an IA has earned client trust? These conundrums and more will be discussed!

Scott Starratt, Canaccord Genuity Wealth Management

3:15 pm

The Liquidity Quandary: What Investors Need and How To Get It

Retail investors seem to be intent upon having (i) liquidity and (ii) cash yield – and their advisors seem to reinforce this preference with their portfolio recommendations.  Of course, private assets should have their investment vehicles match the liquidity of the underlying and this panel will look into the ‘new’ liquid alts that can give investors truly liquid exposure to alternative strategies (and sometimes alternative assets, in a sense).  It will feature a briefing of the 2018/2019 new rules and a chat on how investors should use these mutual funds to create exceptional portfolios.

Shamez Kassem, Northfront Financial
Julian Klymochko, Accelerate Financial Technologies
…more to be added

4:00 pm

Reception

Opportunity to network over food and drinks!

Thank You To Our Sponsor

Members

Register Now

Non-Members

Register Now

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

Private Equity & Venture Capital Assembly 2021

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

When

  • September 28, 2021
  • 8:00 am – 6:00 pm EST
  • September 29, 2021
  • 8:00 am – 6:00 pm EST
  • September 30, 2021
  • 8:00 am – 6:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Keynote Speaker

Pitch Competition Judges

Speakers

Agenda

Day 1

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 2

  • October 15, 2020
  • 9:00 am – 5:00 pm

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 1

9:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

10:45 am

CAASA’s Virtual Platform Introduction

11:00 am

Finding Shopify: The Role of PE/VC in Your Portfolio

Senia Rapisarda, HarbourVest Partners
Nick Bakish, Richardson GMP
Sajal Jagdish Heda, Amana Global Partners
Mark Shulgan, OMERS Growth Equity

Moderated by: Michael Rudd, Fort Greene Capital

12:00 pm

Lunch Break

12:15 pm

Fireside Chat – Challenges & Opportunities of 2020

Philippe de Gaspé Beaubien III, la Fondation de Gaspé Beaubien
James Burron,
CAASA

1:00 pm

Structuring Private Equity & Venture Capital Funds

Michael Bunn, Norton Rose Fulbright
Sabrina Foster, Athena International Management
Lewis Chong, Harneys
Jocelyn Blanchet, KPMG
Derek Chan, Northleaf Capital Partners

Moderated by: James Burron, CAASA

 

1:45 pm

Tête-à-Tête Sessions

6 x 15-minute 1:1 meetings

3:15 pm

Founders’ Pitch Competition

Judges:
Maria Pacella, PenderFund Management
Ricky Lai, Portag3 Ventures
Éléonore Jarry-Ferron, Brightspark Ventures

4:15 pm

Fireside Chat – A Look Back 30-Years & Ahead 30 Months

Sophie Forest, Brightspark Ventures
Peter van der Velden, Lumira Ventures

  • October 15, 2020
  • 9:00 am – 5:00 pm

All Day Tete-a-Tete Sessions

Thank You To Our Sponsor

Members

Register Now

Non-Members

Register Now

Allocators & Investors

Single Family Office, Multi-Family Office, Institutional Investors, Foundations, & Endowments

With Networking

Complimentary

Event Registration Closed

Non-Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

$55

Event Registration Closed

Family Office Summit 2023

Overview

CAASA is pleased to invite you to the 2023 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) hosted in Toronto at The Toronto Region Board of Trade will highlight some amazing case studies of entrepreneurship in a time of global disruption, while featuring interactive break-out sessions that focus on key issues impacting family offices in Canada and abroad including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.

All content is subject to Chatham House Rule.

The conference has reached its target number of delegates.  We will continue to add SFO persons and those on our waitlist until we reach our ultimate capacity.

Keynote Speaker

Single Family Office Speakers

Distinguished Speakers

When

  • April 25, 2023
  • 5:00 pm – 7:00 pm EST
  • April 26, 2023
  • 8:00 am – 6:00 pm EST

Where

Toronto Region Board of Trade
100 Queens Quay E Suite 1600, Toronto, ON M5E 1Y3

Agenda

Day 1

  • April 25, 2023
  • 5:00 pm – 7:00 pm

Day 2

  • April 26, 2023
  • 8:00 am – 6:00 pm

  • April 25, 2023
  • 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.

Evelyne Massa, Group RMC
Robert Montgomery, First Maximilian Associates

3:00 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 session where (strictly!) full time employees (not relatives) of SFOs can interact with their peers to get the most out of their roles.

Trevor Maunder, Peerage Capital
Dan Riverso, Jesselton Capital Management
Scott Morrison, Wealhouse Capital Management

 

5:00 pm

Welcome Reception (All Delegates)

A special reception for all our delegates attending the Summit.

7:00 pm

End of Pre-day

  • April 26, 2023
  • 8:00 am – 6:00 pm

Main Day

8:00 am

Registration & Breakfast (All Delegates)

 

 

8:15 am

NowTalk – The World as it Stands Today

Of course the world never stands still, and neither does iour speaker. Join us for this recap of all that might apply to investors in one, neat package of about 30 minutes. A perfect way to start the content of this conference that is sure to start a few discussions throughout the day!

Constance Everson, Capital Markets Outlook Group, Inc.

9:00 am

A Glimpse into Management Styles

They say: If you’ve met one family office, you’ve met one family office. This panel sets the stage for the conference, highlighting the diverse/idiosyncratic management styles employed by select family offices who will describe (as much as they can) how their roles and corporate structure reflects the personality of their employers and their families. Each participant was selected to show a spectrum of propensities across areas as defined by the group.

Moderator:
Jason Campbell, Eckler

Panelists:
Brian Cyr, Claridge
Josh Roach, Meritage Group LP
Oded Levi, Epstein Enterprises Inc

9:45 am

Stressed & Distressed – Finding Value in Today’s Market

Many institutional investors, including asset managers, have fairly well-defined investment mandates, asset mixes, quality and price criteria, and concentration limits. Family offices have been heralded as having a great deal more flexibility when it comes to constraints – and a natural ability to ‘decide quickly, in size’ on a proposed opportunity. This panel will delve into this underlying belief and apply it to the areas of distressed/stressed securities where timing may be of paramount importance and facilitate out-sized gains (and possibly commensurate out-sized risk) or not.

Moderator:
Adam Edris, Albourne Partners Limited

Panelists:
Michael Danov, SBP Management
Ash Lawrence, AGF Investments Inc.
Kunjal Shah, Lyxor Asset Management Inc.

10:30 am

Tête-à-Tête Meetings & Morning Refresher

Join the conversation! Foster knowledge-sharing and build connections between attendees through these unique 1:1 meetings.

You can begin to book your meetings on our event app, starting April 18, 2023

 

11:30 am

Into the Breach: Pursuing Returns in the Credit and Lending Markets

As various Basel (Basel 3 being recently implemented) and other de-risking of financial institutions has opened opportunities in both the ‘public’ (typically arbitrage) bond markets and private lending markets, investors have needed to learn the intricacies of trading strategies and origination criteria that hitherto have been the purview of prop trading desks and bank managers. This panel will discuss the options open to investors and their relative advantages and challenges, especially in relation to the unprecedented growth the sector has seen in recent years.

Moderator:
Sudharshan Sathiyamoorthy, Richter Family Office

Panelists:
Jared Kalish, Firepower
Michael Steepe, Steepe & Co. Ltd.
Tristan Thomas, 50 South Capital

12:15 pm

Lunch & Keynote (Keynote start 12:45pm)

Moderator:
Ranjan Bhaduri, Bodhi Research Group

Speaker:
Roy Ratnaval, CI Global Asset Management

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.

Choose from 2 x 30-minute round table discussions

2:30 pm

NowTalk – The Alts Landscape in Canada and Globally

An extraordinary opportunity to hear data separated from noise as this speaker lays clearly the Canadian and global landscape for alternatives.

Speaker:
Jordan Villarreal, Preqin

3:00 pm

The Alpha and Omega: Real Estate

Real estate is a key asset class for many family offices: they either made their money in it or ended up allocating large amounts to it to keep and growth their wealth (and income, via rents). This discussion will focus on a few of the ways that one can gain exposure to real estate today as well as the potential pitfalls that can derail an allocation to this illiquid asset class.

Moderator:
Isaac Lemprière,
Prime Quadrant

Panelist:
Evelyne Massa,
 Group RMC
Sandy Poklar, Firm Capital Corporation
Matthew O’Hara, Unison Investment Management

3:45 pm

Sponsors’ Table Talks & 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.

Choose from 2 x 30-minute round table discussions

4:45 pm

NowTalk – Tax & Estate Strategies for 2023

In this presentation, Tim Cestnick will provide planning strategies that will add value in the current economic environment that we find ourselves in, and in light of announcements from the 2023 Federal Budget.

Tim Cestnick, Our Family Office Inc.

5:15 pm

Reflections & Opportunities

We love to get input on what people learned from our conferences and this panel is the perfect way for not only the panelists but also the audience to voice their views on the topics and content of the previous days – and give us ideas for our next conference. Thank you to all who participate!

6:00 pm

Closing reception

Open to all delegates.

8:00 pm

End of Family Office Summit 2023

Thank you!

Member – Investor

Member of CAASA

Please contact Paul at paul@caasa.ca

Event Registration Closed

Non-Members – Investor

Non-member of CAASA

Please contact Paul at paul@caasa.ca

Event Registration Closed

Member – Service Provider & Others

Member of CAASA. Includes core & ancillary service providers.

We have reached our target number of Asset Managers and Service Providers. As we continue to add those with family offices we will invite those on our waitlist to register until we reach our ultimate capacity number.

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

Event Registration Closed

Member – Manager

Member of CAASA

We have reached our target number of Asset Managers and Service Providers. As we continue to add those with family offices we will invite those on our waitlist to register until we reach our ultimate capacity number.

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

Event Registration Closed

Thank You to Our 2023 Sponsors

CAASA Alternative Perspectives – 2021

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

Global Partner

Keynote Speakers

Speakers

When

  • June 8, 2021
  • 8:00 am – 6:00 pm EST
  • June 9, 2021
  • 8:00 am – 6:00 pm EST
  • June 10, 2021
  • 8:00 am – 6:00 pm EST
  • June 11, 2021
  • 8:00 am – 6:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Agenda

Day 1

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 2

  • October 15, 2020
  • 9:00 am – 5:00 pm

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 1

9:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

10:45 am

CAASA’s Virtual Platform Introduction

11:00 am

Finding Shopify: The Role of PE/VC in Your Portfolio

Senia Rapisarda, HarbourVest Partners
Nick Bakish, Richardson GMP
Sajal Jagdish Heda, Amana Global Partners
Mark Shulgan, OMERS Growth Equity

Moderated by: Michael Rudd, Fort Greene Capital

12:00 pm

Lunch Break

12:15 pm

Fireside Chat – Challenges & Opportunities of 2020

Philippe de Gaspé Beaubien III, la Fondation de Gaspé Beaubien
James Burron,
CAASA

1:00 pm

Structuring Private Equity & Venture Capital Funds

Michael Bunn, Norton Rose Fulbright
Sabrina Foster, Athena International Management
Lewis Chong, Harneys
Jocelyn Blanchet, KPMG
Derek Chan, Northleaf Capital Partners

Moderated by: James Burron, CAASA

 

1:45 pm

Tête-à-Tête Sessions

6 x 15-minute 1:1 meetings

3:15 pm

Founders’ Pitch Competition

Judges:
Maria Pacella, PenderFund Management
Ricky Lai, Portag3 Ventures
Éléonore Jarry-Ferron, Brightspark Ventures

4:15 pm

Fireside Chat – A Look Back 30-Years & Ahead 30 Months

Sophie Forest, Brightspark Ventures
Peter van der Velden, Lumira Ventures

  • October 15, 2020
  • 9:00 am – 5:00 pm

All Day Tete-a-Tete Sessions

Members

Register Now

Non-Members

Register Now

Non – Members – Asset Managers

Online registration has closed.
Please contact Caroline at caroline@caasa.ca to register.

Event Registration Closed

Non-Members – Service Providers

Online registration has closed.
Please contact Caroline at caroline@caasa.ca to register.

Event Registration Closed

Thank You To Our Sponsors

Family Office Cayman Experience

Private Equity & Venture Capital Assembly 2020

Overview

This full day brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on our virtual platform, the same platform we used for our Family Office Summit and for the CAASA Annual Conference in November.

On the platform our delegates will be able to arrange 1:1 meetings with other delegates, participate in group discussions lead by our event partners, and gain valuable insights from our two panels, a keynote, and a fireside chat.

CBV delegates are eligible for up to 6 hours of Continuing Professional Development (CPD).

When

  • January 10, 2023
  • 3:00 pm – 8:00 pm GMT
  • January 11, 2023
  • 8:00 am – 9:00 pm GMT
  • January 12, 2023
  • 8:00 am – 9:00 pm GMT

Where

CAASA’s All-in-One Virtual Platform

Sponsorship Opportunities Available

Sponsorship Includes:

CAASA will market all dinners/events hosted by the sponsor to the selected delegate types prior to the event, 1/2 page advertisement in the printed program, opportunity to host a round table discussion

Keynote Speaker

Distinguished Speakers

Thank You to Our Sponsors

Agenda

Day 1

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 2

  • October 15, 2020
  • 9:00 am – 5:00 pm

  • October 14, 2020
  • 9:00 am – 5:00 pm

Day 1

9:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

10:45 am

CAASA’s Virtual Platform Introduction

11:00 am

Finding Shopify: The Role of PE/VC in Your Portfolio

Senia Rapisarda, HarbourVest Partners
Nick Bakish, Richardson GMP
Sajal Jagdish Heda, Amana Global Partners
Mark Shulgan, OMERS Growth Equity

Moderated by: Michael Rudd, Fort Greene Capital

12:00 pm

Lunch Break

12:15 pm

Fireside Chat – Challenges & Opportunities of 2020

Philippe de Gaspé Beaubien III, la Fondation de Gaspé Beaubien
James Burron,
CAASA

1:00 pm

Structuring Private Equity & Venture Capital Funds

Michael Bunn, Norton Rose Fulbright
Sabrina Foster, Athena International Management
Lewis Chong, Harneys
Jocelyn Blanchet, KPMG
Derek Chan, Northleaf Capital Partners

Moderated by: James Burron, CAASA

 

1:45 pm

Tête-à-Tête Sessions

6 x 15-minute 1:1 meetings

3:15 pm

Founders’ Pitch Competition

Judges:
Maria Pacella, PenderFund Management
Ricky Lai, Portag3 Ventures
Éléonore Jarry-Ferron, Brightspark Ventures

4:15 pm

Fireside Chat – A Look Back 30-Years & Ahead 30 Months

Sophie Forest, Brightspark Ventures
Peter van der Velden, Lumira Ventures

  • October 15, 2020
  • 9:00 am – 5:00 pm

All Day Tete-a-Tete Sessions

Members

Register Now

Non-Members

Register Now

Member – Registration

$5,000 USD per delegate

Please contact Paul at paul@caasa.ca

Member – Sponsorship

$15,000 USD includes a single delegate
$3,000 USD per additional delegate

Please contact Paul at paul@caasa.ca

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