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Francis Sabourin Hour: Featuring Trans-Canada Capital

Francis Sabourin Hour: Featuring Trans-Canada Capital

Event Overview

Join Francis Sabourin and his guest, Nelson Lam, Senior Vice-President, Equity and Alternative Investments at Trans-Canada Capital (TCC), as they discuss private markets and TCC’s holistic and strategic approach in these ever-evolving markets.

Nelson leads the team managing a $7.8B open-ended private markets fund that aims to provide high diversification benefits with low correlation to traditional assets classes.

When

  • January 18, 2024
  • 2:00 pm – 3:00 pm ET

Where

Virtual

Speakers

Replay

Watch Here

CAASA Members

Event Registration Closed

Non-Members

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Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Francis Sabourin Hour: Featuring Viewpoint Investment Partners

Event Overview

This month Francis discusses the stage of the economic cycle in which we find ourselves, as well as the outlook for commodities in the near term and as part of a multi-decade super-cycle with Scott Smith, the CIO of Viewpoint Investment Partners in Calgary.  Francis and Scott will discuss how the risk profile of a traditional 60/40 portfolio is changing, and how commodities can provide a ballast to portfolios when correlations between equities and bonds turn positive.  A key discussion point at our Family Office Summit in April, this webinar will both complement and distill the great amount of information available at this time about commodities.

When

  • March 14, 2024
  • 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 Northleaf Capital Partners and Mackenzie Investments

Francis Sabourin Hour: Featuring Northleaf Capital Partners and Mackenzie Investments

Event Overview

Join Francis Sabourin and his guests, Nadim Vasanji, Managing Partner, Strategic Distribution, at Northleaf Capital Partners and Nick Westlind, SVP, Head of Distribution and Strategy at Mackenzie Investments as they discuss the first ever Interval Fund available to all Canadian investors.

The Mackenzie Northleaf Private Credit Interval Fund is the first prospectus-based strategy to provide all investors with a new way to access illiquid private credit investment strategies that have traditionally been reserved for accredited investor and institutional investor.

When

  • June 20, 2024
  • 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 LionGuard Capital Management

Francis Sabourin Hour: Featuring LionGuard Capital Management

Overview

Join Francis Sabourin (Richardson Wealth) and his guest, Andrey Omelchak – President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management, as they discuss about specialized investment management with expertise in small-and medium-capitalization equities.

When

  • October 15, 2024
  • 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 LGT Capital Partners

Francis Sabourin Hour: Featuring LGT Capital Partners

Overview

When

  • November 20, 2024
  • 1:00 pm – 2:00 pm ET

Where

Virtual

Replay Available

Speakers

CAASA Members

Event Registration Closed

Non-Members

Event Registration Closed

Francis Sabourin Hour: Featuring 3iQ Digital Asset Management

Francis Sabourin Hour: Featuring 3iQ Digital Asset Management

Overview

Join Francis and his guest, Pascal St-Jean from 3iQ Corp as they discuss the future of investing in digital assets by Canadian retail and institutions, the effect of 3iQ’s merger with Monex Group of Japan, and new and innovative products that can provide access for investors of all types.

When

  • December 18, 2024
  • 1:00 pm – 2:00 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 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 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

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

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