We are happy to partner with the CAIA Association to offer this event for all CAIA and CAASA members (and their guests) in Montreal. Come enjoy an evening of food and culture, as we usher in the new year.
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).
The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering. Draw will occur at our Summer Social event on July 17, 2024.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
Join us for our last summer social on the patio at Ki Modern Japanese, where we will be serving drinks and Japanese inspired canapés.
We will also have Michael Tremblay, Canada’s only Sake Samurai and Co-Author of Exploring the World of Japanese Craft Sake, offering sake tasting and Ki’s sommeliers serving wine.
Join us for the Celebrating Alternatives: Montreal Holiday Social 2025, an evening dedicated to connecting and celebrating the vibrant Canadian alternatives community.
Hosted collaboratively by leading Canadian alternative associations this annual gathering brings together professionals, investors, and thought leaders across the industry. It’s the perfect opportunity to unwind, reconnect, and build new relationships as we close out another exceptional year in the industry.
Email Alexis at alexis@caasa.ca for more information
When logging in, if you receive the message: “Unknown email address. Check again or try your username.” Please register your email address at www.caasa.ca/register. Once registered and confirmed by us, you will then be able to login and register for the event.
Registration
Registration for this event is now closed.
Event Registration Closed
Registration is now closed
For further information or to be placed on a wait list, please feel free to email Alexis at alexis@caasa.ca.
You’re invited! Come spend the evening networking with CAASA members and other industry professionals over drinks and hors d’oeuvres at the Cameron Stephens Offices.
Please take a moment to reserve your spot!
MSC Cruises Get-away Give-away
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).
The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering. Draw will occur at our Summer Social event on July 17, 2024.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
7:45 – 8:00 AM – Shuttle Pick-Up (Petro-Canada on Hwy 1)
10:00 AM – Lift tickets can be picked up (Lookout Lounge)
10:00 AM – Lifts are open. Stay warm!
12:00 PM – Networking Lunch at the Lookout Lounge
1:45 PM – Group photo at the outdoor patio
2:00 PM – Giant Slalom Race
4:00 PM – Lifts close
4:00 PM – Après-Ski
4:30 – 5:00 PM – Shuttle Departure
Transportation & Accommodations
Transportation – Shuttle:
We are pleased to offer a shuttle service from Calgary to Banff Sunshine Village. At 7:45 AM (MT), on April 3, 2023, we will have a shuttle at Petro-Canada on Highway 1 (16 Avenue), just past Calloway Park.
Transportation from Calgary International Airport to Banff:
For those who will be flying into Calgary and joining us, we are delighted to announce a partnership with the Banff Airporter, which offers an hourly shuttle service between Calgary International Airport (YYC) and Banff. To access the CAASA rate, please enter promotion code: CAASA2023 and get your discount on a one-way or round-trip.
Staying in Sunshine Village? Book with a preferred rate at Sunshine Mountain Lodge
Sunshine Mountain Lodge, Banff’s only mountain top hotel is a uniquely Canadian boutique hotel, nestled within majestic peaks of Banff National Park. Treat yourself to effortless access to the slopes of Banff Sunshine Village as you wake up to Canada’s best snow.
You’re invited! Come spend the evening networking with CAASA members and other industry professionals over drinks and hors d’oeuvres at the Cameron Stephens Offices.
Please take a moment to reserve your spot!
MSC Cruises Get-away Give-away
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).
The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering. Draw will occur at our Summer Social event on July 17, 2024.
*Subject to travel restrictions, all details provided to the lucky winner upon receipt.
This afternoon event is designed to shed some light on the family office market – both for those who are working with (or aspire to) family offices and those who are part of these entities (either as family members/principals or full time professional staff).
Following an engaging luncheon keynote, two panels will feature a selection of multi-family offices and single-family offices who will delve into a number of topics of interest to virtually anyone in the audience.
Royal Centre 1055 West Georgia Street #1500 Vancouver, BC V6E 4N7
Keynote Speaker
Julian Carson
Vice President
JH Investments
Julian Carson
Vice President
JH Investments
Mr. Carson oversees the Houssian family’s investment portfolio and operating businesses through its family office, JH Investments. Julian leads the finance, tax, treasury and investment management activities for the group of companies and the family members. Mr. Carson is a CPA, CA and a CFA Charterholder.
Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 60 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.
Having originally joined Citi Private Bank in 2006, Nancy has over 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.
Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and mentoring an adult daughter.
Ryan Perillo
Head of Investments
KF Matheson Investment Holdings
Ryan Perillo is the Head of Investments for KF Matheson (KFM), a private family office for two successful Canadian entrepreneurs and business partners. KFM takes a long-term approach to investing and managing the accumulated wealth and philanthropic assets of the principals. Prior to his current role, Ryan held progressive finance roles within the principal’s operating company Baylis Medical, culminating in playing a lead role in its successful 2021 cardiology division sale to Boston Scientific (BSX). Before joining Baylis Medical, Ryan started his career in the financial services group at PwC, and went on to join a newly launched value investment fund as their second employee in a CCO/finance/operations role, which grew to ~$60m of AUM over his time with the firm. Ryan holds a BBA from Lazaridis School of Business and Economics at Wilfrid Laurier University, where he graduated With Distinction. He also holds CPA, CA, and CFA designations.
Yahya Mahmoud
President
BNQ Group
Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. Yahya’s Single Family Office focuses on strategic and value-add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.
Jon joined Leith Wheeler in November 1996 following six years in real estate finance in Vancouver. Since then, he has helped build a large practice of private clients and their families along with charitable organizations across the country. Responsible for the strategic direction and management of the private client and foundation practice nationally, Jon has served on the the firm’s Board of Directors since 2006 and is proud to have opened Leith Wheeler offices in Calgary in 2011 and Toronto in 2016.
Jon graduated from the University of British Columbia in 1990 with a Bachelor of Commerce degree in Finance and Urban Land Economics. He has been a Chartered Financial Analyst (CFA®) charterholder since 1997 and a long time member of CFA Vancouver. Jon is the former Chair of Music in the Morning Concert Society and former Chair of the Professional Advisors Committee of the Vancouver Foundation. He volunteers on other charitable committees in the health care industry, and is passionate about helping private clients with their philanthrophic endeavours.
John Calcaterra
Senior Portfolio Analyst
Albourne Partners
John Calcaterra is a Senior Portfolio Analyst, based out of Albourne’s Connecticut office, whose main role is assisting clients with constructing both Hedge Fund, and Private Market portfolios, and the ongoing monitoring of those portfolios once they have been fully built out. Prior to joining Albourne in 2021, he served as the Senior Investment Analyst at The University of Connecticut Foundation, where in that role he functioned as a generalist. John has ten years of industry experience, is a CFA Charterholder, and holds a BA in Economics from Providence College (Providence, RI).
James Burron
Founding Partner
CAASA
James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).
2025 Agenda
Day 1
October 1, 2025
12:30 pm – 5:00 pm
October 1, 2025
12:30 pm – 5:00 pm
Agenda
12:30 pm
Registration
1:00 pm
Lunch begins
1:30 pm
Lunch time Fireside – Stewardship & Transition: What It Really Means to Work in a Family Office
Julian Carson, Vice President at JH Investments, has guided the Houssian family’s businesses and investments for over a decade. In this keynote, he shares how a family office evolves across generations, shaping governance, balancing operating companies with investments, and navigating succession. Julian will also reflect on the growing trend of professionals moving into the family office space, highlighting how life on the inside differs from traditional corporate or buy-side roles. Expect candid lessons, practical insights, and stories that reveal the unique challenges and opportunities of stewarding family wealth.
Julian Carson, JH Investments
Nancy Bertrand, Citi Private Bank, Canada
2:00 pm
Advising Family Offices
Single Family Offices range in AUM amount, interest/investment in public v. private, fund v. direct, domestic v. foreign, and internal v. external managers, strategies, and asset classes to a mind-blowing degree. Thus, working with them is anything but cookie-cutter; those advisors and asset managers who might like to gain access to these amorphous asset owners need to know how to approach them, discuss investments and other matters, provide counsel, and effect implementation of their plan/offering. This panel will look into all this and more!
Shaun Wilkes, Mercer John Calcaterra, Albourne Partners TBD
2:45 pm
Break
3:00 pm
Getting to Know Family Offices
“If you’ve met one family office, you’ve met one family office,” or so the saying goes. The experience of many who have dealt with these entities is more akin to knowing 0.10 or 0.20 family offices, even after many years of interaction. The reality is many families are uber-private and, frankly, see no need or upside in broadcasting anything about themselves and their interests/tendancies. To be fair, they may not be fully aware of their underlying needs/interests until they see something that might fulfill them. This panel features a selection of (obviously) more open families who will tell something of their stories and provide insight into how outside providers can work with them and their peers.
Jon Palfrey, Leith Wheeler Investment Counsel Ltd.
Ryan Perillo,KF Matheson Investment Holdings Yahya Mahmoud, BNQ Group Stephen Stow, Zen Capital & Mergers
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
