Blog Archives

CAASA & CAIA Holiday Social – 2023 Montreal

CAASA & CAIA Holiday Social – Montreal

Overview

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.

Please take a moment to RSVP.

We look forward to seeing you soon!

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.

When

  • December 5, 2023
  • 5:00 pm – 8:00 pm EST

Where

Lounge in Restaurant H3

340 Rue De la Gauchetière O 2e étage, Montreal, QC H2Z 0B9

Register Now

Open to CAASA members and CAIA members

Register Here

Thank You to our 2023 Sponsors

September Summer Social 2022

September Summer Social 2022

Overview

September 8th 5pm ET – 7pm ET

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.

Space is limited and will sell out fast!

When

  • September 8, 2022
  • 5:00 pm – 7:00 pm EST

Where

Ki Modern Japanese

Brookfield Place
181 Bay St., Toronto, ON M5J 2T3

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Alexis at alexis@caasa.ca for more information

Members of CAASA

Single Registration – $30
Two Registrations – $50

Event Registration Closed

Non-Members of CAASA

Single Registration – $50

Event Registration Closed

Thank You to our Sponsors

Celebrating Alternatives: Montreal Holiday Social 2025

Celebrating Alternatives: Montreal Holiday Social 2025

Overview

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.

Please take a moment to RSVP.

We look forward to seeing you soon!

When

  • December 2, 2025
  • 5:00 pm – 7:00 pm ET

Where

TBD

TBD

CAASA members, CAIA members, EMB members, AIMA members, and AAAIM members

$40 CAD per person

Register Now

Non-Members

$60 CAD per person

Register Now

Holiday Social 2022

September Summer Social 2022

Overview

Join us for CAASA’s member exclusive holiday gathering. Come enjoy an evening of food and culture, as we usher in the new year.

Please take a moment to RSVP.

We look forward to seeing you soon!

When

  • December 7, 2022
  • 5:00 pm – 8:00 pm EST

Where

Bar St. Lo

26 Market St., Toronto, ON M5E 1M6

Sponsorship Opportunities are available

$1,000 includes 4 delegate passes

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.

Thank You to our Sponsor

February Networking Night 2024

February Networking Night 2024

Overview

February 28th from 5pm ET – 7pm ET

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.

When

  • February 28, 2024
  • 5:00 pm – 7:00 pm ET

Where

Cameron Stephens Offices

320 Bay St. #1700, Toronto, ON M5H 4A6

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at Paul@caasa.ca for more information

Members of CAASA

Single Registration – $30

Registration closed. Please contact Paul at Paul@caasa.ca to get on waitlist.

Event Registration Closed

Non-Members of CAASA

Single Registration – $50

Registration closed. Please contact Paul at Paul@caasa.ca to get on waitlist.

Event Registration Closed

Thank You to our 2024 Gold Sponsors

CAASA and CAIA Toronto Holiday Social 2025

CAASA and CAIA Toronto Holiday Social 2025

Overview

Join us for CAASA’s and CAIA’s member exclusive holiday gathering. Come enjoy an evening of food and culture, as we usher in the new year.

CAASA members, please take a moment to RSVP.

We look forward to seeing you soon!

When

  • December 3, 2025
  • 4:00 pm – 7:00 pm ET

Where

Terroni

57 Adelaide St E, Toronto, ON M5C 1K6

Become a Sponsor

Sponsorship opportunities available :

  • $1,000 – Includes 4 passes and logo presence
  • $3,500 – Name badge sponsor + 4 passes
  • $3,500 – Cocktail Napkins Sponsor + 4 passes
  • $5,000 – Title sponsor, larger logo presence at the event, table for swag/materials, and able to place a banner at the designated table + 6 passes

Please contact Paul at paul@caasa.ca for more information

Registration

CAASA and CAIA Members Only
Registration Fee: $40.00

Register Now

Ski Day 2023 (Sunshine Village)

September Summer Social 2022

When

  • April 3, 2023
  • 10:00 am – 4:00 pm MT

Where

Ki Modern Japanese

Brookfield Place
181 Bay St., Toronto, ON M5J 2T3

Agenda

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.

Room Rates:
Waterfall View: $263.25 CAD/nightly
Balcony View: $283.63 CAD/nightly

Should you wish to reserve a seat on the shuttle or reserve accommodations, please contact Alexis at alexis@caasa.ca.

Sponsorship Opportunities are available

$1,500 per city or $3,000 for two (2), includes 3 passes

Email Alexis at alexis@caasa.ca for additional information

Members of CAASA

Single Registration – $30
Two Registrations – $50

Event Registration Closed

Non-Members of CAASA

Single Registration – $50

Event Registration Closed

May Networking Night 2024

May Networking Night 2024

Overview

May 15th from 5pm ET – 7pm ET

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.

When

  • May 15, 2024
  • 5:00 pm – 7:00 pm ET

Where

Cameron Stephens Offices

320 Bay St. #1700, Toronto, ON M5H 4A6

Sponsorship Opportunities are available

$1000 includes 4 delegate passes

Email Paul at Paul@caasa.ca for more information

Members of CAASA

Single Registration – $30

Event Registration Closed

Non-Members of CAASA

Single Registration – $50

Event Registration Closed

Thank You to our 2024 Gold Sponsors

CAP YVR: Demystifying Family Offices 2025

CAP YVR: Demystifying Family Offices 2025

Overview

Oct 1st from 12:30pm – 5pm

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.

When

  • October 1, 2025
  • 12:30 pm – 5:00 pm PT

Where

McMillan LLP

Royal Centre 1055 West Georgia Street #1500 Vancouver, BC V6E 4N7

Keynote Speaker

2025 Speakers

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!

Stian Andersen, Mercer
TBD, Albourne
TBD, Prime Quadrant

2:45 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.

Ryan Perillo, KF Matheson Investment Holdings
Yahya Mahmoud, BNQ Group
Stephen Stow, Zen Capital & Mergers

 

3:30 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

Register Now

Non-Members of CAASA

Asset Managers and Service Providers
$75.00

Investment Advisors, Single Family Office & Multi-family Office employees
Complimentary

Non-Members of CAASA

Register Now

Thank You to our 2024 Event Sponsors

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