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Marketing and Distributing your Fund in the United States

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

In Partnership with IPA

Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.

When

  • October 21, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

Members

Event Registration Closed

Non-Members

Event Registration Closed

DR DAVID FISMAN PROFESSOR OF EPIDEMIOLOGY AT THE UNIVERSITY OF TORONTO EXPLAINS COVID19 AND WHAT TO EXPECT GOING FORWARD – PART 2

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • May 28, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

CAASA Charity Ski Day: Ski for the Duke

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • March 5, 2020
  • 8:00 am – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

Private Equity / Venture Capital Day: Access to Private Fund & the Canadian PE/VC Landscape

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • October 16, 2019
  • 4:00 pm – 7:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

The Francis Sabourin Hour: ESG & Impact Investing in the World of Private Real Estate with Trish MacPherson, Alignvest Student Housing

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • May 12, 2021
  • 11:00 am – 12:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Accessing the uWaterloo Talent Pool: an overview of the largest co-op program in Canada (2022)

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • February 24, 2022
  • 2:00 pm – 3:00 pm EST

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

CAASA WEBINAR – ATTRACTION, ONBOARDING, AND RETAINING CLIENTS

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • June 25, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

CAASA-VINO: ITALIAN REDS – DELIVERED TO YOUR DOOR

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • May 28, 2020
  • 4:30 pm – 5:30 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

VANCOUVER: FOUNDING DAY DRINKS 2020

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • February 20, 2020
  • 4:00 pm – 6:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

SFU Career Panel

Marketing and Distributing your Fund in the United States

Overview

The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

When

  • October 4, 2019
  • 2:00 pm – 4:30 pm

Where

Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform

SPEAKERS

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