CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
Bar George, Le Mount Stephen, 1440 Drummond St, Montreal, QC
Montreal
SPEAKERS
Featured Wines
Ramsay Cabernet Sauvignon North Coast 2017
Sonoma County
United States
Grayson Chardonnay
California
United States
Ramsay Cabernet Sauvignon North Coast 2017
Sonoma County
United States
Rich & Bold
Kent Rasmussen truly believes that the North Coast has the perfect terroir for growing Cabernet Sauvignon. He spent years searching the appellation for the best “vineyards farmed by really engaged farmers who value quality above all else”. For this wine, most of the fruit comes from Sonoma, but there are a couple vineyard lots from Napa Valley, and Lake County as well.
This Cabernet smells like cherries and red currant, vanilla, hazelnut and subtle undertones of spices. These are carried forward to the palate with bright, rich fruit flavour with plenty of soft tannins.
Grayson Chardonnay
California
United States
The folksy country crowd and top critics agree: Grayson’s Chardonnay has been a gold-medallist at California’s state fair and a wine that Robert Parker named to his list of top California value wines for 11 consecutive years. A cozy, clean, creamy, bright wine that deserves a place at your table. Brilliantly ripe, showing brisk acidity and good minerality with notes of pineapple and apricot.
We are allowing BYOB to join the tasting with options below (registration required).
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
Jamie Wile leads fund sales and business development at Espresso Capital and brings more than 18 years of industry experience to his role. Prior to joining Espresso, he held a senior sales position at Sentry Investments for nearly 14 years, where he was responsible for raising capital from the IROC channel. Prior to Sentry, he held sales roles with BEST Funds and Talvest Asset Management.
Dan Williams
Managing Director
Kilgour Williams Capital
Kilgour Williams Capital (KWC) is an investment management firm specializing in marketplace lending (or Peer -to- Peer) Loans. We are the only fund managers in Canada actively investing in marketplace loans. We launched the KIWI Private Credit Fund in 2017 to provide Canadian investors access to this high yielding, rapidly growing asset class. Kiwi Private Credit Fund has been profitable every month since inception.
Dan joined KWC as a partner in May 09, providing structured credit advisory and management to the firm’s clients. Prior to joining KWC, Dan was the Chief Investment Officer of Dundee Bank of Canada. He managed a portfolio of structured credit investments, specifically slices of portfolios of middle market loans. Dan served on the bank’s Investment Committee, Asset/Liability Committee and as an active member of the senior executive team.
From 2001 to 2006, he was the Head of Credit Portfolio Management for National Bank of Canada. He managed the bank’s $4 billion portfolio of corporate loans and was responsible for maximizing the risk-adjusted return on the portfolio. Dan established the bank’s centralized Credit Portfolio Management function and sat on the Deals Committee, which reviewed and adjudicated every corporate loan. New measurements of bank-wide loan value were introduced that enabled efficient capital allocation decisions. Advanced portfolio-level risk models were implemented to identify industry and geographic risks, which were then hedged using an overlay of credit default swaps.
Trevor Simpson
Associate Partner
FirePower Capital
Trevor Simpson leads FirePower Capital’s Private Capital division in client engagement and credit underwriting. Trevor brings extensive experience in structuring cash flow transactions and providing patient capital to clients utilizing senior term, subordinated debt and mezzanine financing. Previously, Trevor worked at Roynat Capital where he managed and grew a portfolio of clients, tailoring long-term capital solutions for mid-sized companies. Trevor received a Bachelor of Commerce (Honours) from McMaster University, an MBA from the DeGroote School of Business at McMaster University and is a Chartered Professional Accountant.
Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.
Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
CAASA is almost two years old (official establishment date as of February 5th, 2018!) and we have grown our membership to more than 190 members and have added an amazing talent to the team.
We invite all members to join us for celebratory drinks, networking among peers, a review of our 2019 year and the direction of the association as it continues to grow.
This event will be held on Monday, February 3, 2020 at Bar George.
Dr. Fisman COVID19 Update Series: The Turning Point & Surprising Connections Across the Globe
Overview
Join us for the 6th instalment of our fireside chat between James Burron (President, CAASA) and Dr. David Fisman (Professor of Epidemiology, University of Toronto).
Everyone has read/viewed a copious amount of news and views about COVID-19 over the last 9 months and in this, installment of Dr. David Fisman’s talks on the disease and its effect on the world we will delve into the next legs of it and how to keep one’s head in the game.
First, we will discuss his well-researched point of Peak COVID (hint: it’s in 2021) and how the world might change (or evolve) going forward.
Second, Dr. Fisman will illustrate and explain the dispersion of infectious diseases in various populations that one might otherwise see as simply spurious correlations. (Knowing this might make doing the ‘right thing’ easier as it shows how an ounce of prevention and common sense really does block transmissions.)
This session is open for all members of CAASA. If you are with a member company, please contact us for access to the registration page as a member.
Professor in the Division of Epidemiology, Dalla Lana School of Public Health at the University of Toronto
James Burron
Moderator
President & Co-founder, CAASA
Dr. David Fisman
Professor in the Division of Epidemiology, Dalla Lana School of Public Health at the University of Toronto
Dr. Fisman is a Professor in the Division of Epidemiology and a Full Member of the School of Graduate Studies. Dr. Fisman also has cross-appointments at the Institute of Health Policy, Management and Evaluation and the Department of Medicine, Faculty of Medicine. He also serves as a Consultant in Infectious Diseases at the University Health Network.
James Burron
Moderator
President & Co-founder, 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).
