Blog Archives

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 Picton Mahoney Asset Management

Francis Sabourin Hour: Featuring Picton Mahoney Asset Management

Event Overview

Looking to get a handle on what 2023 markets have in store? Join us on Tuesday, January 24 at 2:00 pm ET / 11:00 am PT for our first live webinar of the year. In a fireside chat, Francis Sabourin will lead a conversation with Jeff Bradacs from Picton Mahoney, as they share their perspectives on the 2023 market outlook and ideas on how to position portfolios for shorter, more volatile market cycles.

When

  • January 24, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

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 Clear Skies Investment Management

Francis Sabourin Hour: Featuring Picton Mahoney Asset Management

Event Overview

Looking to get a handle on what 2023 markets have in store? Join us on Tuesday, January 24 at 2:00 pm ET / 11:00 am PT for our first live webinar of the year. In a fireside chat, Francis Sabourin will lead a conversation with Jeff Bradacs from Picton Mahoney, as they share their perspectives on the 2023 market outlook and ideas on how to position portfolios for shorter, more volatile market cycles.

When

  • March 9, 2023
  • 2:00 pm – 3:00 pm EST

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Important Takeaways from the Cormark Securities Decision

Important Takeaways from the Cormark Securities Decision

Event Overview

Hear directly from those involved in the very recent, meaningful Ontario Capital Markets Tribunal decision in Re Cormark Securities.  Join Graham Splawski and Laura Levine of Borden Ladner Gervais LLP, who represented Cormark in this matter, with important take-aways for market participants on what does and does not constitute an illegal distribution involving short sales, when an issuer is a “client” of a registered firm and the public interest jurisdiction.

When

  • February 6, 2025
  • 1:00 pm – 2:00 pm EST

Where

Virtual

Speakers

CAASA Members

Event Registration Closed

Non Members

Event Registration Closed

Just Ask James – October Edition

Just Ask James – October Edition

Event Overview

This is our monthly webinar and invitation to be involved in the planning of our upcoming events, conferences and initiatives! Each edition of “Just Ask James” will be held on the first Tuesday of every month via Zoom.

In it we will describe our event ideas, timelines, and speaker selection process as well as review recent events and projects to gather your feedback on what worked and what we can do better. The sessions are designed to be your opportunity to connect with us and learn how to better engage your membership.

We believe that CAASA is your association and we are always on the look out for new ideas and formats as well as your interest in our current offerings.  We also value transparency and would like all members to know how (and why) we price events, choose speakers, and arrive at our locations and formats.

When

  • October 3, 2023
  • 11:00 am – 11:30 am ET

Where

Virtual (Monthly)

Watch Replay

Watch more here:

Just Ask James – Replay

Register Now

Complimentary Registration

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

The Francis Sabourin Hour: Featuring Eric Chadwick, Flaherty & Crumrine Inc.

The Francis Sabourin Hour: Featuring Eric Chadwick, Flaherty & Crumrine Inc.

Event Overview

Join Francis and his guest, Eric Chadwick with Flaherty & Crumrine Inc., as they discuss the US preferred shares market and the benefits it can provide to Canadian investors as a complement (or replacement) to their fixed income allocation.

When

  • March 16, 2022
  • 11:00 am – 12:00 pm ET

Where

Virtual

Speakers

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

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