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MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • April 21, 2020
  • 1:00 pm – 2:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Unlocking India: Accessing the Public and Private Markets of the Sub-Continent

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • December 15, 2020
  • 10:00 am – 11:00 am

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Opening Remarks

CAASA Members


Event Registration Closed

Non-Members of CAASA


Event Registration Closed

Fireside Chat with Keith Abell – Connecting China

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • March 17, 2021
  • 1:00 pm – 2:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

View the Webinar Replay

SPEAKERS

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

Investing in a Clean Energy Future

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

Webinar Replay

Watch fullscreen on Vimeo here

When

  • July 13, 2021
  • 10:00 am – 11:00 am

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CAASA Members


Event Registration Closed

Non-Members of CAASA


Event Registration Closed

Incubators & Innovators

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • November 24, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

AGENDA

Day 1

  • November 24, 2020
  • 3:00 pm – 4:00 pm

  • November 24, 2020
  • 3:00 pm – 4:00 pm

CAASA Members


Event Registration Closed

Non-Members of CAASA


Event Registration Closed

CAASA WEBINAR – BEYOND BASICS: PRIVATE LENDING EXPLAINED

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • June 16, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

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

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • April 15, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CAASA-Aviva-Vino: Holiday Party Delivered to You

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • December 18, 2020
  • 4:00 pm – 6:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Featured Wines

Registration for direct wine delivery is now closed. We are still allowing BYOB to join the tasting with options below. This event is open to both members and non-members and registration is required.

  1. White (LCBO): Naturalmente Bio Catarratto DOC 2019

  2. Red (LCBO): Zenato Ripassa Valpolicella Superiore  or  Brigaldara Valpolicella Ripasso Superiore 2016

  3. White (SAQ): Donnafugata Anthìlia Sicilia 2019 or Rapitala Terre Siciliane

  4. Red (SAQ): Zenato Ripassa Valpolicella Superiore or Bolla Valpolicella Ripasso Classico Superiore

Members of CAASA

Complimentary for tasting only (BYOB)

Event Registration Closed

Non-Members of CAASA

$20 for tasting only (BYOB)

Event Registration Closed

Sponsored in part by:

Dream Big: Careers you Didn’t Know Existed in Finance, Private Equity, & Capital Markets

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

When

  • March 31, 2021
  • 5:00 pm – 7:00 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

Alt-Alts – Portfolio Panaceas?

MARKETING YOUR LIQUID ALTERNATIVE FUND (WEBINAR)

Overview

The long-awaited (since March 2013) modernization of National Instrument 81-102 in January last year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. The funds are limited in their use of leverage and shorting, but can do a great deal more than mutual funds until the new rules were promulgated.
This panel will give guidance to managers who have experience in offering products to private clients and are now looking to market a prospectus based fund.

Webinar Replay

View on Vimeo here

When

  • July 22, 2021
  • 11:00 am – 12:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CAASA Members


Event Registration Closed

Non-Members of CAASA


Event Registration Closed

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