Access to Alternatives
Overview
This session focuses on how investors, advisors, and fund managers can meet each other via modern investment platforms. Investors & advisors will learn about a variety of alternative investment options, advisors will learn how to use these platforms to differentiate their offering and provide unique opportunities to them, and asset managers will hear from their peers how this type of access can enhance their business.
Where
Virtually via zoom
Speakers
Erik Sloane
Chief Revenue Officer
NEO Exchange
Steve Smith
Director of Business Development
DealSquare
Mark Breakspear
VP, Fund Operations & Distribution
Western Wealth Capital
Tim Gallagher
Chairman & CEO
Music Royalties Inc.
Steve Smith
Director of Business Development
DealSquare
As Director of Business Development, Stephen leads the team in sourcing dealflow that fit the criteria for the DealSquare platfrom. He has recently moved from Toronto to Vancouver to lead strategic partnership initiatives for DealSquare.
Previously, Steve was Director of Deal Acquisition at FrontFundr, Canada’s first and leading equity crowdfunding platform.
DealSquare is a first in class platform that leads the private capital markets space. The company is a centralized digital platform to streamline the investment process for investment firms and their wealth management advisors.
Tim Gallagher
Chairman & CEO
Music Royalties Inc.
After the successful creation and exit of a gold royalty company, Tim was researching other types of long term “royalty cash flows” and discovered that intellectual property rights or copyrights are protected for the Life of the Author plus 70 years. In March 2018, he founded the company and made the first investment in Music Royalties. He is also the Founder, Chairman & CEO of Green Royalties Inc. and the former Chairman & CEO of Metalla Royalty & Streaming Ltd 2009-2017. He is a former Founder and Director of several TSX Venture Exchange listed CPCs including Biorem Inc, Soltoro Ltd, Schneider Power Inc. and Xtierra Inc. Tim has invested in, financed, managed and assisted in the growth of numerous companies in the royalty, resource, clean tech and technology sectors primarily by taking them public since 1997.
Members of CAASA
Event Registration Closed
Non-Members of CAASA
Event Registration Closed