CAASA Alternative Perspectives 2022


Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all.

We are also pleased to announce that 2022 will be held in-person at the Westin Bayshore, Vancouver!


  • June 13, 2022
  • 4:00 pm – 8:00 pm EST
  • June 14, 2022
  • 8:00 am – 6:00 pm EST
  • June 15, 2022
  • 8:00 am – 6:00 pm EST


Westin Bayshore Vancouver
Room block available until May 30, 2022.

1601 Bayshore Drive
Vancouver, BC


Distinguished Speakers

Thank you to Our Sponsors

Agenda 2022

Day 1

  • June 13, 2022
  • 5:00 pm – 10:00 pm

Day 2

  • June 14, 2022
  • 8:30 am – 6:00 pm

Day 3

  • June 15, 2022
  • 8:30 am – 1:00 pm

  • June 13, 2022
  • 5:00 pm – 10:00 pm

Sponsor, Speaker, & Investor Boat Cruise

5:00 pm

CAASA’s Hospitality Suite

Join us as we kick off the evening with hors d’oeuvres and CAASA’s signature cocktail

5:45 pm

Depart Westin Bayshore

Transportation will be provided

6:30 pm

Boat Departs from Granville Island

Mingle with fellow sponsors, speakers and investors over dinner and take-in the sunset views

10:00 pm

Boat arrives back to Granville Island

  • June 14, 2022
  • 8:30 am – 6:00 pm

Day 2

8:30 am

Breakfast & Registration

9:00 am

Breakfast Keynote – Getting Off Zero

Anyone who is anyone is looking at cryptocurrencies and many are making active investments in the space (or adjacent ones such as crypto-venture). For many investors, this continues to seem like ‘a bridge too far’ as they are required to complete due diligence and act in a prudent manner with regard to their beneficiaries and investors/clients. The question is: where are the diligence and prudence lines? When should the do something, and how much is something?

John D’Agostino, Coinbase

9:30 am

Let’s Talk Climate

It’s fitting that our first full-sized panel is on climate. This is an area of paramount importance for the world at large, which of course includes all investors and their managers. Changes to climate around the world will continue to have profound effects on weather, food production and use of land, the amount of land (for those areas on the coast), and overall habitability of the planet. This panel will look into how managers and investors are taking this topic seriously, having devised ways to ameliorate its effects in ways that can provide returns as well.

Kenndal McArdle, Pender Ventures
Matt Goldklang, Man Numeric
Phil Pothier, Albourne
Hyewon Kong, IMCO

10:15 am


10:30 am

Tête-à-Tête Session

4 x 15-minute 1:1 meeting

11:30 am

Prime Time for Private Lending

Private lending used to be (or at least perhaps seem like) a few individuals in back-rooms hammering out deals to finance real estate, growth capital, and factoring transactions – the ‘real deal’ was at the banks where loans were originated and syndicated, it appeared.  Now, with changes in banking laws and capital requirements as well as investor sentiment, private lending has come to the fore as a suitable solution for both investors and borrowers alike.  Not without its own pitfalls (they are still dealing in un-rated instruments and not underwriting does not involve regulation to a large degree), private lending is a huge business and one that cannot be ignored by those with capital to commit.

Zack Ellison, Applied Real Intelligence (“A.R.I.”)
David Mucciardi, Peakhill Capital
Christian Skogen, Trez Capital
Les Marton, bfinance Canada Inc.

12:15 pm

Lunch & Keynote (12:30 start) – Investing in the Opaque


For many years investors of all types and sizes have allocated more to private markets in an attempt to both provide return and reduce overall portfolio risk.  Public market investment valuations are easy to calculate and decompose into relevant factors as well as compare to peers and benchmarks.  Private investments, however, have a grand challenge in terms of price discovery – due to illiquid markets for these assets and stale-dating/appraisal-based valuations – and a dearth of suitable benchmarks and peer groups.  Investors’ seemingly headlong charge into the latter asset classes can produce as many challenges as opportunities and this talk will speak to how major investors are looking at this phenomenon and evolving their portfolios as well as risk processes.

Bondi Kwa, BCI
Luis O’Shea, 

1:30 pm

Sponsors’ Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group setting.

Coinbase – Asset Allocation strategies across the Crypto landscape: How Institutional Investors are managing risk and return in an emerging asset class

Avenue Living Asset Management – Navigating Inflation and Interest Rates with Real Estate

Amundi Asset Management – Your Introduction to Amundi

ICM Asset Management – Topic TBD

Arbutus Partners – Emerging Managers: Your Best Source of Alpha

Enoch Wealth – Enoch Wealth, Connecting Capital and Investment Opportunities between the East and West

Steepe & Co. – U.S. Private Credit Funds: High Yield & Low Volatility

Choose from 2 x 25-minute round table discussions

2:30 pm

Afternoon Coffee Break

2:45 pm

Growth of Impact Investing

For many years, doing good has been seen as a way to not make money. One would set aside a portion (as a tithe) that would be invested in soup-kitchen sorts of projects in order to fulfill a corporate or family mandate. We know now that impact investing need not be without return and, in fact, could lead to decent profits for those who put their capital to good use. This talk will brief the crowd on how investors are making the most of this trend and creating a new life-changing industry in its wake.

Jordan Villarreal, Preqin

3:15 pm

Quant Chat

Quant has been a part of investing since it began, if one thinks that a genius pouring over financial reports to find trends and undiscovered gems is ‘quant’ investing. In the 1960s and 70s, computing power started to make dissection of data more efficient, but it was the Dark Ages compared to what could be done at the turn of the century. Now, with such notions of alternative data, super-computers, and a plethora of new ways to use the latter to test hypothesis and uncover trends in the former, are we at peak data? Join us for an in-depth discussion on how data and its use in investing continues to innovate and create value for investors.

Barton Wallace, Caisse de dépôt et placement du Québec
Jordon Brooks, AQR Capital Management
Deniz Cicek, Axonic Capital Management
Mee Warren, Kula Investments

4:00 pm

Royal Rumble – Equity vs. Credit

With so many alternatives just within the broad areas of equity and credit – and the headwinds that seem to be hitting both areas – it made sense to spar them off against each other (with a seasoned moderator/referee) to give our audience a look into how these asset managers look at their sliver of the markets and apply their strategies to a challenging and constantly evolving environment.

Nancy Hoi Bertrand, Citi Private Bank
Kunal Soni,
Morgan Stanley Investment Management
Oren Shiran, Lazard Asset Management LLC
Travis Dowle, Maxam Capital Management
Andrew James Labbad, Wealhouse Capital Management

5:00 pm


Reception for all delegates

6:30 pm

End of Day 1

  • June 15, 2022
  • 8:30 am – 1:00 pm

Day 3

8:15 am


8:30 am

Beat Burnout: Tackle Stress & Boost Your Energy

Almost 40% of Canadians in the finance space are feeling burnt out. Are you one of them?

Hear from our very own Registered Holistic Nutritionist, Caroline Chow as she shares her first-hand account of managing burn out while building 3 simultaneous businesses, what the stress response actually looks like in the body, the key factor that impacts your daily energy, mood and resilience, and what you can do to ultimately beat burnout and excel both in and out of the boardroom!

Caroline Chow, CAASA & Happy Health

9:00 am

Allocating to Venture

Like all asset classes, venture goes through ups and downs and is currently (thanks in large part to COVID, ironically) returning unbelievable returns for some investors – it all depends on vintage! – but is it in its salad days or is this the end of a period of inexplicably expensive exits and valuations that will lead to a (severe) hangover for all who take the plunge today.  This panel will discuss that and give the audience a view of the landscape of venture, since the innovations in crypto, gaming, and other industries has changed the players and the plays over the last few years.

Michael Nicks, Pepperdine University Endowment
Justin Yagerman, Invesco Private Capital
Eugene Zhang, TSVC
Robert Morgan, 50 South Capital Advisors

9:45 am

Real Returns in Real Estate

Real property has long been seen as an inflation hedge and current memory (at least for the last 50 years) has found real estate beside a perpetually bull-market bond market as interest rates have fallen from highs to near-term lows.  As well, bond and stock markets have been negatively correlated (more or less) in crisis situations (flight to quality; bank rate reductions during recessions) but these two artefacts of the markets may not hold as rates start/continue to rise.  How does this affect cap rates and will real estate continue to be the inflation hedge that it has been? And which areas are best to exploit this?  Find out all with this panel.

John Courtliff, ICM Asset Management
Mark Breakspear, Western Wealth Capital
Matthew O’Hara, Unison Investment Management
Song Ann Lim, Enoch Wealth Canada

10:30 am


10:45 am

Tête-à-Tête Session

2 x 15-minute 1:1 meeting

11:15 am

Start-Up Round-Up!

A ‘product extension’ of our Table Talks, the Start-Up Round-Up puts ~10 start-up founders at tables around the room – each one paired with an investor or two (VC or SFO).  The start-up runs through their pitch and the invited investors then offer some initial diligence questions to them in order to show the group how one can pierce the patina of a shiny deck to get at the meat of an offering, as well as how to discover the strengths and weaknesses of each idea and founder team (the latter to be ameliorated by sound advice from the investor!).

This is a one-of-a-kind opportunity for all to hear some great ideas and get a glimpse into how investors in the space look at these opportunities.

Companies presenting (as of May 8):

  • Infinity Loop – Nithin Mummaneni
  • Virtual Film School – Ian Garmaise & Frank Chindamo
  • Continuum.Social – Sergei Beliaev
  • The S-Factor Co. – Bonnie-Lyn de Bartok
  • SR-AI – Alik Sokolov
  • Moselle – Lakhveer Singh
  • WealthAgile – Tim Burgess
  • Konfidis – John Asher
  • AlphaBlock – Mukul Pal
  • JustBoardrooms – Howard Chang
  • Rosseau Group
  • Willow – Neville Joanes


  • Yasir Khushi, ARMS Group (UAE)
  • Wendy Diamond, LDP Ventures (NYC)
  • Daniel Stow, Zen Capital & Mergers (Vancouver)
  • Ian Whytock, Tidal Ventures (Halifax)
  • Brandon Laughren, The Laughren Group (NYC)
  • Song Lim, Enoch Wealth (Vancouver)
  • Sean Davatgar, Dava Group (Los Angeles)
  • Tec Han, Vibrato Capital (Portland, OR)
  • Harris Lambouris, Laertes Health (UAE)
  • Michael Kosic, Loyal VC (Toronto)
  • Drew (“DC”) Colaiezzi, McPike Global Family Office (The Bahamas)

12:15 pm

Lunch & Keynote

Josh Kestler, Innocap

1:30 pm

Investor Roundtables

These three concurrent sessions are tailored to three investor groups and are based on the wildly popular ones organized earlier for the first two: Single Family Office (SFO) Relatives, SFO Professionals, and Institutional Investors.

SFO Relatives is those who are related to the p/matriarch of the family office and may or may not have a role in the administration of the office.  Topics discussed here are typically around diversification from a core asset or creating a portfolio post a liquidity event, successions planning, keeping the entrepreneurial spirit alive, and managing SFO employees.

SFO Professionals are those full-time employees of family offices that are not related to the family.  Subject usually pondered include: their role as an SFO employee, working with the family (G1/2/3/4/5…), and learning across all asset classes and strategies.

Institutional Investors are full-time employees of public or private pension plans, foundations or endowments, or prop traders at insurance schemes or the like.  IDD, ODD, ESG, and other areas of interest will be covered in this session.

All classification determinations are at the sole discretion of CAASA staff.

3:00 pm

End of Conference

Member – Investor

Registration is now closed.

Please contact Paul at [email protected] to be placed on the waitlist.

Event Registration Closed

Non-Members – Investor

Registration is now closed.

Please contact Paul at [email protected] to be placed on the waitlist.

Event Registration Closed

Member – Manager

Registration is now closed.

Please contact Paul at [email protected] to be placed on the waitlist.

Event Registration Closed

Member – Service Provider & Others

Registration is now closed.

Please contact Paul at [email protected] to be placed on the waitlist.

Event Registration Closed