Join us, dozens of speakers, investors, asset managers, and service providers active in the private markets space: real estate, infrastructure, private equity, venture capital, and private/alternative lending.
Tentative Schedule:
September 25th – Full Conference day 8am to 5pm + Reception
Registration now open
Borden Ladner Gervais LLP
Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3President & Chief Executive Officer
Peerage Capital
Managing Director and Head of Citi Private Bank, Canada
Citi Private Bank
President & Chief Executive Officer
Peerage Capital
Trevor is President and Chief Executive Officer at Peerage Capital. With a Commerce degree from Queen’s University, Trevor began his professional career at PricewaterhouseCoopers as a CPA. There, he focused on transaction support for the telecom and media sectors before moving to MDC Partners Inc. At MDC, Trevor worked in the corporate development group where he led two restructurings, acted as a partner company CFO, oversaw the successful bidding and implementation of the Multi-Print III stamp contract awarded by the United States Postal Service, and assisted with acquisitions and due diligence. As CEO, Trevor oversees development and execution of the broad corporate strategy for Peerage, including the ongoing growth of all operating platforms including real estate services, asset management and self-storage.
Managing Director and Head of Citi Private Bank, Canada
Citi Private Bank
Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.
Having originally joined Citi Private Bank in 2006, Nancy has over 20 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm, Shearman & Sterling LLP, specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA Institute’s Capital Markets Policy Committee and a member of CFA Institute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.
Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and raising a teenage daughter.
Chief Investment Officer
Harbourfront Wealth Management
Managing Director – Portfolio Advisory
Aksia
Portfolio Manager, Investment Advisor
Richardson Wealth
Principal, Research and Analytics
Westcourt Capital
Managing Director, Investments
Wealthsimple
Executive Director
LGT Capital Partners
Chief Executive Officer
Farm Lending Canada
Managing Director
Cohen & Company
Deputy CIO
Pepperdine University Endowment
Co-Founder
Golden Hawk Financial & Goldenhawk Real Estate Advisors
Partner, CCO
YTM Capital Asset Management
Principal
Northwood Family Office
Portfolio Manager, Sustainable Private Credit, Lombard Odier Investment Managers
Lombard Odier Asset Management (USA) Corp
Founding Partner, Origination
Farsight Partners
Partner
Borden Ladner Gervais LLP
Portfolio Manager, Investment Advisor
Richardson Wealth
Chief Investment Officer
Members Capital Management
Chief Operating Officer and Managing Director
Firm Capital Corporation
Vice President of Investments
Gentai Capital
Founding Partner & President
AGinvest Farmland Properties Canada
Managing Partner
Glengarry Farm Finance
Vice President, Corporate Development
Graywood Developments
Manager, Private Capital Research North America and LatAm
Preqin
Managing Director – Portfolio Advisory
Aksia
David is a Managing Director on the Portfolio Advisory team and has over 18 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas, including portfolio management and construction, as well as manager evaluation. David leads alternatives coverage for Aksia’s institutional Canadian clients.
Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.
David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University. David was recognized as a 2023 Knowledge Broker by Chief Investment Officer and Institutional Investor’s 2024 Consultant of the Year.
Portfolio Manager, Investment Advisor
Richardson Wealth
Craig empowers his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances. He works beyond traditional portfolio management in the equity and bond markets alone to include conservative and predictable alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions. Craig is a frequent commentator on alternative asset allocations for various media outlets, and a panelist and speaker at industry events.
Principal, Research and Analytics
Westcourt Capital
As Principal, Research and Analytics, Mackenzie works closely with the Research & Analytics team in the sourcing, evaluation, due diligence and on-going monitoring of Westcourt’s recommended private investments. Prior to joining Westcourt, Mackenzie was the Controller at a digital asset trading platform where she was key in building the platform’s accounting team and in developing policies and procedures to meet industry standards and regulatory compliance. Mackenzie’s past experience also includes working at a national accounting, tax and business consulting firm, in the firm’s Toronto public companies accounting practice. At this firm, Mackenzie gained experience in engagement planning, risk assessment, financial analysis, execution, and presentation, providing high-quality services to both regulated private and public clients. Mackenzie earned a Bachelor of Commerce (Hons) degree with a Specialty in Accounting from McMaster University and obtained her Chartered Professional Accountant (CPA, CA) designation.
Managing Director, Investments
Wealthsimple
Nima Sanajian, with 14+ years of investment experience, is Managing Director of Investments at Wealthsimple. He leads asset allocation, portfolio construction, and manager selection/analysis for Wealthsimple. Prior to Wealthsimple, Nima spent about 7 years at CPP Investments focusing on the fund’s strategic asset allocation and portfolio construction as well as designing/managing systematic macro strategies. Prior to that, he was a senior quantitative analyst at RBC. Nima holds a Ph.D. in Operations Research from the Rotman School of Management (University of Toronto
Executive Director
LGT Capital Partners
Giovanni Fracchia (Italian) is an Executive Director at LGT Capital Partners in New York. He focuses on origination, due diligence, execution and monitoring of secondary investments.
Prior to joining the firm in 2014, he was an investment analyst with Synergo, a private equity firm in Milan, where he focused on sourcing, carrying out due diligence on and monitoring private equity investments in Italy. Before that, Mr. Fracchia was ana nalyst with Crédit Agricole Private Equity in Paris and Maybrook Saint James, a private equity firm in London.
He holds an MA in Management from the ESCP EUROPE Business School and a BA in Business and Management from University of Turin. He is fluent in English, Italian and French.
Chief Executive Officer
Farm Lending Canada
With more than 35 years of successful business and entrepreneurial experience, including 25 years in the Private Lending space specializing in agriculture, residential development, and residential homes, Robb is a practicing mortgage professional, co-founder, and co-owner of AgriRoots Capital Management Inc., now operating as Farm Lending Canada – Canada’s first National Alternative Lender, specializing in the agricultural sector.
In addition, he is the founding Principal, Broker of Record, and CEO of the National Mortgage brokerage FamilyLending.ca Inc. – a mortgage brokerage providing residential, commercial, and agricultural mortgages – founded in 2001. A founding member with the Canadian Association of Accredited Mortgage Professionals, Robb has grown a reputation for being a leading expert in agricultural lending, finance, investment, and mortgages. He offers deep insight and expertise to agricultural borrowers and investors alike, with the objective of keeping farming families on family farms across Canada.
A goal-driven, collaborative, and insightful professional, Robb focuses on identifying opportunities, building financial solutions, and providing high-quality client service.
Managing Director
Cohen & Company
John Butler is Managing Director and Head of Cohen & Company’s U.S. Insurance Asset Management Platform and Global ILS Program. From 2012 to 2017, Mr. Butler worked for Twelve Capital, a European asset manager specializing in investment in the insurance sector where he served in various senior roles including Managing Partner & Head of Investment Management. In this role, he oversaw investments principally in fixed income, insurance linked securities and equity.
Prior to this, Mr. Butler worked as Senior Underwriter managing the International Catastrophe and Terrorism reinsurance portfolios of Hannover Re Bermuda, where he was responsible for managing the company’s position as a lead reinsurer particularly in European and Asia-Pacific markets. Prior to this, Mr. Butler spent seven years with the White Mountains Insurance Group, both in Ireland and Bermuda, managing the underwriting of their international non-marine treaty portfolio. Earlier in his career, he worked for entities in the London reinsurance market, underwriting a broad range of business lines. Mr. Butler has served on a variety of advisory boards and non-executive leadership positions in the insurance industry.
Mr. Butler holds an honors degree in Law from the University of London. He is an Associate of the Chartered Insurance Institute of the UK, a member of the Insurance Institute of Ireland, is qualified as a Chartered Insurer and is appointed a Freeman of the Worshipful Company of Insurers, and a Freeman of the City of London.
Deputy CIO
Pepperdine University Endowment
Mr. Nicks is a leader and innovator in the institutional investor community. In over two decades at Pepperdine’s endowment, Mr. Nicks has managed multiple alternative investment portfolios and pioneered new technology and strategies for the investment team. He has run a successful portable alpha strategy for over a decade, and has incorporated machine learning into both the information management and asset allocation processes. He also leads research into new strategies, manager analysis, and portfolio construction. As a former Scuba instructor and dive master, he has a deep appreciation for risk management and a great love of the sea.
Mr. Nicks is a CFA charter holder (2006) and a Chartered Alternative Investment Analyst (2006). He has a Bachelor of Science in Management degree from Pepperdine University and an MBA with an Emphasis in Finance from Pepperdine’s Graziadio School of Business and Management (2002).
Co-Founder
Golden Hawk Financial & Goldenhawk Real Estate Advisors
John is Co-Founder of Golden Hawk Financial (GHF) & Goldenhawk Real Estate Advisors (GREA) based in Toronto. The companies help clients by connecting interesting ideas to interesting capital and vice versa. GHF focuses on raising capital for alternative investments in AI, Digital Assets, Battery Technologies, Longevity, Business Aircraft Acquisition as well as Pre-IPO private company shares while GREA focuses on Multi-Family Real Estate Development in Toronto.
John started his career as a Financial Advisor at Caldwell Securities in Toronto in 2009. In this role he was responsible for managing investments for families, corporations and other high net-worth individuals. He progressed through the organization gaining experience in alternative investments, brokering private equity deals, placing shares in late stage pre-IPO companies and investing in digital assets. In recent years John moved into trading, becoming Head Trader, and finally Vice President, where, as a high touch trader he traded $1B-$1.5B daily for the firm’s largest client.
In 2022, he joined Echelon Wealth Partners, where he worked with their Electronic Trading group to help lead a digital asset project with Fidelity Clearing Canada. This project developed a concept to hold digital assets for clients on Fidelity’s balance sheet in a traditional finance model.
Golden Hawk Financial & Goldenhawk Real Estate Advisors were born out of a vision to create exciting and unique opportunities for its clients in the alternative investment & real estate development space.
Partner, CCO
YTM Capital Asset Management
David is a Partner of YTM Capital, a manager based in Oakville that provides better fixed income solutions. He is co-portfolio manager of YTM Capital Mortgage Income Fund, arguably the most defensive mortgage fund in Canada.
During the first 17 years of David’s career he practiced corporate and securities law. Just before he joined YTM Capital 11 years ago, he led the Legal Department at Mackenzie Investments.
David holds a Honours Business Degree from the Ivey Business School, an LL.B from the University of Toronto, and he is an CAIA Charterholder.
Principal
Northwood Family Office
Scott is a Principal in the family office advisory group at Northwood. In this role, he acts as a trusted advisor to a number of Northwood’s client families in Ontario and British Columbia on their integrated financial affairs.
In addition to his work with Northwood’s client families, Scott co-chairs Northwood’s Business Development and Marketing Committees alongside his colleague Brad Jesson. Scott writes frequently on the Northwood Perspective Blog, helped create the Northwood Quarterly Reading List, and has hosted several episodes of the Wealth of Wisdom podcast series.
Beyond his duties at Northwood, Scott is a guest lecturer at the Rotman School of Management. He is also the Vice Chair of CFA Society Toronto’s Private Wealth Management Committee, and on the Steering Committee of the Forum on Multi-Generational Family Wealth and Leadership.
Outside of work, Scott and his wife Ruth are the proud parents of their son Dean. Scott is also an avid traveler (and self-published writer), who has travelled to over 65 countries on five different continents.
Prior to joining Northwood, Scott worked at RBC Capital Markets in Equity Research and Fixed Income Sales and Trading.
Portfolio Manager, Sustainable Private Credit, Lombard Odier Investment Managers
Lombard Odier Asset Management (USA) Corp
Peter Pulkkinen joined LOIM in February 2021. Before joining LOIM, Peter was Portfolio Manager for the Avenue Sustainable Solutions Fund. Peter has over 20 years of relevant industry experience having held senior roles at leading institutions with direct responsibility for sustainable private debt investments across renewable energy, infrastructure and project and asset backed finance at firms including BNP Paribas, Silverpeak, UBS AG, and Deutsche Bank AG. Peter began his career in private credit at Lehman Brothers. Peter earned a B.A. in Political Science from the University of New Hampshire (1992) and a Masters in International Affairs from The Columbia University School of International and Public Affairs, with a concentration in International Finance/Economics (2004).
Founding Partner, Origination
Farsight Partners
A veteran finance professional with over 28 years experience across consulting, asset management and investment banking, Eugene Dimitriou focuses on the nexus of life insurer capital management, actuarial matters and investments. Eugene achieved his Fellowship in the Society of Actuaries, holds an MBA in Finance from New York University, and a Bachelors in Mathematics and Actuarial Science from the University of Waterloo.
His firm, Farsight Partners is a life and insurance receivables specialist investment manager that invests in the many opportunities available within the global life insurance space, targeting actuarial risks such as mortality/longevity, accident and health and policy lapsation. Unlike peer funds, traditional US Life Settlements and catastrophe bonds fall out of scope. The strategy has provided long-term, stable and predictable cash-flow generating returns over time with very low correlation to other asset classes.
Partner
Borden Ladner Gervais LLP
Ben’s practice encompasses all aspects of securities and corporate law, with a focus on public and private financings, investment fund formation and distribution, investment management, private equity and regulatory compliance.
He advises underwriters and public and private issuers, as well as investment fund managers, portfolio managers and investment dealers in connection with registration matters and the establishment, operation and administration of publicly offered and privately placed investment funds and private equity products. These include pooled funds, hedge funds, closed-end funds, mutual funds, other alternative investment vehicles and the placement of securities in Canada of foreign issuers.
He also advises Canadian and international private equity firms and private equity investors in connection with structuring, regulatory requirements and advising on the terms of offerings.
Ben also advises on domestic and cross-border M&A.
Portfolio Manager, Investment Advisor
Richardson Wealth
For over 20 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs, and high net worth families building trusted relationships and delivering a high level of holistic Wealth Management services.
Ida’s beliefs include the importance of estate planning, tax minimization, capital preservation and evolutionary portfolio construction using alternative strategies to achieve consistent absolute returns with a risk reward-oriented approach.
Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. Ida is a multi award winning Portfolio Manager and obtained her Chartered Alternative Investment Advisor (CAIA®) designation in 2005.
Chief Investment Officer
Members Capital Management
Ben is Chief Investment Officer at Members Capital Management, a newly incorporated investment manager at the intersection of reinsurance, digital assets and the capital markets. With over 16 years’ experience in reinsurance, insurance-linked securities, investment management, and alternative risk transfer, Ben is responsible for all aspects of the firm’s investment activities, and has previously held senior positions at Hiscox, Ontario Teachers’ Pension Plan, and the World Bank. Ben holds a Doctorate degree in Seismology, and a Master of Science degree in Earth Sciences, both from the University of Oxford.
Chief Operating Officer and Managing Director
Firm Capital Corporation
Sandy Poklar is currently the Chief Operating Officer and Managing Director, Capital Markets & Strategic Developments for Firm Capital Corporation, EVP Finance for Firm Capital Mortgage Investment Corporation (FC : TSX), Chief Financial Officer and a Trustee for Firm Capital Property Trust (FCD.UN : TSX) and President & CEO of Firm Capital Apartment REIT (FCA.U/FCA.UN : TSXV). Sandy is also a Trustee and Chairman of the Audit Committee for True North Commercial REIT (TNT.UN : TSX).
Prior to joining Firm Capital, Sandy was employed at Macquarie Capital and TD Securities where he was a Vice President in their Real Estate Investment Banking Groups. Sandy is a CPA, CA in Canada, a CPA(US) licensed in the State of Illinois and has his ICD.D designation.
Founding Partner & President
AGinvest Farmland Properties Canada
Kent is a highly experienced leader in the agriculture industry with over 30 years of expertise. As the President and Founder of AGinvest Farmland Properties Canada Inc., he has established a successful farmland asset management firm in Chatham, Ontario. In 2018, Kent launched the AGinvest Farmland One Fund, providing investors unique access to Ontario’s fertile farmland. Under his leadership, AGinvest has established three more successful funds that have delivered exceptional results for investors and farm families. AGinvest is committed to creating mutually beneficial opportunities for investors and farm families while supporting food security and promoting sustainable farming practices. Kent holds a Bachelor of Education and a Bachelor of Environmental Science from the University of Waterloo, where he was recognized as an all-Canadian academic athlete.
Kent is a member of the Canadian Association of Farm Advisors (CAFA) and the Ontario Federation of Agriculture, demonstrating his commitment to advancing the industry.
Managing Partner
Glengarry Farm Finance
Greg Kalil is the founder and Managing Partner of Stormont Partners, a Toronto based merchant bank with a strong focus on emerging alternatives in real assets.
One of Stormont’s first investments is Glengarry Farm Finance, an alternative lending business focused on providing transitional funding to Canadian farmers who are temporarily unable to access the mainstream banking system. Greg serves as Glengarry’s CEO, and is a lead investor in the Glengarry Funding LP, an open-ended partnership that provides the capital for Glengarry’s lending activities.
Greg has over 30 years of experience in real estate, infrastructure and renewable power investment and investment banking. Before founding Stormont, Greg spent 12 years as a Managing Partner at Brookfield Financial, the investment banking arm of Brookfield Asset Management. As head of their Canadian platform and a member of the global management committee, Greg created and led the firm’s Structured Transactions, Public Sector Advisory and Healthcare Real Estate practices.
Prior to Brookfield, Greg co-founded Cornerstone Commercial Realty, which was ultimately acquired by TD Securities where Greg subsequently worked in the Real Estate Investment Banking Group.
In the past, Greg has served on the boards of the Federation of Rental Housing Providers of Ontario, Toronto Community Housing (Chair of Investment and Development Committees), Holy Trinity School, and Trellis Housing Initiatives (Chair), a non-for-profit developer of affordable housing for underhoused single parents.
Greg presently sits on the boards of the Innis College Expansion Capital Campaign and Noozhoo Nokiiyan Limited Partnership (Chair of Investment Committee), the economic development arm of the Mississaugas of Scugog Island First Nation, and Voyageur Services, a construction services company focused on the nuclear power sector in Ontario.
Vice President, Corporate Development
Graywood Developments
As the Vice President of Corporate Development at Graywood Developments, Aleks lead the company’s real estate private equity fundraising program and the origination of real estate partnership opportunities. With more than 12 years of experience in the real estate sector, he has a proven track record of raising capital, sourcing deals, and managing investor relations for a diverse portfolio of projects.
Aleks’ core competencies include financial accounting, audit and tax, financial reporting, and financial modeling, which he developed as a Chartered Professional Accountant (CPA, CA) and a CFA Institute Charterholder (CFA). He also have a strong background in real estate development, fundraising and investments, having been involved in over $500 million in equity fundraising and multiple transactions involving land acquisition, dispositions, joint venture formation, and project financing. His mission is to create value for Graywood and its partners by delivering innovative and sustainable real estate solutions that meet the needs of all stakeholders.
Manager, Private Capital Research North America and LatAm
Preqin
Jordan manages the Canadian and Latin American research teams for Preqin across its Chicago and New York offices. Preqin is a leader in industry data and insights within the alternative assets space. Jordan’s experience includes working with Canada’s market leaders to gather key data and intelligence. He joined Preqin in 2020 and helped spearhead the creation of the dedicated Canadian research team. Jordan studied at the University of Western Ontario and holds a bachelor’s degree in Economics from Indiana University.
8:00 am
Enjoy breakfast and ready yourself for a content and networking-packed day.
8:30 am
Investors are constantly seeking assets and strategies that can reduce volatility in most scenarios and market regimes – especially if their asset base is intended to provide income over the short to moderate term (e.g., mature DB plans and endowments) since volatility is more a friend of accumulation plans. Insurance-Linked Securities (or ILSs) have very few connections to the vagaries of the capital markets, making them well-proven diversifiers. This panel will discuss their efficacy in a portfolio, the various types that can be employed, and how investors should perform diligence on the options presented.
Michael Nicks, Pepperdine University Endowment
John Butler, Cohen & Co.
Eugene Dimitriou, Farsight Partners
Ben Fox, Members Capital Management
9:15 am
Tremendous returns have been made in real estate and infrastructure for many investors over the last many decades – and some would say that this area provides the best opportunity going forward for virtually all investors and especially those whose time horizon is appropriately long. This panel will provide insight into opportunities that might fit many investor portfolios as well as the challenges that might present themselves when investing in them and other similar securities/offerings.
John Davitsky, Golden Hawk Financial & Goldenhawk Real Estate Advisors
Sandy Polkar, Firm Capital Corporation
Aleks Karamarkovic, Graywood Developments
10:00 am
Your opportunity to join a table and discuss the topic on offer, lead by one of our sponsoring CAASA members.
Please move to a second topic/table at 10:30am to allow a spot to another attendee for the latter half of this session.
11:00 am
Private credit has grown from a cottage industry providing a link between off-market investors and borrowers to being integral parts of some of the largest financial supermarkets/platforms on the planet. As more capital has flowed to this previous backwater, participants’ (borrowers, lenders, and investors/LPs) sophistication has increase commensurately in many cases. As such, macro-economic factors such as the health of the economy can lead to macro-prudential issues: rising rates siphons money from the borrowers (since most are floating rate notes), a recession can crimp revenues and profitability, and recoveries (which have been robust but might be worsened by the aforementioned) might hamper returns to investors. This panel will test the efficacy of private lending portfolios in today’s economy.
Theresa Shutt, Harbourfront Wealth Management
Ken Lee, Gentai MIC
Peter Pulkkinen, Lombard Odier
David Burbach, YTM Capital Asset Management
11:45 am
Jordan Villarrea, Preqin
12:00 pm
Keynote will begin at 12:15PM
Family offices are not only quiet, they also don’t stand still for long. Even upon establishment, the purpose of these entities might remain the same, but how it achieves its goals can evolve over time. Asset mix, use of internal and external resources, and the composition of personnel put to the task (such as family members vs number of ‘hired guns’) will vary over time as efficacy and cost constraints fluctuate. This panel features two veterans of the business – both with their unique perspectives on family offices and how they use private market opportunities to fulfill their individual mandates.
Trevor Maunder, Peerage Capital
Nancy Bertrand, Citi Private Bank
1:00 pm
Or one might call it ‘recess’ – a time where all attendees can meet with whomever they like (possibly facilitated by the conference app). CAASA staff are on hand to help folks find one another, but should not be relied upon to ‘book up one’s day’ or provide concierge service at the conference – but we are happy to help members meet/identify folks on an ad hoc basis.
2:00 pm
Every once in a while an idea gains great traction and it’s only a matter of time before a segment of the population calls it ‘a bubble’ or ‘ripe for a fall’ – but in a number of cases it is a secular and persistent change that led to its adoption. Have Secondaries, which have been an investor darling for years because of their instant vintage diversification, portfolio approach, and potentially well-priced entry points, reached their zenith? This panel will talk to where these investments will go from here.
Nima Sanajian, Wealthsimple
Giovanni Fracchia, LGT Capital Partners
Ben Keen, Borden Ladner Gervais LLP
2:30 pm
Where is the ‘smart money’? Each investor has its own asset mix, set of liabilities and investment requirements, and level of sophistication. In this panel, all will hear from three allocators who have various levels to private market exposure in their portfolios – their reasons for privates, how they source transactions or fund managers, and where they see the sector headed for the balance of the 2020s. This should be an entertaining view of the alts and private markets landscape!
David Sheng, Aksia
Scott Dickenson, Northwood Family Office
Mackenzie Shaw, Westcourt Capital
Craig Machel, Richardson Wealth
3:15 pm
Take a stretch, grab a bit/sip, and get ready for more!
3:30 pm
Perhaps the world’s oldest investment, farmland has proved to be a winner for generations of landed gentry, hard-scrambling pioneers/sod-busters, and today’s family farms. They were the focus of many documentaries and movies in the 1970s when inflation reared its head in earnest last but have been eclipsed by other investments like commodities, condos, and cryptocurrencies of late. Is farmland the next leader in an inflation-hedged portfolio? And if so, how can investors make the most of this exposure? This panel will brief everyone on this and offer a way forward to invest in the space.
Ida Khajadourian, Richardson Wealth
Kent Willmore, AGinvest Farmland Properties Canada
Greg Kalil, Glengarry Farm Finance
Robb Nelson, Farmland Lending Canada
4:15 pm
Time to make a few more connections and chat about the day
6:00 pm
See you at our next event!
End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee ($1,000 + tax).
Delegate pass pricing will increase to $1,500 per person (+ tax) on Sept 12.
Sponsorship is an additional $3,500 and does NOT include a delegate pass (those are purchased separately in all cases).
Note : Single Family Office means the those related to the family or full-time members of the investment team. All parties must not have outside commercial interests, as determined by CAASA, such as investment funds seeking external money, investment banking operations, or other activities that would also be performed by our members.
Pension and other institutional investor (e.g., E&F) attendees need to be full-time employees of the investor. Acting as a consultant, board member, or advisor (whether compensated or not) is not sufficient. Individuals who have an outside commercial interest are required to be employed by CAASA members and pay the requisite delegate pass fee.
Members of CAASA including asset managers, service providers, multi-family offices, and investment advisors/consultants.
Event Registration Closed
Investors such as pensions, foundations & endowments, and single family offices.
Event Registration Closed