The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments. All content is subject to Chatham House Rule.
Vantage Venues, 150 King Street West, 16th Floor, Toronto, ON, Canada
Ranjan Bhaduri
Bodhi Research Group
Founding Partner & President
Algonquin Capital
Managing Partner & CIO
Strategic Asset Partners (MFO)
Malcolm Katz-Larson
Malcolm Katz-Larson
VP, Investment & Portfolio Strategy
Northland Wealth Mangement (MFO)
Senior VP, Private Equity & Portfolio Manager
PenderFund Capital Management
President & CEO
3iQ Corp
CIO
Bridging Finance
Partner
McMillan LLP
CIO
Vibrato Capital LLC (SFO)
Senior Research Analyst
Prime Quadrant (MFO)
Director
MLG Blockchain Consulting
Principal
Palomino Capital Corporation (SFO)
David Pappin
IAM Real Estate, Integrated Asset Management Group
CEO & CIO
Northland Wealth Management (MFO)
Founding Partner, CEO
Founding Partner, CEO
Co-Founder, Managing Partner
Fern Capital Partners
Director
TCG Capital Hong Kong (SFO)
Director
Castle Hall Diligence