CAASA Virtual Career Showcase 2022
Overview
We designed this multi-day conference to allow employers with imminent/near-term roles to fill as well as longer-term branding and awareness needs to get in front of some of the best and brightest students and grads from finance & investing focused specialties as well as general/liberal arts programs. We hope this leads to some great connections between folks from all over the world (literally) and, in good time, instances of hiring and great experiences by all involved.
We have four days of content + more for all involved!
All students are asked to provide detailed information on their academic progress and work experience as well as a cover letter. These will be provided to all sponsoring members who will reach out to schedule an interview or additional information session.
All sponsors will have a dedicated slot that interested (or just curious!) students and grads should use as their opportunity to learn about the company, what it does, and its culture – in addition to online and other research and inquiries. Students and grads are greatly encouraged to use this time to, as appropriate, pose questions to the employers to better understand their business and culture as well as the roles that they may have open at that time or in the future.
In addition to the info sessions, a selection of topics will be discussed by industry leaders (including one of our famous Career Panels!) designed to be informative and illuminating for students/grads and employers alike.
If participants have additional ideas or comments on the agenda and format, we are happy to hear it so we can look to incorporate it into our 2023 edition!
Special Gift for Early Registrations
Backpack to Briefcase: A student’s guide to a meaningful career journey, to the first 100 student registrations to the Career Showcase. This book is a fantastic foundation and resource guide to how those entering the workforce can prepare both academically and mentally to get into their chosen industry. The author, like CAASA staff, is a big fan of discovering one’s strengths and using them to make the most of their situation – while working each day to be a more well-rounded and ready industry professional.
Stephanie is also our first keynote speaker on Day 1!
Keynote Speakers
Stephanie Koonar
Co-Founder
PeerSpectives Consulting
Louann McCurdy
Co-Founder
PeerSpectives Consulting
Stephanie Koonar
Co-Founder
PeerSpectives Consulting
Stephanie Koonar is a community connector that believes in the strength of teams and personal development, with experience collaborating with international teams from Dublin, Milan, Guadalajara, New York, London in both profit and non-profit organizations. An award-winning instructor with 20 years experience in Higher Education, Certified Career Educator, coaching people to unlock their potential to be their best. Mentor of the Year. MBA, BA Psych. Gallup-Certified Strengths Coach.
Louann McCurdy
Co-Founder
PeerSpectives Consulting
Louann McCurdy helps people bring forth the best in themselves, their relationships, and their career. She is an ICF-Certified Coach, specializing in CliftonStrengths. Louann has lived in 5 countries (Canada, USA, Singapore, France, India), and has worked as an Engineer, I/T Professional, coach and facilitator. B.Sc. (Engineering), B.Ed. (Adult Ed.). Gallup-Certified Strengths Coach.
Speakers
Taylor Ostoich
Associate
Spartan Fund Management
Sarah Caplice
Associate Principal, Client Services
Westcourt Capital Corporation
Thorsten Koop
Director
OMERS Capital Markets
Elena Sinelnikova
Chief Executive Officer
Metis
Michael Wasserman
Managing Partner
Maverix Private Equity
Keith Black
Managing Director – Program Director
FDP Institute (affiliated with the CAIA Association)
Donna Shin
Account Manager
University of Waterloo
Martin Fox
Managing Director – Canada
Robert Walters
Josie Valotta
Program Coordinator
University of Toronto, Mathematical Finance Program
Taylor Ostoich
Associate
Spartan Fund Management
Taylor Ostoich is an Associate at Spartan Fund Management which is an alternative investment management firm based in Toronto specializing in niche strategies with over $1.5 billion in assets under management. At Spartan, Taylor works on operational matters along with being part of the investment team that focuses on SPAC arbitrage. Prior to joining Spartan, she worked for three years as a Trading Assistant at RP Investment Advisors which is a fixed income manager focused on corporate bonds and interest rate management. She spent two summer internships at Scotiabank on the trading floor. She holds a Bachelor of Commerce from Queen’s University, completed CFA Level I, and is a CPA Candidate.
Sarah Caplice
Associate Principal, Client Services
Westcourt Capital Corporation
Sarah supports Westcourt Capital Corporation’s Portfolio Managers in both the construction and monitoring of diversified investment portfolios designed to achieve the specific goals of Westcourt’s clients. She also assists the Portfolio Managers in the preparation and communication of investment presentations and client proposals, and with ongoing client service. Sarah is registered as a Dealing Representative.
Prior to joining Westcourt, Sarah held a summer internship where she was an investment analyst at Pandion Investments Ltd., a private family investment company. At Pandion, Sarah worked closely with management and contributed to the firm’s investment strategy by assisting in identifying future opportunities and target markets. She also assisted in monitoring a variety of asset classes and in evaluating and screening potential investment products. Sarah was also a fall intern analyst at BMO Capital Markets in the Global Fixed Income, Currencies & Commodities group, where she quoted foreign exchange pricing to the bank’s branches and direct-dealing clients.
Sarah graduated in 2017 from Dartmouth College with a Bachelor of Arts degree, majoring in Government, and was a member of the Women’s Varsity Rowing Team. She also holds the Chartered Investment Manager (CIM) designation.
Elena Sinelnikova
Chief Executive Officer
Metis
Elena Sinelnikova is a former Government of Canada solutions architect turned entrepreneur and co-founded several startups. Metis.io: a scalability and low-code solution for DeFi, NFT and dApps on Ethereum, and CryptoChicks.ca – educational hub and accelerator for women in blockchain in 56 countries.
Michael Wasserman
Managing Partner
Maverix Private Equity
Michael is a Managing Partner at Maverix Private Equity, where his focus is on all aspects of the investment process, along with firm operations and strategy. Michael leads the firm’s healthcare investment practice.
Prior to joining Maverix, Michael spent 17 years at H.I.G. Capital Management, a leading global private equity investment firm with more than $44 billion of equity capital under management. Michael remains a Senior Advisor with H.I.G. Most recently, Michael was a Managing Director of H.I.G. BioHealth Partners, the firm’s dedicated healthcare investment fund, where Michael sourced, executed and managed a diverse investment portfolio of healthcare business across stages, sectors and geographies, including HyperBranch Medical (acquired: Stryker Corporation), NeuWave Medical (acquired: Johnson & Johnson) and VertiFlex Medical (acquired: Boston Scientific) and others. Michael works closely with management teams and portfolio companies in key areas such as R&D, product development, market access, business development, follow on equity and debt financing and achieving liquidity through M&A or IPO.
Michael has also founded and held prominent operating roles in several disruptive private equity-backed businesses. Earlier in his career, Michael worked directly for, or as a consultant to, emerging technology businesses, and in the corporate finance, pharmaceutical and clinical research industries.
Michael received his B.Sc. from McGill University and his Ph.D. in Pharmacology and Neuroscience from the University of Toronto. Michael is on the Board of Trustees for the Holland Bloorview Kids Rehabilitation Hospital and the Faculty of Science Advisory Board at McGill University.
Keith Black
Managing Director – Program Director
FDP Institute (affiliated with the CAIA Association)
Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director, Program Director FDP Charter at the FDP Institute.
During his most recent role as Managing Director, Content Strategy at CAIA was responsible for Curriculum development. Previous to that Keith was a valued team member at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Other experiences include commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.
Keith has contributed to the CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the second, third, and fourth editions of the CAIA Level I and Level II curriculum. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.
Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of both CAIA and FDP members.
Donna Shin
Account Manager
University of Waterloo
Donna Shin works with Co-operative & Experiential Education at the University of Waterloo. In the role of Account Manager, Donna manages relationships with various organizations including financial institutions, public accounting firms, tech companies and more. Prior to joining the University of Waterloo, she worked as a human resources consultant with the CBC. Donna holds a Bachelor of Arts degree in Psychology from York University and Human Resources Management certificate.
For more information about the University of Waterloo co-op program, check out: https://uwaterloo.ca/hire/
Martin Fox
Managing Director – Canada
Robert Walters
Martin is a native Torontonian that spent 10 years recruiting accounting professionals for opportunities across Ireland, the UK and the Middle East for the Robert Walters group before relocating home in 2016 to establish their Toronto office. He has successfully managed the careers of hundreds of accounting professionals, many of whom now operate at Controller/CFO level and repeatedly come back to Robert Walters to recruit top calibre professionals for their teams.
Josie Valotta
Program Coordinator
University of Toronto, Mathematical Finance Program
Josie Valotta is the Program Coordinator for the Master of Mathematical Finance Program at the University of Toronto. Josie has managed both research and professional programs in various faculties and departments at UofT. Josie has extensive experience in academic administration; credential evaluation; financial reporting and governance.
Josie has a degree in Art History from the University of Toronto.
Participating Firms & Corporate Culture Chat Leads
Matt Shandro
President and Portfolio Manager
Fulcra Asset Management
Mike Mangione
Director, Family Offices & Advisor Relations
Group RMC
Jedidiah Liu
Chief Executive Officer
Cacoeli
Elena Sinelnikova
Chief Executive Officer
Metis
Michael Graham
Executive Director, Relationship Management (Quebec)
CIBC Mellon
Andy Smith
Chief People & Communication Officer
SGGG Fund Services
Christi Hayes
Chief Compliance Officer
Invico Capital Corporation
Ron Lloyd
Partner & Senior Advisor
Waratah Capital Advisors
Harley Gold
Managing Director
Peakhill Capital
Daniel Conti
Principal
HarbourVest Partners
Yavor Nikov
Director, Sales – Quebec Region
Avenue Living
Kathy Kozak
Vice President, Strategy and Corporate Finance, Vancouver, BC
Trez Capital
Celeste Warren
Head of Human Resources
Picton Mahoney Asset Management
Matt Shandro
President and Portfolio Manager
Fulcra Asset Management
Matt founded Fulcra Asset Management in 2009. Matt has 19 years of investment management experience, with an extensive background in fixed income and corporate investing. His previous experiences include managing corporate bond funds at Great Pacific Capital Corp, CI Investments and Marret Asset Management. In 2004, the $2 billion Signature High Income Fund that he co-managed at CI Investments was awarded the “Canadian Income Trust Fund of the Year” by Morningstar. He has a Bachelor of Arts degree in International Relations from the University of British Columbia.
Mike Mangione
Director, Family Offices & Advisor Relations
Group RMC
Mike is the Director of Family Offices and Advisor Relations at Group RMC. He is responsible for establishing, developing and maintaining business relationships with Family Offices and Investment Advisors. He is also responsible for marketing the business in Canada and in the US. Prior, he held various positions in finance at prominent Insurance companies Standard Life and Manulife (John Hancock). Mike graduated with a Bachelor of Commerce with a concentration in accounting from the John Molson School of Business. He holds the CPA, CMA designation.
Jedidiah Liu
Chief Executive Officer
Cacoeli
Jedidiah has been an experienced real estate investor in the residential rental market since 2003. She started investing in the single-family residential market with tremendous success. Very shortly, she entered the multifamily residential market, owning and managing small and medium rental complexes. Professionally trained as a CPA, CA in Canada, Jedidiah possesses strong analytical and relationship management skills that are critical in evaluating appropriate real estate opportunities and ensuring the success of each real estate investment.
Elena Sinelnikova
Chief Executive Officer
Metis
Elena Sinelnikova is a former Government of Canada solutions architect turned entrepreneur and co-founded several startups. Metis.io: a scalability and low-code solution for DeFi, NFT and dApps on Ethereum, and CryptoChicks.ca – educational hub and accelerator for women in blockchain in 56 countries.
Michael Graham
Executive Director, Relationship Management (Quebec)
CIBC Mellon
Michael Graham is Executive Director, Relationship Management (Quebec).
Michael is responsible for leading the relationship management team in Quebec, overseeing the existing client relationships and partnering with our business development team to grow CIBC Mellon’s regional footprint. He also develops and manages initiatives that enhance client partnerships.
Prior to joining CIBC Mellon in 2013, Michael worked in progressively senior roles at a large, diversified financial institution in Canada, most recently as a relationship manager for domestic and international institutional investors.
In addition to his 20+ years of experience in the financial services industry, Michael is a CFA charterholder and earned his bachelor of commerce degree from Concordia University, with a major in finance at the John Molson School of Business.
Andy Smith
Chief People & Communication Officer
SGGG Fund Services
Andy Smith brings a wealth of experience in unitholder recordkeeping and transfer agency services dating back to 2000.
Andy’s career began at RBC Global Services providing administrative support to some of Canada’s largest mutual funds. He then moved to BNY Mellon Alternative Investment Services (Bermuda) where he spent seven years and became a vice-president. While at BNY Mellon, his department oversaw transfer agency services for offshore hedge funds with $125 billion in assets under administration. At BNY Mellon, Andy became an expert on alternative product offerings, series-based accounting, master-feeder structures and offshore regulatory compliance.
After returning to Canada in 2010, Andy joined SGGG-Fund Services Inc. In his roles here, Andy was focused on investor reporting, client communications, and meeting the needs of evolving industry requirements including FATCA, CRM2 and more. Today, Andy puts more focus on building relationships and knowledge across departments, with clients, and other stakeholders. He will continue the Human Resources initiatives he has started and will align some of our HR practices to deliver a consistently positive experience for SGGG-FSI’s employees.
Andy holds a Bachelor of Arts from the University of Toronto and a post-graduate diploma in public relations from Ryerson University.
Christi Hayes
Chief Compliance Officer
Invico Capital Corporation
As the Chief Compliance Officer at Invico Capital Corporation, Christi Hayes brings over 15 years of experience in investment banking and corporate finance — and her organizational prowess — to seamlessly oversee the closings for all Invico managed funds and the day-to-day operations of the entire organization. Before joining Invico, Christi served as a Syndication and Accounting Analyst at FirstEnergy Capital Corporation, where she worked closely with the corporate finance team on public and private financings, including brokered and non-brokered offerings and grey market trades.Beyond her role at Invico, Christi is also a member of the Calgary Corporate Challenge Governance Committee, a non-profit providing community-focused team building events, and advises the Board on matters pertaining to strategic planning, governance, and human resource matters. She graduated from the University of Calgary with a Bachelor of Arts in Archeology and a double minor in history and anthropology.
Ron Lloyd
Partner & Senior Advisor
Waratah Capital Advisors
Ron joined Waratah Capital Advisors in 2015. He brings over 30 years of leadership in pension consulting and investment management to Waratah. Prior to joining Waratah, Ron was President of Hewitt Associates Canada (now known as AON Hewitt) and held senior executive positions at various Canadian asset management firms.
Ron graduated from Queen’s University with an Honours Bachelor of Commerce degree and a Masters of Industrial Relations degree. Ron has also completed executive courses at the Harvard Business School and University of Toronto, in addition to the Fundamentals of Alternative Investment Certificate Program by the CAIA Association. He received his CIM designation and is registered as a Dealing Representative.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals.
Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
Daniel Conti
Principal
HarbourVest Partners
Daniel Conti joined HarbourVest’s investor relations team in 2018 and focuses on coordinating, monitoring, and enhancing relationships with new and existing Canadian investors and consultants.
Dan joined the Firm from CI Institutional Asset Management, where he was most recently a vice president responsible for institutional business development and client service for consultants, pension plans, foundations, family and multi-family offices as well as banks and insurance company platforms. Prior to this, he was an investment counsellor for CI’s Private Counsel division. His prior experience includes roles for a single family office and a multi-family office in Eastern Canada.
Dan received a Bachelor of Commerce degree in Finance and Economics from École des Hautes Études Commerciales de Montreal. He holds the Chartered Financial Analyst and Certified Financial Planning designations. Dan currently serves as co-director of the CFA Montreal Mentoring Program.
Yavor Nikov
Director, Sales – Quebec Region
Avenue Living
Mr. Nikov holds a bachelor’s degree in accountancy from Concordia University in the John Molson School of Business. In addition, Mr. Nikov has a Financial Planner Diploma from the Institut québécois de planification financière (IQPF). Over the past years, Mr. Nikov has held positions with companies from both the public and private sectors. He has been in financial sales for his entire career, working in Montreal, Quebec.
Kathy Kozak
Vice President, Strategy and Corporate Finance, Vancouver, BC
Trez Capital
Kathy joined Trez Capital in 2017 and is responsible for strategy and portfolio financing for the Trez Capital investment funds. She brings over 20 years of financial services expertise to the role. Prior to joining Trez, she worked at GCM Grosvenor with various roles in due diligence, treasury, accounting, financial reporting and tax. She began her career in public accounting at Arthur Andersen.
Kathy graduated with honors from the University of Iowa with a Bachelor of Business Administration degree, and with distinction from DePaul Kellstadt Graduate School with a Master of Business Administration. She is a Certified Public Accountant in the United States, Chartered Professional Accountant, Chartered Accountant in Canada, Chartered Financial Analyst, and Certified Fraud Examiner.
Celeste Warren
Head of Human Resources
Picton Mahoney Asset Management
Celeste Warren is the Head of Talent & Culture at Picton Mahoney Asset Management. For more than 20 years, Celeste has been partnering with highly dynamic and growth-oriented organizations to build their leadership teams, workplace wellness programs, and culture and engagement initiatives. She has a reputation for consistently cultivating best workplace environments with a core focus on enhancing the health and well-being of the leaders and employees that she works with. Celeste is a committed leader herself and the results of her efforts have led to significant increases in employee engagement and company morale for the firms she has partnered with, including consistently becoming recognized as one of Canada’s “Top Employers” and “Great Places to Work”.
Celeste is a Certified Coach Practitioner (CCP), Health and Wellness Specialist (HWS) and graduate from the Strategic Human Resources Management Program (SHRMP) with the University of Toronto, Rotman School of Management. Celeste holds a Bachelor’s degree in Business and Psychology from the University of Waterloo, in addition to a post-graduate diploma in Human Resources Management.
When
- January 22, 2022
- 10:00 am – 4:00 pm EST
- January 23, 2022
- 10:00 am – 4:00 pm EST
- January 29, 2022
- 10:00 am – 2:30 pm EST
Where
Virtual
Sponsor Benefits
Thank You to Our Participating Firms
Agenda
Please note this agenda is subject to change.
Day 1
- January 22, 2022
- 10:00 am – 4:00 pm
Day 2
- January 23, 2022
- 10:00 am – 4:00 pm
Day 3
- January 29, 2022
- 9:55 am – 2:30 pm
- January 22, 2022
- 10:00 am – 4:00 pm
Day 1
10:00 am
Day 1 Keynote: Proven Steps to Land Your Dream Job
Whether you are clear on your career direction or still considering your options, many students are not sure of the steps to begin their meaningful career.
Having taught over 4,000 students, Stephanie Koonar, Author of Amazon Best Seller, “Backpack to Briefcase, A Student’s Guide to a Meaningful Career Journey” has seen the steps that successful students have taken to launch into their dream career. Come hear from Career Coaches Stephanie and Louann how to get started with the Proven Steps to Land Your Dream Job.
Stephanie Koonar, PeerSpectives Consulting
Louann McCurdy, PeerSpectives Consulting
10:30 am
Advice from Recent Grads
Why reinvent the wheel? This panel will give topical and timely advice to those just leaving the confines of school and on their way to make it in the industry. Each of them has a unique path, just like the audience, and used their particular skills and prescience to find their first and successive roles. A perfect primer for imminent and recent grads!
Taylor Ostoich, Spartan Fund Management
Sarah Caplice, Westcourt Capital Corp.
11:00 am
Corporate Culture Chat: Fulcra Asset Management
Being part of a team is an important part of any job and investment management relies especially on having a dedicated team of quality individuals who strive to learn each day and bring that experience to the portfolio. Come see how Fulcra President and Portfolio Manager, Matt Shandro, invests and what he looks for in team members.
12:00 pm
Corporate Culture Chat: Group RMC – Real Estate Value Investing
1:00 pm
Corporate Culture Chat: Cacoeli – Socially Responsible Real Estate Investing
There’s an urgent need for affordable housing. How do you balance business and social responsibilities while also addressing the investor demand for profits? Jedidiah will share her personal experiences and insights from leading a purely profit-driven real estate investment firm to become a profit and socially-driven real estate firm.
2:00 pm
Corporate Culture Chat: Metis – Making Blockchain Accessible to Everyone
We provide the infrastructure for creating and managing decentralized companies on blockchain fast, cheap and easy.
Metis.io has a goal to help startups and mature organizations to move their business “on-chain” with just the click of a button. Many would like to do so, but very few can afford expensive blockchain developers, so Metis.io is here to help. We provide a decentralized platform where anyone can create a company on the blockchain, invite people to join, hire new employees or freelancers, and pay them salaries via blockchain. With Metis, anything is possible.
3:00 pm
Corporate Culture Chat: CIBC Mellon – Launching an investment industry career: Asset Servicing and Fund Administration as an entry point
CIBC Mellon offers a great environment to begin and grow your career. Join our session to find out more about our organization and various learning opportunities, and common paths for those looking to establish careers in the investment industry. Many seasoned professionals in financial services start out in the operations area and we offer a number of entry level positions in areas like fund accounting. Hear from the perspectives of two professionals who have grown their careers on the operations side, and from an HR recruitment representative, for practical insights on entry level opportunities for future leaders.
4:00 pm
End of Day 1
- January 23, 2022
- 10:00 am – 4:00 pm
Day 2
10:00 am
Career Panel: Who knows where you will go!
This is your opportunity to learn the unique, non-linear, path-dependent career paths of diverse leaders in the industry and get their advice on how to break in to the work world and make a career out of it. They will point out the learnings they have had on their journeys, what they look for in terms of colleagues and staff, and areas of growth that could hold the key to many a young career. Bring your questions and enjoy!
Elena Sinelnikova, Metis
Michael Wasserman, Maverix Private Equity
Thorsten Koop, OMERS
11:00 am
Corporate Culture Chat: SGGG-FSI -Behind the Curtain – Back Office Fund Administration Chat
SGGG-FSI is Canada’s largest independent administrator of alternative funds with $70billion (CAD) under administration. Using Diamond, our proprietary fund administration software, our 200+ employees provide full-service fund administration to clients from our HQ in TO. Our vision is to be the first choice for fund administration. We are certified as a Great Place to Work – “Best” in: Financial Services, Inclusion, Youth, & Women.
Enjoy: competitive base salary, fully paid health benefits, RRSP match + annual bonus. We encourage & support your professional growth & career development.
Lets build a strong future, together.
12:00 pm
Corporate Culture Chat: Invico Capital Corporation – Working for One of Canada’s Leading Investment Fund Management Firms
There’s a reason why private equity and private debt are the top two fastest-growing asset classes globally: they can help provide investors with regular cash flow, capital preservation, and protection against rising inflation. Join us to learn more about Invico Capital Corporation, one of Canada’s leading investment fund management firms providing alternative solutions to retail and institutional investors. You’ll meet several members of our staff and hear first-hand what it’s like to work with an award-winning management team, as well as gain insight about our company culture, roles and responsibilities, and roadmap for 2022.
1:00 pm
Corporate Culture Chat: Waratah Capital Advisors – Tips and Tricks for a Successful Career in Finance – its Not about the Money
Waratah Capital Advisors is a boutique alternative investment manager based in Toronto. Waratah manages over CAD$3.3 billion in AUM and has an impressive 10+ year history running several hedge fund and private equity strategies. Join us to hear from Partner, and Senior Advisor, Ron Lloyd, who brings over 30 years of leadership and industry experience, on what it really takes to be successful in financial services and how “chasing titles and money” is not the recipe for success. Attendees will also gain valuable insight from Michael Orlando, a recent graduate and member of the Waratah team who will speak on his experience at the firm, and how Waratah’s approach and understanding of the ‘investment triangle’ has been key to paving an enriching career path for him as an individual. Following this candid conversation, attendees will learn valuable lessons and tips on how to rethink about priorities, and key concepts to consider when positioning yourself for a meaningful career in financial services.
2:00 pm
Corporate Culture Chat: Peakhill Capital – Kickstart Your Career in Debt & Equity Financing
Across Canada, private lending has become an integral component across all real estate asset yields due to the high and stable yield it provides. Join us to learn more about Peakhill Capital, our private lending business, where we will walk you through a high-level overview of our organization, and what sets us apart from other lenders in the market. Learn more about our equity platform, Peakhill Equity Partners, that invests in ground-up and value-add real estate projects across the United States and Canada. We look forward to sharing more about our culture and day-to-day, roles & responsibilities, and our company goals going forward into 2022.
3:00 pm
Corporate Culture Chat: HarbourVest Partners
4:00 pm
End of Day 2
- January 29, 2022
- 9:55 am – 2:30 pm
Day 3
9:55 am
Showcase Welcome & Focus on Masters Career Services
The morning will start with a welcome and introduction followed by an overview for employers of career services offered by a leader in the field. The University of Toronto’s MMF program has not only one of the first (possibly the first) Masters of Mathematical Finance (est 1998) curriculums in the world, but also many innovative ways to get students further educated, trained, and socialized into the roles that the will soon walk into and earn This is a great intro for those that have used these sorts of programs as well as a refresher for those that have in the past.
James Burron, CAASA
Josie Valotta, University of Toronto, Masters of Mathematical Finance
10:10 am
Focus on Co-op
This session provides an overview for employers of co-op and career services offered by a leader in the field. University of Waterloo’s co-op program is the largest in the world (and one that CAASA staff have made use of for 10 years) that provides not just job placement (and a very steamlined one, at that!) but also a comprehensive suite of courses and sessions designed to ready students for the world of work. This is a great intro for those that have used these sorts of programs as well as a refresher for those that have in the past.
Donna Shin, University of Waterloo
10:30 am
Designations: CAIA and the FDP
Dr. Black headed curriculum at the (Chartered Alternative Investment Analyst) CAIA Association for 11 years and was one of the first holders of the designation. On top of his experience as an assistant professor, options trader, hedge fund industry writer (he wrote the book on it!), and alternative investment consulting, he found (like so many) that the CAIA designation is a perfect pairing for those entering into or making their name in alts. Now, heading the (Financial Data Professional) FDP Institute, he is taking on bridging the (alternative) data and alternative investment industry. Learn how these two designations can amp up your resume and knowledge.
Keith Black, FDP Institute (affiliated with the CAIA Association)
11:00 am
Corporate Culture Chat: Avenue Living Group – Diverse opportunities in a constantly growing company
Avenue Living Group manages over $3 billion in assets, including multi-family residential, self-storage, and agricultural farmland in Canada and the United States. Our unique platform includes professionals with diverse expertise, including finance, business analysis, legal services, marketing, property management and customer service. Join Yavor Nikov, Director of Sales – Quebec Region and Travis O’Connell-Vacon, Director, People and Culture Operations to learn about what it’s like to work with this dynamic company, how our team fosters career growth, and potential openings for top talent with a range of skills.
12:00 pm
Corporate Culture Chat: Trez Capital – Innovation in Commercial Real Estate Financing Solutions
For those of you interested in kicking off your career in the real estate and finance industries, consider taking the time to join Kathy, who will give you a broad look at the background, vision and operations of our growing Trez team. Opportunities at Trez for those new to their careers could include sales, finance, and real estate financial analysis, including credit risk and underwriting.
1:00 pm
Corporate Culture Chat: Picton Mahoney Asset Management – Thinking and Growing with Your Future in Mind
Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on trust, collaboration, inclusiveness and continuous improvement. Founded in 2004 and 100% employee-owned, we are committed to offering impactful and meaningful careers and are proud to be named on the 2021 lists of Canada’s Best Workplaces in Financial Services & Insurance, Best Workplaces™ for Women, and Best Workplaces™ in Canada. Join our session to learn more about our core values and hear from some of our team members who will share how they’ve developed professionally at Picton Mahoney.
2:00 pm
Career Planning & Recruiters
Once in the workforce, most new entrants get to work at learning their trade and the smart ones keep their head up and think about their overall career growth and what skills, experiences, training, and connections that they need to keep current, advance to the next level, and make their mark on the industry. This may be advancement and moves at their initiative or a call from a recruiter (either in-house corporate ones or third-party). This session will explain what recruiters do, how they are paid (and by whom), and how to make the best of their services.
Martin Fox, Robert Walters
2:30 pm
End of Career Showcase
Sponsoring Member
$1,000 CAD
Members of CAASA
Event Registration Closed
Student Registration
Complimentary for all students.
Final online registration will close at 3pm ET on Friday, Jan 27, 2022. For more info or questions, please email [email protected].
Event Registration Closed