CAASA Virtual Career Showcase 2023

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.

Mark your calendars & save the date! 

Additional information about the program to follow.

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 2024 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.

When

  • January 21, 2023
  • 10:00 am – 4:00 pm EST
  • January 22, 2023
  • 10:00 am – 4:00 pm EST
  • January 28, 2023
  • 10:00 am – 4:00 pm EST
  • January 29, 2023
  • 10:00 am – 4:00 pm EST

Where

CAASA’s All-in-One Virtual Platform

Past Keynote Speakers (2022)

Past Speakers (2022)

Participating Firms & Corporate Culture Chat Leads (2022)

Thank You to Our 2022 Participating Firms

Past Agenda (2022)

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

Register Now

Student Registration

Complimentary for all students.

Final online registration will close at 3pm ET on Friday, January 13, 2023. 

Register Now