Canadian Investment: Learning, Discerning & Allocating in this Digital Age

In Partnership With


This event is to highlight our Canadian Asset Managers to those on the other side of the border and across the sea. For this mission, CAASA has partnered with the Consulate General of Canada in New York City to gain exposure for Canadian alternative investment managers and service providers to Family Offices and other investors in New York City (and broader U.S. via digital platform).


High Touch & 100% Virtual

We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs. With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!


  • December 9, 2020
  • 9:00 am – 5:00 pm
  • December 10, 2020
  • 9:00 am – 5:00 pm


CAASA’s All-in-One Virtual Platform

Keynote Speakers


All the Data You Need to Book Your Meetings

We have partnered with SigmaSandbox to create a dataroom to provide a more robust experience for managers and investors by getting performance and other information into the hands of prospective investors. We believe this free offering can be used in advance of the event, during it, and afterward as much as one might like


Day 1

  • December 9, 2020
  • 8:00 am – 5:00 pm

Day 2

  • December 10, 2020
  • 9:00 am – 5:00 pm

  • December 9, 2020
  • 8:00 am – 5:00 pm

Day 1

8:00 am

Tête-à-Tête Session

7 x 15-minute 1:1 meetings

9:45 am

CAASA’s Virtual Platform Introduction

10:00 am

Welcoming Remarks

Khawar Nasim, Consul General of Canada in New York City
James Burron, CAASA

10:10 am

COVID-Proof Investments from Canada

Fred Pye, 3iQ Corp
Colin Kilgour, Kilgour Williams Capital
Mark Stacey, AGF Investments
John Norman, Perisen Funds

11:00 am

Due Diligence in a COVID World

Christopher Rapcewicz, Helmsley Charitable Trust (moderator),
Jonathan Planté, Innocap
Chris Addy, Castle Hall Diligence
Brandon Gill New, OP Trust
Dr. Luis Seco, Sigma Analysis & Management

11:45 am

Lunch Break

12:00 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 and informal setting.

3 x 20-minute meetings

1:00 pm

Founders’ Pitch Competition

Zoya Shchupak, Innovobot
Sebastian Zhou, Alpha Square Group
Steven Abrams, BDC
Karl Théard, Desjardins Capital

2:00 pm

Fireside Chat: Canada’s Place in the World

Mark Shulgan, OMERS Growth

2:45 pm

Closing Remarks

3:00 pm

Tête-à-Tête Session

8 x 15-minute 1:1 meetings

  • December 10, 2020
  • 9:00 am – 5:00 pm

All Day Tête-à-Tête Sessions

Thank You To Our Sponsors


Register Now


Register Now