Oct 1st from 12:30pm – 5pm
This afternoon event is designed to shed some light on the family office market – both for those who are working with (or aspire to) family offices and those who are part of these entities (either as family members/principals or full time professional staff).
Following an engaging luncheon keynote, two panels will feature a selection of multi-family offices and single-family offices who will delve into a number of topics of interest to virtually anyone in the audience.
Head of Investments
KF Matheson Investment Holdings
Principal – CRM, Western Canada
Mercer
President
BNQ Group
Head of Investments
KF Matheson Investment Holdings
Ryan Perillo is the Head of Investments for KF Matheson (KFM), a private family office for two successful Canadian entrepreneurs and business partners. KFM takes a long-term approach to investing and managing the accumulated wealth and philanthropic assets of the principals. Prior to his current role, Ryan held progressive finance roles within the principal’s operating company Baylis Medical, culminating in playing a lead role in its successful 2021 cardiology division sale to Boston Scientific (BSX). Before joining Baylis Medical, Ryan started his career in the financial services group at PwC, and went on to join a newly launched value investment fund as their second employee in a CCO/finance/operations role, which grew to ~$60m of AUM over his time with the firm. Ryan holds a BBA from Lazaridis School of Business and Economics at Wilfrid Laurier University, where he graduated With Distinction. He also holds CPA, CA, and CFA designations.
Principal – CRM, Western Canada
Mercer
Stian Andersen is a Principal – CRM within Mercer’s Investment Solutions team, specializing in business development across the wealth management spectrum. His role primarily focuses on business development within the wealth management space, supported by a team that provides investment and retirement-related consulting services. This includes areas such as asset management, valuation, asset allocation, manager due diligence, operational assessments, portfolio management and private markets selection. With over 19 years of experience in the financial services industry, Stian has spent the last two decades cultivating strong relationships across Western Canada—covering British Columbia, Alberta, Saskatchewan, and Manitoba. His focus has been on partnering with a diverse array of institutional investors, including high-net-worth individuals, pension funds, insurance companies, municipalities, single and multi-family offices, Indigenous trusts, endowments, foundations, and entrepreneurial ventures.
Prior to joining Mercer in 2023 and based in Calgary, Alberta, Stian gained valuable experience working with two of Canada’s largest insurance-based asset managers. There, he collaborated closely with clients to enhance their asset-liability matching, optimize efficient frontiers, and incorporate a strategic mix of traditional and alternative investments to achieve superior outcomes.
At Mercer, Stian benefits from the support of a talented and diverse team of investment professionals, legal and governance experts, actuaries, and consultants. He also works in close partnership with colleagues across insurance, benefits, and careers practices. Driven by a genuine passion to empower institutions to excel, Stian is committed to delivering innovative solutions that improve client outcomes and strengthen their financial resilience.
Stian holds a Master of Arts in International Business from the University of Edinburgh and is a Chartered Investment Manager. Outside of work, he is passionate about football, golfing, skiing, and spending quality time with his young family.
President
BNQ Group
Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. Yahya’s Single Family Office focuses on strategic and value-add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.
12:30 pm
1:00 pm
1:30 pm
2:00 pm
Single Family Offices range in AUM amount, interest/investment in public v. private, fund v. direct, domestic v. foreign, and internal v. external managers, strategies, and asset classes to a mind-blowing degree. Thus, working with them is anything but cookie-cutter; those advisors and asset managers who might like to gain access to these amorphous asset owners need to know how to approach them, discuss investments and other matters, provide counsel, and effect implementation of their plan/offering. This panel will look into all this and more!
2:45 pm
“If you’ve met one family office, you’ve met one family office,” or so the saying goes. The experience of many who have dealt with these entities is more akin to knowing 0.10 or 0.20 family offices, even after many years of interaction. The reality is many families are uber-private and, frankly, see no need or upside in broadcasting anything about themselves and their interests/tendancies. To be fair, they may not be fully aware of their underlying needs/interests until they see something that might fulfill them. This panel features a selection of (obviously) more open families who will tell something of their stories and provide insight into how outside providers can work with them and their peers.
3:30 pm
5:00 pm
Asset Managers and Service Providers
$50.00
Investment Advisors, Single Family & Multi Family Office
Complimentary
Members of CAASA
Register NowAsset Managers and Service Providers
$75.00
Investment Advisors, Single Family Office & Multi-family Office employees
Complimentary
Non-Members of CAASA
Register Now