As Canada’s leading forum for institutional-grade discussions, CAASA’s Digital Assets Day brings together top-tier allocators, asset managers, service providers, to explore the rapidly evolving landscape of digital assets and blockchain technology.
This one-day event provides a curated platform for thoughtful dialogue on the real-world applications, investment opportunities, and risk considerations shaping this dynamic sector. From tokenization and custody to regulatory shifts and institutional adoption, attendees gain deep insights from both pioneering innovators and seasoned financial professionals operating at the intersection of traditional finance and emerging technology.
Whether you’re navigating your first crypto exposure or refining a sophisticated digital asset strategy, Digital Assets Day is a must-attend for those serious about the future of finance.
The Cambridge Club
11th Floor – 100 Richmond Street West
Toronto, Ontario
Enter the Sheraton Centre via Richmond Street or via the lobby. Just head to the Richmond Tower elevators and go to 11/top floor.
TorontoChief Executive Officer
Coinbase Canada
Head of Research
Alphemy Capital
Chief Executive Officer
Coinbase Canada
Lucas Matheson is the CEO of Coinbase Canada, overseeing its strategic direction and growth within the Canadian market since January 2023. In this role, Lucas is dedicated to making digital assets more accessible to Canadians, and expanding our regulatory framework to help upgrade the financial system in Canada. Lucas was previously Senior Director at Shopify helping to make commerce better.
Head of Research
Alphemy Capital
Jeffery Sun is Head of Research at Alphemy Capital, a Switzerland-regulated long-only digital asset fund. Previously, he managed the Technology and Innovation Portfolio at OPTrust, overseeing investments across a diverse range of strategies, including liquid technology investments and venture capital. Jeffery holds a Master of Computer Science from Georgia Tech and a Master of Mathematical Finance from the University of Toronto.
President & CEO
3iQ
Co-founder and Managing Partner
CMCC Global
Executive in Residence
The Global Risk Institute
Manager, Digital Asset CoE
KPMG
Vice President, Head of Segment Solutions and Canadian ETF Services
CIBC Mellon
Chief Executive Officer and Chief Investment Officer
Virgo Digital Asset Management Inc.
Partner, Capital Markets & Securities
McMillan LLP
Principal and North American Head
Hassan Family Office
President and CEO
WonderFi
Co-Chair
CSA Crypto Asset Investment Fund Working Group
President & CEO
3iQ
Throughout his career, Pascal has focused on the transformation and disruption of industries via rapid scaling of businesses under his leadership. Having successfully created and grown multiple business ventures, Pascal was recognized as one of the youngest recipients of the Forty Under 40 award.
Before joining 3iQ, Pascal was an active angel investor and served as Strategic Advisor and Fractional Executive to over 5% of the Globe and Mail’s 500 fastest growing companies in Canada.
Pascal’s experience in open-source technologies and distributed systems led him to invest in cryptocurrency in 2016, and act as an educational resource on digital asset investments to several organizations. As President & CEO of 3iQ, Pascal is focused on overseeing the growth and global expansion of the company as it continued to pave the way as a global leader in Digital Asset Management.
Co-founder and Managing Partner
CMCC Global
Charlie is the co-founder of CMCC Global. CMCC Global was founded in 2016 and is one of Asia’s first venture capital companies focused solely on blockchain investments. The company now has offices in both Asia and North America and offers three different investment products: Digital Asset Fund (tokens), SyzCrest (fund of quant funds) and Titan Fund (equity VC).
Charlie was previously the CIO at a blockchain VC firm as well as a management consultant in London and software engineer in Hong Kong. He is an expert Blockchain Adviser for Chinese investment company, CLSA and was an Ethereum ICO investor in 2014. Charlie holds a PPE degree from Oxford University.
Executive in Residence
The Global Risk Institute
Lois Tullo is an expert in the area of risk, technology, finance, compliance and corporate governance. She has over 30 years of business experience spanning financial services, technology, cryptocurrency, telecommunications, strategy consulting, raising venture capital, M&A, and natural resources. In 2024 she was awarded Top 10 Women CFOs in Canada. She is a UN CEFACT Expert, Digital Euro Association Expert and Global Blockchain Business Council Ambassador. She is currently completing her Doctorate in Emerging Technology with a specialization in AI at Golden Gate University in San Francisco.
As CFRO/CCO she is responsible for financial oversight for KuberMIC a Mortgage Investment Corporation and Advisor for YAMS LLP a Crypto system company. She has over 20 years of Board experience as Chair, Treasurer, and Risk and HR Committee Chair, for a tier 1 bank, private sector and not-for-profit organizations. As an Executive-in-Residence for the Global Risk Institute she spoken on and published the Global Risks and Trends Framework (GRAFT), the linkage of risk management and business strategy, Polycrisis, and the Future of Digital Assets. She has publications for the Banking, Government, and Pension/Asset Management sectors. She is an conference speaker at the United Nations, IACPM, Risk.net, etc, author, and faculty of risk mgt; cyber security, data and IT risk; and financial services at the Schulich School of Business, York University. She teaches in the Master of Risk Management Certificate program, executive programs, MBA, and undergraduate program. She is the author of the whitepaper Enterprise Risk Management – Canadian Best Practices, and Nonfinancial Risk Best Practices in Canada. She was previously CFO for CIBC Finance Inc. where she was responsible for a $6 Billion credit portfolio, Human Resources, and $1.5 securitization. She held senior positions with a large telecommunication company in the area of Finance, HR, and Business Process Redesign. She provided strategy and technology advice for a Boston consulting firm in the financial, oil and gas, mining, and government sectors. She has done international relief and development work in Ethiopia. She was in data management for a gas transmission company. Previously she was a C.P.A./C.A. with Clarkson Gordon/E&Y, and PWC.
Ms. Tullo is a CPA, CA, ICD.D, CCO. She has a Bachelor of Commerce from the University of Saskatchewan, and an EMBA from the Ivy School of Business, University of Western.
Manager, Digital Asset CoE
KPMG
James is a Manager in KPMG’s Digital Asset Center of Excellence based in Toronto and he has a deep understanding of blockchain networks, digital assets and risks & controls. He has been actively involved in the Digital Asset space since 2017 and bring over 8 years of audit and advisory experience focused on supporting large publicly traded crypto funds, private financial institutions and crypto-native companies.
He specializes in the financial technology industry and has led complex crypto financial statement audits for Digital Asset exchange and broker clients. He also advises clients with their Digital Asset strategy and implementations, vendor assessments, SOC reviews, identification and evaluation of controls and risks. He has also been responsible for overseeing the development of several in house crypto specific audit tools and has delivered several externally facing educational workshops on global Digital Asset regulations.
He is certified on Chainalysis Reactor and is an Elliptic Specialist Investigator and has performed on chain digital asset investigations and wallet risk rating analysis using these blockchain analytics tools for a number of audit clients and select advisory clients.
Vice President, Head of Segment Solutions and Canadian ETF Services
CIBC Mellon
As Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, Ron leads a team responsible for developing products and solutions that meet the sophisticated and evolving needs of CIBC Mellon’s clients.
Chief Executive Officer and Chief Investment Officer
Virgo Digital Asset Management Inc.
Kevin Jiang is the Chief Executive Officer and Chief Investment Officer of Virgo Digital Asset Management Inc., where he leads the firm’s vision, investment strategy, and execution across multiple digital asset strategies. With over 14 years of experience spanning digital assets, fixed income, equities, and derivatives, Kevin brings a rare blend of traditional market discipline and cutting-edge crypto expertise. Prior to VDAM, Kevin served as Head of Trading and Portfolio Manager at 3iQ Digital Asset Management, overseeing more than $4 billion in AUM. In that role, he was instrumental in launching one of the world’s first spot Bitcoin ETFs, not only in Canada but also Australia’s first spot Bitcoin ETF through an ETF-of-ETF wrapper— a milestone that helped shape the global digital asset investment landscape. Kevin’s institutional-grade approach to portfolio construction, risk management, and market execution has earned him a reputation for turning ideas into investable realities. He has a proven track record of developing and launching innovative, emerging investment products that anticipate market trends and meet the evolving demands of sophisticated investors.
Partner, Capital Markets & Securities
McMillan LLP
Jennie Baek practises capital markets and securities law with an emphasis on the investment funds and asset management industry, including compliance and registration matters.
Advising on a variety of corporate and securities law matters, Jennie assists clients with the formation, structuring, management, and distribution of public funds and private equity funds as well as other investment products. She also provides counsel on registration and regulatory compliance, corporate governance and reporting obligations, public and private financings, and stock exchange listings. Jennie is a member of McMillan’s Sustainability / ESG Initiative and co-leads the firm’s blockchain, cryptocurrency and digital assets group.
Jennie has significant experience in share and asset transactions, mergers and acquisitions, corporate reorganizations, and other corporate transactions.
Prior to joining McMillan, Jennie worked as in-house counsel at a leading investment fund company and practised at a Toronto law firm.
Principal and North American Head
Hassan Family Office
Saad Hassan is Principal and North American Head of Hassan Family Office, a Abu Dhabi–based single‑family office dedicated to private alternative investments. As a member of the firm’s Investment Committee, he collaborates with fellow principals and family members to shape strategic asset allocations across private equity, venture capital, real estate and private credit.
In his North American role, Saad leads deal sourcing and due diligence for co‑investment opportunities throughout the region, leveraging an extensive network of sovereign wealth funds, institutional allocators and top‑tier general partners. He applies a data‑driven investment framework combined with hands‑on value‑creation initiatives—focusing on operational improvement, risk management and ESG integration—to optimize long‑term risk‑adjusted returns.
A University of Waterloo alumnus with a Bachelor of Business Administration, Saad began his career in financial services and consulting, where he honed the analytical rigor that informs his investment philosophy today. He regularly serves as a judge at startup competitions and mentors emerging entrepreneurs on fundraising, business models and scaling high‑growth ventures.
President and CEO
WonderFi
Dean Skurka is the President and Chief Executive Officer of WonderFi and oversees the execution of WonderFi’s strategy including product development, and growth initiatives for the Company. During his tenure, the Company has completed several acquisitions, expanded internationally, launched WonderFi Labs, and experienced significant increases in user activity, revenues, and profitability. Most notably, in 2023, Mr. Skurka led WonderFi through the transformational acquisitions of Coinsquare and Coinsmart, establishing Canada’s leading crypto-trading-platform that now has over 1.7 million retail and institutional client accounts, with over $2 billion of assets under custody.
12:00 pm
12:30 pm
12:45 pm
Join us for a fireside chat with Jeffery Sun, Head of Research at Alphemy Capital, previously at a Canadian Pension, and Lucas Matheson, CEO of Coinbase Canada, where we’ll dive into the dynamic world of cryptocurrency in Canada. This conversation will explore the current state of crypto regulation, highlighting recent developments and the clarity needed to foster innovation. We’ll discuss the evolving crypto landscape in Canada and the critical next steps for government adoption of blockchain technology to drive economic growth. The chat will also cover the shift in crypto’s perception—from speculative asset to a legitimate investment class—and the rising demand for diversified crypto portfolios among Canadian investors.
Jeffery Sun, Alphemy Capital
Lucas Matheson, Coinbase Canada
1:30 pm
It seems that every asset class, including private equity, venture capital, and infrastructure – as well as alternative trading strategies such as those employed by hedge funds – is finding its way into retail portfolios. Recent legislation from the CSA (Canadian Securities Administrators – or overarching body of Canadian securities regulators) has been issued that enhances ‘alternative mutual funds’ (aka ‘liquid alts funds’) to invest in crypto assets. This allows the $60B+ in liquid alts funds to be invested in all types of equities, fixed income, derivatives and (now) crypto assets. This panel will explain the reasoning behind this watershed moment and what it means for investors.
https://mcmillan.ca/insights/codifying-crypto-changes-to-national-instrument-81-102-regarding-investments-in-crypto-assets/
Jennie Baek, McMillan LLP
James Emerson, KPMG
Ronald C. Landry, CIBC Mellon
Christopher Bent, CSA Crypto Asset Investment Fund Working Group
2:15 pm
3:15 pm
Digital assets have progressed past just Bitcoin (there were others prior, but none achieved much traction) to include so-called altcoins – whether you define those as Ethereum and all the other coins, all coins except Ethereum, or all coins other than ETH, XRP, SOL and a few OGs.
Pascal St-Jean, 3iQ
3:45 pm
Whether one is an asset-owner or an asset allocator, taking a position in a new asset class or investment idea/security can be harrowing. Failing conventionally is a career non-destruction tactic – moreso than succeeding unconventionally might be a career advancer. Thus, when a move is made it is after a great deal of thought about not only the opportunity but also the potential downside. For pensions and more public investors (such as MFOs) this can include reputation risk and at SFOs it’s either one’s family money or the money of one’s employer – either way, a misstep might not be widely known, but it has consequences.
Saad Hassan, Hassan Family Office
Dean Skurka, WonderFi
Kevin Jiang, Virgo Digital Asset Management Inc.
Charlie Morris, CMCC Global
4:30 pm
With the recent passage of the GENIUS Act in the United States, stablecoins are entering a new regulatory era, one that could reshape the global digital asset ecosystem. This session will unpack the implications of the Act for issuers, investors, and regulators both in the U.S. and abroad. Lois will discuss how Canadian and global markets may adapt, whether opportunities for innovation will expand or contract, and how family offices and asset managers can position themselves in light of these changes.
Lois Tullo, The Global Risk Institute
4:45 pm
6:00 pm
Complimentary: Pensions, Endowments, Foundations, Sovereign Wealth Funds, Single Family Offices, Multi Family Offices, Investment Advisors
Register NowComplimentary: Pensions, Endowments, Foundations, Sovereign Wealth Funds, or Single Family Offices
$160: Multi-Family Offices & Investment Advisors (pricing includes CAASA Membership)
Register Now