The CAASA Digital Global Asset Exchange (DAGE) brings together speakers and participants from single and multi- family offices, institutional investors, investment dealers, Canadian and global investment management houses, and affiliated service providers.
We are offering several delegate pass options to CAASA Members including a choice of free limited-access or full-access delegates passes for a small fee.
Limited-access passes (view only, no networking) are also available for non-members.
*Limited-access passes allow the attendee to view the webinars and Table Talks but the networking function (1:1 meetings) will not be available.
Founder and CEO
Northland Wealth Management
Global Head of Asset Management and Partner
Galaxy Fund Management
Founder and CEO
Northland Wealth Management
Arthur C. Salzer, is the Founder & CEO of Northland Wealth Management one Canada’s first multi-family offices.
Arthur was farm raised in Southern Ontario before obtaining his Economics Degree from McMaster University at the age of 20. Arthur is a current member of the Think Growth Campaign Committee for the Canadian Chamber of Commerce tax review. In addition, Arthur is an active member of the Family Firm Institute (FFI) and the Family Enterprise Xchange (FEX). For the past three years Arthur has been a judge for the prestigious Family Enterprise of the Year Award (FEYA). Since 2016, Arthur has been known for his unique insights into alternative investing and family offices in his Column – Curve Appeal which appears in each edition of The Financial Post Magazine.
Arthur is frequently interviewed by leading media sources such as Bloomberg, Reuters, NBC, Financial Post, Globe & Mail, Washington Times, Wealth Professional Magazine, CTV and CBC for market analysis and commentary and is a frequent speaker at leading family office and investment conferences across North America.
Wealth Professional Magazine has featured Arthur as the Top Ranked Advisor in Canada along with twice being recognized in its Hot List as one of the Canada’s leading wealth management executives. Arthur has been awarded Portfolio Manager of the Year, Multi-Service Advisor of the Year and is a two-time winner of Advisor of the Year – Alternative Investments. Under Arthur’s leadership, Northland Wealth has been recognized 3X as the Best Multi-Family Office in Canada at the Family Wealth Report Awards, and as the Best Multi-Family Office <$2B at the 2017 Private Asset Manager Awards and the Best Multi-Family Office < $2.5B at the 2019 Family Wealth Report Awards for North America.
A graduate of McMaster University (B.A. Econ.), he also holds the designations of Certified Investment Manager and Chartered Financial Analyst.
Global Head of Asset Management and Partner
Galaxy Fund Management
Steve Kurz is Partner and Head of Asset Management at Galaxy Digital. A member of Galaxy’s founding team, he launched and oversees its industry-leading asset management business. Before joining the firm, he was a Co-Founder of Outer Realm VR, an enterprise focused immersive software company. Previously, he was a Principal and Head of Business Development at River Birch Capital, where he was responsible for raising over $1 billion in assets. Prior to that, he was a Vice President at Fortress Investment Group. He started his career in the Fixed Income Division of Lehman Brothers. He holds a B.A. in Economics from Cornell University.
He also serves as a Term Member of the Council on Foreign Relations.
President and Co-Founder
CAASA
Managing Partner
Penrose Partners
Chief Strategy Officer and Co-Founder
MeetAmi
Chief Executive Officer and Co-Founder
MeetAmi
Founder and CEO
Meraki Global Advisors
Managing Director & Content Strategy
CAIA Association
Chief Executive Officer and Co-Founder
Consilium Crypto
President and CEO
Horizons ETFs
Portfolio Manager
Galaxy Fund Management
Head of Liquid Investment
CoinFund
Chairman and Chief Executive Officer
3iQ Digital Asset Management
Senior Consultant
KPMG
Head of Product and Canadian ETF Services
CIBC Mellon
Director, Sales and Relationship Management
Fidelity Clearing Canada ULC
Senior Manager
KPMG
Head of Technology
Hut 8 Mining
President
Brane Capital
President and Co-Founder
CAASA
James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).
Managing Partner
Penrose Partners
Kerem is an MBA and the Managing Partner of Penrose Partners, a blockchain-focused consulting firm advising startups, enterprises, governments and investors on navigating the blockchain and digital assets space.
Kerem is an advisor to the Canadian Technology Accelerators and to the Premier’s Office of FinTech for the Bermuda Government. He is also a Founding Board Member of the Bermuda Innovation & Technology Association (BITA) and a Founding Partner of the i3 Innovation Incubator in Bermuda.
Previously at PricewaterhouseCoopers and at MLG Blockchain, he has consulted multinational enterprises, governments and educational institutions on understanding and adopting blockchain technology. Bridging his experience in multiple industries, he has foreseen change and advised clients on navigating digital transformation in an age of disruption.
Chief Strategy Officer and Co-Founder
MeetAmi
Sarah is the Chief Strategy Officer and Co-Founder of MeetAmi (“MeetAmi”) Innovations Inc, a Vancouver-based Fintech company that has built AmiPRO™, the first Digital Asset investing platform in Canada. AmiPRO takes wealth management firms from learning to liquidity with the software tools for trade execution and account management, an ecosystem of vendors, and learning to navigate the world of Digital Assets. The soon to launch Digital Asset Shelf™, a curated listing of Digital Asset and tokenized investment opportunities can be accessed through the AmiPRO platform. MeetAmi empowers advisors to confidently invest in Digital Assets while navigating the Digital Asset world.
Sarah provides strategic leadership and vision to MeetAmi’s team, guiding them to the next level of growth as they take the lead in creating the only Digital Asset investing platform in Canada that will eventually be used worldwide. Sarah is driving the strategy of a bold vision, the first of it’s kind while integrating learning, consulting, product and vendor selection into a compliance and workflow engine to meet Canada’s regulatory requirements.
Sarah is a serial entrepreneur, starting six companies, serving on several boards and acting as an advisor for over eight organizations during the past 19 years. She started her first company in 2005, seeing the opportunity for companies to essentially “rent” their IT computer needs rather than spend large amounts of capital to run their own. This concept eventually became known as Cloud Computing and today is ubiquitous.
Prior to MeetAmi, Sarah was the Chief Strategy Officer for PowerBD Solutions, a Vancouver-based private company, supplying green, renewable power to next generation compute intensive technologies such as blockchain, crypto mining, AI, VR/AR and rendering.
Sarah is a mentor and constant inspiration to many. Her ability to think generationally and keep her cool meeting challenging deadlines keeps MeetAmi’s team focused and confidently driving forward.
Sarah is continuing to oversee the launch of the AmiPRO Digital Asset investing platform during the COVID-19 pandemic. It’s an ambitious project in which she is thriving, having worked with her co-founder to build a stellar team with the capabilities, experience and ambition to execute on this vision.
Contact Sarah at sarah@meetami.ca .
Chief Executive Officer and Co-Founder
MeetAmi
Hashim is the Chief Executive Officer and Co-Founder of MeetAmi (“MeetAmi”) Innovations Inc., a Vancouver-based Fintech company that has built AmiPRO™, the first Digital Asset investing platform in Canada. AmiPRO takes wealth management firms from learning to liquidity with the software tools for trade execution and account management, an ecosystem of vendors, and learning to navigate the world of Digital Assets. The soon to launch Digital Asset Shelf™, a curated listing of Digital Asset and tokenized investment opportunities can be accessed through the AmiPRO platform. MeetAmi empowers advisors to confidently invest in Digital Assets while navigating the Digital Asset world.
Hashim is a bold visionary who is leading the expert team at MeetAmi to launch the first-ever Digital Asset investing platform in Canada, for wealth management advisors and firms. His authentic, strong leadership enables him to build a culture within organizations that lays a foundation for success. With AmiPRO, he is creating a platform of education, portfolio design tools, trade execution, and a reporting and compliance workflow engine that empowers advisors to invest in Digital Assets while meeting the regulatory requirements for proficiency, disclosure, suitability, and risk.
Throughout his career, Hashim has always had a passion for driving the adoption of new technologies and building effective teams to commercialize innovations. He knows how to restructure organizations for growth opportunities. In 2017 he led the turn-around of a premier Canadian provider of voice, data and media services which received the TSX Venture Top 50 Award as one of the strongest companies on the TSX Venture Exchange. Prior to that, he consolidated corporate learning organizations and created one of the largest education companies in the United Kingdom.
In 2017, Hashim started his journey into the world of Blockchain and Bitcoin learning about Cryptocurrencies, mining operations, liquidity pools, exchanges, custodial providers, investment challenges as well as understanding the regulatory landscape. In 2019, he established MeetAmi with his co-founder, Sarah Morton, to create a technology platform which gives advisors and firms the necessary education and tools to meet their clients’ growing demand for Digital Assets.
Hashim’s vision for the AmiPRO platform is to enable advisors to transact in Digital Assets on behalf of their clients, with a simple to use interface that provides tools and resources to comfortably navigate the world of Digital Assets. Investor demographics are changing and AmiPRO is poised to help firms meet the changing needs and interests of their clients. The AmiPRO interface, combined with how content is provided, will set new standards in Fintech and Regtech and helps to de-risk the process for investing in Digital Assets.
He holds a Bachelor of Applied Sciences in Mechanical Engineering from the University of British Columbia.
Founder and CEO
Meraki Global Advisors
As the Founder & CEO of Meraki Global Advisors, Benjamin Arnold is responsible for running all facets of the business. The concept of Meraki Global Advisors was a direct result of Ben’s rebellious determination to deliver conflict-free outsourced trading services to asset managers with an overriding objective of excellence.
Mr. Arnold has over 15 years of experience in the hedge fund and financial services industry spanning across the globe. Previously, he spent three years at Fillmore Advisors (acquired by INTL FCStone) where he was instrumental in growing the outsourced trading desk. Prior to his move back to the United States, Ben was an Executive Director on the Equity and Equity Derivatives Sales-Trading desk at Goldman Sachs in Hong Kong and Mumbai, India. Before joining Goldman Sachs, Ben was a Vice-President on the Equity and Equity Derivatives Sales-Trading desk at BNP Paribas in Mumbai.
Ben began his career as a hedge fund trader with roles at Intrepid Capital Management and Asian Century Quest Capital in New York. He graduated from American University’s Kogod School of Business with a Bachelor of Science Degree in Finance.
Managing Director & Content Strategy
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 of Content Strategy for the CAIA Association. During his most recent role 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. Prior experience includes 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.
He contributes regularly 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 Alternatives 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.
Chief Executive Officer and Co-Founder
Consilium Crypto
Austin is the CEO and co-founder of Consilium Crypto (https://consiliumcrypto.ai/), a big data company developing institutional grade investment analytics and liquidity access tools for the digital asset markets, helping funds find alpha and place large orders efficiently in times of thin liquidity. With a background in software development and machine learning, Austin brings a skillset balanced between technology and business. He previously worked with a distributed team based in L.A./San Francisco to build predictive models for crime hotspotting in major US cities, before shifting to the world of Finance to build machine learning trading systems for currency markets.
President and CEO
Horizons ETFs
Steve Hawkins is the President and Chief Executive Officer of Horizons ETFs (a member of the Mirae Asset Global Investments Group), where he is responsible for the day-to-day business and affairs of the firm. With more than 30 years of experience in the investment industry, Mr. Hawkins has been with Horizons ETFs for more than 13 years including as its CIO, prior to becoming CEO in 2015. Mr. Hawkins is partly responsible for the proliferation of ETFs in Canada, bringing many first-of-their-kind ETFs to market. He spearheaded the launch of the first family of actively managed ETFs in Canada, the world’s first marijuana ETF and more recently, the world’s first psychedelics ETF. As an innovative ETF and capital markets thought leader, he is frequently quoted in the news media, appears regularly on business television and is a globally sought-after speaker for his expertise on his three favourite topics: ETFs, derivatives and cannabis. He was recognized as CEO of the Year at the 2018 Wealth Professional Awards and is the past Chair of the Canadian ETF Association. Mr. Hawkins studied mathematics and philosophy at the University of Toronto and holds a Derivative Market Specialist (DMS) designation.
Portfolio Manager
Galaxy Fund Management
Paul Cappelli is a Portfolio Manager at Galaxy Digital Asset Management. Prior to joining the firm, he was a Director of Fixed Income at State Street Global Advisors. Previously, he was a Director in High Yield at Oppenheimer. Paul has also held positions in Fixed Income Sales and Trading at Citigroup and Foreign Exchange at HSBC. He holds a B.A. in Political Science from the University of Notre Dame.
Head of Liquid Investment
CoinFund
Seth is Head of Liquid Investments, Managing Partner, and a key member of the Venture Investment Committee. He has twenty years of Wall Street experience, and has been deeply involved in the crypto community since his angel investment in Coinbase in 2012. He is also an angel in Chainalysis, participated in the Ethereum ICO in 2014, and loves traveling globally to developer events as a way to keep a finger on the pulse of the market. His angel portfolio also includes Instacart and DoorDash, and many earlier stage, high growth startups.
Prior to CoinFund, Seth invested in public growth equities over 18 years at Jennison Associates. He holds a BA in Mathematics and South Asia Studies from the University of Pennsylvania, where he is an Overseer at the School of Nursing and Co-Chair of the Innovation Committee, and serves on the International Advisory Board of the Center for the Advanced Study of India at the School of Arts and Sciences.
Chairman and Chief Executive Officer
3iQ Digital Asset Management
Frederick Pye, Chairman and CEO: Fred kick-started his career as a precious metal and foreign exchange trader at Guardian Trust. In 1986, they were the first to list gold, silver, and platinum certificates on the Montreal Stock Exchange. Fred later joined Fidelity Investments, where he was part of a team that saw its assets rise from 85 million to over 7.5 billion. Through the launch of creative and exotic investment products, Fred started his own firm, which worked diligently with Canadian regulatory bodies to establish the first mutual fund in Canada that was allowed to take short positions. Finally, as founder and CEO of 3iQ, he and his team worked cooperatively with the Ontario Securities Commission for the last 4 and a half years to launch the first regulated Bitcoin fund in North America. In a landmark victory, 3iQ was given the green light by the regulator to file a prospectus and apply to list “The Bitcoin Fund” on a Canadian stock exchange. 3iQ is now Canada’s largest digital asset investment fund manager with more than C$3.5 billion in assets under management.
Mr. Pye obtained a master’s in business administration from Concordia University and is a member of the Board of the Anglican Funds and the West Island Youth Residence.
Senior Consultant
KPMG
Mitchell is a Senior Consultant in KPMG’s Technology Risk Consulting practice, working primarily on its cryptoasset and enterprise blockchain initiatives. At KMPG, Mitchell helps lead educational workshops, vendor assessments of cryptoasset service providers, and its cryptoasset marketing strategies. Prior to joining the firm, Mitchell worked for 2.5 years as an Economist at the Bank of Canada. During this period, he conducted research on traditional payment methods, including cash and credit cards, as well as frontier technologies, like Bitcoin, stablecoins and central bank digital currency. In his personal time, Mitchell researches and invests actively in the cryptoasset space. He has published original research with Deribit Insights and given a podcast with On the Brink.
Director, Sales and Relationship Management
Fidelity Clearing Canada ULC
Joining FCC in 2018, Giles brings more than 20 years of experience in financial technology and operations across both the buy and sell sides of the industry. He began his career in the retail operations of a major Canadian bank-owned firm which provided him with a deep level of understanding of FCC’s clients’ needs and how best to service them. Prior to joining FCC, Giles was based in Toronto, London, and New York working for some of the industry’s most respected technology providers in sales leadership roles. He has a proven track record working with both small and large clients to deliver enterprise projects which enable clients to focus on their core differentiators and enjoy reduced risks and costs. He successfully completed the Canadian Securities Course and the Conduct and Practices Handbook courses with the Canadian Securities Institute.
Senior Manager
KPMG
Kunal is a Senior Manager with KPMG’s Risk Consulting practice with a focus on governance, risk and compliance for emerging technologies, specifically Blockchain, Distributed Ledger Technology (DLT) and Artificial Intelligence (AI). Kunal possesses over 8 years of experience in the IT and business process, risk and control based services to clients in Financial Services (FS), Asset Management, Power & Utilities, Mining & Metals, Telecom, and Software Provider industries. He has led various IT risk and maturity assessments, SOX-404 audits, internal audits, third-party attestations and emerging technology design reviews, including blockchain and DLT. Kunal has also been actively engaged in conversations regarding the technology and functional risks in cryptoasset space and the regulatory framework in Canada to enable innovation by adequate management of these risks in crypto exchanges, brokerages, and custody providers. He has also supported these clients to establish, test and monitor the internal controls to safeguard entities’ and consumer’s assets. He is currently a member of the Standards Council of Canada committee for blockchain and distributed ledger standards (ISO/TC – 307).
Kunal continues to educate himself with the tools and skillsets required to enable secure adoption of blockchain and crypto. He is a Certified Bitcoin Professional (CBP), a Certified Cryptocurrency Investigator (CCI), an active member of the ISACA community and is proficient with CryptoCurrency Security Standard (CCSS), COSO, COBIT and ITIL standards.
Head of Technology
Hut 8 Mining
Jason is an experienced technologist and strategist. He joins Hut 8 after building his own consulting company specializing in the operation of cryptocurrency mining facilities as well as providing blockchain infrastructure services. Jason has worked closely with numerous leading hardware providers, as well as preeminent organizations, analysts, and investors in the space. Prior to starting his own company, Jason was a founding member of a blockchain startup in Toronto, leading the initial product management, as well as the crypto mining community. Jason has a Bachelor in Computer Information Systems from Mount Royal University (Calgary, AB) and an MBA from Saint Mary’s University (Halifax, NS).
President
Brane Capital
Jerome is a former Chief Executive Officer of Bank of New York Mellon Canada, part of the world’s largest custodian, and former Global Market Head for Royal Bank of Canada’s International Wealth Management, Corporate, and Institutional businesses, where he oversaw RBC’s rapid global expansion across Europe, Latin America, and the Caribbean.
During the 2008-2009 global financial crisis, Jerome was part of an industry task force enlisted by the Government of Canada to develop financial services sector reforms. As an industry advisor to then-Minister of Finance Jim Flaherty, he co-led a Canadian delegation to Wall Street and worked with banking leaders and regulators on preventative measures to stabilize and instil public confidence in the Canadian financial sector. Throughout the crisis, Jerome also advised Canadian federal and provincial governments on public-private partnerships, economic stimulus, mortgage markets, and securitizations. He led the restructuring of the $32-billion asset-backed commercial paper class of securities, the largest of its kind in Canada, and played key roles in overseeing over $50 billion in public-private partnership stimulus funds, the $2-billion GM Canada bailout restructuring, and the $12-billion automotive sector stimulus program.
An experienced executive and entrepreneur, Jerome has a record of selecting high-potential markets, starting and acquiring businesses, and driving companies to sector leadership. He has completed strategic investments and exit transactions with global institutions including Barclays Bank, HSBC, RBC, CIBC, Quebecor, Sun Media, the Allegis Group, IBM, and Cox Enterprises. Jerome serves as special advisor Framework Venture Partners, one of Canada’s leading fintech venture investors and has also advised the Portland Private Equity Fund and the Michael Lee-Chin family office.
Jerome received an MBA from York University’s Schulich School of Business and holds Chartered Financial Analyst (CFA) and Chartered Public Accountant (CA-CPA) designations. In 2020, he was recognized by the Canadian Lenders Association as one of the top 25 Lending Executives in Canada. Mr. Dwight also received the Award of Distinction conferred by the Institute of Chartered Accountants (Canada) and is a recipient of Canada’s Top 40 under 40.
9:40 am
A great refresher for those who have come to one of our conferences and an excellent introduction to our easy to use (according to reviews that we’ve heard!) online viewing, messaging, and meeting platform. We recommend that everyone see this as we will not be able to field one-on-one questions very easily on the day. Followed by:
Fundamentals & History at 10:00 am ET
What is Bitcoin/cryptocurrency/crypto-assets? Even the question get complicated! This session will explain the history and underpinnings of blockchain and distributed ledger technology (DLT), and crypto-assets such as cryptocurrencies & smart contracts.
Arthur Salzer, Northland Wealth Management
Kerem Kolcuoglu, Penrose Partners
11:00 am
For most, their introduction to crypto (and even blockchain) is typically Bitcoin and some speaking on it have some pretty biased and sometimes elementary notions of why people should invest in it (e.g., it’s going up). This talk will introduce the impetus for Bitcoin (aka BTC) and its expected use case going forward. It will also speak on Ethereum (aka Ether aka gas aka ETH) and its similarities and differences to BTC in such areas as scarcity, creation (PoW vs PoS…soon), and its actual use (hint: it’s not a currency).
Fred Pye, 3iQ Digital Asset Management
Jason Zaluski, Hut 8 Mining
12:00 pm
Some see stablecoins and Central Bank Digital Currencies (CBDCs) as threats to other crypto-assets like BTC and ETH while others see them as a logical on-ramp to put all transactions on blockchains at some point. This discussion explains the traditional payments process, how blockchain technology can be used in these instances, what stablecoins & CBDCs are, and how all of this fits into the larger picture of blockchain integration.
Kerem Kolcuoglu, Penrose Partners
Mitchell Nicholson, KPMG
1:00 pm
Continuing in the subject of transactions, this session will tackle the subject of trading, execution, and custody of both traditional securities/financial instruments as well as crypto-assets and how these old and new assets can co-exist on wealth management and investment management platforms.
Ronald C. Landry, CIBC Mellon
Sarah Morton, Meetami
Benjamin R. Arnold, Meraki Global Advisors
2:00 pm
Once everything is ‘on chain’, investors and users of crypto-assets have some basic Maslow’s Hierarchy needs to be fulfilled: that of safety of their assets and information, as well as ensuring that each transaction is performed in accordance with regulatory requirements and industry norms. This chat will focus on these most basic needs as a way to round out the larger adoption conversation.
Jerome Dwight, Brane Capital
Kerem Kolcuoglu, Penrose Partners
3:15 pm
There is more to crypto-assets than BTC and ETH and this session will discuss how other coins, tokens, and blockchain applications are used, how they are created, and where this large area of investment and innovation is evolving to provide unique use cases and benefits to the industry at large.
Keith Black, CAIA Association
Austin Hubbell, Consilium Crypto
4:00 pm
8:00 am
6 x 20-minute 1:1 meetings
9:40 am
Paul Koonar, CAASA
9:50 am
This NowTalk features Dr. Randy Cohen, noted speaker on many subjects and senior lecturer at Harvard Business School. In this session, Dr. Cohen will reflect on the many papers he has read and talks he has given on crypto-currency/assets and provide contemporaneous context for today’s valuation justification as well as thoughts as to where these new assets are headed.
Randolph B. Cohen, Harvard Business School
James Burron, CAASA
10:30 am
Getting access to crypto-assets is not as straightforward as some might like, so this group of panelists devised a better mousetrap and created mutual funds, ETFs, and private or exchange-listed closed-end funds to allow investors in Canada and around the world to gain exposure to this asset class in a regulated, more traditional manner. This allows one to invest registered (e.g., RRSP, TFSA) and other monies into these new and growingly popular investments.
Keith Black, CAIA Association
Fred Pye, 3iQ Digital Asset Management
Steve Hawkins, Horizons ETFs
Paul Cappelli, Galaxy Digital Asset Management
11:30 am
11:45 am
Galaxy Digital is one of the early adaptors to the opportunity of cryptoassets such as Bitcoin, and Ethereum and other alt-coins. The creation of funds to invest in these new assets via funds is a great start and now the promise of DeFi (Decentralized Finance) as well as its potential pitfalls give a growing number of opportunities and challenges to those active in the space. This fireside is your chance to hear from a leader in the space, Steve Kurz with Galaxy Digital Asset Management, who is joined by another booster of the asset class, Arthur Salzer at Northland Wealth Management, and get to know this dynamic asset class and the spots of advantage for investors and operators looking for the next big thing.
Arthur Salzer, Northland Wealth Management
Steve Kurz, Galaxy Digital Asset Management
12:45 pm
1:00 pm
Determining the appetite for crypto-assets by both investors and financial services participants is an important part of knowing (i) the size/breadth/depth of the industry, (ii) what these groups are doing presently, and (iii) where they see themselves in terms of adoption in the next while. Join us for this NowTalk that reviews our nationwide survey results as well as commentary as to where the industry is likely headed.
Kunal Bhasin, KPMG
James Burron, CAASA
1:30 pm
Some believe “not your keys, not your coins”; others would like to get crypto-assets on their brokerage statements; whatever the motivation, choosing to get direct access/possession of these instruments can seem daunting to the uninitiated. This panel is specifically designed to get the audience up to speed on the process of tradings, execution, and custody (as well as pricing) crypto-assets via exchanges and other mediums. Even if you’re not going to get this technical, it’s a super way to understand the plumbing behind the scenes!
Benjamin R. Arnold, Meraki Global Advisors
Hashim Mitha, MeetAmi
Kerem Kolcuoglu, Penrose Partners
Giles Anderson, Fidelity Clearing Canada ULC
2:15 pm
2:30 pm
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.
Choose from 3 x 20-minute round table discussions
3:30 pm
4:00 pm
6 x 20-minute 1:1 meetings
6:00 pm
Join our in-house Mixologist on Day 2 as he leads a hands-on exploration of curated “crypto” cocktails from the comfort of your home. Registration includes all the goods needed to make three cocktails from home with shipping included.
8:00 pm
CAASA invites all attendees to join their fellow delegates along with our in-house Mixologist who will lead a hands-on exploration of classic cocktails from the comfort of your home.
Shake, stir, and sip as you learn the basic skills of bartending. While imbibing, your host will fill you in on the unique story of each drink and its historical relevance.
Registration includes all the goods needed to make three cocktails from home with shipping included.
Just remember to add the cocktail option to your ticket when registering for the Exchange.
Asset Managers, Service Providers, & Consultants
With Networking
$300 CAD + HST
Event Registration Closed
Asset Managers, Service Providers, & Consultants
View Only (No Networking)
Complimentary
Event Registration Closed
Single Family Office, Multi-Family Office, Institutional Investors, Foundations, & Endowments
With Networking
Complimentary
Event Registration Closed
Asset Managers, Service Providers, & Consultants
View Only (No Networking)
$55
Event Registration Closed