Family Office Cayman Experience

Overview

CAASA is pleased to invite you to the Family Office Cayman Experience this January, where we will be bringing 24 Single Family Offices to explore life on Cayman in an intimate setting.

This unique 3-day opportunity will provide our delegates an opportunity to form close connections with all those in attendance.

All content is subject to Chatham House Rule.

When

  • January 10, 2023
  • 3:00 pm – 8:00 pm GMT
  • January 11, 2023
  • 8:00 am – 9:00 pm GMT
  • January 12, 2023
  • 8:00 am – 9:00 pm GMT

Sponsorship Opportunities Available

Sponsorship Includes:

CAASA will market all dinners/events hosted by the sponsor to the selected delegate types prior to the event, 1/2 page advertisement in the printed program, opportunity to host a round table discussion

Keynote Speaker

Distinguished Speakers

Thank You to Our Sponsors

Preliminary Agenda

Day 1

  • January 10, 2023
  • 3:00 pm – 8:00 pm

Day 2

  • January 11, 2023
  • 8:00 am – 8:00 pm

Day 3

  • January 12, 2023
  • 8:00 am – 8:00 pm

  • January 10, 2023
  • 3:00 pm – 8:00 pm

Opening Night

3:00 pm

It’s All Relative Discussion (Single Family Office – Relatives Only)

Life as the principal of a family office can be exciting, inspirational, and busy, while at the same time worrisome, stressful, and draining. Family members are invited to join us for an exclusive gathering that precedes the opening reception. This session will be an opportunity to meet with your peers and share questions, concerns, solutions, and insights across the table.

Location: Seabridge Green Terrace

5:00 pm

Welcome Reception (Open to all delegates)

Including round the table introductions from all delegates.

Location: Seabridge Green Terrace

8:00 pm

Post-Dinner Drinks – Hosted by Sponsors

We welcome sponsors to plan and organize drinks for the delegates.

Please email Paul at paul@caasa.ca if you plan to host and we will make sure to notify the delegates in advance to RSVP.

  • January 11, 2023
  • 8:00 am – 8:00 pm

Day 1

8:00 am

Breakfast

Join us for an interactive discussion that offers an economic outlook.

Location: Aurea Green + Terrace

8:15 am

Themed Discussions: Gear up for 2023: The Forecast Panel

We start the conference with a panel on the coming year: what to expect, what to focus on, and areas where investors can find real value in various asset classes and investment strategies.  Our panel has diverse interests and backgrounds which will make for a lively discussion as they put forth their expectations for 2023 and beyond. Bonus points if they can call major macro events like pandemics, upset elections/plebiscites, and armed conflicts over the next few years!

Location: Aurea Central/Aurea Green

Speaker(s):
Brandon K. Laughren,
Laughren Group
Randy Swan, Swan Global Investments
Scott Morrison, Wealhouse
Michael Danov, SBP Management

9:00 am

Themed Discussions: Living in Cayman

Living on Cayman can be an adjustment for many, if not all, who see themselves here. This panel features a full-time and part-time resident and asks the questions that (we hope ) the audience has regarding so many facets of island life. This will prove to be an interactive and dynamic conversation that will likely spill over into social hours over the next couple of days.

Location: Aurea Central/Aurea Green

Speaker(s):
James Burron,
CAASA
Sue Nickason, Dart Family Office
Nick Rodrigues, Inverted Ventures

9:30 am

Themed Discussions: Island Venture: The Cayman Ecosystem

One might not assume that a rock in the middle of the Caribbean could be a source of amazing opportunities for investment as well as domicile (either IP or company head office), but Cayman has developed a thriving environment to support both avenues for start-ups and their investors. Tune in to this panel to get to know this burgeoning area.

Location: Aurea Central/Aurea Green

Speaker(s):
Paul Henry,
Dart
Jennifer McCarthy, TechCayman

10:00 am

Networking and Coffee Break

11:15 am

Themed Discussions: Ducks in a Row: Planning One’s Domicile

The domicile decision can be one of the most daunting questions for families desiring continuity in their home country, yet interested in the advantages of other jurisdictions. This discussion will outline the often-asked questions and some of the answers that families investigating their options have posed.

Location: Aurea Central/Aurea Green

Speaker:
James Burron, 
CAASA
Anthony Partridge,
Ogier

12:00 pm

Luncheon Keynote: A Conversation with Walter Schroeder, founder of DBRS

This fireside chat is a reflection on Mr. Schroeder’s career on Bay Street, founding Dominion Bond Rating Service, and his activities since his liquidation event a few years ago.  Many entrepreneurs are all-in on their ‘baby’ and he is no exception, but he always had ideas of how to serve his community and has done so in recent years especially.  He also has a few interesting hobbies [theatre] that keep him busy.  Mr. Schroeder, having been in the financial field for 50+ years, has some insights about where taxation and policy is headed in Canada – this will be a busy chat and hope you can join us for it!

Location: Aurea Central/Aurea Green

Speaker(s):
Walter Schroeder,
Colonial House Capital Ltd
Nancy Hoi Bertrand, Citi Private Bank

1:00 pm

End of Day 1 Content

1:30 pm

9 holes at the Ritz Carleton (Single Family Offices Only)

Delegates are invited to convene in the hotel lobby of the Kimpton Seafire in preparation for travel to the Ritz Carlton.

1:30 pm – Leave for Ritz Carlton
2:00 pm – First group tees off
5:30 pm – Head back to the hotel

6:30 pm

Evening Drinks (All Delegates)

Location: Aurea Green + Terrace

7:30 pm

Dinners Hosted by Sponsor

We welcome sponsors to plan and organize a dinner for the delegates.

Please email Paul at paul@caasa.ca if you plan to host and we will make sure to notify the delegates in advance to RSVP.

  • January 12, 2023
  • 8:00 am – 8:00 pm

Day 2

8:00 am

Breakfast

Location: Aurea Green + Terrace

8:15 am

Your Portfolio of Private Assets

Private assets have been all the rage for the last 10+ years and the purveyors, intermediaries, and investors of these securities have become more sophisticated and specialized over that period. This panel will brief the audience on the space, where they are seeing value, and where one should focus going forward.

Location: Aurea Central/Aurea Green

Speaker(s):
Joshua Varghese, Axia Real Assets LP
Peter Pappas, BG Wealth Group
Mark Sack, Belco Private Capital and RISE Properties

9:00 am

Round Table Discussions – Hosted by our Sponsors

Location: Aurea Central

10:00 am

Health Break

Location: Aurea Centra/Aurea East Foyer

10:15 am

Themed Discussions: Families and Digital Assets

The term ‘Crypto Winter’ is now known to many – certainly more than the last one in 2018. Veterans of the space have seen it all before, along with the (historically) 20x run-up in crypto (BTC) valuations over subsequent periods. Will this time be different? What should families know about the space before jumping in – and if already in, what to do now? Bring your questions to this panel!

Location: Aurea Central/Aurea Green

Speaker(s):
Richard Ross,
SSFO
Ruairi Hanafin, Firinne Capital
Michael Danov, SBP Management
Craig D’Cruze, Inverted Ventures

11:00 am

Themed Discussions: Real Estate Plays

Real estate has many access points. This panel will speak to going direct, co-investing, and clubbing deals so as to reduce risk, increase information flow, and diversify among markets and assets. Lots of great ideas will come from this panel

Location: Aurea Central/Aurea Green

Speaker(s):
Scott Morrison,
Wealhouse
Oleg Shiller, OZ Capital
Vali Lazarescu, Group RMC

11:30 am

Reflections & Opportunties

We love to get input on what people learned from our conferences and this panel is the perfect way for not only the panelists but also the audience to voice their views on the topics and content of the previous days – and give us ideas for our next conference. Thank you to all who participate!

Location: Aurea Central/Aurea Green

Speaker(s):
Harjit Singh,
Rainshine Global
Thomas Kalafatis, KalNes Capital Partners

12:00 pm

Boat Cruise Lunch

12:00 pm – Delegates are invited to gather in the lobby of the Kimpton Seafire for travel to the Safehaven Marina for a boat cruise

1:00 pm – Lunch

2:00 pm – Stingray Sandbar

3:30 pm – Return to Dock

4:00 pm

Return from lunch & Free Time – Sponsor Excursions

We welcome sponsors to plan and organize excusrions for the delegates at this time.

Please email Paul at paul@caasa.ca if you plan to host and we will make sure to notify the delegates in advance to RSVP.

6:30 pm

All Delegates Dinner

Location: Beach Deck

8:30 pm

End of Conference

CAASA Member – Single Family Office

SOLD OUT

Please contact James at james@caasa.ca to join the waitlist

Non-Members – Single Family Office

SOLD OUT

Please contact James at james@caasa.ca to join the waitlist

Member – Registration

$5,000 USD per delegate

Please contact Paul at paul@caasa.ca

Member – Sponsorship

$15,000 USD includes a single delegate
$3,000 USD per additional delegate

Please contact Paul at paul@caasa.ca