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
Walter Schroeder
Founder DBRS
Chairman Colonial House Capital Ltd
Walter Schroeder
Founder DBRS
Chairman Colonial House Capital Ltd
Walter Schroeder’s parents were immigrants from the Ukraine, where they lived in a German enclave while keeping their culture and heritage alive for more than a hundred years. During the Russian Revolution, both sides of his family escaped persecution by immigrating to Canada. They had survived the Communist revolution but lost all their wealth. When Walter was born in December 1941 in Winnipeg, Manitoba, his father was working as a caretaker of a private college and his mother cleaned houses for the rich people of Winnipeg.
“Those difficult times definitely had an effect on my father,” says Walter. ‘He was frugal and sought stability above risk. But he was smart and a very skilled tradesman. He could do anything from plumbing to carpentry. He was proud of our house, and he kept it in good condition. We were poor, but we did not know we were poor because we had plenty of relatives around us.’
Both of Walter’s parents came from large families. Their native language was German, and Walter grew up with dozens of cousins, who all spoke German. ‘I didn’t learn English until I was in the first grade,’ he says. ‘But education was very important in my family. I knew that would be my way out of poverty. I can remember hearing once that when a son walks in his father’s footsteps, that means he is like his father. I loved my father, but I wanted much more than what he could give us. One day, I was walking behind him in the snow, and I purposefully made my footsteps fall away from his because I was determined my life would be different and did not want to follow in his footsteps.’
Walter’s maternal relatives were largely entrepreneurs in their day. They became businessmen when they grew up in Canada, becoming small-time entrepreneurs. By the time he was in the eighth grade, getting a university education was Walter’s number-1 goal. He became interested in the stock market and taught himself the principles of portfolio management. ‘I told myself,’ he says, ‘that I wanted to become the best equity analyst in North America.’
Walter obtained a bachelor of commerce degree with honors from the University of Manitoba, and then achieved his MBA from McMaster University. He worked evenings until he was licensed as a certified public accountant (CPA) as well as a chartered financial analyst (CFA).
Distinguished Speakers
Jennifer McCarthy
Business Development Manager
TechCayman
Paul Henry
Venture Principal
Dart
Brandon K. Laughren
Co-Founder and CIO
Laughren Group
Nick Rodrigues
Founder and CEO
Inverted Ventures
Sue Nickason
Vice President Marketing and Sales
Dart Family Office
Anthony Partridge
Partner
Ogier
Nancy Hoi Bertrand
Private Banker
Citi Private Bank
Josh Varghese
Partner
Axia Real Assets
Peter Pappas
Chief Operating Officer
BG Wealth Group
Travis Forman
Director of Private Investment Strategy and Portfolio Manager
Harbourfront Wealth Management
Randy Swan
Founder, President and Lead Portfolio Manager
Swan Global Investments
Mark Sack
Dealing Representative and Executive Vice-President & Head of Global Sales
Belco Private Capital and RISE Properties
Craig D’Cruze
Founder
Inverted Ventures
Michael Danov
President & Chief Investment Officer
SBP Management
Richard Ross
SSFO
Ruairi Hanafin
Chief Investment Officer
Firinne Capital
Oleg Shiller
Co Founder and CEO
OZ Capital
Vali Lazarescu
Vice President – Private Partnership Group
Group RMC
Thomas Kalafatis
Managing Partner
KalNes Capital Partners
Harjit Singh
Managing Director
Rainshine Global
Scott Morrison
Chief Investment Officer
Wealhouse Capital Management
Joshua Varghese
Co-founder and Partner
Axia
Jennifer McCarthy
Business Development Manager
TechCayman
Jennifer is the Business Development Manager for TechCayman, a technology innovation enabler which provides new and current overseas businesses an accelerated path to establishing themselves within the Cayman Islands. Jennifer has been with TechCayman since its inception, with a keen focus on building the concierge relocation and sales teams.
Jennifer completed her education at the British Columbia Institute of Technology in the Broadcast Journalism Honours Program and came to the Cayman Islands on what was meant to 6-month hiatus. Twenty+ years and three beautiful sons later, she is still here enjoying the opportunities and exceptional quality of life offered here.
Prior to TechCayman, Jennifer was recruited to create a VIP concierge pathway for the Health City Cayman Islands project. The same development team created TechCayman, and the opportunity to build a white-gloved customer focused program in the tech space was an ideal next step.
Jennifer is a Cayman Islands Notary Public, a GirlForce 100 mentor for the 100 Women in Finance, is active in several service groups and manages the pediatric non-profit organization, Have a Heart Cayman Islands.
Brandon K. Laughren
Co-Founder and CIO
Laughren Group
Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office with investments private equity, private debt, venture capital and real estate. In addition, he serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm. Mr. Laughren has acted as a transaction advisor and an investor for 30+ years. He has been involved in M&A transactions totalling more than $50 billion in value and debt and equity raises in excess of $10 billion.
Nick Rodrigues
Founder and CEO
Inverted Ventures
Nick Rodrigues is the Founder & CEO of Inverted Ventures, a single family office with a passion for financing revolutionary trends that lead to exponential positive change in the human experience. Upon realizing investing was his ultimate passion, Nick founded Inverted Ventures to realize the thesis that it was impossible to outperform the average investor without looking into wildly different asset classes. Nick is leading both the public crypto as well as the early stage venture capital portfolios with the goal of achieving consistent parabolic growth.
Anthony Partridge
Partner
Ogier
Anthony specialises in all aspects of non-contentious and semi-contentious private trust and estate matters, wealth structuring for high-net-worth individuals, family offices and institutional trustees together with all related regulatory work and cross-border succession matters. He has particular expertise in the use of Cayman foundation companies and obtaining grants of probate, letters of administration or resealing foreign grants in the Grand Court of the Cayman Islands.
Nancy Hoi Bertrand
Private Banker
Citi Private Bank
Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. She advises ultra high net-worth families, foundations and single family offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Previously, Nancy practiced U.S. securities law at the global law firm, Shearman & Sterling LLP specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario. She is a Past President of the Toronto CFA Society and the former Chair of the Governance and Nominations Committee. She was a member of the CFA Institute’s Capital Markets Policy Committee and a member of CFA Institute’s Global Corporate Governance Task Force. She received her Chartered Financial Analyst designation in 2002.
Nancy sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle. Nancy graduated with an Honours in Business Administration (Dean’s List) from the Richard Ivey School of Business of the University of Western Ontario and a Bachelor of Laws (great distinction) from McGill University. She has been called to the Bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario.
She speaks Mandarin, Cantonese and French. She is married and raising a teenage daughter.
Josh Varghese
Partner
Axia Real Assets
Axia Real Assets is an asset manager focused on global real estate and infrastructure and is backed by CI Financial, one of Canada’s largest investment management firms.
Joshua Varghese is a co-founder and Partner at Axia. Joshua brings deep global expertise in the real estate sector, having managed approximately $5 billion in global REITs including Canada’s largest REIT fund during his 15-year tenure at CI. His accolades as a portfolio manager include Lipper Fund Awards, Fundata Awards and the Brendan Woods award for Top Gun Investment Minds from 2018 to 2021. His experience spans across most real estate subsectors and global geographies and he has been heavily involved in corporate structuring activities such as M&A, IPOs and privatizations. Joshua invests with a lens on the future, incorporating global technological and societal shifts into evaluating real estate investment decisions.
Peter Pappas
Chief Operating Officer
BG Wealth Group
Peter brings over 25 years of experience in financial and corporate management, mergers and acquisitions and capital markets to his role with BG Wealth Group, as well as an in-depth knowledge of institutional and retail asset management including operations, prime brokerage, and risk management. Peter’s experience extends to the management of institutional and retail US Equity and Real Estate Investment Trusts including the Real Estate Special Situations funds in Asia, Europe and North America, one of the first and largest real estate private equity partnership funds.
Travis Forman
Director of Private Investment Strategy and Portfolio Manager
Harbourfront Wealth Management
Travis Forman is the Director of Private Investment Strategy and Portfolio Manager at Harbourfront Wealth Management. He is also the practice owner of Strategic Private Wealth Counsel, which has been named one of the fastest growing wealth management practices in terms of AUM % growth for two years running. Forman holds 25 years of wealth management experience and holds in-depth expertise in the area of alternative investments. He has been instrumental in the development of a collection of private investment pools that span private debt, private real estate, and private equity.
In less than five years and over the course of the pandemic, Forman has led the growth of Willoughby Asset Management’s private pools to over $1 billion in AUM.
His mission is to make a difference in the lives of Canadians. He is dedicated to the growth of portfolios owned by retirees, entrepreneurs, and working professionals.
Forman’s recent accolades within wealth and finance include:
- Wealth Professional Awards: Strategic Private Wealth Counsel named Canada’s Top Advisory Team (Under 10 Staff) in 2022
- Alternative Investments by Wealth Professional Canada Magazine: 2019-2022’s Advisor of the Year Nominee
- Canada Magazine: Forman listed in Canada’s Top 50 Advisors.
Randy Swan
Founder, President and Lead Portfolio Manager
Swan Global Investments
Randy Swan is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (DRS).
In 1997, recognizing the limitations of Modern Portfolio Theory and the difficulty of market timing and picking stocks, Randy developed the Swan Defined Risk Strategy to help investors redefine the risk/return dynamic of long-term investing, seeking to achieve capital appreciation while seeking protection from large losses.
As Lead Portfolio Manager of Swan and the DRS, Randy oversees and manages the strategy across numerous product portfolios and asset classes such as large cap stocks, emerging market stocks, foreign developed stocks, small cap stocks, long-term bonds, gold, and more. Across each product/portfolio, the DRS strategy seeks to define the risk, reduce volatility, limit large losses and match or exceed the long-term performance of the stock market over an entire investment cycle (peak to trough). This is all from the perspective of helping investors to achieve a more consistent and smoother longer-term investment experience.
Before founding Swan, Randy was a senior manager for KPMG’s Financial Services Group, primarily working with risk management and insurance providers as a tax consultant. His experience at KPMG helped him in designing the Defined Risk Strategy, as he was able to see firsthand how insurance and risk managers diminished risk.
Mark Sack
Dealing Representative and Executive Vice-President & Head of Global Sales
Belco Private Capital and RISE Properties
Mark Sack joined RISE in January 2022 with over 20 years of industry experience, and leads Global Sales & Marketing for RISE, and Investor Relations, Sales, and Client Service in Canada. In this role Mark oversees sales, marketing and Investor Relations to retail and institutional channels. Prior to joining RISE, Mark was Head of Canadian Institutional Sales for Mackenzie Investments (2017 – 2022) where he doubled Canadian Institutional assets under management across traditional and alternative investment strategies. Prior to joining Mackenzie, Mark was a sales leader at JPMorgan Asset Management for Canada (2014 – 2017) working with clients across Canada in all alternative asset classes including real estate and infrastructure. Before joining JPMorgan, Mark was employed at some of the world’s largest global traditional and alternative asset managers, including Fidelity Investments and State Street Global Advisors. Before joining the investment business, Mark was an Advancement professional for endowments and foundations in healthcare and education for 15 years, including Associate Campaign Director for the largest campaign in the history of the University of Toronto. Mark graduated in Science with an Honours BSc from the University of Toronto (1984) and worked in post-graduate medical research before business and investments programs at the Harvard and Wharton business schools. Mark is a graduate of the Wharton Investment Institute (2002) and has earned the Chartered Investment Manager Designation (CIM) in 2014. Mark has completed the Exempt Market Dealer certification (2013). Mark was named a Fellow of the Canadian Securities Institute in 2022.
Craig D’Cruze
Founder
Inverted Ventures
Craig D’Cruze is a multifaceted entrepreneur with a passion for investing. In his 25+ years in equities markets, Craig has developed his outlook that emerging technologies will alleviate the largest hurdles facing the human race.
Prior to joining Inverted Ventures Craig lead teams of between 22 and 70 people as an award-winning Executive Chef for companies like Marriott Hotels International, Delta Hotels, and The University of Calgary. Cost control, budgeting, creativity but most importantly team building, mentoring and growth.
Craig has always been fascinated with numbers, finance, P&L, and cost effectiveness. His attention to detail gives him the ability to read between the lines when analyzing innovative investment ideas.
These factors have led Craig to take on the role of Chief Operating Officer for Inverted Ventures and is responsible for leading the research team on early-stage venture capital investments and cryptocurrency portfolio development.
Michael Danov
President & Chief Investment Officer
SBP Management
Michael Danov is president and CIO of SBP Management, a family office specializing in direct and alternative investments. With more than a decade of investment and financial analysis experience, Michael specializes in executing investments focused on public equity opportunities in the alternative, healthcare, metals & mining, cryptocurrency, oil & gas, luxury consumer goods, and technology. He is responsible for advising the operational business on financial matters, growth strategy, and M&A opportunities.
Michael received his BSc in Finance from the College of Staten Island CUNY. Before his presidency at SBP Management, Michael was a senior vice president at the New York City-based Kingston Advisors. He was responsible for increasing several public companies’ visibility with the investor community, strategic consulting, and M&A.
He utilizes his experience as president, CIO, and senior advisor to bring strategic and growth-oriented value to his current portfolio companies. Michael is also a Venture Partner for CerraCapVentures and a Board Member of Bidease. Previously Senior Advisor at Premium Choice, Halcyon Global Opportunities, Asset Management. He has strong relationships with hedge funds, mutual funds, operators, pension funds, family offices, analysts, and bankers, giving him unique access to high-quality deal flow.
Michael provides mentorship to people with career advice, enjoys traveling and visiting new cities, likes to run, and was previously part of the NY marathon in 2017. Currently a member at Edmond J. Safra Synagogue in NY.
Richard Ross
SSFO
Richard A. Ross recently worked with several family offices in NYC and Dubai, for which he has developed innovative factor analytics technology and cryptocurrency portfolio models.
Rick has consulted to Bridgewater Associates, Six Telekurs, Gartner, and State Street.
Rick has served as the Governor’s representative on CT Investment Advisory Committee, which oversees CT’s $40Bn public pension fund.
Rick was recently a mentor at SOSV/DLabs blockchain incubator and at MIT DeltaV technology incubator in NYC.
He started his career as the second engineer on Lotus 1-2-3. Rick has degrees in Computer Science from MIT in Cambridge, MA, and participated in MIT’s Technology and Policy Program; as well, he received a Certificat de Cuisine from Cordon Bleu in Paris.
Ruairi Hanafin
Chief Investment Officer
Firinne Capital
Ruairi Hanafin is the Chief Investment Officer at Firinne Capital. He is an entrepreneur, investor, and early proponent of blockchain technology. He also co-founded Canadian agricultural technology startup Grain Discovery. He has held positions in research and portfolio engineering in the quantitative portfolio management teams at CPP Investments, where he also founded the blockchain research group, and at the Vancouver derivatives analytics company FINCAD.
He holds a Ph.D. in Theoretical Physics from Trinity College, University of Dublin.
Oleg Shiller
Co Founder and CEO
OZ Capital
Oleg Shiller is the Co Founder and CEO of OZ Capital, OZ Capital MIC, and OZ Funding Corporation. A fellow of the Canadian Securities Institute and equipped with over 2 decades of experience in the financial services industry Oleg is accustomed to dealing with high-net-worth families and individuals. As of 2022, Oleg, along with his business partner are responsible for raising and managing over $100 million dollars in private mortgage financing for accredited investors. Oleg has established himself as a force and an industry leader, respected by the broker community and investors alike. Oleg intends to continue to grow his brand and make a positive impact on the industry for decades to come.
Vali Lazarescu
Vice President – Private Partnership Group
Group RMC
Vali is a Vice President at Group RMC. His focus is on developing relationships with Family Offices, Wealth Advisors and Institutions. Vali has over 10 years of experience working in the Financial Sector. Previously, Vali served as Vice President in charge of institutional real estate at Centurion Asset Management where he was responsible for capital raising for Canada’s largest Private Apartment REIT.
Prior to Centurion, Vali was in charge of Institutional Sales at Ninepoint Partners/Sprott Asset Management in Toronto covering Canadian, U.S., and offshore investors from 2015 to 2019. He also had roles at Sun Life Global Investments and as an Associate at BNP Paribas in New York and Montreal, where he worked on the fixed income and structured products desks and distributed over U.S. $150 billion in deal flow across several alternative fixed income credit, commodities and currency strategies.
Thomas Kalafatis
Managing Partner
KalNes Capital Partners
Past Managing Partner, Independent Trading Group (ITG) Inc.;
Past Managing Director & Head, Global Equity Execution & Prime Services Group, CIBC World Markets Inc.,
Past Vice-President, Toronto Stock Exchange
Harjit Singh
Managing Director
Rainshine Global
Harjit has been working on Wall Street for 15+ years. The last 10 years are helping wealthy families in launching new opportunities or acquiring companies to complement their existing portfolio.
Recently, Harjit joined Rainshine Global as Head of Corporate Partnerships. Rainshine is creating the ‘Shopify’ of entertainment content on a platform called RainBlox, built on a Polygon-Ethereum combo, and enabling creators to build massive fan communities monetized through both Web3 options like NFTs/Tokens and on-demand content consumption. This business started by the family office of Neeraj Bhargava and backed by several high profile families across the world to help premium creators and studios bring transparency in the media and entertainment industry. Previously, Harjit worked with Gupta Family to head corporate and m&a strategy for KiwiTech. KiwiTech is a portfolio of over 500+ tech startups across North America, committed to helping entrepreneurs build their dream tech startups.
Also, Harjit is a Strategic Advisor to TigerBridge capital, a broker-dealer based out of New York, focused on helping US issuers to raise capital via the EB5 program. Harjit has invested in several startups including Caleste (CLST – institutional-only lending and borrowing venue for stablecoins and crypto assets), Mindwell Labs (Data Analytics) Noor (Energy), SpectraMedix (Data Analytics and Saka Ventures (Pre seed and seed fund focused on foreign entrepreneurs entering the North American Market). Harjit is on a couple of non-profit boards including TIE New York (Board Member and President Elect). Harjit graduated from Baruch College with a BBA in Finance and Investments.
Scott Morrison
Chief Investment Officer
Wealhouse Capital Management
Scott Morrison is the Chief Investment Officer of Wealhouse Capital Management, a privately-owned investment firm and family office. As the firm’s founder, Scott is responsible for overseeing Wealhouse’s various strategies across asset classes, as well as the firm’s private equity portfolio and real estate holdings.
Outside of Wealhouse, Scott serves on the investment committee of the Centre for International Governance Innovation (CIGI), where he advises on investment decisions for CIGI’s endowment fund. Scott has over 25 years of asset management experience. Prior to Wealhouse, Scott spearheaded the portfolio management for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. Scott holds a Bachelor of Finance from Concordia University and is a CFA Charterholder
Joshua Varghese
Co-founder and Partner
Axia
Axia Real Assets is an asset manager focused on global real estate and infrastructure and is backed by CI Financial, one of Canada’s largest investment management firms.
Joshua Varghese is a co-founder and Partner at Axia. Joshua brings deep global expertise in the real estate sector, having managed approximately $5 billion in global REITs including Canada’s largest REIT fund during his 15-year tenure at CI. His accolades as a portfolio manager include Lipper Fund Awards, Fundata Awards and the Brendan Woods award for Top Gun Investment Minds from 2018 to 2021. His experience spans across most real estate subsectors and global geographies and he has been heavily involved in corporate structuring activities such as M&A, IPOs and privatizations. Joshua invests with a lens on the future, incorporating global technological and societal shifts into evaluating real estate investment decisions
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 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] to join the waitlist
Non-Members – Single Family Office
SOLD OUT
Please contact James at [email protected] to join the waitlist
Member – Sponsorship
$15,000 USD includes a single delegate
$3,000 USD per additional delegate
Please contact Paul at [email protected]