Family Office Summit – 2021

Overview

The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments. All content is subject to Chatham House Rule.

 

Family Office Summit Data Room:

We partnered with SigmaSandbox to create a data room to provide a more robust experience for managers and investors by getting performance and other information into the hands of prospective investors. This free offering, exclusive to CAASA members, can be used in advance of the conference, during it, and afterward as much as one might like.

When

  • May 4, 2021
  • 8:00 am – 6:00 pm
  • May 5, 2021
  • 8:00 am – 6:00 pm
  • May 6, 2021
  • 8:00 am – 6:00 pm
  • May 7, 2021
  • 8:00 am – 6:00 pm

Where

CAASA’s All-in-One Virtual Platform

Global Partners

Keynote Speakers

Speakers

Agenda


Day 1

  • May 4, 2021
  • 8:00 am – 5:00 pm

Day 2

  • May 5, 2021
  • 8:00 am – 6:00 pm

Day 3

  • May 6, 2021
  • 8:00 am – 6:00 pm

Day 4

  • May 7, 2021
  • 8:00 am – 6:00 pm

  • May 4, 2021
  • 8:00 am – 5:00 pm

Day 1

8:00 am

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

9:40 am

CAASA’s Virtual Platform Introduction


9:50 am

Now Talk – Continuity

This topic was designed with family offices’ most pressing, yet easily procrastinated, issue in mind: that of continuity and succession of the family’s monetary as well as ethical and giving, working and doing, and living and loving principals as each subsequent generation takes on the mantle of previous ones and makes their own mark. We will discuss how families can use simple techniques to enhance their relationships with money and each other to enable the proliferation of the line as it winds its way though the years.

Neil Nisker, Our Family Office

10:30 am

Blockchain Brunch

Now in its third year, our annual Blockchain Brunch is a meeting of all things blockchain and crypto-currency. This year we take a step back and look at the blockchain and how it can be used for a myriad of tasks (as well as crypto-currencies, of course) and how one can invest in these emerging technologies that, some say, will become de rigeur for any communications and commerce much as the Internet has become over the last 25 years.

Jason Granger, Fipke Group
Charlie Morris, CMCC Global
Austin Hubbell, Consilium Crypto
Othalia Doe-Bruce, InnovFin Consulting Inc
Tanya Woods, Hut 8 Mining

11:30 am

Break


11:45 am

Fireside Chat – Selling Snake Oil

Mo Lidsky of Prime Quadrant is a dynamo – an author of many books, his latest is a pleasingly compartmentalized read that delves into a number of shenanigans, chicanery, and outright frauds over the last many years. This talk will be illuminating to even the most veteran of investors as his list is possibly the most extensive! 100 copies of his book will be distributed to gift-box recipients for this conference and Mo is donating 100% of the gross proceeds.

Mo Lidsky, Prime Quadrant

12:45 am

Break


1:00 pm

NowTalk – Life Settlements

Life Settlements are a growing area of slate financing where investors can gain access to this asset classes non-correlated performance stream. The speakers are diverse in many ways and have a great deal of experience in this alt-alt asset and the benefits and constraints it can hold for investors.

John Norman, Spartan Fund Management (Perisen Funds)
Oleksandra Polishchuk, Carlisle Management Company S.C.A

1:30 pm

The End of Bonds

Rates up? Rates down? Will sovereigns become the new ‘high yield’? Join us for this insightful discussion from a diverse group of players in the fixed income space, moderated by an advisor to major family offices.

Michael Rudd, Fort Greene Capital
Marco Lukesch, Emso Asset Management
Jim O’Brien, Napier Park Global Capital
Robert Duggan, Axonic Capital

2:15 pm

Break


2:30 pm

Sponsors’ Table Talks

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

Break


4:00 pm

Family Office Roundtable (Relatives Only)

Thank you to our discussion leaders: three family members from different backgrounds and unique situations in the lifecycle of their single family office. We look forward to discussing topics and insights as well as those of the many family members attending/participating in the dialogue. 

Paul Desmarais III, Sagard Holdings
Evelyne Massa, Group RMC
Daniel Stow, Zen Capital and Mergers

6:00 pm

End of Day 1


  • May 5, 2021
  • 8:00 am – 6:00 pm

Day 2

8:00 am

Tête-à-Tête Session

5 x 20-minute 1:1 meetings

9:50 am

NowTalk – ESG and Due Diligence

ESG is becoming an integral part of the investment mandate of many investors and fund managers. This NowTalk brings together two facets that can help determine if a manager or fund is structured to enable and living up to its ESG promises to investors. Join us for this briefing on the space and tips on how to grade your current and prospective ESG-offering managers.

Jennie Baek, McMillan LLP
Chris Addy, Castle Hall Diligence

10:30 am

Liquid Alts Brunch

It’s back! Our third annual session on the liquid alts market in Canada that our team worked to get to fruition over a six year period. This panel brings to the discussion veterans of the industry from a number of unique perspectives. If you are in the market for investing in or issuing these fund units, this is the place to be.

Mark Tower, Lyxor
Travis Dowle, Maxam Capital Management
Michael Sager, CIBC Asset Management
Philip Mesman, Picton Mahoney Asset Management
Omar Shaikh, Echelon Wealth Partners

11:30 am

Break


11:45 am

Founders’ Pitch Competition

Our second annual FPC at the Family Office Summit and our fourth in less than one year. Join us as our judges, which are well-known in the industry as pioneers with incisive and insightful questions for our founders, put three start-ups through their paces and offer some great advice to them. If you’re in venture capital or interested to know how the mind of an investor in the space works, this is your opportunity to know more.

John Ruffolo, Council of Canadian Innovators 
Marcus Daniels, Highline Beta
Laurie Fuller, Raiven Capital

12:45 pm

Break


1:00 pm

NowTalk – Making an IMPACT

One of our NowTalks, this chat features an investors in the affordable housing market and explains how impact investing can make a difference in the lives of those it affects via the portfolio in both ways: those who take advantage of the housing offered and those who invest in these portfolios. A super way to get to know this impactful area.

Jason Bordainick, Hudson Valley Property Group

1:30 pm

Alternative Equity Exposure

Equities are the driver of portfolio returns in many cases – they power the system by raising capital, investing it in companies and projects, facilitating pricing and arbitrage of various instruments, and delivering returns to investors via dividends and sales. You cannot have capitalism without capital and this panel will discuss how to make the most of opportunities in this market.

Geoff Dover, Heirloom Investment Management
Andrey Omelchak,
LionGuard Capital Management
Jason Donville, Donville Kent Asset Management
Pete Chung, Morgan Stanley Investment Management

2:15 pm

Break


2:30 pm

Sponsors’ Table Talks

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

Break


4:00 pm

CAASA de Mayo

Once again, Mackenzie will lead us in a tasting chosen just for this group and date (hint: it may involve a lime). This is a great opportunity to relax a bit and learn about our drinks of the day.

Mackenzie Putici, New World Wine Tours

  • May 6, 2021
  • 8:00 am – 6:00 pm

Day 3

8:00 am

Tête-à-Tête Session

5 x 20-minute 1:1 meetings

9:50 am

NowTalk – Co-investing

Presented by a major investor in real estate in the United States, this NowTalk presents their family’s business plan which is exclusively real estate co-investments and provides a unique way for other families to invest alongside this experienced group.

Evelyne Massa, Group RMC

10:30 am

COVID Opportunities

We hope it’s not too soon…COVID has been with us for more than one year and the tide seems to be turning with the advent and approval of a number of vaccines around the globe. We are not out of the woods yet, but now might just be the time to look at where the world might be in the next year (or five) and how certain industries weathered the crisis and might be poised to take advantage of the coming return (or not) to old ways.

Matthew Dennis, Cidel
Alkarim Jivraj, Espresso Capital
Thomas Liu, Actis
Peter Misek, Framework Venture Partners
Andrew Smith, Kayne Anderson Capital Advisors

11:30 am

Break


11:45 am

Fireside with Bobby Paul, COO of Dart Family Office


12:45 pm

Break


1:00 pm

NowTalk – Estate Planning Update

A real treat: Tim Cestnick is back to talk about topical tax and estate planning issues that families and their advisors should keep in mind as they plan for 2021 and beyond.

Tim Cestnick, Our Family Office

1:30 pm

Risks & Opportunities in Private Lending

This area has grown substantially over the last few years as investors have demanded alternatives to bonds, banks have pulled back from certain markets, and the world of investments has evolved to create products for these groups and other stakeholders in the industry. Hear from three diverse types of lenders on how they are approaching this market and the challenges and opportunities presented.

Athas Kouvaras, Richter Family Office
Mark Breakspear,
Gentai Asset Management
Jeffrey Deacon, Private Debt Partners
Sean Adamick, CMLS Asset Management

2:30 pm

Sponsors’ Table Talks

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

Break


4:00 pm

Family Office Roundtable (Professionals Only)

Thank you to our discussion leaders who will create an environment for this group (exclusively professionals working at single family offices) to share their views on areas of interest to them.

Jeff Granger, Fipke Group
Enzo Gabrielli, Horizon Capital Holdings
Scott Morrison, Wealhouse Capital Management

  • May 7, 2021
  • 8:00 am – 6:00 pm

All Day Tête-à-Tête Sessions

Members

Members of CAASA

Event Registration Closed

Non-Members Investors

Single Family Office, Multi-Family Office, & Wealth Managers

Event Registration Closed

Non-Members – Asset Managers

Event Registration Closed

Non-Members – Service Providers

Event Registration Closed

Thank You To Our Sponsors