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
  • 9:00 am – 5:00 pm
  • May 5, 2021
  • 9:00 am – 5:00 pm
  • May 6, 2021
  • 9:00 am – 5:00 pm

Where

CAASA’s All-in-One Virtual Platform

Agenda

Day 1

  • May 4, 2021
  • 9:00 am – 5:00 pm

Day 2

  • May 5, 2021
  • 9:00 am – 5:00 pm

Day 3

  • May 6, 2021
  • 9:00 am – 5:00 pm

  • May 4, 2021
  • 9:00 am – 5:00 pm

Full Day of Content

  • May 5, 2021
  • 9:00 am – 5:00 pm

Full Day of Content

  • May 6, 2021
  • 9:00 am – 5:00 pm

Full Day of One on One Meetings

Members

Registration to Open Shortly

Non-Members

Registration to Open Shortly

Thank You Yo Our Sponsors