CAASA is pleased to invite you to the 2023 edition of our annual Family Office Summit, where we bring together traditional and multi-family offices, investment dealers, Canadian and global investment management houses and affiliated service providers.

This unique 1-day program (plus special reception on the pre-day) hosted in Toronto at The Arcadian Loft will highlight some amazing case studies of entrepreneurship in a time of global disruption, while featuring interactive break-out sessions that focus on key issues impacting family offices in Canada and abroad 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.

Please take a moment to reserve your seat. More information to follow.

Keynote Speaker

Single Family Office Speakers

Distinguished Speakers


  • April 25, 2023
  • 5:00 pm – 7:00 pm EST
  • April 26, 2023
  • 8:00 am – 6:00 pm EST


Arcadian Court, 401 Bay Street Simpson, tower 8th floor, Toronto, ON M5H 2Y4

Proposed Agenda

Day 1

  • April 25, 2023
  • 5:00 pm – 7:00 pm

Day 2

  • April 26, 2023
  • 8:00 am – 6:00 pm

  • April 25, 2023
  • 5:00 pm – 7:00 pm


3:00 pm

Single Family Office Roundtable (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.  We provide this (strictly!) family members only session as an opportunity to meet with your peers and share questions, concerns, solutions, and insights across the table. We have nominated three leaders/instigators to get things going and guarantee that all will find the evening illuminating and fun.

3:00 pm

Single Family Office Roundtable (Professionals Only)

Working in a single family office is not your typical investment management job – you gain the benefit of a sometimes extremely flat organizational structure and many find the spectrum of duties and tasks to be (very) intellectually stimulating. On the other hand, it can be isolating and difficult to keep up with the pace of work: each family has its own dynamic and cadence so we created this session where (strictly!) full time employees (not relatives) of SFOs can interact with their peers to get the most out of their roles.

5:00 pm

Welcome Reception (All Delegates)

A special reception for all our delegates attending the Summit.

7:00 pm

End of Pre-day

  • April 26, 2023
  • 8:00 am – 6:00 pm

Main Day

8:00 am

Registration & Breakfast (All Delegates)



8:15 am

NowTalk – The World as it Stands Today

Of course the world never stands still, and neither does iour speaker. Join us for this recap of all that might apply to investors in one, neat package of about 30 minutes. A perfect way to start the content of this conference that is sure to start a few discussions throguhout the day!

Constance Everson, Capital Markets Outlook Group, Inc.

9:00 am

A Glimpse into Management Styles

They say: If you’ve met one family office, you’ve met one family office. This panel sets the stage for the conference, highlighting the diverse/idiosyncratic management styles employed by select family offices who will describe (as much as they can) how their roles and corporate structure reflects the personality of their employers and their families. Each participant was selected to show a spectrum of propensities across areas as defined by the group.

Enzo Gabrielli, Horizon Capital Holdings
Josh Roach, Meritage Group LP
Oded Levi, Epstein Enterprises Inc

9:45 am

Stressed & Distressed – Finding Value in Today’s Market

Many institutional investors, including asset managers, have fairly well-defined investment mandates, asset mixes, quality and price criteria, and concentration limits. Family offices have been heralded as having a great deal more flexibility when it comes to constraints – and a natural ability to ‘decide quickly, in size’ on a proposed opportunity. This panel will delve into this underlying belief and apply it to the areas of distressed/stressed securities where timing may be of paramount importance and facilitate out-sized gains (and possibly commensurate out-sized risk) or not.

Michael Danov, SBP Management
Ash Lawrence, AGF Investments Inc.
Kunjal Shah, Lyxor Asset Management Inc.

10:30 am




11:00 am

NowTalk – TBD

Description to be added shortly.

11:45 am

Into the Breach – Pursuing Returns in the Credit and Lending Markets

As various Basel (Basel 3 being recently implemented) and other de-risking of financial institutions has opened opportunities in both the ‘public’ (typically arbitrage) bond markets and private lending markets, investors have needed to learn the intricacies of trading strategies and origination criteria that hitherto have been the purview of prop trading desks and bank managers. This panel will discuss the options open to investors and their relative advantages and challenges, especially in relation to the unprecedented growth the sector has seen in recent years.

Jared Kalish, Firepower
Michael Steepe, Steepe & Co. Ltd.

12:30 pm

Lunch & Keynote (Keynote start 12:45pm)

Description to be added shortly.

1:45 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 setting.

Choose from 2 x 30-minute round table discussions

2:45 pm

NowTalk – TBD

Description to be added shortly.

3:15 pm

The Alpha and Omega: Real Estate

Real estate is a key asset class for many family offices: they either made their money in it or ended up allocating large amounts to it to keep and growth their wealth (and income, via rents). This discussion will focus on a few of the ways that one can gain exposure to real estate today as well as the potential pitfalls that can derail an allocation to this illiquid asset class.

Evelyne Massa, Group RMC
Sandy Poklar, Firm Capital Corporation
Brian Zalaznick, Unison

4:00 pm


Join the conversation! Foster knowledge-sharing and build connections between attendees through these unique 1:1 meetings.

You can begin to book your meetings on our event app, starting April 18, 2023

5:00 pm

NowTalk – ft Tim Cestnick

Tim Cestnick, Our Family Office Inc.

5:30 pm

Reflections & Opportunities

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!

Thomas Kalafatis, KalNes Capital Partners

6:00 pm

Closing reception

Open to all delegates.

8:00 pm

End of Family Office Summit 2023

Thank you!

Member – Investor

Member of CAASA

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Non-Members – Investor

Non-member of CAASA

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Member – Service Provider & Others

Member of CAASA. Includes core & ancillary service providers.

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Member – Manager

Member of CAASA

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Thank You to Our 2023 Sponsors