Managing Your Alternative Fund: Outsourcing Explained
Outline
This event will showcase to asset managers of all types (hedge, PE, venture, lending/credit) how heir peers make best use of outsourced services over the course of their professional lives – from start-up up to and including mature asset management complexes.
A short briefing of Apex’s timely thought leadership piece will be followed by an in-depth panel with expertise from the fund administration, IT consulting, and trading areas. Bring your questions for this illuminating event!
The Total Economic Impact™ of Apex Group
Our clients value responsive, agile and tech-forward solutions. We can offer an experience that delivers peace of mind through one relationship, by supporting your business across the full value chain; via a global team of experts, the broadest range of solutions in the industry and 99.8% client retention rate.
Where
CAASA’s Virtual Zoom Room
Speakers
James Burron
Co-founder & Partner
CAASA
Benjamin R. Arnold
Founder and CEO
Meraki Global Advisors
Ray Archer
Client Technology Advisor
RSM Canada
David Paradis
Senior Vice President, Sales
Apex Group
James Burron
Co-founder & Partner
CAASA
James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.
Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.
James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).
Benjamin R. Arnold
Founder and CEO
Meraki Global Advisors
As the Founder & CEO of Meraki Global Advisors, Benjamin Arnold is responsible for running all facets of the business. The concept of Meraki Global Advisors was a direct result of Ben’s rebellious determination to deliver conflict-free outsourced trading services to asset managers with an overriding objective of excellence.
Mr. Arnold has over 15 years of experience in the hedge fund and financial services industry spanning across the globe. Previously, he spent three years at Fillmore Advisors (acquired by INTL FCStone) where he was instrumental in growing the outsourced trading desk. Prior to his move back to the United States, Ben was an Executive Director on the Equity and Equity Derivatives Sales-Trading desk at Goldman Sachs in Hong Kong and Mumbai, India. Before joining Goldman Sachs, Ben was a Vice-President on the Equity and Equity Derivatives Sales-Trading desk at BNP Paribas in Mumbai.
Ben began his career as a hedge fund trader with roles at Intrepid Capital Management and Asian Century Quest Capital in New York. He graduated from American University’s Kogod School of Business with a Bachelor of Science Degree in Finance.
Ray Archer
Client Technology Advisor
RSM Canada
Having worked over 20 years in the Managed IT space, Ray has helped 100’s of companies to reduce their risk and feel safe by providing them with strategies and solutions that helped them maximize technology to achieve their business goals. He has worked in consulting, project management, service delivery, and leadership roles with small, medium, and enterprise business in a variety of different sectors. Ray has a strong technical background and is a technical account manager in RSM’s managed IT services (MITS) practice based in Canada. Along with being a Site manger, he acts as a trusted client advisor in the areas of IT transformation, strategic planning, security planning and budgeting.
In a technical capacity, Ray focus is on helping IT Managers and IT Directors with escalations, server virtualization/cloud strategies, Microsoft 365 stack, high availability and disaster recovery.
Ray has helped build and sell 3 business including selling two MSP business to prominent Managed Services Providers in Alberta.
David Paradis
Senior Vice President, Sales
Apex Group
David Paradis is the sales leader for Apex Group Ltd. in Canada. David works with clients to improve administrative efficiencies and create opportunities for them.
Prior to joining Apex, David was a member of the client relationships team at PwC Canada. He worked with some of PwC network’s largest clients in private equity and pensions to solve important problems and to build long term trust between the clients and the firm.
David is passionate about his community. He has served as President of the Board of the West Scarborough Neighbourhood Community Center since 2018. WSNCC is a multi-service non-profit agency providing services and support to some of Toronto’s most vulnerable citizens.
Members of CAASA
Event Registration Closed
Non-Members of CAASA
Event Registration Closed