Private Equity & Venture Capital Assembly 2021

Overview

This multi-day conference brings together significant investors, managers, and service providers who are all very active in the PE and VC sector. We will be hosting the entire event on the CAASA All-in-One Virtual Platform which allows for messaging and meeting booking and viewing of all of the group discussions lead by our event partners, and gain valuable insights from our panels, keynotes, and fireside chats.

In particular, we feature three Founders’ Pitch Competitions which highlights 2-3 founders per session as they are put before our three-judge panels.  A great way to see how VCs and angels invest as well as hear the pitches from some great companies!

When

  • September 28, 2021
  • 8:00 am – 6:00 pm
  • September 29, 2021
  • 8:00 am – 6:00 pm
  • September 30, 2021
  • 8:00 am – 6:00 pm

Where

CAASA’s All-in-One Virtual Platform

Keynote Speaker

Pitch Competition Judges

Speakers

Agenda

Day 1

  • September 28, 2021
  • 8:00 am – 5:00 pm

Day 2

  • September 29, 2021
  • 9:00 am – 5:00 pm

Day 3

  • September 30, 2021
  • 8:00 am – 6:00 pm

  • September 28, 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

Perseverance by John Ruffolo

This NowTalk features one of Canada’s iconic venture investors who had a life-changing (and almost life-ending!) event about one year ago. John Ruffolo founded the first and one of the only venture capital units inside of a public pension plan, growing it to about $1 billion AUM. Now, with Maverix PE – which was in the middle of fundraising when the accident occurred – he has a $500 million fund and his perseverance made it happen. Learn his story and what makes him indomitable in this talk!

John Ruffolo, Maverix Private Equity

10:30 am

Instant Access to PE & VC (aka Skip the J-Curve)

This panel tackles the age-old question of how to get the benefit of private market investments without the mess of private market structures that are traditionally illiquid, with unknown capital call/return schedules, and haphazard/stale-dated pricing. Each of the panelists has a solution for investors that can alleviate these challenges while offering the aforementioned benefits to investors, be they institutional, family office, of accredited investor/retail. Join us to know more and ask your questions!

Randolph B. Cohen, Harvard Business School
Alexandre Falin, Unigestion Asset Management
Sudharshan Sathiyamoorthy, Richter Family Office
Arthur Bushonville, DSC Quantitative Group

11:30 am

Break

11:45 am

Fireside with Jonathan Grabel

Join us for this special chat, lead by Zack Ellison with Applied Real Intelligence (A.R.I.), with Los Angeles County Employees’ Retirement Association (LACERA) CIO Jonathan Grabel.  Both of these chaps are prolific speakers in their own rights (one a wee bit senior) and have breadth and depth in the private equity and venture capital landscape from their respective vantage-points.  This will sure be an hour of insight and energy!

Jonathan Grabel, Los Angeles County Employees Retirement Association (LACERA)
Zack Ellison, Applied Real Intelligence (“A.R.I.”)

12:45 pm

Break

1:00 pm

The state of PE & VC Globally

This NowTalk gives a view of the PE and VC landscape in Canada and around the world by one of the best sources of investment data on the planet. Join us as Preqin lays the groundwork for a busy few conference days and brings everyone up to speed on where these areas of investment have been – and possibly where they are headed.

Cameron Joyce, Preqin

1:30 pm

Founders Pitch Competition

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.

Shez Samji, Silicon Valley Bank
Maria Pacella, Pender Ventures
Jayant Kadambi, Quain Investments

2:30 pm

Break

2:40 pm

Educational Roundtables

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

3:40 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

End of Day 1

  • September 29, 2021
  • 9:00 am – 5:00 pm

Day 2

8:00 am

Tête-à-Tête Session

5 x 20-minute 1:1 meetings

9:50 am

Go North: Canada Domicile

Many might not think of Canada as a preferred domicile for private equity and venture capital funds, but the country (especially Ontario) is becoming known for being particularily attractive for non-Canadian funds to hang their domicile hat. This NowTalk with give the basics as to why this is and how investors and managers alike can take advantages of that the jurisdiction has to offer.

Jocelyn Blanchet, KPMG
Michael Bunn, Norton Rose Fulbright Canada

10:30 am

Rah! Rah! Canada!

Much of what we do at CAASA has an impetus in the book “Mexicans Don’t Drink Molson” – Canadians seem to rarely toot their horn and/or export their ideas and way of thinking. But that is changing: our Maple Model of pension fund management and governance is revered the world over, we are still touting the strength of our banks (circa 2008), and Canada is leading the way in many other areas as well. Join us in this perhaps un-Canadian panel that speaks to what we are doing well…and likely some ideas on how we can do better.

Mark Shulgan, OMERS Growth Equity
Ajay Gopal, Framework Venture Partners
Mark Maybank, Maverix Private Equity
Peter van der Velden, Lumira Ventures
Senia Rapisarda, HarbourVest

11:30 am

Break

11:45 am

Fireside with Jonathan Grabel (replay)

Join us for this special chat, lead by Zack Ellison with Applied Real Intelligence (A.R.I.), with Los Angeles County Employees’ Retirement Association (LACERA) CIO Jonathan Grabel.  Both of these chaps are prolific speakers in their own rights (one a wee bit senior) and have breadth and depth in the private equity and venture capital landscape from their respective vantage-points.  This will sure be an hour of insight and energy!

Jonathan Grabel, Los Angeles County Employees Retirement Association (LACERA)
Zack Ellison, Applied Real Intelligence (“A.R.I.”)

12:45 pm

Break

1:00 pm

Offshore Access, Structures, & Governance

This NowTalk brings together two leaders in the offshore market and is a wealth of information for GPs and LPs alike in terms of how certain jurisdictions can allow for flexibility and customization while retaining required governance and best practices to give all an abundance of solace going forward.

Nicola Cowman, Carne Group

1:30 pm

Founders Pitch Competition

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.

Spencer Greene, TSV Capital
Eleonore Jarry-Ferron, Brightspark Ventures
Marcus Daniels, Highline Beta

2:30 pm

Break

2:40 pm

Educational Roundtables

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

3:40 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

End of Day 2

  • September 30, 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

Stroock on CFIUS/FIRRMA

The Committee on Foreign Investment in the United States (CFIUS) and the Foreign Investment Risk Review Modernization Act of 2018 (FIRRMA) have wide-reaching implications for foreign companies investing in assets in the United States and we are lucky enough to have this NowTalk from Stroock & Stroock & Lavan LLP to expalin its potential effect on transactions that might be contemplated by delegates. Be sure to get to know CFIUS/FIRRMA!

Shannon Reaves, Stroock & Stroock & Lavan LLP

10:30 am

Getting in the Ground Floor

This panel brings together early investors in iconic home-runs to discuss how they came across these opportunities, gained access to relevant information, performed diligence on them, and managed the various stages of financings (and typical dilution provisions) to end up with a satisfying exit for all concerned.

Raphael Bouskila, Mako Financial Technologies
Marcus Daniels, Highline Beta
Joseph Abramson, Northland Wealth Management
Michael Steinberg, Reciprocal Ventures
Fadi Albatal, Innovobot

11:30 am

Break

11:45 am

Ventures in Venture: Emerging VCs

This panel delves into how emerging venture fund managers (<3 years or track record and/or <$300 million AUM) have a plan to create a great deal of value for their LPs as they focus on their niche and work to build their portfolio companies into industry leaders.

Zack Ellison, Applied Real Intelligence (“A.R.I.”)
Eugene Zhang, TSVC
Charlie Morris, 
CMCC
Purvi Gandhi, Quain Investments

12:45 pm

Break

1:00 pm

Papering-up: Automating compliance appropriately

Distribution of investment products can be rife with pitfalls and complications – be they emanating from regulators, institutions’ investment processes, or the teething pains of creating new avenues of investment to certain investor segments. This foundational NowTalk will explain the challenges of complying with appropriate regulations and market practices while keeping the process simple and (relatively) effortless for investors.

Peter-Paul Van Hoeken, DealSqare
Rebecca Kacaba, DealMaker

1:30 pm

Founders Pitch Competition

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.

Ajay Gopal, Framework Venture Partners
Scott Morrison, Wealhouse Capital Management
Laurie Fuller, Raiven Capital

2:30 pm

Break

2:40 pm

Tête-à-Tête Session

10 x 20-minute 1:1 meetings

6:00 pm

End of Day 3

Thank You To Our 2021 Sponsors

Members of CAASA

Asset Managers, Service Providers, & Consultants

With Networking

$300 CAD + HST

Register Now

Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

Complimentary

Register Now

Allocators & Investors

Single Family Office, Multi-Family Office, Institutional Investors, Foundations, & Endowments

With Networking

Complimentary

Register Now

Non-Members of CAASA

Asset Managers, Service Providers, & Consultants

View Only (No Networking)

$55

Register Now