Super Week 2022: PE/VC & Digital Assets

Overview

Join us in-person for Super Week 2022 as we combine our Annual Private Equity & Venture Capital Assembly with our Digital Assets and Global Exchange.  Expect speakers and participants from single and multi-family offices, institutional investors, investment dealers, Canadian and global investment management houses, and affiliated service providers.  Learn about the emerging importance of PE/VC and crypto and how investors are striking synergies in these areas.

Save the Date! More details coming soon. 

When

  • September 26, 2022
  • 8:00 am – 5:00 pm EST
  • September 27, 2022
  • 8:00 am – 5:00 pm EST
  • September 28, 2022
  • 8:00 am – 5:00 pm EST
  • September 29, 2022
  • 8:00 am – 5:00 pm EST

Where

The Omni King Edward Hotel

37 King St E
Toronto, ON
M5C 1E9

2021 DAGE Fireside Chat: What’s Next in Cryptoassets

2021 Digital Assets Speakers

2021 PE/VC Pitch Competition Judges

2021 PE/VC Speakers

Past Agenda – Private Equity & Venture Capital Assembly

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

Past Agenda (Digital Assets) (2021)

Day 1

  • September 14, 2021
  • 10:00 am – 4:00 pm

Day 2

  • September 15, 2021
  • 9:00 am – 6:00 pm

Day 3

  • September 16, 2021
  • 8:00 am – 6:00 pm

Day 4

  • September 17, 2021
  • 8:00 am – 5:00 pm

  • September 14, 2021
  • 10:00 am – 4:00 pm

Blockchain & Cryptocurrency Fundamentals

9:40 am

Platform Orientation + Fundamentals & History

A great refresher for those who have come to one of our conferences and an excellent introduction to our easy to use (according to reviews that we’ve heard!) online viewing, messaging, and meeting platform. We recommend that everyone see this as we will not be able to field one-on-one questions very easily on the day. Followed by:

Fundamentals & History at 10:00 am ET

What is Bitcoin/cryptocurrency/crypto-assets? Even the question get complicated! This session will explain the history and underpinnings of blockchain and distributed ledger technology (DLT), and crypto-assets such as cryptocurrencies & smart contracts.

Arthur Salzer, Northland Wealth Management
Kerem Kolcuoglu, Penrose Partners

11:00 am

Origin of the Species: Bitcoin (and Ethereum)

For most, their introduction to crypto (and even blockchain) is typically Bitcoin and some speaking on it have some pretty biased and sometimes elementary notions of why people should invest in it (e.g., it’s going up). This talk will introduce the impetus for Bitcoin (aka BTC) and its expected use case going forward. It will also speak on Ethereum (aka Ether aka gas aka ETH) and its similarities and differences to BTC in such areas as scarcity, creation (PoW vs PoS…soon), and its actual use (hint: it’s not a currency).

Fred Pye, 3iQ Digital Asset Management
Jason Zaluski, Hut 8 Mining

12:00 pm

Payment/Transaction Integration: Stablecoins & CBDCs

Some see stablecoins and Central Bank Digital Currencies (CBDCs) as threats to other crypto-assets like BTC and ETH while others see them as a logical on-ramp to put all transactions on blockchains at some point. This discussion explains the traditional payments process, how blockchain technology can be used in these instances, what stablecoins & CBDCs are, and how all of this fits into the larger picture of blockchain integration.

Kerem Kolcuoglu, Penrose Partners
Mitchell Nicholson, KPMG

1:00 pm

Trading, Execution, & Custody

Continuing in the subject of transactions, this session will tackle the subject of trading, execution, and custody of both traditional securities/financial instruments as well as crypto-assets and how these old and new assets can co-exist on wealth management and investment management platforms.

Ronald C. Landry, CIBC Mellon
Sarah Morton, Meetami
Benjamin R. Arnold, Meraki Global Advisors

2:00 pm

Privacy, Compliance, Cyber-crimes/theft, & Insurance

Once everything is ‘on chain’, investors and users of crypto-assets have some basic Maslow’s Hierarchy needs to be fulfilled: that of safety of their assets and information, as well as ensuring that each transaction is performed in accordance with regulatory requirements and industry norms. This chat will focus on these most basic needs as a way to round out the larger adoption conversation.

Jerome Dwight, Brane Capital
Kerem Kolcuoglu, Penrose Partners

3:15 pm

Alt Coins & Everything Else

There is more to crypto-assets than BTC and ETH and this session will discuss how other coins, tokens, and blockchain applications are used, how they are created, and where this large area of investment and innovation is evolving to provide unique use cases and benefits to the industry at large.

Keith Black, CAIA Association
Austin Hubbell, Consilium Crypto

4:00 pm

End of Training Day

  • September 15, 2021
  • 9:00 am – 6:00 pm

Full Day of Content

8:00 am

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

9:40 am

CAASA’s Virtual Platform Introduction

Paul Koonar, CAASA

9:50 am

NowTalk 1: HBS on Crypto: Welcome to the Metaverse

This NowTalk features Dr. Randy Cohen, noted speaker on many subjects and senior lecturer at Harvard Business School. In this session, Dr. Cohen will reflect on the many papers he has read and talks he has given on crypto-currency/assets and provide contemporaneous context for today’s valuation justification as well as thoughts as to where these new assets are headed.

Randolph B. Cohen, Harvard Business School
James Burron, CAASA

10:30 am

Discussion 1: Crypto Access via Funds

Getting access to crypto-assets is not as straightforward as some might like, so this group of panelists devised a better mousetrap and created mutual funds, ETFs, and private or exchange-listed closed-end funds to allow investors in Canada and around the world to gain exposure to this asset class in a regulated, more traditional manner. This allows one to invest registered (e.g., RRSP, TFSA) and other monies into these new and growingly popular investments.

Keith Black, CAIA Association
Fred Pye, 3iQ Digital Asset Management
Steve Hawkins, Horizons ETFs
Paul Cappelli, Galaxy Digital Asset Management

11:30 am

Break

11:45 am

Fireside: What’s Next in Cryptoassets

Galaxy Digital is one of the early adaptors to the opportunity of cryptoassets such as Bitcoin, and Ethereum and other alt-coins. The creation of funds to invest in these new assets via funds is a great start and now the promise of DeFi (Decentralized Finance) as well as its potential pitfalls give a growing number of opportunities and challenges to those active in the space. This fireside is your chance to hear from a leader in the space, Steve Kurz with Galaxy Digital Asset Management, who is joined by another booster of the asset class, Arthur Salzer at Northland Wealth Management, and get to know this dynamic asset class and the spots of advantage for investors and operators looking for the next big thing.

Arthur Salzer, Northland Wealth Management
Steve Kurz, Galaxy Digital Asset Management

12:45 pm

Break

1:00 pm

NowTalk 2: Canada and Crypto

Determining the appetite for crypto-assets by both investors and financial services participants is an important part of knowing (i) the size/breadth/depth of the industry, (ii) what these groups are doing presently, and (iii) where they see themselves in terms of adoption in the next while. Join us for this NowTalk that reviews our nationwide survey results as well as commentary as to where the industry is likely headed.

Kunal Bhasin, KPMG
James Burron, CAASA

1:30 pm

Discussion 2: Direct Crypto Access

Some believe “not your keys, not your coins”; others would like to get crypto-assets on their brokerage statements; whatever the motivation, choosing to get direct access/possession of these instruments can seem daunting to the uninitiated. This panel is specifically designed to get the audience up to speed on the process of tradings, execution, and custody (as well as pricing) crypto-assets via exchanges and other mediums. Even if you’re not going to get this technical, it’s a super way to understand the plumbing behind the scenes!

Benjamin R. Arnold, Meraki Global Advisors
Hashim Mitha, MeetAmi
Kerem Kolcuoglu, Penrose Partners
Giles Anderson, Fidelity Clearing Canada ULC

2:15 pm

Break

2:30 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

3:30 pm

Break

4:00 pm

Tête-à-Tête Session

6 x 20-minute 1:1 meetings

6:00 pm

Crypto Cocktails

Join our in-house Mixologist on Day 2 as he leads a hands-on exploration of curated “crypto” cocktails from the comfort of your home. Registration includes all the goods needed to make three cocktails from home with shipping included.

8:00 pm

End of Day 2

  • September 16, 2021
  • 8:00 am – 6:00 pm

Full Day of One on One Meetings

  • September 17, 2021
  • 8:00 am – 5:00 pm

Full Day of One on One Meetings

Member – Investor

CAASA Members

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Member – Manager

CAASA Members

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Member – Service Provider

CAASA Members

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Non-member – Investor

Non-member of CAASA

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Past Sponsors