Super Week 2022: PE/VC & Digital Assets


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. 


  • 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 – 2:30 pm EST


The Omni King Edward Hotel
Room block available until September 6, 2022.

37 King St E
Toronto, ON
M5C 1E9

Keynote Speakers

Distinguished Speakers

Educational Partner


Day 1

  • September 27, 2022
  • 8:30 am – 4:00 pm

Day 2

  • September 28, 2022
  • 8:00 am – 7:30 pm

Day 3

  • September 29, 2022
  • 8:30 am – 2:30 pm

  • September 27, 2022
  • 8:30 am – 4:00 pm

Blockchain & Digital Assets Fundamentals

8:30 am


8:45 am

Opening Remarks & Curriculum Overview

James Burron, CAASA
Kerem Kolcuoglu, Penrose Partners

9:00 am

Origin Story of Blockchain/BTC/Crypto

Ever wonder where crypto/digital assets came from? Why was it invented and has it fulfilled its purpose – or will it? These questions and more are covered in this session which delves deep into the origin story of digital assets and gives a peek as to where it might be headed.

Shaun Cumby, Arxnovum Investments Inc.
Kerem Kolcuoglu, Penrose Partners
Koleya Karringten, Canadian Blockchain Consortium

10:00 am

Use cases of Tokens/Coins (ETH)

Many believe that all coins/tokens/digital assets are cryptocurrencies, but while Bitcoin is a cryptocurrency (and even that is up for debate from some), other digital assets such as Ethereum (or Ether, or ETH) are more new-fangled, distributed computers that can have many uses. This talk will set things straight in the audience’s minds and set the stage for the next level of learning.

Kerem Kolcuoglu, Penrose Partners
Russell Starr, Valour
Jonathan Han, VirgoCX Wealth

11:00 am

Custody & Staking

An investor’s most important question (above risk/volatility and even return) is ‘where is my money?’…aka return of capital. In the digital assets world, ownership is established on the blockchain, but translating this to the TradFi (Traditional Finance) world can be a challenge. Thankfully, we have a panel that will ameliorate this situation and help attendees get comfortable with digital assets custody.

Freddie Allen, Coinbase
Kirk Emery, Figment

12:00 pm

Luncheon Workshop – CAASA NFT & Your Wallet

Mitch will walk the uninitiated (and those who might just be new to metaverse) through the simple steps to create a digital wallet – to which you can upload the coveted CAASA SuperWeek22 NFT (!).

Mitch Nicholson, Garden City Advisory Inc

1:00 pm

Crypto Regulatory Battles – Here are Your Winners

Following on from custody, regulation is a big deal in any industry and those (who are progressive) in the digital assets space are quickly getting up the curve on regulations – just as regulators are educating themselves about these new assets. This is your opportunity to hear the stories of how key players in the industry have made great strides in bridging the gap and received approval for their products/services.

Fred Pye, 3iQ Digital Asset Management
Lisa Durnford, Wealthsimple Crypto
Didier Lavallee, Tetra Trust Company

2:00 pm

Partnership in digital assets: How institutional managers collaborate with a regulated custodian

Learn how an institutional wealth manager can partner with a regulated trading and custody provider to offer digital asset solutions to their clients. Listen to how technology, innovation and agile thinking can open new thinking and opportunities for institutional money managers in the digital assets space.

Paul Stapleton, Fidelity Clearing Canada
John Davitsky, Echelon Wealth Partners

3:00 pm

NFT & The Metaverse

Highlighting the speed of change in the industry, last year’s Bootcamp only touched on NFTs and we had our first speaker on the Metaverse – and now both of these are much more mainstream. Many struggle with what these innovations could possibly mean for their businesses and personal/consumer life and this session is designed to answer those questions and more!

George Djuric, KPMG
Andrew Kiguel, Tokens
Zachary Friedman, GDA Group

4:00 pm

End of Training Day

4:00 pm

Super Week Launch Reception

Open to all delegates

  • September 28, 2022
  • 8:00 am – 7:30 pm

Conference – Day 1

8:00 am


8:45 am

Breakfast Keynote

The transition from TradFi to the digital assets world is difficult for some, but for others it’s seen as more of a brand-new area to apply their experience and expertise to a fledgling industry. This can create conditions ripe for profit exploitation as well as the opportunity to work with regulators to create, rather than the trial and error that might have happened in TradFi over the last many years, legislation that fits the industry best – and from the start. Hear from someone who has gone from the pinnacle of financial services to a leading role in digital assets and learn where both industries are headed.

Zoe Cruz, Menai Financial Group
Koleya Karringten, Canadian Blockchain Consortium


9:30 am

PE/VC – Allocating in Today’s Market

For years, private equity investors have been chanting the mantra of ‘dry powder’ and ‘sky-high valuations’ while venture investors have been echoing the latter, but with a more invested portfolio (save cash earmarked for follow-ons). Now that some of the wind has been knocked out of a few markets, is this a good time to invest? Most know the inherent and unassailable benefits of vintage diversification in privates, but what are the macro trends that might propel this year’s crop of PE and VC transactions into the plus (or plus-plus!) column when one looks back on them in 5-10 years time?

Alex Dauria, Aksia
Spencer Greene, TSV Capital
Mark Maybank, Maverix Private Equity
John Fisher, Bridgeport Asset Management


10:15 am

Health Break

10:30 am

Sponsors’ Table Talks

11:30 am

Crypto & Web3 Venture Investing

We organized a very popular webinar on this topic earlier in the year and now it’s back with an updated panel that will provide commentary on the current state of crypto – and now Web3 – venture investing. With the area in flux as much as it is, we believe this panel will be an excellent way for those new and experienced in the space to get and keep up to speed with its evolution.

Victor Kuntzevitsky, Wellington-Altus Private Counsel
Chris Perkins, Coinfund
Shubin Jha, Menai Asset Management
Elliott Campbell, HarbourVest

12:15 pm

Luncheon Keynote

This fireside will bring together many of the themes we have during the entire conference and allow the audience an glimpse into how the market for private equity and venture capital got to where it is, what’s happening now, and where it is headed over the next short to long while. A real treat to have these speakers together – not to be missed!

Robert Schwartz, Third Point Ventures
Adam Buzanis, CAAT Pension Plan

1:30 pm

Tête-à-Tête – Session 1

2:30 pm

NowTalk – Cryptocurrencies and Digital Assets in Diversified Portfolios

Where and how are investors allocating to cryptocurrencies and digital assets?  We will explore the digital assets landscape, including buying coins directly, investing in public funds, as well as hedge funds and venture capital.

Keith Black, RIA Channel
Charlie Morris, CMCC Global

3:00 pm

Bulls & Bears – Key events of 2022

2022 has been a busy year thus far – and it’s not over yet! Unlimited upside at the beginning of the year was replaced by a Crypto Winter in the spring/summer and who knows where we will end up as we head into 2023. Well, this panel might have some idea. Join us to hear their views on the year and what the rest of it might bring.

Kerem Kolcuoglu, Penrose Partners
Eric Richmond, Coinsquare
Tanya Woods, Futurity Partners
Jillian Friedman, Ether Capital

3:45 pm

Health Break

4:00 pm

Digital Assets – a serious asset class

Savvas Michael Mallas is a Partner for Family Office at Stonehage Fleming, one of the largest independent multi-family offices in the world. He heads up the firms Digital Asset Offering, supporting clients around the world who wish to introduce digital assets into their personal and fiduciary structures.

He shares his insights into the examples of the risk based approach which he has supported clients in approaching the asset class, and treating digital assets as any other asset, with the same discipline towards risk. In doing so he has been able to support clients in investing in so many different kinds of digital assets from blockchain, NFTs, early stage tokens and funds.

Savvas Mallas, Stonehage Fleming

4:45 pm

Institutions Allocating to Crypto

Everyone is doing it, but no one is talking about it…or is it the other way ’round? Crypto has been a salacious subject of late as the cryptocurrencies/tokens have dropped in price and some rather high-profile bankruptcies have plagued the headlines; adding even more trepidation for investors who might see its adoption and perhaps eventual domination of their portfolio/thinking. No matter the motivation, crypto has become (for some) a four letter word, even for true adherents who value its investment case almost as much as they value their role in the organization; and for naysayers, these ‘fluctuations’ have seemingly proved their earlier points. This talk will centre around how investors are wading through the bad news and making up their minds on allocations to these assets going forward.

Anthony Bassili, Coinbase Institutional Americas
Kevin Blank, State of Wisconsin Investment Board (SWIB)


5:30 pm

Evening Networking Reception

Open to all conference delegates.

7:30 pm

End of Day 1

  • September 29, 2022
  • 8:30 am – 2:30 pm

Conference – Day 2

8:30 am


9:00 am

Allocating to Private Equity Fireside

This fireside brings together two experienced allocators who will explain their views of the private equtiy markets and what investors can expect in the next while, based on their respective vantage points, observations, and assumptions. Which stage of the economy and how this affects private equity (and the associated de-coupling that can occur) will also be discussed (paper of one of the participants here) as well as where and how they are positioning their portfolios for optimal near and further-term performance.

Drew Schardt, Hamilton Lane
Jason Campbell, Eckler Investment Consulting

9:45 am

SFOs allocating to PE/Venture

A real treat, we have four single family office folks joining us for this moderated roundtable where they will discuss how they allocate to private equity, with a focus on venture capital. Many (if not all) family offices owe their existence to a well-played venture play (aka the founder started a company that happened to succeed very well) and how they plan to replicate this ‘luck’, or not, will also emerge as topic of discussion between these seasoned investors.

Neal Gupta, KiwiTech
Harjit Singh, Xurge Capital Partners, LLC
Wendy Diamond, LDP Ventures/ Women’s Entrepreneurship Day Organization
Drew Colaiezzi, McPike Global Family Office

10:30 am

Health Break

10:45 am

Tête-à-Tête – Session 2

11:15 am

Heading for The Exits – Unlocking value on the way out

Getting in can be easy, but making one’s way to the exit in a profitable manner can wreck havoc on a portfolio in any asset class: but especially privates. How one plans to cash out can affect timing, pricing, and complexity, as well as flexibility should circumstances change. This panel explains the options available to investors on both sides of the transaction: those selling and those who might be buying assets from a winding-down fund (or one that is selling for any reason). We’ll be sure to explain the many new vocab words as well, as these are new to some investors.

Clelia Zacharias, LGT Capital Partners (USA) Inc.
Ajay Gopal, Framework
Bradley Mashinter, Fiera Comox Partner

12:15 pm

Luncheon Keynote – Avoiding Lemons – Institutional Opportunities in the Cryptoasset Space

The past several months have provided many headlines of turmoil across the cryptoasset markets. This talk focuses on providing context on recent events, key considerations for assessing investment opportunities and addressing risks inherent to the cryptoasset space.

Mitch Nicholson, Garden City Advisory Inc

1:30 pm

Start-Up Round-Up! – Family Offices/VCs

A ‘product extension’ of our Table Talks, the Start-Up Round-Up puts ~10 start-up founders at tables around the room – each one paired with an investor or two (VC or SFO).  The start-up runs through their pitch and the invited investors then offer some initial diligence questions to them in order to show the group how one can pierce the patina of a shiny deck to get at the meat of an offering, as well as how to discover the strengths and weaknesses of each idea and founder team (the latter to be ameliorated by sound advice from the investor!).

This is a one-of-a-kind opportunity for all to hear some great ideas and get a glimpse into how investors in the space look at these opportunities.


2:30 pm

End of conference

Member – Investor

CAASA Members

Event Registration Closed

Member – Manager

CAASA Members

Event Registration Closed

Member – Service Provider

CAASA Members

Event Registration Closed

Non-member – Investor

Non-member of CAASA

Event Registration Closed

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