Wealth Managers’ Forum 2023 – Calgary
Overview
Join us, dozens of speakers, and scores of fellow IAs and investors for this all-encompassing alts conference specifically designed for retail advisors and the client base they serve.
This Forum will be held in person, paired with 4 unique networking receptions in Vancouver, Calgary, Montreal and Toronto to kick off the Forum!
Please take a moment to RSVP!
More information to follow shortly.
CAASA CE Centre
The content for this platform comes from CAASA webinars and podcast as well as panel sessions from a selection of our conferences.
In addition, certain members of CAASA have provided their webinars and podcast for inclusion.
Topics and investment opportunities featured in these courses focus on alternative investments such as hedge funds, liquid alternatives, private equity, private lending, real estate, infrastructure, cryptocurrency, venture capital, and other Alternative assets and strategies.
Where
Calgary, Alberta
KPMG Calgary
Bow Valley Square
205 5 Ave SW, Suite 3100
Calgary, AB T2P 4B9
Keynote Speakers (2023)
Matias Grum
Senior Portfolio Manager
Raymond James Ltd.
Richard Pilosof
Chief Executive Officer
RPIA
Matias Grum
Senior Portfolio Manager
Raymond James Ltd.
As a Chartered Investment Manager (CIM®), Matias builds tailored wealth solutions for Canadian and US high-net-worth families, business owners and professionals. His international experience as a former trade analyst for the Government of Argentina, years of portfolio management and excellent research skills give his clients access to a sophisticated blend of quantitative and qualitative data to generate high-quality asset allocation, and overall portfolio return. Matias and his team take a disciplined and structured approach to planning for their client’s long-term goals -including tax strategies, while constantly adjusting to changing market conditions.
Matias is also strongly committed to the community, over the years he has served as a Board Member of the Calgary Opera (2021-14) and the Alberta Ballet (2015-2021). A former ranked Junior tennis player, he currently serves as a Board Member for the UofC Dino’s Tennis Society.
Richard Pilosof
Chief Executive Officer
RPIA
Richard Pilosof is a founding partner and the Chief Executive Officer of RPIA, one of the largest alternative asset management firms in Canada.
Prior to founding RPIA, Richard spent over 25 years with RBC Capital Markets where he served as Managing Director and Head of Global Debt Markets. Richard was also responsible for developing and building RBC’s international capital markets platform, now with significant operations in London, Hong Kong, Sydney, and New York.
Richard is an active community volunteer, serving as a Director on the Mt. Sinai Hospital Board and as Co-Chair for the Sinai Health Foundation, where he was also the Campaign Chair and a member of the Philanthropy Executive Council, the Stewardship Council, and the Gift Acceptance Committee. He is currently a board member of the Ontario Junior Hockey League Foundation and President of the Pickering Panthers Junior A Hockey Club.
Richard holds a BA in Finance from Coastal Carolina University.
Distinguished Speakers (2023)
Julian Klymochko
CEO and Chief Investment Officer
Accelerate Financial Technologies Inc.
Rob Tetrault
Branch Manager, Sr. Investment Advisor & Sr. Portfolio Manager
Tetrault Wealth Advisory Group
Charbel Cheaib
Partner & CFO
Morex Capital
Travis Forman
Portfolio Manager
Harbourfront Wealth Management
Shamez Kassam
Partner
Northfront Financial Inc.
Scott Starratt
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Dean Kirkham
President & Chief Operating Officer
Trez Capital
Dennis Mitchell
CEO & CIO
Starlight Capital
Julian Klymochko
CEO and Chief Investment Officer
Accelerate Financial Technologies Inc.
Julian is the CEO and Chief Investment Officer of Accelerate, a leading alternative investment solutions provider. Prior to founding Accelerate in 2018, he was the Chief Investment Officer of Ross Smith Asset Management where he managed a number of award-winning alternative investment strategies for nearly a decade. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is the Director of the CFA Society Calgary.
Julian attended the University of Manitoba where he graduated with a Bachelors of Science (Engineering) and a Bachelors of Commerce (Finance), both with distinction. Julian is a Chartered Financial Analyst (CFA) charterholder.
Julian has been featured in some of the world’s top financial and business media including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider and The Globe and Mail. He is the author of the book Reminiscences of a Hedge Fund Operator and host of the Absolute Return Podcast.
Rob Tetrault
Branch Manager, Sr. Investment Advisor & Sr. Portfolio Manager
Tetrault Wealth Advisory Group
Rob Tetrault is an award-winning Portfolio Manager and was a successful lawyer at MLT Aikins. Currently an esteemed board member in the Winnipeg community. He is a dedicated husband and father who co-founded the Canadian CMV Foundation, a charity on a mission to eradicate congenital CMV, the #1 cause of infant disability.
After graduating from the University of Toronto Law School, Rob worked as an insurance litigation specialist in Winnipeg. He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business before starting his Wealth Management Practice in 2010.
He is now Senior Portfolio Manager and Branch Manager at CG Wealth Management. Redefining the practice of financial advising and portfolio management through his transparency, honesty and dedication, Rob has built a remarkably successful practice where his clients’ interests come first.
Rob was the recent recipient of the Visionary Award from Radio-Canada, was named to the list of 100 most fascinating Manitobans, was given the St. Boniface Chamber of Commerce Distinction Award, and was named to the Top 40 under 40 for the IAAC. He has also been chosen four times in the past five years to be on Wealth Professional’s list of Top 50 Financial Advisors in Canada, reaching #9 in the 2017 edition, #2 in 2018, #6 in 2020 and #2 in 2021. His team won a silver medal in 2020 for the advisory team of the year, and in 2021 he was awarded 5 Star Financial Advisor Status.
The Portfolio Manager from the Tetrault Wealth Advisory Group currently resides in St-Boniface, the French quarter of Winnipeg with his wife Michelle and four children, Alexandre, Arielle, Angeline and Aubrie.
Charbel Cheaib
Partner & CFO
Morex Capital
Charbel brings over 20 years of experience in the financial industry. He began his career as a Chartered Accountant, performing audits and consulting for Canadian Banks, Broker/Dealers, Investment Funds and Mortgage Investment Corporations during his time at KPMG. In 2009 he joined CIBC Mellon where he developed fund administration services for the unique requirements of exempt market dealers to penetrate a new market and acquire new clients as a business development executive. In 2019, he joined BlackRock and was responsible for oversight of relationships with institutional investors, reviewing investment portfolios and proposing suitable private equity & private credit investments, working closely with some of Canada’s largest pension plans. Charbel joined Morex Capital as a Partner to execute the firm’s growth strategy as the demand for alternative lending continues to expands.
Travis Forman
Portfolio Manager
Harbourfront Wealth Management
Travis Forman is a Portfolio Manager at Strategic Private Wealth Counsel – Harbourfront Wealth Management which has been named one of the fastest-growing wealth management practices in terms of AUM % growth for two years running. Travis holds 25 years of wealth management experience and holds in-depth expertise in the area of alternative investments. He has been instrumental in the development of a collection of private investment pools that span private debt, private real estate, and private equity.
In less than five years and over the course of the pandemic, Travis led the growth of Willoughby Asset Management’s private pools to over $1 billion in AUM.
His mission is to make a difference in the lives of Canadians. He is dedicated to the growth of portfolios owned by retirees, entrepreneurs, and working professionals.
Shamez Kassam
Partner
Northfront Financial Inc.
Shamez Kassam, MBA, CFA, is a 2004 graduate of Columbia University’s Graduate School of Business in New York City, where he majored in finance and economics. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Shamez is a partner at Northfront Financial, a boutique portfolio management company in Calgary focused on bringing pension quality alternative investment opportunities to individuals.
He spent the first several years of his finance career working with institutional investors, including BNP Paribas and Alberta Investment Management Corporation, and he began working with individual Canadian investors in 2010.
He is author of the book, Your Money’s Worth – The Essential Guide to Financial Advice for Canadians.
Scott Starratt
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.
Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure.
Dean Kirkham
President & Chief Operating Officer
Trez Capital
Dean Kirkham, Trez Capital’s President and Chief Operating Officer, leads the execution of the firm’s corporate strategy. In his role, Dean ensures that Trez Capital’s actions and operations are aligned to drive the achievement of its goals. With over two decades of diverse financial experience and passion for talent development, Dean leads his teams by example, with the purpose of inspiring and fostering growth.
Dean began his career with ABN AMRO’s investment bank in Amsterdam and later New York. Prior to joining Trez Capital, he spent over a decade at Bank of Montreal where he held executive leadership roles on both the origination and risk sides of the business.
Dean earned a Bachelor of Science in 1996 from the University of British Columbia and a Master of Business Administration (MBA) in 1999 from the Schulich School of Business at York University.
Dennis Mitchell
CEO & CIO
Starlight Capital
Dennis Mitchell joined Starlight Capital in March 2018 as Chief Executive Officer and Chief Investment Officer. Dennis has over 20 years of experience in the investment industry and has held executive positions with Sprott Asset Management, serving as Senior Vice- President and Senior Portfolio Manager, and Sentry Investments, serving as Executive Vice-President and Chief Investment Officer.
Mr. Mitchell received the Brendan Wood International Canadian TopGun Award in 2009, 2010, and 2011 and the Brendan Wood International 2012 Canadian TopGun Team Leader Award. He holds the Chartered Financial Analyst designation and earned a Master of Business Administration from the Schulich School of Business at York University in 2002 and an Honors Bachelor of Business Administration degree from Wilfrid Laurier University in 1998.
Agenda
Day 1
- February 16, 2023
- 11:00 am – 7:00 pm
- February 16, 2023
- 11:00 am – 7:00 pm
Wealth Managers’ Forum Calgary
11:00 am
Registration
11:30 am
NowTalk – Branding in Your Market: How to Elevate Your Game
Whether IAs acknowledge it or not, branding is a key ingredient in success – and by this we get past the corporate branding that every IA in the dealer has access to, and talk about individual branding that advisors can create. There is also branding in the eyes of clients and prospects as well as that of their peers. As a team grows, it is of paramount importance that each individual provides value to clients and the team – and teams that look outward can attract the best talent and continue their growth. Come and hear how this IA is doing something different to cement his place in the industry.
Rob Tetrault, Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
12:00 pm
Lunch
12:15 pm
Lunch Keynote – Richard Pilosof: 14 Years of RPIA
Richard was RBC’s youngest Managing Director on the fixed income floor and in 2009 he branched off from the desk to create his own offering for investors seeking lower volatility and uncorrelated returns from today’s bond markets. His success has been peerless in the space and this is your opportunity to hear his story!
Richard Pilosof, RPIA
Matias Grum, Raymond James
1:00 pm
Table Talks
Round table discussions hosted by our Sponsors.
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 25-minute round table discussions
2:00 pm
Creating Superior Portfolios of Private Assets
Travis Forman has been in the private assets market for years, creating his own fund for offering to his and other clients. He sits on both sides of the desk, advising clients on asset allocation and also allocating to select private assets managers in order to fulfill his mandates of steady income without undue risk. This panel features three managers in the space and delves into their stories as well.
Travis Forman, Harbourfront Wealth Management
Charbel Cheaib, Morex Capital Corp.
Dennis Mitchell, Starlight Capital
Dean Kirkham, Trez Capital
2:45 pm
NowTalk – When to Diversify Your Book
When is the correct time to move to alternatives? When markets are up and one is in a position of strength – but convincing clients to sell winners whom they assume will continue to perform might pose a challenge? When markets are down and clients can see that alts likely did not fall as much – but then they have to sell at a loss? Is it at the beginning of a relationship or after an IA has earned client trust? These conundrums and more will be discussed!
Scott Starratt, Canaccord Genuity Wealth Management
3:15 pm
The Liquidity Quandary: What Investors Need and How To Get It
Retail investors seem to be intent upon having (i) liquidity and (ii) cash yield – and their advisors seem to reinforce this preference with their portfolio recommendations. Of course, private assets should have their investment vehicles match the liquidity of the underlying and this panel will look into the ‘new’ liquid alts that can give investors truly liquid exposure to alternative strategies (and sometimes alternative assets, in a sense). It will feature a briefing of the 2018/2019 new rules and a chat on how investors should use these mutual funds to create exceptional portfolios.
Shamez Kassem, Northfront Financial
Julian Klymochko, Accelerate Financial Technologies
…more to be added
4:00 pm
Reception
Opportunity to network over food and drinks!
Thank You to Our 2023 Sponsors
CAASA Member
Member of CAASA
Event Registration Closed
Investment Advisor | Single Family Office
Non-Member of CAASA
Event Registration Closed