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.

When

  • February 16, 2023
  • 11:00 am – 7:00 pm MT

Where

Calgary, Alberta
KPMG Calgary
Bow Valley Square
205 5 Ave SW, Suite 3100
Calgary, AB T2P 4B9

Map

Keynote Speakers (2023)

Distinguished Speakers (2023)

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

Liquid Alternatives Leading the Way

Over the last 4 years, returns from liquid alts funds have proven their mettle in challenging markets. Not only have they been diversifiers for investor portfolios, their strategies are well-diversified over equity, credit, multi-strat, and market neutral strategies, with AUM in each strategy growing consistently. This panel will describe how they fit in client portfolios as well as dig into a few indicative funds (and managers) of each strategy.

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

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Investment Advisor | Single Family Office

Non-Member of CAASA

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