Wealth Managers’ Forum 2023 – Toronto

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 in Vancouver, Calgary, Montreal and Toronto.

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 23, 2023
  • 11:00 am – 7:00 pm

Where

The Omni King Edward Hotel
37 King St E, Toronto, ON M5C 1E9

Keynote Speakers

Distinguished Speakers (2023)

Agenda

Day 1

  • February 23, 2023
  • 11:00 am – 7:00 pm

  • February 23, 2023
  • 11:00 am – 7:00 pm

Day 1

10:30 am

Registration

11:00 am

NowTalk – The Alts Landscape in Canada and Globally

Welcome to Alts-Land. In this NowTalk, Preqin will give a succinct briefing of alternatives in Canada and the world – with an emphasis on how far we have come in alts allocations and where they may be headed over the next few years (if we follow the massive growth seen in other markets). This presentation will have some great talking points for discussion with clients who see alternatives as just that, and not required for a well-balanced portfolio.

 

Joseph Borda, Preqin

11:30 am

NowTalk – What I Learned in 17 Years in the Business

Craig’s many TV appearances, “Alternative Investments” on BNN/Bloomberg, coupled with his prolific speaking schedule makes him a known entity to clients/prospects and industry folks alike. Always with a witty analog and anecdote to illustrate a point, his incisive mind is seemingly always concocting ways to translate industry-speak to something that investors can understand. Join us for this session that will chronicle his life as an IA and how he built his persona within the bounds of IIROC requirements.

 

Craig Machel, Richardson Wealth

12:00 pm

Lunch

12:15 pm

Lunch Keynote – Alts Titans: A Candid Conversation with Two Veterans

Dean is a Partner with Picton Mahoney Asset Management and a key part of their management team. Brad runs the TD Wealth platform where he is a stoic advocate of alternatives. Ida will set the stage with insightful questions and add her own experience to the mix.  We know that everyone will enjoy this frank discussion on the industry, alternatives, and what IAs and asset managers can do to set themselves apart from the crowd.

Ida Khajadourian, Richardson Wealth

Dean Shepard, Picton Mahoney Asset Management
Brad Simpson, TD Wealth

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

Mainstreeting Private Investments

Should Main Street have access to the opportunities presented to ‘more sophisticated’ (read: wealthier) investors? For years, one could not even seriously ask this question as the products and structures were just not available. Now we can ask it, and get the answers from our panel: one that will look into the benefits and potential pitfalls of private investments in the hands of retail investors and how IAs can make the most of these platforms & funds.

 

Tom Johnston, iCapital Network
Kamal Hassan, Loyal VC
Jeff Parks, Stack Capital
Neil Andrew, Overbay Capital Partners

2:45 pm

NowTalk – Liquid Alts Primer

James and his CAASA co-founder Caroline were at ground zero when the initial Liquid Alts legislation was proposed in March 2013 and watching to go through town-halls, committee meetings, and CSA task force meetings and deliberations was seemingly glacial (it was promulgated in January, 2019) but the results were worth it. James will give a (thankfully) brief timeline of the process, the legislation as it stands now, its purpose when proposed and if it hit the mark, and where this growing part of the alts industry might be headed in the next few years.

James Burron, CAASA

3:15 pm

Alts That can Outperform

Alts can go through cycles and each one has its own merits and potential place in an investor portfolio, and knowing these factors is very important as IAs allocate to these asset classes and sub-sectors. This panel will provide insight into how advisors can do diligence on managers and allocate client assets to them.

 

Jonathan Colligan, Westcourt Capital
Jason Landau, Waratah Capital Advisors
Anthony Faiella, AGinvest Farmland Properties Canada
Mike Quinn, RPIA

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