Wealth Managers’ Forum 2023 – Vancouver

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!

Register now for the event in the city/cities of your choice.

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 15, 2023
  • 11:00 am – 7:00 pm PST

Where

Vancouver, British Columbia
Fairmont Hotel Vancouver
900 W Georgia St
Vancouver, BC V6C 2W6

Map

Keynote Speakers (2023)

Distinguished Speakers (2023)

Agenda

Day 1

  • February 15, 2023
  • 11:00 am – 7:00 pm

  • February 15, 2023
  • 11:00 am – 7:00 pm

Day 1

11:00 am

Registration

11:30 am

NowTalk – How I Built My Book

New IAs are given a great deal of advice from a number of sources on where they should focus their efforts (and on whom) and this NowTalk is designed to be another, learned and experienced, voice to add to their planning. Just like career paths, each IA will find their own way through the maze of potential pitfalls and having a quiver of success stories allows IAs to identify potentially lucrative client and portfolio management niches while they can be acted upon.

This talk will highlight one IA’s path to growing their book and servicing an expanding client base in what can be challenging markets.

12:00 pm

Lunch

12:15 pm

Lunch Keynote – The Growing Importance of Privates in Portfolios

Travis Forman has made a name for himself and Harbourfront Wealth by creating an impressive franchise anchored on so-called alternative investments (which many have found to be integral to modern portfolio management).  He not only has a growing roster of clients, he also has a fund of funds that allocates to select real estate and private lending shops, creating a one-stop portfolio that can provide a great deal of value those clients and their families.

On the other side, Jonathan Turnbull is with Harrison Street, a real estate asset manager headquartered in Chicago that offers is extensive investment capabilities to investors in the U.S. and Canada.

Both of these seasoned investors will share their experiences in the space as well as where the business of investing in real estate and alternatives is headed over the next few years.

Travis Forman, Harbourfront Wealth
Jonathan Turnbull, Harrison Street Real Estate Capital, LLC

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

Survey of the Privates Market

Privates have been all the rage for the last many years, and not without a few hiccups along the way as investors and managers solidify their diligence and investment processes. This panel will give attendees a broad look at some of the major sub-sections of privates and focus in on a few key opportunities as well.

Colin Kilgour, Kilgour Williams Capital
David Vankka, ICM Asset Management

2:45 pm

NowTalk – Building a Franchise in the Minds of Investors

In this session, we hear from a veteran IA who has decades of experience in creating value for clients and ensuring they not only have assets/income into retirement, but also the confidence that they can weather the inevitable storms that rear up in financial markets.

Pamela Yoon’s three decades of service to her clients is based on her financial expertise backed by her ability to translate the investing world for her clients (she’s also a polyglot) and giving them a guiding hand to do uncomfortable tasks such as buying low or rebalancing out of trades that would seemingly go to the moon.

This talk will span her career (one minute per year, on average) and give the audience a feel for what it takes to really connect with clients.

Pamela Yoon, RBC Dominion Securities
James Burron, CAASA

3:15 pm

Positioning Liquid Alts with Clients

Liquid Alternatives funds are not known to all investors, even though they have been around since at least January 2019 (and during 2018 in pre-market). AUM growth typically spikes after market routes, possibly as investors and advisors see the diversification benefits of this access class (as opposed to asset class). Getting clients past the ‘alternative’ moniker can be difficult as they may translate the word to ‘not needed’, but these funds are surely appropriate for many investors and have excellent vol and diversification characteristics. This panel will speak to this and more!

Steven Adang, Anchor Pacific Investment Management
Dean Shepard, Picton Mahoney Asset Management
Raj Tandon, Algonquin Capital Management
Travis Dowle, Maxam Capital Management

4:00 pm

Reception

Opportunity to network over food and drinks!

Thank You to Our 2023 Sponsors

CAASA Member

Member of CAASA

Register Now

Investment Advisor | Single Family Office

Non-Member of CAASA

Register Now