Wealth Managers’ Forum 2024 – Montréal

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.

These forums will be held in person in Montréal, and Toronto featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.  Program starts at 11AM in each city and includes lunch and a 4pm reception for all.

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.

MSC Cruises Get-away Give-away

We are happy to partner with MSC Cruises for a super prize to be awarded to one of our event attendees (must attend and complete a ballot to be eligible).

The prize is a spectacular MSC Cruises 7-night Caribbean sailing for two in a prestigious Yacht Club cabin*. Prepare to be pampered onboard in the elite MSC Yacht Club with a 24-hour Butler Service, Premium Drink Service, Spa inclusions plus much more! An MSC Cruises Representative will be joining at each event to share all things MSC and the details of the fabulous prize offering.  Draw will occur at our Summer Social event on July 17, 2024.

*Subject to travel restrictions, all details provided to the lucky winner upon receipt.

When

  • March 26, 2024
  • 10:30 am – 6:00 pm ET

Where

KPMG Montréal
600 Maisonneuve Blvd W Suite 1500, Montreal, Quebec H3A 0A3

2024 Keynote Speakers

Distinguished Speakers (2024) – Work in Progress

Agenda

Day 1

  • March 26, 2024
  • 10:30 am – 6:00 pm

  • March 26, 2024
  • 10:30 am – 6:00 pm

Day 1

10:30 am

Registration

11:00 am

NowTalk – Adding Alts to your book

Making the plunge into alts can be a dichotomy: it seems so obvious (risk mitigation, offering differentiation, client satisfaction) but the simple act of actually moving one’s client book to alts can be daunting. For one, the IA needs to convince themselves and then their client that it makes sense – and then that must occur on an ongoing basis. This talk will delve into how IAs should view alts, how to add them to one’s offering (both to new and current clients), and how to keep the faith when difficulties occur.

Jean Chuang, Fieldhouse Capital Management
Brendan Rogers, RBC Dominion Securities
Philippe Ducreux, Richardson Wealth

11:45 am

NowTalk – SFOs and IAs: How advisors can appeal to ‘whales’

Many IAs target UHNW individuals as part of their marketing plan, and as an individual’s net worth increases, so does the likelihood of them having an in-house person to manage their affairs. This can be a boon for the IA, as they then have a market-person to interact with that might require less education on alts/their plan of action, but it can also mean an additional gatekeeper to convince. It could also mean stickier money if a transaction occurs, though, as the odds of having a more methodical and thought-out Investment Policy Statement can increase greatly. This talk will illustrate how IAs should best position themselves to gain access to this growing market.

Philippe Roy, Private Family Office
Adriana Arrillaga, One Summit Capital

12:15 pm

Lunch

12:30 pm

Lunch Keynote – The State of Alternatives in Canada

1:15 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

2:15 pm

Alternative Credit: Still just an alternative, or required now?

Alt credit (aka private debt, private lending, and private credit) has started to shed its ‘private’ moniker – least of all because many managers are institutional-grade and open to transparency to their loan book and how they run their process. Allocators are interested in this area and investors require the diversification that these skill-based loans can bring – the effect of Central Banks’ interest rate movements can be ameliorated (paradoxically) by the credit risk introduced by non-government guaranteed debt. This panel will delve into how investors view the space and are taking advantage of its unique characteristics.

Tarik Serri, Trans-Canada Capital
Francis Sabourin, Richardson Wealth

3:00 pm

Alternatives in a Portfolio Setting

This panel will discuss how IAs and clients can benefit from the advantages of alternatives in a variety of ways: funds, funds of funds, structured notes, and other means are all delivery methods for the positive effect that alts can have on a portfolio – especially one dominated by beta (and doubly-that of ones that are industry-concentrated).

Andy Yan, Westcourt Capital
Joe Bakish, Richardson Wealth

4:00 pm

Reception

Opportunity to network over food and drinks!

6:00 pm

End of Wealth Managers’ Forum Montreal 2024

See you next year!

Registration

End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee for their appropriate sub-category. Core service providers include prime brokers, fund administrators, and accounting and legal firms.

CAASA Members

Members of CAASA

Register Now

Non-Members

Investment Advisor & Single Family Office

Register Now

Thank You to our 2024 Title Sponsor

Thank You to Our 2024 Gold Sponsor

Thank You to Our 2024 Silver Sponsors