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Step 2 – Complete Full CAASA Application
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Entity Type
Do you have an address or employee in Canada?
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No
You are eligible to be a voting member of CAASA and applicable taxes will be added to your annual dues depending on your home province.
You are eligible to be a non-voting member of CAASA and Canadian tax will not be added to your annual dues.
Canadian Corporate Member
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Select Member Type
Canadian Corporation
Canadian Partnership
Canadian Limited Partnership
Other Canadian Legal Entity
Associate Member
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Select Member Type
Non-Canadian Corporation
Non-Canadian Partnership
Non-Canadian Limited Partnership
Other Non-Canadian Legal Entity
Entity Contact Details
Entity Name
*
General Entity Email Address
*
Office Number
*
Website
Main Office Address
*
Street Address
City
State / Province / Region
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
General Entity Profile
Additional/Secondary Office Locations
Please indicate additional locations in which your entity has an office or representative
Toronto
Montreal
Vancouver
Calgary
Other Canada
Chicago
New York
Other United States
Mexico
France
UK
Other Europe
South America
United Arab of Emirates
Dubai
Other Middle East
Investor Type
*
Please indicate your primary investor type.
Select Investor Type
Institutional Investor – Pension
Institutional Investor – Foundation / Endowment / Sovereign Wealth Fund
Accedited Investor – Single or Multi-Family Office
Retail Investor – Investment Advisors
Other
Investor Type – Other
*
Please Specify
Primary Regulator
AMF – Autorité des marchés financiers
ASC – Alberta Securities Commission
BCSC – British Columbia Securities Commission
OSC – Ontario Securities Commission
Other
Other
Please specify
Strategies / Offering:
Please note your net assets invested in the following strategies/assets (only CAASA staff will know this information and use towards curating events and speaking opportunities). Please enter full amount in CAD.
Multistrategy
Multistrategy – Internal/Direct
Internal/Direct
Multistrategy – Via Funds
Via Funds
Multistrategy – Open to speaking
Open to speaking on this topic at events?
Equity Market Neutral
Equity Market Neutral – Internal/Direct
Internal/Direct
Equity Market Neutral – Via Funds
Via Funds
Equity Market Neutral – Open to speaking
Open to speaking on this topic at events?
Fixed Income Arbitrage / Long Short Credit
Fixed Income – Internal/Direct
Internal/Direct
Fixed Income – Via Funds
Via Funds
Fixed Income – Open to speaking
Open to speaking on this topic at events?
Distressed Debt
Distressed Debt – Internal/Direct
Internal/Direct
Distressed Debt – Via Funds
Via Funds
Distressed Debt – Open to speaking
Open to speaking on this topic at events?
Private Equity
Private Equity – Internal/Direct
Internal/Direct
Private Equity – Via Funds
Via Funds
Private Equity – Open to speaking
Open to speaking on this topic at events?
Venture Capital
Venture Capital – Specify
Please Specify
Venture Capital – Internal/Direct
Internal/Direct
Venture Capital – Via Funds
Via Funds
Venture Capital – Open to speaking
Open to speaking on this topic at events?
Event Driven
Event Driven – Internal/Direct
Internal/Direct
Event Driven – Via Funds
Via Funds
Event Driven – Open to speaking
Open to speaking on this topic at events?
Equity Long Short
Equity Long Short – Internal/Direct
Internal/Direct
Equity Long Short – Via Funds
Via Funds
Equity Long Short – Open to speaking
Open to speaking on this topic at events?
Global Macro
Global Macro – Internal/Direct
Internal/Direct
Global Macro – Via Funds
Via Funds
Global Macro – Open to speaking
Open to speaking on this topic at events?
Managed Futures / CTA
Managed Futures / CTA – Internal/Direct
Internal/Direct
Managed Futures / CTA – Via Funds
Via Funds
Managed Futures / CTA – Open to speaking
Open to speaking on this topic at events?
Real Estate
Real Estate – Internal/Direct
Internal/Direct
Real Estate – Via Funds
Via Funds
Real Estate – Open to speaking
Open to speaking on this topic at events?
Infrastructure
Infrastructure – Internal/Direct
Internal/Direct
Infrastructure – Via Funds
Via Funds
Infrastructure – Open to speaking
Open to speaking on this topic at events?
Private Lending
Private Lending – Internal/Direct
Internal/Direct
Private Lending – Via Funds
Via Funds
Private Lending – Open to speaking
Open to speaking on this topic at events?
Commodities
Commodities – Internal/Direct
Internal/Direct
Commodities – Via Funds
Via Funds
Commodities – Open to speaking
Open to speaking on this topic at events?
Timber
Timber – Internal/Direct
Internal/Direct
Timber – Via Funds
Via Funds
Timber – Open to speaking
Open to speaking on this topic at events?
Weather Derivatives
Weather Derivatives – Internal/Direct
Internal/Direct
Weather Derivatives – Via Funds
Via Funds
Weather Derivatives – Open to speaking
Open to speaking on this topic at events?
Life Settlements/ILS
Life Settlements/ILS – Internal/Direct
Internal/Direct
Life Settlements/ILS – Via Funds
Via Funds
Life Settlements/ILS – Open to speaking
Open to speaking on this topic at events?
Digital Assets / Crypto-currency
Digital Assets / Crypto-currency – Internal/Direct
Internal/Direct
Digital Assets / Crypto-currency – Via Funds
Via Funds
Digital Assets / Crypto-currency – Open to speaking
Open to speaking on this topic at events?
ETF
ETF – Internal/Direct
Internal/Direct
ETF – Via Funds
Via Funds
ETF – Open to speaking
Open to speaking on this topic at events?
Long-only
Long-only – Internal/Direct
Internal/Direct
Long-only – Via Funds
Via Funds
Long-only – Open to speaking
Open to speaking on this topic at events?
Other
Other – Specify
Please specify
Other – Internal/Direct
Internal/Direct
Other – Via Funds
Via Funds
Other – Open to speaking
Open to speaking on this topic at events?
Total Internal/Direct
Total Via Funds
Total Assets
Areas of Interest within Membership
Let us know what areas of membership you would like to focus on.
Select All
Networking with Peers
Member Initiative Groups / Committees
Education / Research
Compliance / Operations
Regulatory / Legal
ESG / Impact Investing
Mentorship Program
Marketing – Ontario
Marketing – Quebec
Marketing – Prairie Provinces (MB, SK, AB)
Marketing – West Coast (BC)
Marketing – Atlantic Region (NB, NL, NS, PEI)
Marketing – USA
Marketing – Other (please specify)
Other Interest (specify)
Marketing – Other
Other
Company Display
Please let us know how you would like your company displayed in our membership directory and CAASA marketing material. Choose 1 of the options below:
Option 1: Full Information
Option 2: Entity Information Only
Option 3: Entity Information & Key Contact Name Only (no email)
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Current Service Providers
Please indicate below the third-party providers that currently service you.
Prime Broker(s)
Lawyer(s)
Fund Administrator(s)
Accountant(s)
Auditor(s)
Source of Application
Please indicate how you heard of the CAASA membership.
CAASA staff
Referral by existing CAASA member
Third Party Conference/Event
Online (website, LinkedIn etc.
Other
Source of Application – CAASA staff
Name of referrer
Source of Application – Existing CAASA Member
Member who referred you
Third Party Conference/Event
Which event
Source of Application – Online
Which website
Source of Application – Other
Please specify
Member Details
Primary Membership Contact
*
Yes, I am the primary membership contact
No, I am filling this form on behalf of below
Name
First
Last
Email
Phone
Title
MIGs of Interest
Member Initiative Groups act as our member committees that aid in providing direction around event ideas, content generation and is a great way to engage with other members!
AGG / Advocacy & Governance Group
COG / Compliance & Operations Group
DAG / Digital Assets Group
FIRM Group
MAP / Member Advisory Panel
Mentorship Matching Group
MSG / Marketing & Sales Group
YPG / Young Professionals Group
IAG / Investor Allocator Group
FOG / Family Office Group
Add Members
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Applicable Fee Schedule
Managers Membership – Less than $50M
Managers Membership – $50-$100M
Managers Membership – $100-$500M
Managers Membership – $500-$1000M
Managers Membership – More than $1,000M
Managers Membership – Long-only
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Consent
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I/We consent to receiving commercial electronic messages from the Canadian Association of Alternative Strategies and Assets (“CAASA”), Suite 2500, 120 Adelaide Street West, Toronto, ON M5H 1T1 (647-953-0737 / caasa.ca / caroline@caasa.ca), including news, updates, promotions, offers and information from and about CAASA products and services. I acknowledge I withdraw my consent at any time by unsubscribing using the links provided in those electronic messages, or by contacting CAASA as above.
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