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Individual (Associate Member) – Type of Business
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Investment Dealer (EG. IIROC/FINRA)
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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
Secondary Contact for Billing/Invoicing
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Individual 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
Net Assets (CAD):
If applicable, please indicate your organization’s net assets. Please enter full amount.
Strategies of Interest
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.
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Member Initiative Groups / Committees
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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
Source of Application
Please indicate how you heard of the CAASA membership.
CAASA staff
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Third Party Conference/Event
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Other
Source of Application – CAASA staff
Name of referrer
Source of Application – Existing CAASA Member
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Third Party Conference/Event
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Source of Application – Online
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