CAASA Family Office Summit 2020

CAASA Family Office Summit 2020

conference

WHO ATTENDS?

The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments. All content is subject to Chatham House Rule.

CURRENT DELEGATES:

SFOs:  37
MFOs and Wealth Managers: 29
Asset Managers: 67
Service Providers: 17

As of March 15, 2020.  Max attendees limited to 200.

WHEN

Pre-day sessions on Wednesday, Aug 5, 2020 & Full Day on Thursday, Aug 6, 2020

WHERE

Vantage Venues, 150 King Street West, 16th Floor, Toronto, ON, Canada

SPEAKERS

VIEW

Arthur Salzer

CEO & CIO, Northland Wealth
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Fred Pye

President & CEO, 3iQ
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Jason Chertin

Partner, McMillan LLP
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Brian D'Costa

Founding Partner & President, Algonquin Capital
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James Rosebush

Founder & CEO, GrowthStrategy
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David Jarvis

President, Corton Capital

Ali Alagheband

Managing Director, Sagard Holdings
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Kunal Bhasin

Blockchain Lead, Risk Consulting, KPMG
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Michael Gord

Founder & Chief Executive Officer, MLG Blockchain
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Ranjan Bhaduri

President & CEO, Bodhi Research Group
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Naveed Mohammed

Vice-President, Head of Managed Asset Strategy and Analytics (MASA), BMO Nesbitt Burns
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Bonnie-Lyn de Bartok

Founder & CEO, The S Factor Co
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Craig Machel

Portfolio Manager & Investment Advisor, Richardson GMP
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Tanya Woods

Managing Director, Canada, Chamber of Digital Commerce
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Yash Gupta

Principal, Morgan Stanley Alternative Investment Partners Group
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Mike Sell

Portfolio Manager & Head of Asian Equities, Alquity
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Jason Campbell

Principal, Eckler
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Daniel Williams

Managing Director, Kilgour Williams
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Brian Chinappi

Partner, Head of Real Estate Asia, Actis
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Allison Taylor

CEO, Invico Capital Corporation
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Luc Dumontier

Partner & Head of Factor Investing, LFIS

TENTATIVE AGENDA

  • August 5, 2020
  • 7:30 AM - 8:30 PM
Pre-Conference (All Delegates)
7:30 AM

Blockchain (& Crypto-currency) BreakfastBlockchain Breakfast

Arthur Salzer, Northland Wealth
Fred Pye, 3iQ
Tanya Woods, Chamber of Digital Commerce
Michael Gord, MLG Blockchain
Kunal Bhasin, KPMG

9:30 AM

Morning Coffee Break

10:00 AM

Morning Panel: TBA

11:30 AM

Liquid Alts Lunch

Jason Chertin, McMillan LLP
Brian D’Costa, Algonquin Capital
Naveed Mohammed, BMO Nesbitt Burns
Craig Machel, Richardson GMP
Luc Dumontier, LFIS

2:00 PM

Afternoon Coffee Break

2:30 PM

Pitch Perfect

Ardenton Capital Corporation
Resolve Asset Management
ICM Asset Management

Moderator:
James Rosebush, GrowthStrategy

Sponsors, Speakers, & Investors Only
5:00 PM

Happy Hour & Wine Tasting

“Alternative Grapes” A Tasting Lead By David Jarvis, Corton Capital

Single Family Offices Only
6:30 PM

Relatives of SFO Dinner

6:30 PM

Professionals of SFO Dinner

8:30 PM

End of day 1

  • August 6, 2020
  • 7:30 AM - 7:00 PM
All Delegates
7:30 AM

Registration and Breakfast

8:00 AM

Extreme Diligence: The Three Levels of Diligence & Tales from the Field

Kris Coleman, Red Five Security (former FBI agent)

9:00 AM

ESG & Impact Investing: What it Means and What it Can Mean for You

Bonnie-Lyn de Bartok, The S Factor Co
Ranjan Bhaduri, Bodhi Research Group
Mike Sell, Alquity

9:45 AM

Coffee Break

10:00 AM

Tête-à-tête Session #1

11:00 AM

Guest Speaker: TBA

12:00 PM

Lunch & Keynote

Paul Desmarais III, Sagard Holdings

1:40 PM

Table Talks

This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.

See below under ‘Questions’ for topics and speakers

2:45 PM

Alts Alts Panel

Yash Gupta, Morgan Stanley Alternative Investment Partners Group
David Jarvis, Corton Capital
Ali Alagheband, Sagard Holdings

3:30 PM

Tête-à-tête Session #2

4:00 PM

VC Pitch Competition (Beaver’s Lodge) – Disruptors in Action

Canada’s industrious spirit-animal, the beaver, represents all that Canadian venture capitalists and entrepreneurs do every day: find a niche, work diligently and adaptively to make their plan a reality, and create new ecosystems where others can thrive.

John Ruffolo, OMERS Ventures
Sophie Forest, Brightspark Ventures
Enzo Gabrielli, Horizon Capital Holdings
Shez Samji, Silicon Valley Bank

5:00 PM

Keynote 2: Welcome Reception: Selling Snake Oil

Mo Lidsky, Prime Quadrant

7:00 PM

Close of Summit

Pricing & Registration

Member Pricing

Non-Member Pricing

Non-Member Pricing

$150

Single Family Offices
May 6 Happy Hour & dinner
May 6 pre-conference events
May 7 full day
Add'l Delegate - $150

$300

Investment Advisors
May 6 Happy Hour
May 6 pre-conference events
May 7 full day
Add'l Delegate - $300

Click here to attend FOS 2020

All prices are in CAD and applicable taxes are calculated upon checkout.

Member Pricing

$150

Single Family Offices
May 6 Happy Hour & dinner
May 6 pre-conference events
May 7 full day
Add'l Delegate - $150

$150

Investment Advisors
May 6 Happy Hour
May 6 pre-conference events
May 7 full day
Add'l Delegate - $150

$150

Multi-Family Offices
May 6 Happy Hour
May 6 pre-conference events
May 7 full day
Add'l Delegate - $300

Click here to attend FOS 2020

$2000

Managers
May 6 pre-conference events
May 7 full day
Add'l Delegate - $2000

Click here to attend FOS 2020

$3000

Service Providers
May 6 pre-conference events
May 7 full day
Add'l Delegate - $3000

Click here to attend FOS 2020

All prices are in CAD and applicable taxes are calculated upon checkout.

QUESTIONS?

Browse through our most frequently asked questions

Do I need to be a CAASA member to attend?

Eligibility as a Speaker or Single Family Office is at the determination of CAASA staff.

All asset manager and service provider delegates are required to be employed by CAASA members and pay the requisite fee depending on the time of registration and payment. Non-members of these categories are not eligible for registration or admittance, even as guests of sponsors or speakers. For more information on membership, please click here.

What are your cancellation and substitution policies?

Due to venue requirements and commitments with the hotel, we are unable to offer registration or sponsorship refunds*. Substitutions are not permitted.

Do you offer half day or single day attendance?

The full conference registration fee would still apply in order to complete your registration. We do not offer special rates for partial attendance.

What topics are covered in the TableTalks?

Designed to provide a briefing on topical and timely subjects, these discussions are lead by industry leaders whom also make themselves available throughout the conference schedule. Below are a list of our 2020 table hosts:

Ardenton

AGF

Morgan Stanley Investment Management

Lyxor Asset Management

Algonquin Capital

Waratah Capital Advisors

ICM

La Française

Waratah Capital Advisors

Fidelity Clearing Canada

 

 

Do you have hotel recommendations?

Hilton Toronto, 145 Richmond Street West

One King West Hotel, 1 King Street West

Hotel Fairmont Royal York, 100 Front Street West

SPONSORS

PARTNERS

For more information, please contact the CAASA office at 647-953-0737 or paul@caasa.ca.

BECOME A SPONSOR