CAASA Family Office Summit 2020

CAASA Family Office Summit 2020

conference

2020 FOS Brochure

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.

Family Office Summit Data Room:

We partnered with SigmaSandbox to create a data room to provide a more robust experience for managers and investors by getting performance and other information into the hands of prospective investors. This free offering, exclusive to CAASA members, can be used in advance of the conference, during it, and afterward as much as one might like.

CURRENT DELEGATES:

SFOs:  39
MFOs and Wealth Managers: 29
Asset Managers: 71
Service Providers: 21

 

WHEN

Wednesday, Aug 5, 2020 & Thursday, Aug 6, 2020 plus Full Day of Tête-à-tête Sessions on Friday, Aug 7, 2020

WHERE

CAASA's Virtual All-in-One Platform

SPEAKERS

VIEW

Arthur Salzer

CEO & CIO, Northland Wealth
VIEW

Fred Pye

President & CEO, 3iQ
VIEW

Jason Chertin

Partner, McMillan LLP
VIEW

Brian D'Costa

Founding Partner & President, Algonquin Capital
VIEW

James Rosebush

Founder & CEO, GrowthStrategy
VIEW

John Ruffolo

Founder, OMERS Ventures
VIEW

David Jarvis

President, Corton Capital

Ali Alagheband

Managing Director, Sagard Holdings
VIEW

Kunal Bhasin

Blockchain Lead, Risk Consulting, KPMG
VIEW

Sophie Forest

Managing Partner, Brightspark Ventures
VIEW

Ranjan Bhaduri

President & CEO, Bodhi Research Group
VIEW

Naveed Mohammed

Vice-President, Head of Managed Asset Strategy and Analytics (MASA), BMO Nesbitt Burns
VIEW

Enzo Gabrielli

Executive Vice President & CFO, Horizon Capital Holdings
VIEW

Bonnie-Lyn de Bartok

Founder & CEO, The S Factor Co
VIEW

Craig Machel

Portfolio Manager & Investment Advisor, Richardson GMP
VIEW

Tanya Woods

Managing Director, Canada, Chamber of Digital Commerce
VIEW

Yash Gupta

Principal, Morgan Stanley Alternative Investment Partners Group
VIEW

Shez Samji

Managing Director, Silicon Valley Bank
VIEW

Mike Sell

Portfolio Manager & Head of Asian Equities, Alquity Investment Mangement
VIEW

Luc Dumontier

Partner & Head of Factor Investing, LFIS

AGENDA

  • August 5, 2020
  • 9:00 AM - 5:00 PM
All Delegates
9:00 AM

Tête-à-tête Session #1

10:00 AM

Blockchain (& Crypto-currency) Breakfast

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

11:00 AM

Morning Break

11:15 AM

Pitch Perfect

Ardenton Capital Corporation
Resolve Asset Management
ICM Asset Management

Moderator:
James Rosebush, GrowthStrategy

12:00 PM

Lunch Break

12:15 PM

Liquid Alts Lunch

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

1:00 PM

Alts Alts Panel

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

1:45 PM

Afternoon Break

2:00 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

3:00 PM

Tête-à-tête Session #2

4:00 PM

End of Day 1

  • August 6, 2020
  • 9:00 AM - 5:00 PM
All Delegates
9:00 AM

Tête-à-tête Session #3

10:00 AM

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

Kris Coleman, Red Five Security (former FBI agent)

11:00 AM

Morning Break

11:15 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 Investment Management
Jason Landau, Waratah Capital Advisors

12:00 PM

Lunch Break

12:15 PM

Lunch & Keynote

Paul Desmarais III, Sagard Holdings

1:00 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

1:45 PM

Afternoon Break

2:00 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

3:00 PM

Tête-à-tête Session #4

4:00 PM

End of Day 2

  • August 7, 2020
  • 9:00 AM - 5:00 PM
All Delegates
9:00 AM

Tête-à-tête Session #5 

All Day

5:00 PM

End of Family Office Summit

Pricing & Registration

Member Pricing

Non-Member Pricing

Non-Member Pricing

COMPLIMENTARY

Single Family Offices
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day

$80

Investment Advisors
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day

$262.5

Multi-Family Office
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day

Click here to attend FOS 2020

All prices are in CAD and applicable taxes are calculated upon checkout. Please note that we are experiencing technical difficulties with complimentary registrations, please email paul@caasa.ca if you are directed to a payment page.

Member Pricing

COMPLIMENTARY

Single Family Offices
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day
Add'l Delegate - COMPLIMENTARY

Complimentary for Members

Investment Advisors
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day
Add'l Delegate - COMPLIMENTARY

Complimentary for Members

Multi-Family Offices
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day

Click here to attend FOS 2020

$500

Managers
Aug 5 Full Day
Aug 6 Full Day
Aug 7 Full Day
Add'l Delegate - $500

Click here to attend FOS 2020

$300

Service Providers
Aug 5 Full Day
Aug 6 Full Day
Aug 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. Please note that we are experiencing technical difficulties with complimentary registrations, please email paul@caasa.ca if you are directed to a payment page.

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

Waratah Capital Advisors

Fidelity Clearing Canada ULC

Slate Securities

Espresso Capital

AGinvest Properties Canada

TMX

CEOS Family Office

SGGG Fund Services Inc.

Meraki Global Advisors

Dart Real Estate

 

SPONSORS

PARTNERS

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

BECOME A SPONSOR