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.

View the 2019 program, HERE.

WHEN

Pre-day sessions on Wednesday, May 6, 2020 & Full Day on Thursday, May 7, 2020

WHERE

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

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

David Jarvis

President, Corton Capital

Ali Alagheband

Managing Director, Sagard Holdings
VIEW

Kunal Bhasin

Blockchain Lead, Risk Consulting, KPMG
VIEW

Michael Gord

Founder & Chief Executive Officer, MLG Blockchain
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

Bonnie-Lyn de Bartok

Founder & CEO, The S Factor Co

TENTATIVE AGENDA

  • May 6, 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

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

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

  • May 7, 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 Groyp

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

 

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 – Disruptors in Action

John Ruffolo, OMERS Ventures
Sophie Forest, Brightspark Ventures
Enzo Gabrielli, Horizon Capital Holdins

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

COMPLIMENTARY

Single Family Offices
May 6 Happy Hour & dinner
May 6 pre-conference events
May 7 full day

$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

COMPLIMENTARY

Single Family Offices
May 6 Happy Hour & dinner
May 6 pre-conference events
May 7 full day

COMPLIMENTARY

Investment Advisors
May 6 Happy Hour
May 6 pre-conference events
May 7 full day

COMPLIMENTARY

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

Click here to attend FOS 2020

$1000

Managers
May 6 pre-conference events
May 7 full day
Add'l Delegate - $1000

Click here to attend FOS 2020

$1500

Service Providers
May 6 pre-conference events
May 7 full day
Add'l Delegate - $1500

Click here to attend FOS 2020

All prices are in CAD and applicable taxes are calculated upon checkout. Pricing to increase after 150 attendees (max capacity 200).

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.

SPONSORS

PARTNERS

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

BECOME A SPONSOR