CAASA WEBINAR: HOW TO WORK FROM HOME
Overview
This roundtable of industry veterans will explain how they have managed to successfully work from home for years/decades before it became mandatory. Also, our own Caroline Chow (Certified Culinary Nutritionist) will give a briefing on how to maintain your overall wellbeing and the best at-home meals you can make as you adjust your schedule around this new normal.
Where
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformDISCUSSION LEADS
Stephanie Kremer
Managing Director, Distribution
YTM Capital
Caroline Chow
Vice President, CAASA & Founder
Happy Health
Renee Arnold
Executive Director
Alquity Investment Management
Michael Fowler
Founding Partner
Coach House Partners
Claudia van Amersfoorth
Financial Advisor
JB Wealth of Raymond James Ltd.
Stephanie Kremer
Managing Director, Distribution
YTM Capital
Stephanie has over 22 years of investment management industry experience, working closely with advisers and family offices supporting them with their investment decisions, marketing and business development strategies, and practice management.
Caroline Chow
Vice President, CAASA & Founder
Happy Health
Caroline is Vice President and co-founder of the Canadian Association of Alternative Strategies & Assets (CAASA). She works closely with members to establish and grow the Association’s initiatives both within Canada and abroad. She serves a broad range of alternatives such as liquid alts, private lending, real estate and digital assets.
Previously, she spent 5 years at AIMA Canada and during this time, corporate membership, events and committee engagement were doubled.
Caroline is also a certified Culinary Nutrition Expert (CNE) and Les Mills RPM instructor. When she is not contributing to the Canadian Alternatives industry, she provides education, consulting and workshops through her brand, Happy Health.
She is an Honours graduate of the Academy of Culinary Nutrition as well as the University of Waterloo, holds a degree in Honours Economics with a Finance Specialization and has completed the Canadian Securities Course (CSC).
Renee Arnold
Executive Director
Alquity Investment Management
Renee has been working from home since the early 90’s initially with a Scottish based firm, Murray Johnstone, who was then purchased by Aberdeen in 2000. She independently covered the Canadian market from her home office in the Chicago area until it was unsustainable when assets rose in excess of $3B representing over 20 clients. Aberdeen agreed to allow Renee to continue working from home and opened an office in Toronto in 2009 and a single individual was hired. Renee continued to work from home in the role of Head of Canadian Business Development, commuting to Toronto and across Canada from Chicago as necessary. The Toronto based staff grew to 6 and the peak of the assets reached $17B in 2016. Aberdeen continued to allow Renee to work from home and kept her role as Head of Canadian Business Development.
She retired in 2018 with the merger of Standard Life, then 1 year later, joined Alquity Investment Management, a small UK based EM equity manager who takes a virtuous circle approach to management by creating jobs in the poorest areas of the world where they invest via revenues, providing employment to over 64,000 to date.
Michael Fowler
Founding Partner
Coach House Partners
Michael started his career on trade desk support over twenty years ago – and has never really left. Prior to establishing Coach House Partners, Michael led the Enterprise Engineering & Operations teams responsible for the Global Trading Floors at two of Canada’s top five banks. Within technology, Michael was always known as the technical expert and steadily climbed the management ranks. While in the trading rooms, “get me Fowler” was heard more and more. Michael’s established low level command of the trading environments made him the first call for real time fixes and uniquely qualified him to design and implement more robust longer term solutions. Through Coach House, Michael and his team continue to provide candid advice and expert solutions to banks, hedge funds and other non-financial clients that require secure and continuously available environments.