Past CAASA Events

McGill Career Panel

Tuesday, January 14, 2019. Simon Fraser University and CAASA are proud to present a panel discussion and networking event on the Canadian hedge fund industry and career opportunities therein.

Annual Meeting of Members

Wednesday, December 18, 2019. Notice of Annual Meeting of Members

Starting an Alternative Fund Series: Building Out Your Trading Desk (Part 5)

Thursday, November 28, 2019. This session in the series will focus on what start-up managers need to know in order to create their own trade desk (especially those who came from a fire-and-forget trading structure where they could focus on portfolio management exclusively). It will also cover IT set-up and other areas that new manager might not be as strong in (but need to be) when they start out.

Starting an Alternative Fund Series – Regulatory Compliance Audits- What you Need to Know (Part 4)

Thursday, November 14, 2019. Attendees of this session will get an in-depth view of how to establish a compliance process and ‘culture of compliance’ such that visits from the regulator should be relatively painless process such that managers can have all that they need to answer regulators’ questions at hand. How to work with various regulators and comply with specific requests will also be discussed. Our panel includes a lawyer, operations specialist, and manager - all with deep knowledge of the space.

CAASA Annual Conference 2019

Monday, November 4 - Tuesday Nov, 5, 2019. The CAASA Annual Conference brings together speakers and participants for two days of panels and break-out sessions that will focus on key issues facing investors and managers in Canada and elsewhere. Register now.

2020 CAASA Mentorship Info Session & Drinks

Wednesday, October 23, 2019. This introductory session will provide an overview of the program, expectations and the application process. It is open to all CAASA Members that might be interested in participating in the program and are unsure of what to expect, time commitments, how to apply and more.

Starting an Alternative Fund Series – Staffing Your Fund – The how, why, when, and for how much of getting the best talent (Part 3)

Thursday October 17, 2019. You will learn about the roles of an asset manager (hint: it’s more than just PM), required skills, pay/comp packages, hiring/termination, and exactly what you need to do to staff your shop up right.

Venture Lending – Matching the yield requirements of investors with the financing needs of growing companies

Thursday, October 17, 2019. This presentation explains why a growing number of SaaS businesses are using venture debt and the role private debt had in a fixed income strategy.

Private Equity / Venture Capital Day: Access to Private Fund & the Canadian PE/VC Landscape

Wednesday, October 16, 2019. Part 2: This session will consist of two panels followed by a reception. It will first be lead with an introduction of PE/VC by industry leaders, then a panel covering more technical areas such as fund structures and the other on the landscape in Canada for PE/VC (access to B-round financing etc.).

Private Equity / Venture Capital Day: Government of Canada / CAASA Speed-Dating session

Wednesday, October 16, 2019. Part 1: Together with the Government of Canada’s Consulate General in NYC, we are putting CAASA member companies in front of Canada-based SFOs and MFOs in a speed-dating event.

SFU Career Panel

Friday, October 4, 2019. Simon Fraser University and CAASA are proud to present a panel discussion and networking event on the Canadian hedge fund industry and career opportunities therein.

Pepperdine and a Peppering of Best Ideas (Vancouver)

Thursday, October 3, 2019. This event is designed to bring together Investment Advisors, Family Offices, Consultants, and Alternative Managers to discuss how HNW and family offices deploy alternative strategies and assets in their portfolios.

Liquid Alternatives: An Introduction and Outlook (Winnipeg)

Tuesday, October 1, 2019. Hosted by CFA Winnipeg. Please join us for a panel discussion about Liquid Alternatives (“Liquid Alts”) as our panelists discuss one of the newest investment products available to Canadian retail investors. Registration to open soon.

Concordia University Career Panel

Tuesday, September 24, 2019. Concordia University and CAASA are proud to present a panel discussion and networking event on the Canadian hedge fund industry and career opportunities therein exclusively for Kenneth Woods Portfolio Management Program students.

Starting an Alternative Fund Series: Distributing Your Fund – Technology Solutions (Part 2)

Wednesday September 18, 2019. Perspective fund managers and those looking to enter new investor markets should attend this event to get to know their options and how they can distribute their fund.

Using Public Opinion Polls Within Your Marketing Strategy

Wednesday, September 18, 2019. The best marketing strategies are based upon a true understanding of market conditions and opinions. The use of statistically significant market data can be used to understand and improve relationships with end customers, go-to-market channels or intermediaries, strategic partners or even competitors. The presentation will cover some of the basics of polling.

A Liquid Alternative Primer for Mutual Fund Dealers

Wednesday, September 11, 2019. The long-awaited (since March 2013) modernization of National Instrument 81-102 in January this year allowed IIROC dealers to distribute Alternative strategy funds to their ‘true retail’ clients. This is a joint event with the FMFD (Federation of Mutual Fund Dealers), which is a member of CAASA.

Starting an Alternative Fund Series: Choosing Your Service Providers (Part 1)

Tuesday September 10, 2019. Part 1 of our Starting an Alternative Fund Series. This session will speak to how managers should choose their initial service providers and will also compare establishing one's own fund vs. using a platform.

Montréal Méchoui 2019

Thursday, August 22, 2019. The event always takes place on Notre Dame Island (at the Jamaica Pavilion or at the Terrasse du Lac). Its success is largely due to its unique character: the location, the format, the menu. In short, it has a winning recipe that ensures the participation of all levels of our financial community’s ecosystem. Current leaders, semi-retired former executives, the rising guard, emerging managers, and a good balance of companies, including important service providers, all attend the gathering.

Canada vs. The US: How are alternative management markets different?

Wednesday, August 14, 2019. Join us for a panel presentation and a facilitated group discussion with segment leaders from CAASA, CIBC Mellon, BNY Mellon and fund managers from both sides of the border to discuss key trends in the alternatives investment space as well as market differences and similarities of the alternatives management industries in Canada and the US.

The Democratization of Private Equity and Venture Capital

Monday, July 22, 2019. Brightspark’s Managing Partner, Mark Skapinker will share lessons learned from actual investments – the good and the bad. With over 20 years of VC investing under his belt, you’ll also hear his best insights on what to look for in selecting investments, what to stay away from, some of his criteria in crafting a term sheet, and how to maximize early-stage tech investing.

Muskoka Brewery Beer Tasting

Wednesday, July 10, 2019. Join Muskoka Brewery, TPC and CAASA as we sample some of your favourite Muskoka beer while learning how their amazing brews are made. Hear their stories direct from those closest to them and gain an appreciation for their craft. 

Stock Pitch Challenge Winning Team Jays Game

Wednesday,  July 3, 2019. We held our 2nd Annual Stock Pitch Challenge earlier this year at the McMillan offices with teams from Avenue 75, an investment management club of Wilfrid Laurier University students. As a prize for the winning team, we welcome you to join us at a fun night out at a Jays vs. Red Sox game! 

What Graduates Need to Know About the Canadian Alternatives Industry 2019

Wednesday, June 26, 2019. The University of Toronto's MMF Program, CAASA, CIBC Mellon, and the Centre of Digital Management and Technology Innovation are proud to present a panel discussion and networking event on the Canadian alternative investments industry and career opportunities therein. 

Ask the Expert: Tax, Accounting & Finance

Thursday, June 20, 2019 at TPC. This session will provide a broad view to start then open up for Q&A from the group providing an open discussion and deeper dive.

Where to Turn for Returns?

Tuesday, June 18, 2019 at Hotel Omni Mont-Royal. It seems all markets are fraught with obvious and hidden risks – such that even the most savvy investors stop to think about how they are generating returns and how long these might last.

Deep Diligence: Reading Managers

Monday, June 3, 2019 at The National Club. This session will start with a primer from Dr. ten Brinke known for her work on social cognition, truth and deception followed by a discussion of deep diligence and how to spot good (and not-so-good) managers.

Toronto Summer Social 2019

Monday, June 3, 2019. Join fellow CAASA members and guests on The National Club Rooftop!

What of the 40?

Wednesday, May 15, 2019. Everyone refers to the 60/40 asset allocation as set in stone – studies revel in its efficacy and investment committees see it as a North Star. But what is its origin and how will it perform for investors going forward?

CAASA Family Office Summit

May 1-2, 2019. Register Now! Space is limited.

Liquid Alts Lunch

Wednesday, May 1, 2019

Listing Your Fund

Thursday, April 25, 2019. This talk will compare traditional and newer mutual fund and ETF trading platforms and give attendees an excellent understanding of how they compare as well as where the industry is headed.

PR: Beyond Pitchbooks

Thursday, January 24, 2019

CAASA Classroom: Introduction to Credit Derivatives by CDI

Friday, November 30, 2018. CAASA members are eligible for 20% off the registration rate.

CAASA Annual Conference

Tuesday, November 6 & Wednesday November 7, 2018

AML & Blockchain

Monday, October 29, 2018

Montréal IT Talk

Thursday, September 27, 2018