Member Initiative Groups

The association’s various Member Initiative Groups (MIGs) are open to all those in membership. These groups meet on a monthly or bi-monthly basis and focus on specific subjects and/or geographical areas within the Canadian alternatives industry. Current groups include those below with more to be added as we continue to collect member input.

If you are a registered CAASA member interested in joining a MIG, please contact us or register below.

Member Advisory Panel (MAP)

This group serves CAASA membership and the industry at large by planning strategic initiatives, providing input on the direction of the association as well as programming that is carried out by the appropriate Member Interest Groups (MIGs) and CAASA staff. The CAASA 2021 Member Advisory Panel includes:

Jason Chertin, McMillan LLP
Brian D’Costa, Algonquin Capital
Athas Kouvaras, Richter Family Office
Wilson Tow, Altrust Solutions
Kimberly Poster, AUM Law
Dean Shepard, Picton Mahoney Asset Management

Compliance & Operations Group (COG)

The Compliance & Operations Group cover a range of topics that are relevant to compliance groups within the asset management industry (such as client focused reforms) and hope to create interactive sessions with participants, focusing on the practical aspect of compliance matters being dealt with by CAASA members.

Advocacy & Governance Group (AGC)

Composed of legal, compliance, and governance specialists, this group interacts with various regulators and provides updates and guidance to CAASA members on proposed and implemented changes to regulatory requirements and governance standards of investors while leading industry research and advocacy efforts within Canada.

Family Office Group (FOG)

Comprised of single and multi-family office members, this subgroup of the broader Investor Group convenes to discuss topics of due diligence, trading and operations, investment and allocation strategies. Through a combination of in-person and web offerings, members are invited to examine emerging trends and opportunities arising from the ever-evolving alternative assets landscape.

Investor Allocator Group (IAG)

Composed of institutional investors such as pension plans and endowments, members are invited to review and discuss new and existing trends in the alternative investment landscape. Through a combination of in-person and web offerings, members of this group perform a deep dive on investment opportunities, due diligence process, and asset allocation.

Young Professionals Group (YPG)

This group is designed for the Rising Stars and Trailblazers of the industry and is dedicated to bringing together the next generation of industry professionals through a series of events throughout the year.

Open to all professionals at a sub-partner level, this committee’s purpose is to foster a deeper sense of community, camaraderie, and connectivity. Gain more insights through engaging industry focused sessions, hear from select non-sectorial keynotes and speakers, prepare for the next stage in your career path through mentorship opportunities, all while partaking in various social, networking, and sporting events.