CAASA Blog

On this page you will find thought leadership articles all of which are entirely free for CAASA members. The page is regularly updated and longer articles can be accessed at InvestorLit Reviews (www.InvestorLiterature.com), which is a subscription-based service for reviews of investment literature and topics, with an emphasis on concepts that can help investment performance.

The literature reviews are intended to provide brief and readable versions of the original papers or topics but also point out tangible ideas. This is about sense-making and implications for you, the investor.


As a member of CAASA you will continue to receive these short articles and other topics of interest via email, or subscribe on our Stay Connected page, here.

For longer articles, please visit InvestorLit Reviews via www.InvestorLiterature.com


 

Mind the Gap: How Today’s World Requires more than Technical Skill to Survive

Mind the Gap: How Today’s World Requires more than Technical Skill to Survive

A recent report from McKinsey claims that, in the next couple of years, machines will be capable of performing 30%

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Toronto: Founding Day Drinks 2020

Toronto: Founding Day Drinks 2020

CAASA is almost two year old (official establishment date as of February 5th, 2018!) and we have grown our membership

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CAASA Family Office Summit

CAASA Family Office Summit

The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and

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Liquid Alts Lunch

Liquid Alts Lunch

This lunch will provide a roundtable and open floor discussion of liquid alts progress in the market, structures and features

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Listing Your Fund

Listing Your Fund

Distribution of mutual funds and alternative funds is at an inflection point as changes to NI 81-102 (allowing more alternative

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The Case for Nimble Managers: When Bigger isn’t Always Better

The Case for Nimble Managers: When Bigger isn’t Always Better

It has been proven that managers exploiting persistently inefficient, low capacity trades/strategies can deliver alpha on a consistent basis. The

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Blockchain Workshop: Industry Insights & Updates

Blockchain Workshop: Industry Insights & Updates

This 1-hour session will cover the Foundation of Blockchain Technology, an Industry Overview and an Intro to Tokenization and Security Tokens.Date: Thursday,

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FINTRAC Exam Prep: Planning to Prepare

FINTRAC Exam Prep: Planning to Prepare

FINTRAC’s examination process has been entirely revamped. Gone are the days when getting the right occupation for a client was

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Starting an Alternative Fund Series Montreal: Talent Acquisition & Retention (Part 7)

Starting an Alternative Fund Series Montreal: Talent Acquisition & Retention (Part 7)

In partnership with CAIA Association:     Talent is a crucial part of any business and this panel will focus on

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Starting an Alternative Fund Series Montreal: Sales & Marketing (Part 6)

Starting an Alternative Fund Series Montreal: Sales & Marketing (Part 6)

In partnership with CAIA Association:    This session will provide different views of the ‘true’ retail, Accredited Investor retail, family

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