Resources | Publications

Publications & Updates

Alternative Asset Updates

Canadian CryptoFund Update

August 31, 2022

Canadian Liquid Alts update

Abridged Public Version

August 31, 2022

Canadian Liquid Alt Update

Members Only

Primers

Part of our ongoing commitment to education in the alternatives space, CAASA – together with select members – commissioned and participated in these briefings and opportunities in the following alternative markets.

We are currently working on similar pieces on the other areas of the alternatives markets – CAASA covers all areas from liquid alts to venture capital. Members who might like to contribute to these or any other subjects are welcome to contact James or Caroline.

Democratized Alternatives: Liquid Alternatives in the Canadian Market

CAASA ESG Paper

Blockchain and Crypto-Assets Explained

The Evolution of Quant

Private Equity & Venture Capital Primer

Investing in Real Estate and Private Lending

What every investor should know about these growing and important opportunities.

Canada’s New Liquid Alternatives

A true game changer for the industry and an opportunity for retail investors to achieve real diversification

The Case for Real Estate Investing

One of the oldest asset classes remains a powerful way to diversify market risk and add true returns to virtually any investors portfolio

Event Publications

CAASA Alternative Perspectives 2022 – Program

Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. There were firesides, NowTalks, panels, and special sessions available to everyone at this in-person event at the Westin Bayshore, Vancouver.

Family Office Summit 2022 – Program

Wealth Managers’ Forum 2022

This Forum was held virtually via the CAASA All-in-One Conference Platform along with 4 in-person receptions in Vancouver, Calgary, Toronto and Montreal to kick off the Forum!

Virtual CAASA Career Showcase 2022

This multi-day conference allows employers to get in front of some of the best and brightest students and grads from finance & investing focused specialties as well as general/liberal arts programs.

Virtual CAASA Annual Conference 2021

The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers.

Virtual Private Equity & Venture Capital Assembly 2021 – Program

This multi-day conference brings together significant investors, managers, and service providers who are all very active in the PE and VC sector.

Virtual Digital Assets & Global Exchange 2021 – Program

The CAASA Digital Global Asset Exchange (DAGE) brings together speakers and participants from single and multi- family offices, institutional investors, investment dealers, Canadian and global investment management houses, and affiliated service providers.

Virtual CAASA Alternative Perspectives 2021 – Program

Positioned opposite our CAASA Annual Conference, these days are built for institutional investors and all others as we showcase the talent of alternative managers in our usual, carefully-thought & curated fashion. This will be replete with firesides, NowTalks, panels, and special sessions for all. 1:1 meetings and table talks allow for connection and discussion via the CAASA All-in-One Digital Platform

Virtual Family Office Summit 2021 – Program

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.

Virtual Wealth Managers’ Forum 2021 – Program

The forum featured dozens of speakers, IAs and investors for an all-encompassing alts conference specifically designed for retail advisors and the client base they serve.