Publications -

Primers

Part of our ongoing commitment to education in the alternatives space, CAASA – together 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.

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

The Case for Private Lending

How to bring diversity and greater returns to your fixed-income strategy.

Event Publications

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.

In Partnership with The Consulate General of Canada in NY

Canadian Investing – Learning, Discerning, & Allocating in this digital Age

This event highlighted our Canadian Asset Managers to those on the other side of the border and across the sea.

Virtual CAASA Annual Conference 2021 – Program

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

This full day event brought together significant investors, managers, and service providers who are all very active in the PE and VC sector.

Virtual Family Office Summit 2020- 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.

CAASA Annual Conference 2019 – Program

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.

CAASA Annual Conference 2019 – Spotlight Booklet

Family Office Summit 2019 – 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.

Pepperdine Endowment & Peppering of Best Ideas

How a major endowment allocates to alternatives plus a plethora of great ideas!

Afternoon of Alternatives

A half-day of special speakers, panels, and speed-dating to foster interaction and dialogue between GPs and LPs.

Publications

Liquid Alts update