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Event Date Tue Nov 16 EST - Fri Nov 19 EST (2 months ago)
Location Virtual
Region Americas

We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs. With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!

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. Panels and break-out sessions will focus on key issues facing investors and managers 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.


2021 Speakers


Donna Strickland
Professor, Department of Physics & Astronomy, University of Waterloo, Nobel Laureate

Dr. Elder Shirley Ida Eliza Williams, PhD
Trent University

Laura Fortino
Olympic Gold Medallist & World Champion – Women’s Ice Hockey


Millan Mulraine, PhD
Chief Economist, Ontario Teachers’ Pension Plan

Robert Lavigne
Managing Director, Economic Research, OMERS

Sarah Takaki
Senior Director, Sustainable Investing, Healthcare of Ontario Pension Plan (HOOPP)

Hazlitt Gill
SVP & Senior Research Director, Global Manager Research, Wells Fargo Investment Institute, Wells Fargo & Company

Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager, Employees Retirement System of Texas

Lindsay Saldanha, CFA
Associate Portfolio Manager, OPTrust

Ryan Abrams, CFA, FRM
Senior Portfolio Manager, Exelon Corporation

Leia Levand, CFA
Manager – Investment & Risk, Innocap Investment Management

Andy Greene, CIM, CAIA
Managing Director – Investments, Toronto Transit Commission (TTC) Pension Plan

Kevin Zhu, CFA
Managing Director – Head of Portfolio Construction, OPTrust

Robin Lundgren, PhD
Quantitative Analyst, Fourth Swedish National Pension Fund (AP4)

Cédric Fontanille
Director, Head of Investment Mandates – Cross Asset Solutions, Unigestion

Ranjan Bhaduri, PhD, CFA, CAIA
Founder & CEO, Bodhi Research Group

Akobe Sandy, CFA
Impact Investment Officer, Robert Wood Johnson Foundation

Koblavi Fiagbedzi, CFA, CAIA
Portfolio Manager & Head of Real Assets, CBC Pension Plan

Mee Warren, CFA, CAIA
President, Bodhi Research Group

Rob Goobie, CPA, CMA
AVP – Collateral Management, Fixed Income & Derivatives, Healthcare of Ontario Pension Plan (HOOPP)

Kirk Sims, CFA
Head of Emerging Manager Program, Teacher Retirement System of Texas

Caroline Chow, R.H.N., C.N.E.
Founder, Happy Health & Vice President, CAASA

Jane Segal, CFA
Portfolio Manager, Healthcare of Ontario Pension Plan (HOOPP)

Kalina Berova, CFA
Portfolio Manager – Partnership Portfolio, British Columbia Investment Management Corporation (BCI)

Anne-Sophie van Royen, PhD
Senior Managing Director, La Caisse de Dépôt et Placement du Québec

Davide Sabatini, O.D.
Solutions Engineer, Bodhi Research Group

Jacky Lee
Vice President – Total Portfolio, Healthcare of Ontario Pension Plan (HOOPP)

Confidy Kong
Creative Lead, Bodhi Research Group

Kunjal Shah
CIO, Lyxor Asset Management Inc.

Brandon Gill New, CFA
Senior Portfolio Manager, Capital Markets Group, OPTrust

Carlos Ferreira, CFA, CPA, FRM
Founder, Capital Governance Partners

Marco Salerno
Previously Sr. Research Associate, BMO Financial Group – Finance Research & Trading Lab

Matthew Smagacz, CFA, FRM
Senior Investment Officer, Wyoming State Treasurer’s Office

Omeir Jilani
Executive Director, Head of Alternative Investments & Member of the Asset Allocation Committee

Christophe L’Ahelec, CFA
Director, External Manager Program, University Pension Plan Ontario (UPP)

Jim Geoghegan

Mark Hannoush, CPA, (CA), CFA
Managing Director, Due Diligence & Advisory, Ontario Teachers’ Pension Plan (OTPP)

Marco Vetrone, CPA, (CA), CFA
Managing Director, International, Canada Pension Plan (CPP) Investments

Redouane Elkamhi, PhD
Professor of Finance, Rotman School of Management

James Burron, CAIA
President & Co-Founder, CAASA

Brian Broadway, CPA
President, Gryphon Capital Management

Wagner Dada, PhD, CFA
Senior Portfolio Manager, Capital Markets & Factor Investing Department, CPPIB

Keith Black, PhD, CFA, CAIA, FDP
Managing Director, Program Director, Financial Data Professional (FDP) Institute

William Kelly, CAIA
Chief Executive Officer, CAIA Association

Joe Tolen, CAIA
Director of Multi-Asset Strategies, Indiana Public Retirement System (INPRS)

Yasir Mallick, CPA, CA, CFA, CAIA
Senior Portfolio Manager, UBC Investment Management Trust (UBC IMANT)

Elena Boeva
US COO, Aflac Global Investments

Wei Liu, CFA, FRM
Lead Partner, Public Markets, Clocktower Group

John Bowman, CFA
Executive Vice President, CAIA Association

Michael Stamm
Director, Financing & Collateral Management, State of Wisconsin Investment Board (SWIB)

Claire Thornton
Senior Manager, Balance Sheet Management Investments, AustralianSuper

Wayne Kozun
Chief Investment Officer, Forthlane Partners

Elena Manola-Bonthond, CAIA, PhD
Chief Investment Officer, CERN Pension Fund

Andrew Garrett
Senior Principal, Real Estate, IMCO

Des Saraph PhD
Rsearcher and modeler

Pierre Barber, CFA
Portfolio Manager, Private Assets, Canadian Medical Protective Association (CMPA)

Redon Gallani
Principal, Sustainable Investing, Canada Pension Plan Investment Board (CPPIB)

Mackenzie Putici
In-house Sommelier, CAASA and Founder, New World Wine Tours & Eating Through TO

Jennifer Han
Chief Counsel & Head of Regulatory Affairs, Managed Funds Association

Cameron Boyce
Associate, British Columbia Investment Management Corporation (BCI)

Megan Vesely
Legal Counsel, OMERS

Sponsors & Partners

2021 Sponsors and Partners

• Napier Park
• North Peak Capital
• Fidelity Investment
• Lyxor Asset Management
• Picton Mahoney
• CIBC Mellon
• Wells Fargo
• Bitbuy
• Avenue Living
• Axonic
• Harrison Street
• Figment
• Kula

• Bodhi Research Group

• CAIA Association
• Global Peer Financing Association
• The University of Chicago
• Managed Fund Association