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Event Date Tue Nov 16 EST - Thu Nov 18 EST (in 5 months)
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.


2020 Past Speakers

Sheryl King
Advisor to the Governor, Bank of Canada

Gunter Meissner
Adjunct Professor of Mathematical Finance, Columbia University & NYU

Debra Thompson
Associate Professor – Political Science, McGill University

Christophe L’Ahelec

Mohamed Farid
Principal Portfolio Manager – Managing the Absolute Return Portfolio, World Bank Pension Fund

Dave Finstad
CFA, Senior Portfolio Manager, British Columbia Investment Management Corporation (BCI)

Kalina Berova
CFA, Visiting Researcher, Bodhi Research Group

James Burron
President, Canadian Association of Alternative Strategies & Assets

Tamara Greeman
Lead Counsel, Corporate Finance, World Bank Pension Plan

Owais Qureshi
Director & Senior Portfolio Manager, Canada Post Corporation Pension Fund

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

Nicholas Dang
CFA, FRM, CAIA, Manager – Absolute Return, CN Investment Division

Kathy Schmidlkofer
President & CEO, University of Minnesota Foundation

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

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

Caroline Chow
CNE, Vice President, CAASA & Founder, Happy Health

Michael Bernstein
CFA, ICD.D, President, Juno Advisors Ltd.

Hashmat Khan
PhD, Professor & Chair – Economics Department, Carleton University

Cara Nakamura
Managing Director, Financial Assets Division of the Kamehameha Schools

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

Puneet Kohli
CFA, AVP – Fixed Income & Derivatives, Healthcare of Ontario Pension Plan (HOOPP)

Mee Warren
CFA, CAIA, Visiting Researcher, Bodhi Research Group

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

Darryl Orom
CIM, Head – Absolute Return Investments, Alberta Teachers’ Retirement Fund (ATRF)

Akanksha Thakur
Project Coordinator – Equity, Diversity & Inclusion Hub, Simon Fraser University (SFU)

Shaun Martinak
Senior Portfolio Manager – Partnership Portfolio, British Columbia Investment Management Corporation (BCI)

Brian Broadway
President, Gryphon Capital Management

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

Yan Kvitko
CFA, Senior Portfolio Manager – External Portfolio Management, CPP Investments

Confidy Kong
Creative Lead, Bodhi Research Group

Brian Gelfand
Previously Chief Commercial Officer – Post Trade Services, TMX Group

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

Elizabeth Burton
CAIA, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii

Philippe Trahan
Director, Insurance-Linked Securities – Capital Markets Group, Ontario Teachers’ Pension Plan Board (OTPP)

Bernard Van der Stichele
Portfolio Manager – ILS Investments, Healthcare of Ontario Pension Plan (HOOPP)

Cédric Fontanille
Head of External Strategies – Cross Asset Solutions Team, Unigestion

Jerry May
Senior Portfolio Manager, Ohio Public Employees Retirement System (OPERS)

Otto Miller
FRM, Vice President – Quantitative Research & Risk Management, PPM America, Inc.

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

Adam Buzanis
CFA, FRM, Portfolio Manager, CAAT Pension Plan

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

Nina Fitzpatrick
Deputy General Counsel, Lighthouse Partners

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

Omeir Jilani
CAIA, Executive Director – Head of Alternative Investments & Member of the Asset Allocation Committee, First Abu Dhabi Bank

Derek Drummond
CAIA, Portfolio Manager – Funds Alpha Team, State of Wisconsin Investment Board (SWIB)

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Michael Johnson, Investment Officer – Securities Lending & Collateral Management, California Public Employees’ Retirement System (CalPERS)

Chad Myhre
CFA, CAIA, Director of Investments, Heinz Family Office

Camilla Sutton
CFA, CMT, President & CEO, Women in Capital Markets (WCM)

Dominic Garcia
CIO, The New Mexico Public Employees Retirement Association (PERA)

Megan Vesely
Legal Counsel, OMERS

Sponsors & Partners

2021 Sponsors

• Napier Park
• North Peak Capital

• Bodhi Research Group