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Event Date | Wed Aug 5 EDT - Thu Aug 6 EDT (over 4 years ago) |
Location |
Vantage Venues
150 King Street West, 16th Floor, Toronto, ON, Canada |
Region | Americas |
WHO ATTENDS?
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.
2020 Speakers
Keynote Speakers:
John Ruffolo
Founder, OMERS Ventures
Paul Desmarais III
Chairman & CEO, Sagard Holdings
Kris Coleman
Founder, President, & CEO, Red Five Security
Mo Lidsky
CEO, Prime Quadrant
Sophie Forest
Managing Partner, Brightspark Ventures
Enzo Gabrielli
Executive Vice President & CFO, Horizon Capital Holdings
Shez Samji
Managing Director, Silicon Valley Bank
Speakers:
Arthur Salzer
CEO & CIO, Northland Wealth
Fred Pye
President & CEO, 3iQ
Jason Chertin
Partner, McMillan LLP
Brian D'Costa
Founding Partner & President, Algonquin Capital
James Rosebush
Founder & CEO, GrowthStrategy
David Jarvis
President, Corton Capital
Ali Alagheband
Managing Director, Sagard Holdings
Kunal Bhasin
Blockchain Lead, Risk Consulting, KPMG
Michael Gord
Founder & Chief Executive Officer, MLG Blockchain
Ranjan Bhaduri
President & CEO, Bodhi Research Group
Naveed Mohammed
Vice-President, Head of Managed Asset Strategy and Analytics (MASA), BMO Nesbitt Burns
Bonnie-Lyn de Bartok
Founder & CEO, The S Factor Co
Craig Machel
Portfolio Manager & Investment Advisor, Richardson GMP
Tanya Woods
Managing Director, Canada, Chamber of Digital Commerce
Yash Gupta
Principal, Morgan Stanley Alternative Investment Partners Group
Mike Sell
Portfolio Manager & Head of Asian Equities, Alquity
Jason Campbell
Principal, Eckler
Daniel Williams
Managing Director, Kilgour Williams
Brian Chinappi
Partner, Head of Real Estate Asia, Actis
Allison Taylor
CEO, Invico Capital Corporation
Luc Dumontier
Partner & Head of Factor Investing, LFIS
2020 Sponsors
• Ardenton
• ICM
• AGF
• Morgan Stanley
• Fidelity INVESTMENT
• COACH HOUSE PARTNERS
• LYXOR Asset Management
• ALGONQUIN
• WARATAH
• SLATE
PARTNERS:
• CAIA ASSOCIATION
• introductioncapital