Venue
Vantage Venues
Vantage Venues, 150 King Street West, 16th Floor, Toronto, ON, Canada

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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
Details

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.

Speakers

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

Sponsors & Partners

2020 Sponsors

• Ardenton
• ICM
• AGF
• Morgan Stanley
• Fidelity INVESTMENT
• COACH HOUSE PARTNERS
• LYXOR Asset Management
• ALGONQUIN
• WARATAH
• SLATE

PARTNERS:
• CAIA ASSOCIATION
• introductioncapital