Virtual Event

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Event Date Fri Feb 18 PST (in 25 days)
In your timezone (EST): Fri Feb 18 3:00am - Fri Feb 18 3:00am
Location Virtual Event
Region Americas

Join us, dozens of speakers, and scores of fellow IAs and investors for this all-encompassing alts conference specifically designed for retail advisors and the client base they serve.

This Forum will be held virtually via the CAASA All-in-One Conference Platform along with 4 in-person receptions in Vancouver, Calgary, Toronto and Montreal to kick off the Forum!


2021 Past Speakers

Past keynote speakers:
David Picton
President and Lead Portfolio Manager, Picton Mahoney Asset Management

Randolph B. Cohen
MBA Class of 1975 Senior Lecturer of Business Administration, Harvard Business School

Keith Black
Managing Director & Content Strategy, CAIA Association

Paul Stapleton
Chief Technology Officer, Fidelity Clearing Canada

James Burron
President, Canadian Association of Alternative Strategies & Assets

Adam Posman
Chief Investment Officer and Portfolio Manager, PCJ Investment Counsel

Shamez Kassam
Partner, Northfront Financial Inc.

Anthony Faiella
Senior Vice President, AGinvest Farmland Properties Canada Inc.

David Jarvis
President, Portfolio Manager and Chief Executive Officer, Corton Capital

Robert Anton
Partner and Managing Director, Next Edge Capital

Allison M. Taylor
Chief Executive Officer and Portfolio Manager, Invico Capital Corporation

Francis Sabourin
Director, Wealth Management and Portfolio Manager, Investment Advisor, Richardson Wealth

Gleb Sivitsky
Mackenzie Investments, Associate Portfolio Manager

Brian D’Costa
Founding Partner, Algonquin Capital

Tim Pickering
Founder, Chief Investment Officer & Lead Portfolio Manager. Auspice Capital Advisors

Ted Karon
Wealth Advisor & Portfolio Manager, Tucker Wilson Group – Scotia Wealth Management

Andrew Torres
Founding Partner & Chief Executive Officer, Lawrence Park Asset Management

Matt Shandro
Portfolio Manager & President, Fulcra Asset Management Inc

Craig Machel
Director, Wealth Management and Portfolio Manager, Investment Advisor, Richardson Wealth

Éric Lapointe
Founder & Chief Executive Officer, CEOS Family Office

Richard Laterman
Portfolio Manager, ReSolve Asset Management

Robert Duncan
Senior Vice President – Institutional Strategy & Portfolio Manager, Forstrong Global Asset Management

Scott Starratt
Senior Vice President, Investment Advisor & Portfolio Manager, Canaccord Genuity Wealth Management

Jason Mann
Co-Founder and Chief Investment Officer, EHP Funds

Mark Allen
Vice President and portfolio Manager, RBC Wealth Management

Joseph Bakish
Director, Wealth Management, Portfolio Manager and Investment Advisor, Richardson Wealth

Darren Coleman
Senior Vice President and Portfolio Manager, Private Client Group, Coleman Wealth – Raymond James Ltd.

David Stephenson
Director, ETF Strategy and Development, CIBC Asset Management

Jaime Purvis
Executive Vice-President, Horizons ETFs Management (Canada) Inc

Grahame R. Lyons
President & Founder, Arbutus Partners

Daryl Boyce
Executive Vice President & Corporate Finance Trustee, Centurion Financial Trust

Daniel Child
Partner, YTM Capital

Ronnie Shah
Head of Equity Research, FORT L.P.

Nick Griffin
Founding Partner & Chief investment Officer, Munro Partners

Matthew Dennis
Vice President, Senior Analyst, Multi Asset Class Mandates, Cidel

Brendan Rogers
Vice-President & Investment Advisor, RBC Wealth Management

Jason Streicher
Senior Legal Counsel, AUM Law

Geoff Castle
Portfolio Manager, PenderFund Capital Management

Robert Tasca
Vice-President, Derivatives Trading and Client Solutions, TMX Group

Fred Pye
President & CEO, 3iQ Corp.

Jay Barrett
Managing Director, National Sales, SmartBe Wealth

Ida Khajadourian
Director, Wealth Management, Portfolio Manager, Investment Advisor, Richardson Wealth

Vikram Rajagopalan
Senior Vice President & Head of Retail Markets, Trez Capital

Roland Austrup
Co-founder, Chairman and Managing Principal, WaveFront Global Asset Management

Bill DeRoche
Chief Investment Officer and Head of AGFiQ Alternative Strategies, AGF Investments LLC

Jeff Bradacs
Portfolio Manager, Canadian Equities, Picton Mahoney Asset Management

Tim Cestnick
Co-Founder & CEOm, Our family Office

Daniel Dorenbush
Managing Director and Head of Canadian Prime Services, Scotiabank

Matthew Langsford
Director, Wealth Management, Wealth Advisor, Richardson Wealth

Neil Nisker
Co-Founder, Executive Chairman, and CIO, Our Family Office

Sponsors & Partners

2022 Sponsors
• SigmaSandbox
• avenueliving
• unigestion
• invico
• Figment