CAASA Wealth Managers’ Forum 2023 - Montreal | CAASA - Canadian Association of Alternative Strategies & Assets | 21 February 2023 | KPMG Montréal, 600 Maisonneuve Blvd W Suite 1500, Montreal, QC H3A 0A3, Canada

Venue
KPMG Montréal
KPMG Montréal, 600 Maisonneuve Blvd W Suite 1500, Montreal, QC H3A 0A3, Canada

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Event Date Tue Feb 21 EST (almost 2 years ago)
Location KPMG Montréal
600 Maisonneuve Blvd W Suite 1500, Montreal, QC H3A 0A3, Canada
Region Americas
Details

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 in person, paired with 4 unique networking receptions in Vancouver, Calgary, Montreal and Toronto to kick off the Forum!

Speakers

2023 Speakers

Francis Sabourin
Portfolio Manager & Investment Advisor, Richardson Wealth

Joshua Varghese
Co-founder and Partner, Axia Real Assets

Joe Bakish
Portfolio Manager, Wealth Advisor, Investment Advisor, Richardson Wealth

Adam Dean
Portfolio Manager, CMLS Mortgage Fund

Steven Furtado
Associate Portfolio Manager (Associate Advising Representative), Savoir Investment Counsel

Anthony Guarnieri
Senior Vice President, Group RMC

Mark Tower
Director of Business Development, Amundi Asset Management Inc.

Daniel Leger
Managing Director, MGG Investment Group

Sponsors & Partners

2023 Sponsors

• Amundi Asset Management
• iCapital Network
• Group RMC
• CMLS Asset Management
• MGG Investment Group