Calgary Wealth Managers’ Forum 2023 | CAASA - Canadian Association of Alternative Strategies & Assets | 16 February 2023 | KPMG Calgary, 205 5 Ave SW suite 3100, Calgary, AB T2P 4B9, Canada

Venue
KPMG Calgary
KPMG Calgary, 205 5 Ave SW suite 3100, Calgary, AB T2P 4B9, Canada

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Event Date Thu Feb 16 MST (almost 2 years ago)
In your timezone (EST): Thu Feb 16 2:00am - Thu Feb 16 2:00am
Location KPMG Calgary
205 5 Ave SW suite 3100, Calgary, AB T2P 4B9, 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.

Speakers

2023 Speakers

KEYNOTE SPEAKERS:

Matias Grum
Senior Portfolio Manager, Raymond James Ltd.

Richard Pilosof
Chief Executive Officer, RPIA

Mike Quinn
Principal, Senior Advisor (former CIO), RP Investment Advisors LP

DISTINGUISHED SPEAKERS:

Julian Klymochko
CEO and Chief Investment Officer, Accelerate Financial Technologies Inc.

Rob Tetrault
Branch Manager, Sr. Investment Advisor & Sr. Portfolio Manager, Tetrault Wealth Advisory Group

Charbel Cheaib
Partner & CFO, Morex Capital

Travis Forman
Portfolio Manager, Harbourfront Wealth Management

Shamez Kassam
Partner, Northfront Financial Inc.

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

David Cooper
Vice President, National Sales Manager, Trez Capital

Dennis Mitchell
CEO & CIO, Starlight Capital