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Event Date Tue May 4 EDT - Thu May 6 EDT (over 1 year ago)
Location Virtual
Region Americas

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.


2021 Speakers


Mo Lidsky
Chief Executive Officer, Prime Quadrant

Bobby Paul
Chief Operating Officer, Dart Family Office


Jim O’Brien
Senior Managing Partner & CEO, Napier Park Global Capital

Paul Desmarais III
Chairman and CEO, Sagard Holdings

Evelyne Massa
Investor Relations, Group RMC

Daniel Stow
Chief Investment Officer, Zen Capital and Mergers

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

Charlie Morris
Co-Founder, CMCC Global

Othalia Doe-Bruce
Founder, InnovFin Consulting Inc

Austin Hubbell
CEO & Co-Founder, Consilium Crypto

John Norman
Portfolio Manager, Spartan Fund Management (Perisen Funds)

Michael Rudd
Managing Partner, Fort Greene Capital

Marco Lukesch
Credit Opportunities Portfolio Manager, Emso Asset Management

Jennie Baek
Partner, Capital Markets & Securities, McMillan LLP.

Chris Addy
Founder and CEO, Castle Hall Diligence

Tanya Woods
General Counsel and Executive Vice President of Regulatory Affairs, Hut 8 Mining

Mark Tower
Director, Business Development, Lyxor

Travis Dowle
President, Maxam Capital Management Ltd.

Michael Sager
Vice-President – MULTI-Asset & Currency Management, CIBC Asset Management

Philip Mesman
Head of Fixed Income, Picton Mahoney Asset Management

John Ruffolo
Founder & Managing Partner, Maverix Private Equity

Marcus Daniels
Founding Partner & CEO, Highline Beta

Andrey Omelchak
President, CEO, and CIO, LionGuard Capital Management Inc

Jason Granger
Chief Operating Officer, Fipke Group

Oleksandra Polishchuk
Head of Business Development and Investors Relations, Carlisle Management Company S.C.A.

Alkarim Jivraj
Chief Executive Officer, Espresso Capital

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

Laurie Fuller
Venture Partner, Raiven Capital

Tim Cestnick
Co-Founder & CEO, Our Family Office

Jeffrey Deacon
Founder & Managing Partner, Private Debt Partners

Mark Breakspear
Senior Vice President Investments & Chief Compliance Officer, Gentai Asset Management

Jason Donville
President & Chief Executive Officer, Donville Kent Asset Management

Thomas Liu
Partner, Head of Greater China and North Asia, Actis

Athas Kouvaras
Client Relationship and Development Manager, Richter Family Office

Geoff Dover
President & Chief Investment Officer, Heirloom Investment Management

Jason Bordainick
Co-Founder and Managing Partner, Hudson Valley Property Group

Sean Adamick
Portfolio Manager, CMLS Asset Management

Robert Duggan
Managing Director, Axonic Capital

Pete Chung
Managing Director & Head of Expansion Capital, Morgan Stanley Investment Management

Enzo Gabrielli
Executive Vice President and Chief Financial Officer, Horizon Capital Holdings

Omar Shaikh
Portfolio Manager, Echelon Wealth Partners

Peter Misek
Co-Founder & Partner, Framework Venture Partners

Scott Morrison
Chief Investment Officer, Wealhouse Capital Management

Andrew Smith
Managing Director, Co-head of Real Estate Debt, Kayne Anderson Capital Advisors L.P.

Stella Mills
Director, FirePower Capital

Sponsors & Partners

2021 Sponsors and Partners

• Napier Park
• CEOS Family Office

• Napier
• CEOS Family Office
• Fidelity Investments
• Picton Mahoney
• Trez Capital
• North Peak Capital
• Dart Family Office
• Wells Fargo
• Avenue Living
• Invesco
• Liquid Avatar
• Richard Wealth