Family Office Summit 2023 | CAASA - Canadian Association of Alternative Strategies & Assets | 25 April 2023 | Arcadian Court, 401 Bay Street Simpson, tower 8th floor, Toronto, ON M5H 2Y4, Canada
Venue
Arcadian Court
Arcadian Court, 401 Bay Street Simpson, tower 8th floor, Toronto, ON M5H 2Y4, Canada
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| Event Date | Tue Apr 25 EDT - Wed Apr 26 EDT (over 1 year ago) |
| Location |
Arcadian Court
401 Bay Street Simpson, tower 8th floor, Toronto, ON M5H 2Y4, Canada |
| Region | Americas |
Details
This unique 3-day program hosted in Toronto will highlight some amazing case studies of entrepreneurship in a time of global disruption, while featuring interactive break-out sessions that focus on key issues impacting 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.
Speakers
2023 Speakers
KEYNOTE SPEAKER:
Roy Ratnavel
Author, Prisoner
SPEAKERS:
Josh Roach
Managing Director, Meritage Group LP
Evelyne Massa
Investor Relations, Group RMC
Brandon K. Laughren
Co-Founder and CIO, Laughren Group
Enzo Gabrielli
Executive Vice President and Chief Financial Officer, Horizon Capital Holdings
Michael Danov
President & Chief Investment Officer, SBP Management
Oded Levi
President, Epstein Enterprises Inc
Thomas Kalafatis
Managing Partner, KalNes Capital Partners
DISTINGUISHED SPEAKERS:
Tim Cestnick
Co-Founder & CEO, Our Family Office Inc.
Constance Everson
Managing Director, Capital Markets Outlook Group, Inc.
Adam Edris
Partner, Research Analyst, Albourne Partners Limited
Ranjan Bhaduri
Founder & CEO, Bodhi Research Group
Isaac Lemprière
Associate Deputy Head of Investments, Prime Quadrant
Ash Lawrence
Senior Vice-President and Head of AGF Private Capital, AGF Investments Inc.
Kunjal Shah
Chief Investment Officer, Lyxor Asset Management Inc.
Tristan Thomas
Managing Director, 50 South Capital
Jared Kalish
Partner, Private Capital, FirePower Capital
Michael Steepe
President & CCO, Steepe & Co. Ltd.
Sandy Poklar
Chief Operating Officer and Managing Director, Firm Capital Corporation
Matthew O’Hara
Head of Portfolio Management and Research, Unison Investment Management
Isaac Lempriere
Associate Deputy Head of Investments, Prime Quadrant
Dr. Sudharshan Sathiyamoorthy
Principal, Richter Family Office
Sponsors & Partners
2023 Sponsors
• Amundi
• CIBC Mellon
• Group RMC
• Preqin
• Romspen
• Dart Family Office
• Fidelity Investment
• BMO
• HGC
• Invico
• Wealhouse
• Firm Capital
• Ether Capital
• Sage
• Polymath
• Triovest
• Invesco
• Kayne Partners
• Unison
• 3iQ