Family Office Summit 2024 - Canada | CAASA - Canadian Association of Alternative Strategies & Assets | 9 April 2024 | Toronto Region Board of Trade, 100 Queens Quay E Suite 1600, Toronto, ON M5E 1Y3, Canada
Venue
Toronto Region Board of Trade
Toronto Region Board of Trade, 100 Queens Quay E Suite 1600, Toronto, ON M5E 1Y3, Canada
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| Event Date | Tue Apr 9 EDT - Wed Apr 10 EDT (8 months ago) |
| Location |
Toronto Region Board of Trade
100 Queens Quay E Suite 1600, Toronto, ON M5E 1Y3, Canada |
| Region | Americas |
Details
CAASA is pleased to invite you to the 2024 edition of our Annual Summit, where we bring together traditional and multi-family offices, investment dealers, Canadian and global investment management houses and affiliated service providers.
This unique 1-day program (plus special reception on the pre-day + SFO-only sessions on the pre-day) hosted in Toronto at new Toronto Board of Trade offices on Queen’s Quay will highlight investment and intergenerational wealth management topics and issues on the minds of SFOs and their advisors (OCIOs, MFOs, investment consultants, investment bankers, and IAs) and investment managers (PE, VC, hedge, crypto, real estate, alt lending…).
Speakers
2024 Speakers
SINGLE FAMILY OFFICE SPEAKERS:
Dan Riverso
Chief Executive Officer and Chief Investment Officer, Jesselton Capital Management
Drew Colaiezzi
Private Investments, McPike Global Family Office
Ryan Perillo
Head of Investments, KF Matheson Investment Holdings
Enzo Gabrielli
Horizon Capital Holdings
Vincent Zhou
Portfolio Manager – External Manager Selection, RedJay Asset Management
Scott Morrison
Chief Investment Officer, Wealhouse Capital Management
Robert Montgomery
Chief Executive Officer, First Maximilian Associates Inc.
Craig D’Cruze
Chief Operating Officer, Inverted Ventures
Richard Heller
Attorney, Cooper Family Office
Vishnu Amble
Founding Director, Investment Committee Member, and Trustee, GreenBear Group LLC
Josh Roach
Managing Director, Meritage Group LLP
Rahim Kassim-Lakha
Founder & Principal, Blue Sail Capital, Inc.
DISTINGUISHED SPEAKERS:
Eric Nuttal
Partner, Senior Portfolio Manager, Ninepoint Partners
Matt Zabloski
Fund Manager & Chief Investment Officer, Delbrook Capital Advisors
Greg Moore
Partner & Portfolio Manager, Richter Family Office
Neil Nisker
Co-Founder, CIO & Executive Chairman, Our Family Office
Stephen Harvey
Chief Investment Officer, Grayhawk Wealth
Steve Shepherd
Head of Canada, Capital Fund Management
Priyanka Hindocha
Director – Family Office, Stonehage Fleming
Harry Moore
Senior Client Portfolio Manager, Man AHL
Alison Maschmeyer
Managing Director, Americas, Pinnacle Investment Management Group Limited
Nancy Bertrand
Global Market Manager, Head of Citi Private Bank, Canada, Citi Private Bank
Philippe Carpentier
Senior Fund Manager, Metori Capital Management
Sponsors & Partners
2024 Sponsors
GOLD SPONSORS:
• Asset Management One
• Wilshire
• Trans- Canada Capital
• MGG Investment Group
• HGC Investment Mnagement Inc.
• Hazelview Investments
• iCapital
• HedgeFacts
SILVER SPONSORS:
• Richter
• Waypoint
• BMO Global Asset Management
• AGF Capital Partners
• Ninepoint Partners
BRONZE SPONSOR:
• Sage