Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
Event Date | Wed Aug 5 EDT - Fri Aug 7 EDT (over 4 years ago) |
Location |
Vantage Venues
CAASA's Virtual All-in-One Platform |
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.
2020 Speakers
Paul Desmarais III
Chairman & CEO, Sagard Holdings
Kris Coleman
Founder, President, & CEO, Red Five Security
Arthur Salzer
CEO & CIO, Northland Wealth
Fred Pye
President & CEO, 3iQ
Jason Chertin
Partner, McMillan LLP
Brian D'Costa
Founding Partner & President, Algonquin Capital
James Rosebush
Founder & CEO, GrowthStrategy
John Ruffolo
Founder, OMERS Ventures
David Jarvis
President, Corton Capital
Ali Alagheband
Managing Director, Sagard Holdings
Kunal Bhasin
Blockchain Lead, Risk Consulting, KPMG
Sophie Forest
Managing Partner, Brightspark Ventures
Ranjan Bhaduri
President & CEO, Bodhi Research Group
Naveed Mohammed
Vice-President, Head of Managed Asset Strategy and Analytics (MASA), BMO Nesbitt Burns
Enzo Gabrielli
Executive Vice President & CFO, Horizon Capital Holdings
Bonnie-Lyn de Bartok
Founder & CEO, The S Factor Co
Craig Machel
Portfolio Manager & Investment Advisor, Richardson GMP
Tanya Woods
Managing Director, Canada, Chamber of Digital Commerce
Yash Gupta
Principal, Morgan Stanley Alternative Investment Partners Group
Shez Samji
Managing Director, Silicon Valley Bank
Mike Sell
Portfolio Manager & Head of Asian Equities, Alquity Investment Mangement
Luc Dumontier
Partner & Head of Factor Investing, LFIS
2020 Sponsors
• Ardenton
• ICM
• AGF
• Morgan Stanley
• Fidelity INVESTMENT
• COACH HOUSE
• LYXOR Asset Management
• ALGONQUIN
• WARATAH
• SLATE
• espresso
• AGinvest
• TMX
• CEOS FAMILY OFFICE
• SGGG FUND SERVICE INC.
• MERAKI
• PROVENANCE
• DRIEHADS
• INVESTMENT PARTNERS FUND
• ADI CAPITAL PARTNERS
PARTNERS:
• CAIA ASSOCIATION
• introductioncapital