Wealth Managers’ Forum 2022 | CAASA - Canadian Association of Alternative Strategies & Assets | 15 February 2022 | Online Event

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.

We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding.
Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs.

With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!

2022 Speakers

KICK-OFF KEYNOTES:

Philip Mesman
Head of Fixed Income, Picton Mahoney Asset Management

Liam O’Sullivan
Principal, Co-Head of Client Portfolio Management, RPIA

Jason Jogia
Chief Investment Officer, Avenue Living Asset Management

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

Francis Sabourin
Director, Wealth Management and Portfolio Manager, Investment Advisor, Richardson Wealth

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

Paul Kwon
Senior Vice President, Private Equity Emerging Manager Team, Unigestion Asset Management

FORUM KEYNOTE SPEAKERS:

Richard Pilosof
Principal, Chief Executive Officer, RPIA

David Picton
President and Lead Portfolio Manager, Picton Mahoney Asset Management

DISTINGUISHED SPEAKERS:

James Burron
Co-Founder & Partner, CAASA

Ryan Marr
Partner & Chief Investment Officer, Waypoint Investment Partners

Jordan Zinberg
President and Chief Executive Officer, Bedford Park Capital Corporation

Philip Smith
Portfolio Manager & Chief Compliance Officer, Investment Partners Fund

Andrey Omelchak
President, Chief Executive Officer and Chief Investment Officer, LionGuard Capital Management Inc

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

Travis Dowle
President, Maxam Capital Management

Tim Elliot
President, Connor Clark & Lunn Funds Inc.

Andrew Torres
Senior Vice-President and Senior Portfolio Manager, CI Global Asset Management

Eden Rahim
Portfolio Manager, Next Edge

Craig Machel
Director, Wealth Management and Portfolio Manager, Investment Advisor, Richardson Wealth

Julian Klymochko
CEO and Chief Investment Officer, Accelerate

Justin Jacobsen
Portfolio Manager, PenderFund Capital

David Burbach
Partner, YTM Capital Asset Management

Kerem Kolcuoglu
Managing Partner, Penrose Partners

Raj Lala
President and Chief Executive Officer, Evolve ETFs

Sue Ennis
VP of Corporate Development and Head of Investor Relations, Hut 8 Mining

Hashim Mitha
Chief Executive Officer and Co-Founder, MeetAmi

Keith Black
Managing Director – Program Director, Financial Data Professional (FDP) Institute

John Bowman
Executive Vice President, CAIA Association

John Fisher
President & Chief Investment Officer, Bridgeport Asset Management

Robb Nelson
Chief Executive Officer, Co-Founder & Director, AgriRoots Capital Management

Tim Gallagher
Chairman & CEO, Music Royalties Inc.

Erik Sloane
Chief Revenue Officer, NEO Exchange

Peter-Paul Van Hoeken
Founder and Chief Executive Officer, DealSquare

Martha Tredgett
Managing Partner, Private Capital Advisory, Sera Global Advisory

Sandy Poklar
Chief Operating Officer and Managing Director, Firm Capital

Prakash David
Chief Investment Officer, Triovest

Sanjil Shah
Managing Partner, Alignvest Student Housing

Dennis Mitchell
Chief Executive Officer & Chief Investment Officer, Starlight Capital

Robert Duncan
Senior Vice President – Institutional Strategy & Portfolio Manager, Forstrong Global Asset Management

Michael Cooke
Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments

Warner Wen
Research Director, Canada, Global X ETFs

Bobby Eng
Senior Vice President, Head of Platform & Institutional ETF Distribution, Franklin Templeton

Katie Bonar
Vice President, Investment Management and Strategy, Cameron Stephens Mortgage Capital

Travis Forman
Investment Advisor & SVP, Harbourfront Wealth Management

Alkarim Jivraj
Chief Executive Officer, Espresso Capital

Allison M. Taylor
Chief Executive Officer and Portfolio Manager, Invico Capital Corporation

James Kelly
Partner & Head of Business Development, Cortland Credit

Jocelyn Courcelles
Vice President Client Relations & Business Development, Fundata Canada Inc

Bonnie Lyn de Bartok
Founder & Chief Executive Officer, The S-Factor Co.

2022 Sponsors

• SigmaSandbox
• Unigestion
• Invico
• Figment
• Orchard
• Bridgeport