Wealth Managers’ Forum 2024 - Montreal | CAASA - Canadian Association of Alternative Strategies & Assets | 26 March 2024 | KPMG Montréal, 600 Maisonneuve Blvd W Suite 1500, Montreal, Quebec H3A 0A3

Venue
KPMG Montréal
KPMG Montréal, 600 Maisonneuve Blvd W Suite 1500, Montreal, Quebec H3A 0A3

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Event Date Tue Mar 26 EDT (9 months ago)
Location KPMG Montréal
600 Maisonneuve Blvd W Suite 1500, Montreal, Quebec H3A 0A3
Region Americas
Details

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.

These forums will be held in person, featuring award-winning investment advisors, well-known asset managers, and other distinguished speakers.

Speakers

2024 Speakers

KEYNOTE SPEAKERS:

Wilson Tow
Managing Partner, Altrust Investment Solutions

Steve Allen
Head of Distribution, Financial Intermediaries (Canada), Fiera Capital

SPEAKERS:

Francis Sabourin
Portfolio Manager & Investment Advisor, Richardson Wealth

Andy Yan
Principal, Partner Solutions, Westcourt Capital Corporation

Tarik Serri
Senior Director, Hedge Funds & Alternative Investments, Trans-Canada Capital

Jean Chuang
Vice President, Portfolio Manager, MY Capital Management Corp.

Philippe Ducreux
Portfolio Manager & Investment Advisor, Richardson Wealth

Brendan Rogers
Senior Investment & Wealth Advisor, RBC Dominion Securities

Louis-Philippe Roy
Director of Investments, Private Family Office

Joe Bakish
Portfolio Manager, Wealth Advisor, Investment Advisor, Richardson Wealth

Adriana Arrillaga
President & Portfolio Manager, One Summit Capital Wealth Management Inc.

Sponsors & Partners

2024 Sponsors

TITLE SPONSOR:
• Asset Management ONE

GOLD SPONSORS:
• HedgeFacts
• iCapital

SILVER SPONSORS:
• BMO
• Ninepoint
• Clifton Blake