CAASA - Canadian Association of Alternative Strategies & Assets

CAASA is proud to announce Jeff Noble CMC FEA from BDO Canada will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Jeff Noble is a senior consultant in the BDO Wealth Advisory & Tax Services Practice. With 25+ years of family facilitation and financial experience, Jeff helps family enterprises, private companies, and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, he thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

CAASA is proud to announce Steven Novakovic, CAIA, CFA from CAIA Association will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Steve Novakovic is the Managing Director, CAIA Curriculum for CAIA Association. In this role, Steve is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

** Friday Fundamentals ** Today we feature one of our CAASA Primers: Investigating in Real Estate & Private Lending. In this, we are treated to an explanation of both of these distinct asset classes (which are often thought of as one since mortgages are a large part of the market), their sub-classes, and the things that investors need to keep in mind as they look to allocate to this usually illiquid area of the market. We are currently surveying members for our upcoming primers and thematic publications line-up. Please contact us to get involved! You can download/read it here: https://lnkd.in/euCJtwTc Our complete list of publications is here: https://lnkd.in/gTwUCzPP

CAASA is proud to announce Robert Wilson, CFA, CAIA, MBA from Picton Mahoney Asset Management will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Robert Wilson, Senior Vice President, is the Head of Picton Mahoney’s Portfolio Construction Consultation Service (PCCS). Robert is responsible for leading a multi-disciplinary team of experts in asset allocation, risk management, quantitative research and portfolio management. He and his team partner with investment advisors and institutional investors to help them construct more resilient and efficient investment portfolios. He is often invited to share his insights on alternative investments, asset allocation and portfolio construction with industry groups and media outlets. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

CAASA is proud to announce Adriana Arrillaga, CFA from One Summit Capital Wealth Management Inc. will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Adriana Arrillaga is President and Portfolio Manager of One Summit Capital. Adriana values the importance of women’s financial education. In 2018, she established an annual scholarship with Concordia University to help encourage female finance students to pursue their CFA designation. During her career, she worked with institutional asset managers as well as major Canadian Financial Institutions. She is a member of CFA Montreal, Women in Investment Management Committee, where she leads the Scholarships Selection Committee. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

CAASA is proud to announce Adam Vigna from Sagard will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Adam Vigna serves as the Managing Partner and Chief Investment Officer at Sagard. As the firm’s Chief Investment Officer, Adam is actively involved in all investment decisions made across the platform and is responsible for Sagard’s overall investment activities, including investment strategy, governance, and portfolio construction. He also serves as Chief Investment Officer of Sagard Credit Partners. He is a member of the Management Committee and is currently a director of Peak Achievement Athletics. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

CAASA is proud to announce Pascal St-Jean from 3iQ Corp will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Pascal St-Jean is the President & CEO of 3iQ. In his role, Pascal is focused on overseeing the growth and global expansion of the company as it continued to pave the way as a global leader in Digital Asset Management. Throughout his career, he has focused on the transformation and disruption of industries via rapid scaling of businesses under his leadership. Having successfully created and grown multiple business ventures, he was recognized as one of the youngest recipients of the Forty Under 40 award. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

** Throwback Thursday ** Let's take a look at our many conferences over the years. We organized one in 2018 and six in 2022 - thanks to the support of our members and growing CAASA team! Today we look at our flagship CAASA Annual Conference 2021 - thanks again to Ranjan Bhaduri with Bodhi Research Group for assembling such a wonderful slate of speakers! This conference was very well-attended with delegates from around the world and about 55% investor component. Another testament to our reputation of bringing the best to our events - whether in person or online - and one that we work very hard to keep! You can view the program here: https://lnkd.in/gii7Zzep All of our publications are available here: https://lnkd.in/gTwUCzPP We would like to note that at all of our conferences we strive for a 40% investors, 40% managers, and 20% service provider attendee break-down and have achieved this in virtually all cases. This, we believe, is a golden ratio that provides value to all attendees. We also like to keep our conferences smaller (200-250 max) and would only increase delegate maximums if we have the requisite (40%+) block of investors already registered. We're in this for the long-haul and for member value!

CAASA is proud to announce Greg Valliere from AGF Investments will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Greg Valliere serves as the Chief U.S. Policy Strategist at AGF Investments (AGF). In this role, Greg is responsible for providing insight into how U.S. politics are shaping global markets. He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics. The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators

CAASA is proud to announce Nima Sanajian from Wealthsimple will be speaking at our Family Office Summit in Toronto from April 23rd - April 24th, 2025. Nima Sanajian is the Managing Director of Investments at Wealthsimple, with over 15 years of experience in investment management. Nima leads the firm’s alternative investment offerings, asset allocation, and portfolio construction strategies. He holds a Ph.D. in Operations Research from the Rotman School of Management (University of Toronto). The Summit will feature interactive break-out sessions and content that focus on key issues impacting family offices in Canada and abroad. We are proud to say we are expecting 90 Single Family Offices at this Forum. In 2024, we had 76 Single Families and 50 Multi-Families attend our event. Register Now: https://lnkd.in/eXXb6ftC Please note, registration is complimentary for allocators