CAASA - Canadian Association of Alternative Strategies & Assets

** 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

** 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 Family Office Summit 2023 conference in Toronto. We had a record-breaking 35 single family offices in attendance (all vetted by our staff). 40% of attendees were investors such as SFOs, MFOs, and wealth managers; 52% were asset managers; and just 8% were service providers. Marry that with super content and we have another winner! You can view the program here: https://lnkd.in/g4C5tZtX All of our publications are available here: https://lnkd.in/gTwUCzPP

** Friday Fundamentals ** Today we feature one of our CAASA Primers: Blockchain & Cryptoassets Explained. In this, we explain the difference between blockchain and digital/cryptoassets, ways that investors can think about these opportunities and possibly include them in their investment portfolios (and in what form/via which security/instrument), and the potential challenges ahead for this relatively young asset class. 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/g_5pPyNj Our complete list of publications is here: https://lnkd.in/gTwUCzPP

** 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 first non-Canada conference, the Family Office Cayman Experience on Grand Cayman in January 2023. We welcomed 19 families to the island to experience its lifestyle and planning benefits as well as sample a few of our members' asset management and service provider offerings. We organized this with Dart Family Office and look forward to producing more like this. You can view the program here: https://lnkd.in/gb3KcEfN 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!

This November Francis Sabourin, BA, Pl. Fin., RIS 's (Richardson Wealth) webinar guest will be Stephan Kind, a Partner at LGT Capital Partners, a leading global specialist in alternative investing. As a principal investor, the firm has been managing the LGT Endowment for its owner, the Princely Family of Liechtenstein, for 25 years. Francis and Stephan will discuss the important role of alternatives within the LGT Endowment, which has become one of the largest funds of its kind in Europe, and the Multi-Alternatives strategy underpinning it. Wednesday, November 20th - 1-2pm ET This webinar is complimentary for all. Register Here: https://lnkd.in/grqhT6cN

** Friday Fundamentals ** Today we feature one of our CAASA Primers: Canada's New Liquid Alternatives. In this, we explain what a liquid alternative fund is under the 'new rules' (promulgated in January 2019), how their flexibility vs. a traditional mutual fund can aid investors, and the additional knowledge that advisors need to know to ensure their clients have the most appropriate allocation to these funds. 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/gucHBFsU Our complete list of publications is here: https://lnkd.in/gTwUCzPP

** 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 2022 - 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 40% 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/g5ggiTft 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!

Our Founding Partner is in Montreal today for the CAASA Annual Conference. Always a fantastic gathering of speakers and attendees!

** Friday Fundamentals ** Today we feature one of our CAASA Primers: The CAASA ESG Paper. In this, we delve into the world of investing with purpose, for the next generation(s), and to ensure we all have a great place to live going forward. 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/gzUrBqqi Our complete list of publications is here: https://lnkd.in/gTwUCzPP

This November Francis Sabourin, BA, Pl. Fin., RIS 's (Richardson Wealth) webinar guest will be Stephan Kind, a Partner at LGT Capital Partners, a leading global specialist in alternative investing. As a principal investor, the firm has been managing the LGT Endowment for its owner, the Princely Family of Liechtenstein, for 25 years. Francis and Stephan will discuss the important role of alternatives within the LGT Endowment, which has become one of the largest funds of its kind in Europe, and the Multi-Alternatives strategy underpinning it. Wednesday, November 20th - 1-2pm ET This webinar is complimentary for all. Register Here: https://lnkd.in/grqhT6cN