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CAASA Annual Conference 2026

CAASA Annual Conference brings pension plans, sovereign wealth funds, family offices and investment managers together in Montreal to discuss alternative investments and implementation issues.

Alternative investmentsInstitutional allocationManager research

About this event

This year’s CAASA Annual Conference, also known as CAC26 is our flagship, premier, and most coveted conference.

In partnership with Bodhi Research Group, founding educational partner, in the CAC series, CAASA is delighted to welcome you back to Montréal from November 3-4, 2026.

The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers 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 .

Source: organiser materials

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Sebastien BetermierKeynote speakerAssociate Professor of Finance, Desautels Faculty of ManagementMcGill University
Ranjan BhaduriFounder & CEOBodhi Research Group
Pierre‐Philippe Ste‐MarieManaging Director Investment ResearchBodhi Research Group
James BurronFounding PartnerCAASA
Cordell W. Thomas IIDirector of OperationsNew York State Nurses Association Pension Plan and Benefits Fund
Bill BobeyManaging Director, Head of Total Portfolio Risk and Analytics, RiskCPP Investments
Lauretta ChameSenior AssociateIMCO
Hazlitt GillManaging Director, Partnership PortfoliosBCI
Mark ShoreDirector and EconomistCME Group
Adam SolanInvestment DirectorInstitute of Advanced Study
Niall WhelanRisk ExecutiveBodhi Research Group
David DongSenior Analyst, Active Public MarketsUniversity Pension Plan (UPP)

Attendees

Past attendees

Investors · 202049
  • Alberta Teachers' Retirement Fund
  • Alternative Capital Group
  • Anchor Pacific Investment Management Corp
  • ARMS GROUP
  • BCI - British Columbia Investment Management
  • Bell Kearns & Associates Ltd.
  • BFinance Inc
  • Bimcor
  • Bureau de la retraite CPEGQ
  • Cadillac Fairview
  • Caisse de dépôt et placement du Québec
  • Canada Post Pension Fund
  • Casselman & Company Inc.
  • CEOS Family Office
  • CMPA - Canadian Medical Protective Association
  • CN Investment Division
  • CPP Investments
  • Eckler Ltd.
  • Fjärde AP-fonden (AP4)
  • Fonds de solidarité FTQ
  • GF Securities
  • GIC
  • Gryphon Capital Management
  • Hawaii Employees' Retirement System
  • Healthcare of Ontario Pension Plan
  • Investment Management Corporation of Ontario
  • Kamehameha Schools
  • Master Plan Management Limited
  • OMERS
  • Ontario Teachers' Pension Plan
  • OP Trust
  • PSP Investments
  • Raintree Financial Solutions
  • RBC Dominion Securities
  • Richardson Wealth
  • Richter Family Office Inc.
  • Scotia Wealth Management
  • SmartBe Wealth Inc.
  • State of Wisconsin Investment Board
  • State of Wyoming
  • Suncor Energy Pension Plan
  • Teachers’ Retirement System of the State of Illinois
  • Texas Employees Retirement System of Texas
  • The World Bank Pension Plan
  • Timberline Equities
  • UBC IMANT
  • University of Minneapolis Foundation
  • University of Toronto Asset Management Corporation
  • Zen Capital & Mergers
Trading Managers · 202034
  • Actis
  • Allianz Global Investments
  • AQR Capital Management
  • Auspice Capital Advisors Ltd.
  • Axonic Capital LLC
  • Beach Point Capital
  • Carlisle Management Company S.C.A.
  • CIBC Asset Management
  • CMCC Global
  • CoinFund Management
  • Fulcra Asset Management Inc.
  • Group RMC
  • Highwood Value Partners
  • Investcorp Investment Advisors LLC
  • Investment Partners Fund Inc
  • La Française Investment Solutions - LFIS
  • Lyxor Asset Management
  • MGG Investment Group
  • Morgan Stanley Investment Management
  • Music Royalties Inc
  • Napier Park Global Capital
  • Northstar Trading
  • PenderFund Capital Management
  • Picton Mahoney Asset Management
  • ReSolve Asset Management
  • Securian Asset Management
  • Slate Securities
  • Trez Capital
  • TVC Asset Manager
  • Unigestion
  • Waratah Capital Advisors
  • WaveFront Global Asset Management
  • Wellington Management
  • WestCap Management LLC
Previous edition · 202014
  • AAREA
  • Athena International Management Limited
  • Battea Class Action Services
  • Bodhi Research Group
  • CIBC Mellon Global Securities Services
  • Deutsche Börse Group
  • Fidelity Clearing Canada
  • Fundata Canada
  • Innocap Investment Management Inc.
  • Invisage Alpha Ltd
  • TD Prime Services
  • TMX Group
  • VIDRIO Financial
  • Wells Fargo Prime Services, LLC

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

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