WAISC

Agenda 2012


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For downloadable presentations please click on title or speaker highlighted in RED

Tuesday, September 18th
Pre-Conference Activities

10:00 - 3:45 Golf Tournament – legends on niagara - best ball format
(advance registration required)

Sponsored by: KPMG

 

10:30 - 3:45

HISTORIC FORT GEORGE TOUR WITH LUNCH AT QUEEN’S LANDING – NIAGARA-ON-THE-LAKE
(advance registration required)
Sponsored by: Investment Executive

4:30 - 6:30 CONFERENCE REGISTRATION BEGINS
6:30 - 8:00 CONFERENCE RECEPTION IN EXHIBIT HALL
Sponsored by: Radius Financial Education


Wednesday, September 19th

7:45

BREAKFAST IN EXHIBIT HALL C/D
Sponsored by: CIFPs

 

 

8:30 - 8:35

OPENING REMARKS - HALL C/D (EXHIBIT HALL)
Pat Bolland
, Senior Counsel, Veritas Communications

 

 

8:35 - 9:15 QUESTION: WHERE WILL I FIND MY INVESTMENT RETURN RIGHT NOW ? ANSWER: ALTERNATIVE INVESTMENTS

Jeffrey Pike, Senior Vice President, Kensington Capital

  • The powerful “Alternative” effect on Asset Mix

  • Ask Mitt - Why Private Equity makes sense

  • What’s new in the Alternative Aisle?


9:15 - 10:05

KEYNOTE SPEAKER: DR. PHILIPPA MALMGREN
POLITICS, POLICY AND GEOPOLITICS: IMPLICATIONS FOR THE MARKETS

10:05 - 10:20

NETWORKING BREAK IN EXHIBIT HALL FOYER
Sponsored by: Borden Ladner Gervais

10:20 - 11:00

CANADA’S ALTERNATIVE INVESTMENT ROUNDTABLE: PANEL DISCUSSION
TRENDS, FLOWS AND OPPORTUNITY


Jim Craven, Executive Vice President, Fiera Capital Corporation
Michael Yhip, President & CIO, Garrison Hill Capital Management Inc.

Paul de Sousa, Executive Vice President, Bullion Management Group
John L. Builder III, Senior Vice-President of U.S. Operations, The Jaymor Group

  • Where is the money coming from and going to?

  • Industry consolidation

  • Globalization of producers and strategies

 

 

11:00 - 11:40

THE VALUE OF THE HEDGE FUND INDUSTRY IN CANADA
Peter Hayes, KPMG

  • Hedge fund performance versus conventional asset classes, global stocks, bonds, and commodities

  • Hedge funds’ return and risk characteristics in relation to recessions and the main asset classes

  • Hedge funds’ diversification benefits versus 60/40 asset allocation between stocks and bonds

 

11:40 - 12:40

CAP INTRO PRODUCT SHOWCASE - HALL B

YOUR OPPORTUNITY TO HEAR HEDGE FUND MANAGERS AND EXEMPT MARKET PRODUCT MANAGERS DISCUSS THEIR PRODUCTS, THEORY AND STRATEGIES
Sponsored by:
Moderated by:

  • AlphaNorth Asset Management – Skye Collyer, Vice President ,Sales & Marketing

  • Donville Kent Asset Management – Jason Donville, President & CEO

  • Fiera Capital Corporation – Derek Brown, Assistant Portfolio Manager

  • Raintree Financial Solutions – Kyle Jacober, Vice President, Sales

  • Centurion REIT – Peter Figura, Vice President, Business Development

  • Agilith Capital Inc. – Andrea Horan, Portfolio Manager

12:40 - 1:40

LUNCH - HALL C/D
Sponsored by: National Bank Financial Markets


1:40 - 2:20

STREAM 1 - Grand Hall E

ETFs – TRADITIONAL iNDEXING AND BEYOND : Panel Discussion

Moderated by: Dave Barber, First Asset ETFs

Vikash Jain, Vice President, Portfolio Mangement, ArcherETF Portfolio Management
Pat Chiefalo, Director, Derivatives & Structured Products Research National Bank Financial
Yves Rebetez, Managing Director, Editor, ETFInsight

 

EXEMPT MARKET PRODUCTS - Stream 2 – Grand Hall B

Energy Outlook 2012

Introduced by: Pat Bolland, Senior Counsel, Veritas Communications
Arie Kapulkin, Manager, Active Power Investments LLC

Investment opportunities in the Wholesale Electric Power Markets in North America

 

2:20 - 3:00

STREAM 1 - Grand Hall E

Generating Alpha Returns Systematically: Opening the Black Box: Panel Discussion
Moderated by: Pat Bolland, Senior Counsel, Veritas Communications

Neal McComb, Vice President and Portfolio Manager, Fiera Capital Corporation
Weston Pring, CIO, Ross Smith Asset Management

EXEMPT MARKET PRODUCTS - Stream 2 – Grand Hall B

The Canadian Exempt Market Outlook: Panel Discussion

Moderated by: David Kaufman, Westcourt Capital Corporation
Kyle Jacober
, Vice President, Sales, Raintree Financial Solutions

David Gilkes, President, North Star Compliance & Regulatory Solutions Inc.
Kevin Cohen, President & CEO, AUM Law Professional Corporation.

 

 

3:00 - 3:40

STREAM 1 - Grand Hall E

High Frequency Trading and the Dynamics of a Crowded Market Place: Panel Discussion
Moderated by: Pat Bolland, Senior Counsel, Veritas Communications

Mike Newallo, Managing Director, Global Equity Derivatives, National Bank Financial
Vidis Vaiciunas, Trading & Investment Operations Professional
Peter Coffey, Vice President, Sales & Trading, Instinet Canada

EXEMPT MARKET PRODUCTS - Stream 2 – Grand Hall B

REAL ASSETS: Infrastructure, Mics, Reits, Real Estate and Land – Panel Discussion
Moderated by: David Kaufman, Westcourt Capital Corporation

Christopher McKenzie, Partner, Axcess Capital Advisors
Peter Figura, Vice President, Business Development, Centurion REIT
Steve Froese, Managing Partner, Alta Pacific Mortgages & Investment
John L. Builder III, Senior Vice-President of U.S. Operations, The Jaymor Group


3:40 - 3:55

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Montreal Exchange

 

3:55 - 4:55

CAP INTRO PRODUCT SHOWCASE - HALL B

YOUR OPPORTUNITY TO HEAR HEDGE FUND MANAGERS AND EXEMPT MARKET PRODUCT MANAGERS DISCUSS THEIR PRODUCTS, THEORY AND STRATEGIES
Sponsored by:
National Bank Financial Markets
Moderated by:
Mike Newallo, Managing Director, Global Equity Derivatives, National Bank Financial

 

  • Tricoastal Capital – Keith Summers, Founder

  • Axcess Capital Advisors – Rod Burylo, National Marketing Director

  • Ross Smith Asset Management Inc. – Weston Pring, Chief Investment Officer

  • Garrison Hill Capital Management – Michael Yhip, President & CIO

  • Active Power Investments LLC – Arie Kapulkin, Manager

 

4:55 - 5:45

ALTERNATIVE BOOT CAMP, FOR EMERGING AND FIRST TIME MANAGERS

Robert Lemon, Managing Director, National Bank of Canada Financial Markets
Lori Barton, Partner, Beaumont Associates
Lou Sala, CEO/Partner, CEO/Partner, Avalon Lake Partners

 

  • Marketing and Capital Raising

  • Operations & Compliance

  • Selecting the Right Service Providers

 

 

5:45 - 7:15

CLOSE-UP STROLLING MAGIC EVENING RECEPTION

Sponsored by: KPMG
This not-to-be-missed event will provide you with crucial time to interact with key industry players and an evening of strolling magicians.

Circulating throughout the party, our guests will see miracles before their eyes: money appear from nowhere, playing cards change in the blink of an eye, and minds are read. You will be astounded by sleight of hand and mind reading abilities and delighted by a sense of humor and charm.

 



Thursday, September 20th

8:00 - 8:50

BREAKFAST IN EXHIBIT HALL
Sponsored by: Quadrexx Asset Management

 

8:50 - 9:00

OPENING REMARKS - HALL C/D (EXHIBIT HALL)
Pat Bolland
, Senior Counsel, Veritas Communications


9:00 - 9:40

FEATURED SPEAKER: REBECCA MCCAUGHRIN, SENIOR ECONOMIST, INTERNATIONAL MONETARY FUND

 

CHALLENGES TO GLOBAL FINANCIAL STABILITY

Assessment of recent market developments and policies to ensure lasting financial stability

9:40 - 10:40

CAP INTRO PRODUCT SHOWCASE - HALL C/B

YOUR OPPORTUNITY TO HEAR HEDGE FUND MANAGERS AND EXEMPT MARKET PRODUCT MANAGERS DISCUSS THEIR PRODUCTS, THEORY AND STRATEGIES
Moderated by:
Pat Bolland, Senior Counsel, Veritas Communications

  • Becksley Capital – Ryan Lee, President, Becksley Capital

  • Inflection Alternative Assets – Trevor S. Giles, Vice President, Investments/CCO

  • East Coast Fund Management Inc. – Robert Mann, Client & Business Development

  • Breton Hill Capital – Frank Maeba, Managing Partner

  • Waratah Advisors – Daniel Dorenbush, Head of Business Development

 

10:40 - 11:20

Canadian AND GLOBAL REGULATORY HOT TOPICS: Panel Discussion

James Loewen, National Director, KPMG
Ron Kosonic, Partner, Securities and Capital Markets, BLG
Ingrid Pierce, Partner, Walkers
Tim Baron, Partner, Davies Ward Phillips & Vineberg LLP

 

  • Regulation of Derivatives

  • Investment Fund Manager Registration

  • IFRS

  • FATCA

  • Side Letters

 

11:20 - 12:00

Recent Developments in Fund Administration: Where is the Transparency: Panel Discussion

Mark Damelin, President, Commonwealth Fund Services
Charbel Cheaib, Executive Director, Business Development, CIBC Mellon
Steve Slessor, Managing Director, Butterfield Fulcrum

 

  • Transparency Demands

  • Extending service from back to middle office

  • Technology

  • Industry Evolution

  • Straight through processing


12:00 - 1:00

LUNCH WITH KEYNOTE SPEAKER: LAWRENCE MCDONALD

 

GLOBAL ECONOMIC OUTLOOK: 2012 AND BEYOND WHAT THE EUROPEAN DEBT CRISIS MEANS FOR GLOBAL MARKETS?

 

  • Systemic Risk in Spain, is she the next Lehman Brothers? Does the ECB have the Bazoooka?

  • Valuable insights on the 2012 US Elections, Federal Reserve Policy and the Fiscal Cliff

  • Larry’s 17 Lehman Systemic Risk Indicators, How and When to take Down Risk before the Next Risk Off Trade

1:00 CLOSING REMARKS - HALL C/D
Pat Bolland
, Senior Counsel, Veritas Communications

*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control. *Radius Financial Education (“RFE”) is pleased to provide the Fund Manager and EMP Showcase segments of the Summit for industry gathering. RFE’s role is simply as a conference medium for hedge funds and alternative investments. RFE does not provide advice or investment recommendations and our facilitation of the product Showcase segments of the Summit should not be misconstrued as a recommendation from RFE regarding investing specifically in any of the funds showcased.