WAISC

WAISC WEST Agenda 2012




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Monday, May 28, 2012

7:30

CONFERENCE REGISTRATION AND BREAKFAST
Sponsored by: Radius Financial Education

 

 

8:00 - 8:05

OFFICIAL WELCOME
Judy Street
, Vice President, Radius Financial Education

 

 

8:05 - 8:10

OPENING REMARKS
Pat Bolland
, Senior Counsel, Veritas Communications

 

 

8:10 - 8:50

NOT SO FAST FORWARD

 

Warren Jestin, Senior Vice President & Chief Economist, Scotiabank Group

 

  • Financial markets will be volatile through 2012 against a background of slowing global growth and lingering debt problems in Europe.

  • Public sector retrenchment and private deleveraging have already pushed the euro zone into recession.

  • U.S. growth will struggle to beat 2%, even with interest rates near historic lows and Washington once again postponing serious action to reduce its enormous fiscal deficit.

  • While emerging market powerhouses have also lost economic momentum, growth should exceed 8% in China, 7% in India and be close to 4% in Brazil.

  • Canada may lag the U.S. in growth during 2012 as job creation and household spending moderate. However, unlike the U.S. and Europe, Canada has fully regained the jobs lost during the financial crisis, our housing and commercial real estate markets remain buoyant and our relatively better fiscal position provides a strategic advantage important for longer-term growth and prosperity.

  • Canada’s financial system, the strongest in the world, also supports national growth at a time when banking crises in many countries are impeding the revitalization of economic activity.

 

8:50 - 9:50

KEYNOTE SPEAKER: KEVIN O’LEARY

 

Kevin O'Leary's impressive reputation has been built upon his entrepreneurial vision, investment smarts and drive to succeed. In addition to being featured on CBC TV's Dragon's Den, O'Leary is also the co-host of CBC's Lang & O'Leary Exchange; a 'Shark' on the ABC show and Shark Tank.

 

9:50 - 10:05

NETWORKING BREAK
Sponsored by: Axcess Capital Advisors

 

10:05 - 11:20

PRODUCT SHOWCASE

 

This quick-fire segment is your opportunity to hear managers discuss their strategy and theory.

  • Auspice Capital – Tim Pickering, Founder and President

  • Donville Kent Asset Management - Jordan Zinberg, Vice President & Associate Portfolio Manager

  • Formula Growth Ltd. – Tony Staples, Vice President & Sr. Portfolio Manager

  • Kootenay Capital Management – Chris Theal, Founder

  • Optimus US Real Estate Fund – Francois Le Bel, VP – Exempt Markets

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

  • Tricoastal Capital – Keith Summers, Founder

 

11:20 - 12:00

MICs, REITs, REAL ESTATE & LAND - PANEL DISCUSSION

Francois Le Bel, VP – Exempt Markets, Optimus US Real Estate Fund

 

Chris McKenzie, Director, Axcess Capital Advisors
Michael Thornton, President & CEO, Silver Falls Development Inc.

  • What are they, is there a difference and how do they fit into a portfolio for true diversification

  • What are some advantages and disadvantages? Are there any tax benefits?

  • How are they affected by inflation and interest rate movements and what is the risk to the investor

  • Due diligence issues to consider

 

12:00 - 1:00

BUFFET LUNCH
Sponsored by: Quadrexx Asset Management

 

1:00 - 1:40

REGULATORY UPDATE - PANEL DISCUSSION

 

Stephanie McManus, Compliance Support Services
Navdeep Gill, Manager, Registration, Market Regulation Division, Alberta Securities Commission
Randy Kraft, Partner, KPMG


Hear from regulators and industry professionals as they discuss recent regulatory changes and their impact on the industry.

 

1:40 - 2:20

OIL, GAS & ENERGY - PANEL DISCUSSION

 

Tim Pickering, Founder and President, Auspice Capital;
Chris Theal, Founder, Kootenay Capital Management

  • How they fit into a portfolio for true diversification

  • Securing high quality energy producing assets

  • Investing in oil, gas & energy, advantages and disadvantages

  • Due diligence issues to consider

 

2:20 - 2:50

THE VALUE OF THE HEDGE FUND INDUSTRY

 

Peter Hayes, National Director, 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

 

2:50 - 3:05

NETWORKING BREAK
Sponsored by: Investment Executive

 

3:05 - 4:20

PRODUCT SHOWCASE

 

This quick-fire segment is your opportunity to hear managers discuss their strategy and theory.

 

  • Axcess Capital Advisors – Rod Burylo, National Marketing Director

  • Fiera Capital Corporation – James Dungate, Vice President

  • FrontFour Capital Andrew Elliott, Head of Marketing & Business Development

  • Quadrexx Asset Management – Miklos Nagy, President, PM

  • Raintree Financial Solutions Kyle Jacober, Vice President, Business Development

  • Silver Falls – Michael Thornton, CEO

 

4:20 - 5:00

HEDGE FUNDS AND EXEMPT MARKET PRODUCTS - PANEL DISCUSSION

 

James Dungate, Vice President, Fiera Capital
Kyle Jacober, Vice President, Business Development, Raintree Financial Solutions

Miklos Nagy, Director, President & CEO, Portfolio Manager, Quadrexx Asset Management
Jordan Zinberg, Vice President & Associate Portfolio Manager, Donville Kent Asset Management

  • How to incorporate hedge funds and exempt market products into retail/high net worth portfolios

  • What are some advantages and disadvantages?

  • Due diligence issues to consider

 

5:00

CLOSING REMARKS
Pat Bolland
, Senior Counsel, Veritas Communications

 

 

5:00 - 6:30

COCKTAIL RECEPTION IN EXHIBIT HALL

Sponsored by: KPMG
Remember to bring your business cards!

The not-to-be-missed Reception will provide you with crucial time to interact with key players in your industry as you enjoy a fine selection of cocktails and Hors D'oeurves .

 


*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 Product 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.