WAISC

WAISC Calgary 2013 Agenda

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


Monday, June 17, 2013

7:30

CONFERENCE REGISTRATION AND BREAKFAST
Sponsored by: Productivity Media

 

 

8:00 - 8:05

OFFICIAL WELCOME
Radius Financial Education

 

 

8:05 - 8:10

OPENING REMARKS
Pat Bolland
, Senior Counsel, Veritas Communications

 

 

8:10 - 8:30

REGULATING THE EXEMPT MARKET - A VIEW FROM THE TOP
Bill Rice, Chair and Chief Executive Officer, Alberta Securities Commission
Bill Rice will discuss the reviews currently being undertaken by CSA jurisdictions of available exemptions from the prospectus and registration requirements of securities laws, experiences from the early days of the exempt market dealer registration regime and observations of the quality of disclosure and advice in exempt market transactions.

 

8:30 - 9:10

2013 INDUSTRY UPDATE: HEDGE FUNDS AND EXEMPT MARKETS: THE CHANGING LANDSCAPE – CO-SPEAKERS:
James McGovern, Managing Director & CEO, Arrow Capital Management Inc.
Craig Skauge, President & Founder, NEMA

  • Incorporating hedge funds and exempt market products into retail/high net worth portfolios

  • Advantages and Disadvantages

  • Heuristics of Hedge Funds

  • The Intrigue of Illiquidity

 

9:10 - 9:50

HOW A FAMILY OFFICE SEARCH FOR DIVERSIFICATION CREATED A CONSERVATIVE EXEMPT MARKET OFFERING
William Santor, President & CEO, Productivity Media

  • Conservative Products in the Exempt Market

  • Media financing in Canada

  • How a Family Office Came To Invest in Film

9:50 - 10:10

NETWORKING BREAK
Sponsored by: Borden Ladner Gervais

 

10:10 - 11:20

CAPITAL INTRODUCTION / PRODUCT SHOWCASE

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

11:20 - 12:00

2013 ALTERNATIVE ASSET CLASS REGULATORY UPDATE – PANEL DISCUSSION

Ron Kosonic, Partner, Securities and Capital Markets, BLG;

Randy Kraft, Partner, KPMG
Nadine Wellwood, President, WealthTerra Capital Management Inc.
Hear from industry professionals as they discuss recent regulatory changes and their impact on the industry.


12:00 - 1:00

BUFFET LUNCH
Sponsored by: National Bank Financial

1:00 - 1:40

CONCURRENT SESSIONS

STREAM 1

SYSTEMATIC VS. DISCRETIONARY TRADING – PANEL DISCUSSION

Neal McComb, Vice President and Portfolio Manager, Alternative Strategies, Fiera Capital Corporation
Tim Pickering, President, Lead Portfolio Manager, CIO, Auspice Capital Advisors

  • Differences between how systematic and discretionary managers operate?

  • Characteristics of each type of strategy? Advantages and disadvantages

  • How do the two approaches overlap and compliment each other?

  • How would an investor’s due diligence change depending on the type of strategy being employed by the manager?

 

STREAM 2

MICs, REITs, REAL ESTATE & LAND - PANEL DISCUSSION
Moderated by: Craig Burrows, President & UDP, TriView Capital Ltd.
Peter Figura
, Director of National Sales, Centurion REIT

Marcus Kurschat, President, Clear Sky Capital 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

  • Is the current REIT wave a concern?

 

1:40 - 2:20

CONCURRENT SESSIONS

STREAM 1

HEDGE FUND INDEX REPLICATION: THE HOW & WHY
Pierre Laroche, Managing Director, R&D - Derivatives, National Bank of Canada

  • What is a hedge fund index and why should we invest in them?

  • How is it possible to track the non-investible?

  • What portfolio allocation should hedge funds have?

  • How does a hedge fund index replicator compliment a traditional hedge fund allocation?

STREAM 2

OIL, GAS & ENERGY - PANEL DISCUSSION

Moderated by: Craig Burrows, President & UDP, TriView Capital Ltd.
Martin Pelletier, Managing Director, Portfolio Manager, TriVest Wealth Counsel Ltd.
Tim Simard, Head & Managing Director Commodity Derivatives, National Bank

  • 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

  • Hedging one's investments in the sector

2:20 - 2:50

INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS) FOR INVESTMENT FUNDS

Peter Hayes, Director, Alternative Investments Practice, KPMG

  • IFRS becomes effective for most Canadian investment funds on January 1, 2014, however, we are already in the comparative period for which IFRS-compliant financial reporting will be required

  • The accounting standard setters, securities regulators, industry organizations and members of the investment management industry continue to work on key IFRS transition issues

  • This session will discuss the impact of the adoption of IFRS on investment funds in Canada and the direction being taken on key issues such as consolidation, debt vs. equity, and general presentation and disclosure matters

 

2:50 - 3:10

NETWORKING BREAK
Sponsored by: Olympia Trust Company

 

 

3:10 - 4:20

CAPITAL INTRODUCTION / PRODUCT SHOWCASE

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

4:20 - 5:00

“MONEYBALL: THE ART AND SCIENCE OF MANAGING OTHER PEOPLE'S MONEY”

Mark Yamada, President & CEO, PUR Investing

  • what we do well

  • what we do poorly

  • how to completely change the game

 

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.

 
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner

Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner