WAISC

WAISC Vancouver 2014 Agenda

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


Wednesday, November 12, 2014

7:30

CONFERENCE REGISTRATION AND BREAKFAST IN EXHIBIT HALL FOYER
Sponsored by: OLYMPIA TRUST

 

8:00 - 8:10

OPENING REMARKS - WATERFRONT C
Pat Bolland, Media Consultant

 

8:10 - 8:50

KEYNOTE SPEAKER: GEORGE JONES, Co-Founder and Partner, IVEST Consumer Partners

RECOGNIZING DIRECT INVESTMENT OPPORTUNITIES

  • Company Strategies: Right & Wrong

  • Understanding the Playing Field

  • Company vs. Competitors

  • Evaluate Future Growth Potential

  • Right CEO & CFO

  • Don't Overpay

8:50 - 9:50

Keynote Presentation: "Lead or be Left Behind", a look at the "investor side" of personal finance
Robert Gignac, Author: Rich is a State of Mind
Robert’s insights into what keeps your clients awake at night might surprise you, in fact they might scare you – but they will enlighten you and encourage you take your client relationships to a new level and in the process – make you more successful in your business.

 

9:50 - 10:10

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: NEMA

 

10:10 - 11:00

CAPITAL INTRODUCTION SHOWCASE - WATERFRONT C
Sponsored by: OLYMPIA TRUST

Your opportunity to hear 6 Exempt Market Product Providers discuss their products, theories and strategies.

Moderated by: Maria Lizak, Executive Business Director, National Best Financial Network & Private Market Specialist, Pinnacle Wealth Brokers EMD

11:00 - 11:20

INVESTING IN THE FUTURE: HOW MEGATRENDS ARE RESHAPING THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY
Nik Assanand, Greater Vancouver Area Leader, Investment Management and Funds Practice, KPMG

Taking a look at the future markets, the global asset management industry will radically transform over the next 15 years due to seismic changes. The drivers of this change, known as megatrends, will be due to shifts in demographics, technology, environment and changing social values, behaviours and ethics.

“We are on the verge of the biggest shakeup the industry has experienced; and the message to asset managers is clear – adapt to change or your business won’t survive. The two biggest issues that need to be addressed are the changing client base and technology, and asset managers need to get to work on these areas now.”

 

11:20 - 12:00

THE CANADIAN EXEMPT MARKET OUTLOOK – PANEL DISCUSSION
Moderated by: Michael White, President & CEO, IBK Capital Corp.

Stephen Freedman, President, CEO, Chief Compliance Officer, Sloane Capital
Peter Jarman, National Marketing Director, Axcess Capital Advisors

Cora Pettipas, Vice President & Board of Director, National Exempt Market Association (NEMA) Canada
Siddharth Rajeev, Vice-President, Head of Research, Fundamental Research Corp

  • Exempt Market Products Outlook over the next 3-5 years - - Navigating challenging times

  • Sorting through the volume of investments that dealerships see and choosing the right product

  • Should the smaller EMD firms be subjected to the same level of compliance & reporting requirements as larger firms and banks?

  • Effect on other Self-Regulatory Organizations

  • What support, systems and infrastructure can a dealer offer

12:00 - 12:40

80 Lessons Learned: On the Road from $80,000 to $80,000,000

Thomas Beyer, Founder, Prestigious Properties

Having started in earnest in 1997 in real estate with a single rental pooled condo, then growing to over $100M in assets with over 1000 tenants, then surviving and thriving through a brutal worldwide recession, one has some battle scars....


12:40 - 1:40

BUFFET LUNCH IN EXHIBIT HALL

Sponsored by: SLOANE CAPITAL CORP.

 

12:50 - 1:30

LUNCH PRESENTATION

INFRASTRUCTURE: JOURNEY OF AN ASSET CLASS

Gregory J. Smith, President & Chief Executive Officer, InstarAGF Asset Management Inc.

Fifty-seven trillion dollars of infrastructure investment will be spent globally by 2030. That’s $7,000 for every man, woman and child alive today. Canadian institutions are global leaders in this sector with over $50 billion allocated. But has the asset class delivered on its initial promise of steady, low volatility yield?

In this session, we will explore the performance of infrastructure investments through the global economic crisis and in the current environment, including a focus on how infrastructure correlates to other asset classes. In addition, we will examine how the infrastructure asset class is developing, maturing and responding to growing global demand; where, why and how future investment opportunities are emerging; and the social and economic implications of more private investment in infrastructure.

The infrastructure journey has begun, but the story is only partly written.


1:40 - 2:20

CONCURRENT SESSIONS

STREAM 1 - WATERFRONT C

CANADIAN AND GLOBAL REGULATORY HOT TOPICS: PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Vipool Desai, President, ARA Compliance Support

Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais
Michael White, President & CEO, IBK Capital Corp.

  • IFRS, FATCA, CASL

  • Private Placement Market Review

  • Marketing funds outside of Canada

  • Allocation of fund expenses

  • Enhanced client reporting

  • OBSI membership for EMDs and PMs

STREAM 2 - WATERFRONT A

2014 INDUSTRY UPDATE: HEDGE FUNDS: THE CHANGING LANDSCAPE

Bob Thompson, Vice President, Portfolio Manager, Alternative Investment Strategist, Canaccord Financial

  • Incorporating Hedge Fund Products into retail/high net worth portfolios

  • Advantages and Disadvantages

  • Want Returns? Choose Alternative Investments

  • Common Traits of most Successful Hedge Fund Managers

2:20 - 3:00

MY BEST NEW IDEA FOR INVESTING – PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Paul Beattie, Co-Founder & Managing Partner, BT Global Growth Inc.
Brad Radin, Chief Executive Officer & Chief Investment Officer, Radin Capital Partners
Larry Swanston, VP, Operations, Di Tomasso Group Inc.

 

  • Hedge Funds share their “New Best Idea” for investing

  • Hear where they think you should put your money next and why

  • Hedge funds from a wide array of strategies discuss the trades and investments they think will post the biggest gains this year.

 

3:00 - 3:40

CONCURRENT SESSIONS

STREAM 1 - WATERFRONT C

REAL ASSETS: MICs, REITs, REAL ESTATE, LAND AND HARD ASSETS - PANEL DISCUSSION
Moderated by: Michael White, President & CEO, IBK Capital Corp.
Matthew Barnes
, Associate Director Sales, Centurion REIT

Jason Brown, Managing Trustee, Valhalla Diamond
Miika Makela, Executive Director, Capital Markets, Ascendo Financial

  • 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

STREAM 2 - WATERFRONT A

THE NEW FUND BOOTCAMP: EVERYTHING YOU NEED TO GET STARTED
Gordon Casey, Managing Director, Front Shore

  • What you need to get your fund up and running: Onshore or Offshore

  • Choosing your fund strategy and location: Jurisdictions and Key Features

  • Essential Partners & Service Providers: Who, What, Where and How much

3:40 - 4:00

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: RADIUS FINANCIAL EDUCATION

 

4:00 - 4:50

CAPITAL INTRODUCTION SHOWCASE - WATERFRONT C

Sponsored by: BMO CAPITAL MARKETS

Your opportunity to hear 6 Hedge Fund Managers discuss their products, theories and strategies.

Moderated by: Katrina Rempel, Director, Prime Brokerage Services, Capital Introduction, BMO Capital Markets

4:50 - 5:20

KEYNOTE PRESENTATION: HALF PREGNANT HARMONIZATION
Craig Skauge
, President & Founder, National Exempt Market Association

Canada is the only country in the world with multi-jurisdictional regulatory regime. Efforts are currently being made to create an operational national regulator to oversee Canada’s capital markets, including the Exempt Market. So far, four jurisdictions have signed up: ON, BC, SK, and NB. What policy makers fail to realize is that you are either harmonized on you are not, as Craig Skauge puts it: “you cannot be half-pregnant.” Mr. Skauge will discuss the theory of a national regulator moving Canada to a more global standard, and its possible effects the capital markets in Canada; complicating, not simplifying capital raising and investing.

 

5:20

CLOSING REMARKS
Pat Bolland
, Media Consultant

 

5:20 - 6:30

A TASTE OF THE TROPICS

Sponsored by: KPMG

Come join us and your industry friends for a networking, entertaining culinary journey through the Caribbean. A taste of the tropics is the next best thing to being there!

 


*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.

 

WAISC Vancouver 2014 Cap Intro

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