WAISC

 

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

MONDAY, SEPTEMBER 15th
PRE-CONFERENCE ACTIVITIES

 

 

10:00 - 3:45

Golf Tournament – legends on niagara - best ball format
(advance registration required)

Sponsored by: RADIUS FINANCIAL EDUCATION

 

10:30 - 3:45

THE ULTIMATE FALLS EXPERIENCE. 4 ATTRACTIONS – 1 PASS
* HORNBLOWER NIAGARA CRUISES
* JOURNEY BEHIND THE FALLS
* WHITE WATER WALK
* NIAGARA’S FURY

(advance registration required)
Sponsored by: RADIUS FINANCIAL EDUCATION

5:30 - 7:30

CONFERENCE REGISTRATION - R5 FALLSVIEW CASINO RESORT

6:30 - 8:00

RADIUS' WELCOMING LAUNCH RECEPTION IN ASSOCIATION WITH FALLSVIEW CASINO RESORT - R5

Join us at the newest lounge at Fallsview Casino Resort. R5 radiates a chic and contemporary vibe thanks to its stunning fire-and-water décor. Designed to highlight its breathtaking views of the Falls, R5 will provide you the opportunity to mingle with your peers and interact with key industry players.
Fallsview Casino Resort will be giving away a one night stay with dinner for two* – join us for your chance to win!
*Conditions apply – Full details will be provided to winner

 

TUESDAY, SEPTEMBER 16th

 

 

8:00

CONFERENCE REGISTRATION AND BREAKFAST IN EXHIBIT HALL FOYER
Sponsored by: SLOANE CAPITAL CORP.

 

8:50 - 9:00

OPENING REMARKS - HALL C/D (EXHIBIT HALL)
Pat Bolland
, Media Consultant

 

9:00 - 9:40

THE CANADIAN ECONOMY – ADJUSTING TO A WORLD OF CHANGE
Warren Jestin, Senior Vice President & Chief Economist, Scotiabank

  • The global economy has struggled to build momentum since the 2008 financial crisis.

  • From a Canadian perspective, the revival of U.S consumer spending on big-ticket items like cars and housing has been good news for exporters

  • Residential construction is receding after a multi-year boom and consumer spending will be tempered by slower job growth and relatively high household debt

  • Borrowing costs will remain low with the Bank of Canada tending to lag the U.S. Federal Reserve when it finally starts nudging short-term rates higher next year

9:40 - 10:20

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.


10:20 - 10:40

NETWORKING BREAK IN EXHIBIT HALL FOYER
Sponsored by: EZE SOFTWARE GROUP

 

 

10:40 - 11:40

CAPITAL INTRODUCTION / PRODUCT SHOWCASE - HALL E
Sponsored by: BMO CAPITAL MARKETS

 

Your opportunity to hear 7 Hedge Fund Managers and exempt market Product Providers discuss their products, theories and strategies.

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

11:40 - 12:00

INVESTING IN THE FUTURE: HOW MEGATRENDS ARE RESHAPING THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY
Peter Hayes, National Director, Alternative Investments 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.”


12:00 - 12:20

Hedge Fund 2014 Industry Update: The changing landscape: Trends, Flows and Opportunity

Jiri Król, Deputy CEO, AIMA

  • Defining the industry: size, strategies and investor composition

  • Trending: retailization and start-ups

  • Investor preferences toward alternative investments

12:20 - 1:20

BUFFET LUNCH IN EXHIBIT HALL

Sponsored by: TSX PRIVATE MARKETS

 

1:20 - 2:00

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

ETFs - MEETING REAL WORLD NEEDS: INDUSTRY UPDATE - PANEL DISCUSSION
Moderated by:Yves Rebetez, Managing Director, Editor, ETFinsight
Faizan Dhanani, Executive Vice-President, Head of Sales, Horizons ETFs
Stephen Hoffman, Vice President, Exchange Traded Funds, RBC Global Asset Management Inc.
Rohit Mehta, Senior Vice President, First Asset ETFs

  • Pure Indexing and Beyond

  • Factors and risk adjusted performance

  • Creations/Redemptions, ETFs market structure and trading execution

They are often misunderstood, rarely discussed in detail and they may go the furthest toward reducing overall portfolio risk.

 

STREAM 2 - Grand Hall E

A NEW PLATFORM TO ACCESS EXEMPT MARKET CAPITAL AND LIQUIDITY
Introduced by: Peter Jarman, National Marketing Director, Axcess Capital Advisors
Peter Conroy, President, Shorcan Brokers Limited and TSX Private Markets

 

This session will provide you with an overview of how TSX Private Markets plans to leverage the market expertise of TMX Group to provide Canada's Exempt Market with enhanced access to secondary liquidity, capital, and unique investment opportunities.


2:00 - 2:40

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

MY BEST NEW IDEA FOR INVESTING – PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant
Roland Austrup, CEO & CIO, Integrated Managed Futures
Jason Donville, President & CEO, Donville Kent Asset Management
Peter Loach, Executive Vice President, Sprott Asset Management L.P.
Louise Morwick, President, Silvercreek Management

 

  • 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.

 

STREAM 2 - Grand Hall E

THE CANADIAN EXEMPT MARKET OUTLOOK – PANEL DISCUSSION
Moderated by:
Peter Jarman, National Marketing Director, Axcess Capital Advisors
Erez Blumberger, Chief Regulatory Counsel, AUM Law
Stephen Freedman, President, CEO, Chief Compliance Officer, Sloane Capital

Cora Pettipas, Vice President & Board of Director, National Exempt Market Association (NEMA) Canada

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

  • If the Alberta model for OM exemption is adopted in Ontario, how will it affect the EMD firms?

  • 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

2:40 - 3:20

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

The New Fund Bootcamp: Everything you need to get started

Moderated by: Pat Bolland, Media Consultant

Jon Aikman, Vice President, Dundee Corporation

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

STREAM 2 - Grand Hall E

REAL ASSETS: MICs, REITs, REAL ESTATE, LAND AND HARD ASSETS - PANEL DISCUSSION
Moderated by: Peter Jarman, National Marketing Director, Axcess Capital Advisors
Devon Cranson
,
President & Founder, Cranson Capital

Peter Figura, Director, National Sales, Centurion REIT

Jason Brown, Managing Trustee, Valhalla Diamond

  • 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

3:20 - 3:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: WALKERS

 

 

3:40 - 4:40

CAP INTRO PRODUCT SHOWCASE

Sponsored by: BMO CAPITAL MARKETS
Your opportunity to hear 6 Hedge Fund Managers and exempt market Product Providers discuss their products, theories and strategies.
Moderated by: Katrina Rempel, Director, Prime Brokerage Services, Capital Introduction, BMO Capital Markets

4:40 - 5:20

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?ttom: 0px;"> 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.

 

5:30 - 7:00

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!

 

WEDNESDAY, SEPTEMBER 17th

 

 

8:30 - 9:15

BREAKFAST - IN EXHIBIT HALL
Sponsored by: NEMA

 

9:20 - 10:00

THIS TIME IT'S DIFFERENT (… AND NO THIS IS NOT REINHARDT AND ROGOFF TALKING!)

Alex Jurshevski, Founder, Recovery Partners

 

  • Sovereign Debt Crises are not new; we have seen sovereign defaults and economic collapses of sovereign states over centuries, back into the times of the Greek and Roman empires

  • What is different now is the prevalence and severity of interconnected events

  • Demographics and the shift in economic output: The traditionally strong economies of the G8, most importantly the US and Germany are weakened by an aging population, a smaller workforce and less economic output

  • Is the pressure building for the proverbial Train Wreck?

 

10:00 - 11:00

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.

 

11:00 - 11:10

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: BLG

 

11:10 - 11:50

HOW LAWYERS, ADMINISTRATORS AND AUDITORS IMPACT INVESTORS - PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Kevin Cohen, President & CEO, AUM Law

Mark Damelin, President, CommonWealth Fund Services

Chris Pitts, Partner, Audit & Assurance Group, PricewaterhouseCoopers LLP

  • Role of Service Providers

  • The Investor Due Diligence Process

  • Fund Structuring and Fund Administrator Decisions

  • Financial Reporting Transparency

  • Investor Reporting and Marketing Materials

  • Value-Added Services

11:50 - 12:30

CANADIAN AND GLOBAL REGULATORY HOT TOPICS: PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant
Ron Kosonic, Partner, Securities and Capital Markets, BLG
James Loewen, National Director, Asset Management Practice, KPMG
Ingrid Pierce, Partner, Walkers

  • IFRS, FATCA, CASL

  • Director registration in the Cayman Islands

  • Marketing funds outside of Canada

  • Allocation of fund expenses

  • Enhanced client reporting

  • OBSI membership for EMDs and PMs

12:30 - 1:30

LUNCH WITH KEYNOTE SPEAKER: LAWRENCE MCDONALD,

New York Times Bestselling Author, Political Risk Expert,
www.lawrencegmcdonald.com

 

THE SYSTEMIC RISK INDICATORS: WHAT ARE THEY TELLING US TODAY?

Legendary insider, thought-provoking and always timely Larry McDonald presents his captivating views on the Financial Crisis and European Sovereign Debt Crisis, spiced with his own risk indicators and risk management lessons sprinkled with humor. McDonald warned in 2006 about the subprime mortgage crisis and the lasting implications on global financial markets when working as Vice President at Lehman Brothers. From 2007-2008, McDonald led his team into betting against the subprime mortgage market profiting the firm over $2 billion before it’s demise. In 2009, he wrote the international bestseller, A Colossal Failure of Common Sense The Inside Story of The Collapse Of Lehman Brothers.


Lunch Sponsored by:
BMO CAPITAL MARKETS

 

 

1:30

CLOSING REMARKS
Pat Bolland
, Media Consultant

 

 


*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.

 
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