WAISC

WAISC Niagara 2015 Agenda

 

 

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

MONDAY, SEPTEMBER 14th
PRE-CONFERENCE ACTIVITIES

 

 

9:30 - 4:00

GOLF TOURNAMENT – LEGENDS ON NIAGARA - BEST BALL FORMAT
(advance registration required)

Brought to you by: Radius Financial Education

 

12:30 - 5:00

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

(advance registration required)
Brought to you by: Radius Financial Education


6:00 - 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 15th

 

 

8:00

CONFERENCE REGISTRATION AND BREAKFAST IN EXHIBIT HALL FOYER
Sponsored by: Bermuda Business Development Agency

 

8:50 - 9:00

Opening Remarks
Pat Bolland, Media Consultant

 

State of the Union

Michael Burns, Chair, AIMA Canada

 

9:00 - 9:30

outlook on commodities

Mark Lackey, President, Presmont Group
Interviewed by: Pat Bolland, Media Consultant


As a regular on BNN and SunTV Mark will share more in depth insights on Energy and Commodities at WAISC 2015.
Mark will provide his insights into OIL prices this year and the Japanese impact on URANIUM. He will also explore the US dollars impact on GOLD, SILVER and other metals.

 

9:30 - 10:10

KEYNOTE PRESENTATION:
HOW TO RAISE ONE BILLION DOLLARS IN ONE YEAR: THE TECHNIQUES, TIPS AND TOOLS OF THE TRADE

Rachel S. L. Minard, Founder & CEO, Minard Capital

A Premier Asset Raising Consultant for the Global Alternative Investment Industry

 

Rachel Minard is the Founder and CEO of Minard Capital, a global institutional marketing intelligence and asset-raising firm based in San Francisco and New York City. Before building Minard Capital, Rachel has built and managed global institutional investment businesses for twenty years, including twelve years building fund of hedge fund firms, notably Cadogan Management and Corbin Capital Partners. Having raised over $9 billion in her career, Rachel started her marketing career in 1991 after her company was hired to build the Ronald Reagan Presidential Library. Rachel holds a B.A. in journalism with honors from Northeastern University with notable distinction as a Wesley W. Marple Distinguished Lecturer by the university.

 

10:10 - 10:30

NETWORKING BREAK IN EXHIBIT HALL FOYER
Sponsored by: Ara Compliance Support

 

10:30 - 11:20

CAPITAL INTRODUCTION 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

11:20 - 12:00

the new world of cyber resiliency
Kevvie Fowler, Partner, KPMG


As the technology available in the market transforms at an unbelievably fast rate, so do the threats posed - so how do you keep up to protect, detect and respond to cyber threats? The key is to align people, processes and technology to limit cyber exposure. This session provides a look at the current threat landscape, the balance in proactive and reactive strategies and the steps you should take to be in a Defensible Position.

 

12:00 - 12:30

asset isles
Moderated by:
Jessel Mendes, Partner, Ernst & Young Ltd.

Federico Candiolo, Counsel, ASW Law

Shelby Weldon, Director, Licensing and Authorisation, Bermuda Monetary Authority

John Whiley, Vice President, SS&C GlobeOp

 

You’ve heard about the famous shorts and pink beaches—but Bermuda has many other plusses as a top-tier international financial centre. Hear why the booming insurance linked securities (ILS) industry has made the island its global HQ, and what else Bermuda can offer to Canadian alternative fund managers.

 

12:30 - 1:20

BUFFET LUNCH IN EXHIBIT HALL

Sponsored by: ITG

 

1:20 - 2:00

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

3RD PARTY MARKETING - PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant
Vipool Desai, President, ARA Compliance Support

Steve Elliott, Managing Partner, Western Canada Sales, i9 Capital Consulting Inc.

Jordan Lee Wimmer, co-Founder, Kyro Capital


The critical issue for any alternative investment manager is how to source capital via long-term, like-minded, institutional investors. Without achieving a ‘critical-mass’ of assets under management (AUM) many alternative investment funds are unable to function as a business. Outsourcing of the capital-raising and investor-relations functions allows the investment manager to:

  • Focus solely on investing

  • Tap into alternatives to hiring internal sales teams

  • Expand into new markets

  • Diversify their investor base across different segments of investors

  • Efficiently distribute their product

  • Provide market ‘sounding’ for new product launches

  • Grow the business

(Credit: Kyro Capital www.kyrocaptial.com)

 

 

STREAM 2 - Grand Hall E

SMART BETA - ALTERNATIVE INVESTING FOR THE EVERYDAY INVESTOR – PANEL DISCUSSION
Moderated by: Jacqueline O’Flanagan, Head of Canada & Regional Director, FTSE Canada

Scott Boniferro, Product Manager, Invesco Canada

Rohit Mehta, Senior Vice President, First Asset ETFs

Daniel Stanley, Vice President, BMO ETFs Ontario, BMO Global Asset Management


  • Comparison and contrast of various smart beta strategies

  • Constrained vs. unconstrained strategies

  • Factors such as Volatility; Momentum; Value; Which ones are best and how many should be used?

  • Automated rebalancing: taking the emotion out of harvesting gains

  • How is risk affected by factor-based strategies?

 

2:00 - 2:40

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

Invest Pitch Or My Best New Idea For Investing – Panel Discussion
Moderated by: Pat Bolland, Media Consultant
Scott Miller, Director, EdgeHill Partners

Fred Pye, Vice President & Partner, Landry Investment Management

John Stephenson, President & CEO, Stephenson & Company Capital Management

 

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

  • Hear where they think you should put your money next

  • 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

MORTGAGE INVESTMENT CORPORATIONS (MICs) – PANEL DISCUSSION

Moderated by: Peter Jarman, National Marketing Director, Axcess Capital Advisors

Reid Duthie, Vice President Capital Operations, KV Capital Inc.

Nick Kyprianou, President & CEO, RiverRock Mortgage Investment Corp.


  • MICs, an alternative to REITs

  • Advantages and disadvantages

  • Stable dividends at a time when yield is scarce?

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

 

2:40 - 3:20

CONCURRENT SESSIONS

STREAM 1 - Grand Hall C/D

Trends & Developments in Fund Administration: Panel Discussion

Moderated by: Pat Bolland, Media Consultant

Charbel Cheaib, Executive Director, Business Development, CIBC Mellon

Dennis MacPherson, Senior Vice President, SGGG Fund Services Inc.

  • Role of the Administrator

  • Canadian Marketplace

  • Technology

  • FundSERV

  • Compliance & Regulatory Considerations

STREAM 2 - Grand Hall E

REAL ASSETS: INVESTING IN REAL ESTATE, LAND & HARD ASSETS – PANEL DISCUSSION

Moderated by: Peter Jarman, National Marketing Director, Axcess Capital Advisors

Jeff Baryshnik, President, Republic Funds

Devon Cranson, Founder & President, Cranson Capital
Brian Fraser, Director Sales, Centurion Asset Management Inc.

Dave Kirzinger, CEO, Rise Properties Trust


  • REITs, an alternative to MICs

  • Investing in real estate turnarounds

  • Finding value in today's Global real estate market

  • Is the REIT wave a concern

  • Rising interest rates, what next?


3:20 - 3:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Chicago Clearing Corporation

 

3:40 - 4:30

CAP INTRO 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

4:30 - 5:30

THE WOLF OF WALL STREET: FACT OR FICTION

THE INVESTIGATION OF THE WOLF OF WALL STREET - HALL E

Gregory Coleman, Special Agent, FBI (retired)

Case Agent, Wolf of Wall Street Investigation


This presentation will take you inside the actual FBI investigation of Jordan Belfort, the self-proclaimed "Wolf of Wall Street." You’ll hear intimate details of Belfort's rise to prominence and how the FBI subsequently brought down one of America’s most notorious boiler-room stock fraudsters.

Gregory Coleman is the FBI Special Agent responsible for the criminal investigation of Jordan Belfort. Belfort’s rise to power and subsequent arrest and conviction are chronicled in the movie, “The Wolf of Wall Street.” The movie was directed by Martin Scorsese and starred Leonardo DiCaprio. Mr. Coleman is portrayed in the movie by Kyle Chandler.

Mr. Coleman is a frequent keynote speaker and guest lecturer on “The Wolf of Wall Street” investigation as well as topics including international money laundering, risks associated with Bitcoin, and the use of body language & statement analysis.


5:30

CLOSING REMARKS
Pat Bolland
, Media Consultant


5:30 - 7:00

A TASTE OF JAZZ

Sponsored by: KPMG


Come join us and your industry friends for networking and an entertaining culinary journey.

The fine art of jazzing it up!

 

WEDNESDAY, SEPTEMBER 16th

 

 

8:30 - 9:15

BREAKFAST - IN EXHIBIT HALL
Sponsored by: BMO ETFs

 

BREAKFAST SESSION

8:50 - 9:10

THIRD PARTY LITIGATION FINANCING – SHOULD YOU CONSIDER IT?

James Tharin, Founder & Chief Executive Officer, Chicago Clearing

Litigation financing is an intriguing opportunity for global alternative investment funds. Some firms have enjoyed remarkable returns. However, third party litigation financing is risky – and controversial. We’ll explore the current litigation funding landscape, focusing on class actions. Then, you decide. Is it worthwhile or too risky?

 

 

9:20 - 10:00

NEMESIS

Alex Jurshevski, Founder, Recovery Partners


Alex will explore the incompatibility between the West’s 5-7 year approach to digging out of the GFC and what is needed to keep the Chinese growth engine running.

Read his latest blog on China and the Mandate of Heaven www.recoverypartners.biz/blog

 

10:00 - 10:50

KEEP IT SIMPLE

Thomas S. Caldwell, Founder & Chairman, Caldwell Securities Ltd.

 

Back to the future in terms of investing structures. An historic model, specifically Urbana Corporation, www.urbanacorp.com.

Combining styles and structures for a balanced alternative asset class – at a discount.

 

10:50 - 11:10

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: IFSE Institute

 

 

11:10 - 11:50

Translating Different Into Value

Introductions by: Jeff Anderson, Managing Director, Barclays

Rich Donovan, CEO, The Return on Disability Group

 

Mature markets demand innovation and new segments for growth. Finding these opportunities is the first step, but tying them directly to shareholder value is critical to align the desires of investors, management, customers and employees. In this session, Rich will introduce the Disability Market and how the Return on Disability model finds shareholder value.

 

11:50 - 12:30

CANADIAN AND GLOBAL REGULATORY HOT TOPICS: PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Michael Burns, Partner, BLG

Doug Clark, Managing Director, Head of Research, ITG Canada

Jennifer Collins, Director, Carne Global Financial Services (Cayman)

James Loewen, Partner, Audit and National Director, Canadian Asset Management Practice, KPMG

  • IFRS

  • FATCA

  • Director registration in the Cayman Islands

  • Marketing funds outside of Canada

  • Allocation of fund expenses

  • CASL

  • Enhanced client reporting

  • OBSI membership for EMDs and PMs

  • CRM 2

12:30 - 1:30

KEYNOTE LUNCHEON: TECHNOLOGY, CYBERSECURITY, INTERNET OF THINGS, BIG DATA – THE BRAVE NEW WORLD IS HERE
Geoffrey King, Director/Senior Advisor, Financial Services Industry, Cisco Canada


Technology is moving so quickly, and in so many directions, that it becomes challenging to pay attention - yet technology advancement continues to drive economic growth and, in many cases, unleash disruptive change. Huge advances are being made on many fronts - automation of knowledge, the Internet of Things (IoT), advanced robotics, next-generation genomics, energy storage, to name but a few. There will continue to be ongoing disruptions to established norms, and there will be broad societal challenges - but also immense opportunities. Advances will transform life, business and the global economy.

 

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.

 
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
Banner
Banner
Banner
Banner
Banner
Banner
Banner
Banner