WAISC

WAISC Vancouver 2015 Agenda

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


WEDNESDAY, OCTOBER 28th

7:30

CONFERENCE REGISTRATION AND BREAKFAST IN EXHIBIT HALL FOYER
Sponsored by: BMO ETFs

 

8:00 - 8:10

OPENING REMARKS
Pat Bolland, Media Consultant

 

8:10 - 8:50

Alternative Asset Management 2020

Fast Forward to Centre Stage

Peter Harris, Partner, Assurance, PwC

Jessica Macht, Partner, Assurance, PwC

Over the past several years, rapid developments in the global economic environment have pushed asset management to the forefront of social and economic change. An important part of this change – the need for increased and sustainable long-term investment returns – has propelled the alternative asset classes to centre stage. To help alternative asset managers plan for the future, we will consider the likely changes in the alternative asset management industry landscape over the coming years and identify six key business imperatives for alternative asset managers. We will then examined how managers can implement and prosper from each of these six imperatives.


8:50 - 9:30

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.

 

9:30 - 9:50

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: ARA COMPLIANCE SUPPORT

 

9:50 - 10:30

CAPITAL INTRODUCTION SHOWCASE

 

Your opportunity to hear 5 Hedge Fund Managers and Exempt Market Product Providers discuss their products, theories and strategies.

Moderated by: Pat Bolland, Media Consultant

10:30 - 11:00

NO PAIN, NO GAIN: THINGS TO LOOK FOR WHEN ANALYZING CANADIAN HEDGE FUND MANAGERS GOING FORWARD

Bob Thompson, Vice President, Senior Investment Advisor, Portfolio Manager & Alternative Investment Strategist, Canaccord Genuity Wealth Management

 

11:00 - 11:40

REAL ASSETS: MICS, REITS, REAL ESTATE, LAND AND HARD ASSETS - PANEL DISCUSSION
Moderated by:
Peter Jarman, National Marketing Director, Axcess Capital Advisors

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

Jeff Baryshnik, President, Republic Funds

Devon Cranson, Founder & President, Cranson Capital

 

  • 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

  • Stable dividends at a time when yield is scarce?

  • Investing in real estate turnarounds

  • Finding value in today's Global real estate market

 

11:40 - 12:20

THE INFRASTRUCTURE INVESTMENT OPPORTUNITY

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

 

With an estimated USD$57 trillion needed in global infrastructure development by 2030, infrastructure is viewed as an important element of a diversified investment strategy. Infrastructure is increasingly prominent in institutional portfolios, with investors’ average current allocation to infrastructure growing to 4.3% in 2014 from 3.5% in 2011. How is growing demand for infrastructure affecting valuations and returns for investors? How can investors access quality investment opportunities? This session will explore the evolution of the infrastructure asset class, including:

  • What makes infrastructure distinct from other alternative categories;

  • What investors should consider as they define and execute their infrastructure strategies, including the risk/return profile of different infrastructure assets and the social and economic implications of more private investment in infrastructure;

  • Why middle-market investment opportunities offer an attractive return profile; and

  • Where future investment opportunities are likely to emerge.

12:20 - 1:20

BUFFET LUNCH IN EXHIBIT HALL

Sponsored by: GRANT THORNTON LLP

 

1:20 - 2:00

OIL, GAS & ENERGY – PANEL DISCUSSION

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

Mehran Ehsan, President & CEO, Energy Resources Corp.

Siddharth Rajeev, Vice-President, Head of Research, Fundamental Research Corp.

Barry Whelan, Chief Operating Officer/Director, Energy Resources Corporation

 

  • How they fit into a portfolio for true diversification

  • Securing high quality energy producing assets

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

  • Due diligence issues to consider

  • State of oil prices - white noise effect

 

2:00 - 2:40

Invest Pitch Or My Best New Idea For Investing – Panel Discussion
Moderated by: Pat Bolland, Media Consultant
Jerome Hass, Partner, Lightwater Partners Ltd.

Fred Pye, Vice President & Partner, Landry Investment Management
Mark Webster, Vice President, Western Canada, BMO ETFs

 

  • Panelists share their “New Best Idea” for investing

  • Hear where they think you should put your money next

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

 

2:40 - 3:20

3RD PARTY MARKETING - PANEL DISCUSSION

Moderated by: Pat Bolland, Media Consultant

Vipool Desai, President, ARA Compliance Support
Grahame Lyons, Founder, Arbutus Partners

Christopher Yeung, Managing Partner, Western Canada Sales, i9 Capital Consulting Inc.

 

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)

 

3:20 - 3:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: CRANSON CAPITAL

 

3:40 - 4:20

CAP INTRO PRODUCT SHOWCASE

Your opportunity to hear 5 Hedge Fund Managers and Exempt Market Product Providers discuss their products, theories and strategies.

Moderated by: Pat Bolland, Media Consultant

 

4:20 - 5:20

KEYNOTE PRESENTATION: A PEEK INSIDE YOUR CLIENT'S MIND
Robert Gignac, Author: "Rich is a State of Mind"

 

In today’s hyper-competitive financial market your clients and prospects have no shortage of advisors and companies trying to lure them away from you. I have a question for you: What Are Your Clients Really Thinking? Your clients are looking for solid financial leadership – not simply product advice - and real guidance in making the tough financial decisions they have to make for their families.
The pending rollout of CRM2 into your client’s financial statements in 2016 will add another layer of complexity into your role as our financial professionals – especially for those who choose to delay having those conversations with their clients. Clients are overwhelmed with complexity about your industry and are looking to you to take a leadership role as their financial professional. Your ability to "take a peek inside your client's mind" and address those concerns will determine your success in becoming a "trusted financial professional" in difficult times.

 

 

5:20

CLOSING REMARKS
Pat Bolland
, Media Consultant

 

 

5:20 - 6:30

COCKTAIL RECEPTION IN EXHIBIT HALL

Sponsored by: ITG

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.

 
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