WAISC

WAIS 2016 Canada Agenda

 

 

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

Wednesday, September 7th

8:30 – 2:30

Golf – Thundering Waters Niagara Falls

(Complimentary with paid registration; Limited spots available)

 

Thundering Waters is John Daly's first "Signature" golf course in Canada. The golf course features the high risk-reward style of John Daly to enhance the excitement for players of all skill levels. Thundering Waters combines the parkland tranquility of Augusta National and the wind swept dunes of heartlands British Open Championship golf. Sweeping fairways, undulating greens, sculpted bunkers and meandering creeks, all nestled between towering trees and mighty dunes combine to create a true masterpiece.

Thundering Waters was voted Best Course in Niagara by Readers Choice.

 

8:30am Shotgun Start

  • Welcome gifts for all participants, including sleeve of balls, casino chip ball marker

  • Complimentary cigars at check in

  • 18 holes with cart

  • 3 contest holes including longest drive, closest to the pin, and closest to the barrel with ALL prizes provided by the course

  • Pepsi refresh zone

  • Post round BBQ lunch featuring burgers and sausages, and salads

 

 

9:30 – 2:30

Niagara Vintage Wine Tour

(Complimentary with paid registration; Limited spots available)

 

Experience the beauty of Niagara’s world famous wine country. Visit award-wining wineries for tours and tasting and a look into the wine making process.

  • Professional wine experience guide for the duration of the wine tour

  • 3 winery visits with a minimum of 3-4 tastings at each winery

  • A grand tour of one winery including their production area and barrel cellar

  • A grab and go’ picnic lunch following the tasting at Southbrook

  • 1 hour of ‘free time’ in downtown Niagara-on-the-Lake following the wine tour

 

 

3:00 – 5:00

Conference Registration – R5 Fallsview Casino Resort

 

4:00 – 4:50

Opening Keynote Presentation

Blockchain Technology – How Will It Affect Investment Management?

William Mougayar, Author of The Business Blockchain

 

Many asset managers, retail advisors, banks and custodians are recognizing that the technology behind bitcoin has limitless potential for use in institutional investing, from interest-rate swaps to settlements and back-office functions. Product managers and strategists are creating new applications for the technology, while software developers are working overtime to turn these ideas into reality. The immediate applications related to institutional investing include trade finance, securities finance, over-the-counter derivatives, interest-rate swaps, fund administration, and back- and middle-office functions. How should institutional investors and retail advisors start thinking about blockchain technology (from both a functional standpoint and as a sector to invest in)? How will the applications of this technology affect the institutional investment landscape generally and portfolio management specifically?


5:00 – 6:30

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.


Thursday, September 8th

7:30 – 8:30

Conference Registration and Breakfast – Exhibit Hall

sponsored by: Bermuda Business Development Agency (BDA)


8:30 – 8:40

Opening Remarks - Hall C/D (Exhibit Hall)
Pat Bolland, Former BNN Anchor, Media Consultant


8:40 – 9:20

Disrupting The Mutual Funds Industry – Panel Discussion

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

Randy Cass, CEO, Founder, Portfolio Manager, Nest Wealth

Jeff Parent, Vice President, Portfolio Manager, Matco Financial

Jos Schmitt, CEO, NEO Exchange

Despite a rapidly evolving regulatory environment and the accelerated growth of retail investor assets with fee-based advisors, the investment fund industry did not provide a satisfying response, until now. Join us for a discussion on the current investment landscape, including how platform traded funds have been a disruptor in the mutual funds industry, insight into where the industry is headed, and how to invest in the future, right now.


9:20 – 10:00

Global, U.S. and Canadian Economic Outlook

Kevin Harris, Director, North America, 4CAST-RGE (formerly Roubini Global Economics)

 

The global economy continues to be buffeted by the financial shocks and uncertainty since last summer, when China supplanted the Fed as the main global economic focal point. If we layer on the Brexit situation and the ever-increasing geopolitical risks with the Middle East as the focal point, the aftershocks continue to reverberate globally. A wide-ranging update and outlook for markets and economies globally, across emerging markets and developed markets will be discussed as well as central bank easing, / rate normalization and expectation for stock and bond markets. Could negative interest rates go viral + change the world?

 

10:00 – 10:40

What's Next for the Markets? – Panel Discussion
Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

Colin Stewart, Chief Executive Officer & Portfolio Manager, JC Clark Ltd.
Dennis Mitchell
, Senior Vice-President, Senior Portfolio Manager, Sprott Asset Management
Jordan Zinberg, Managing Director & Portfolio Manager, Donville Kent Asset Management

 

Leading fund managers share their views on portfolio positioning, currency positioning, Brexit Impact, U.S. Election Impact, and more...

 

10:40 – 11:00

Networking Break – Exhibit Hall

Sponsored by: IFSE


11:00 – 11:50

Fund Manager Showcase - Hall E

 

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

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

 

11:50 – 12:25

Tax Trends, Issues And Opportunities Impacting The Asset Management Industry

Joseph Micallef, Partner, Tax – Financial Services, National Tax Leader – Asset Management Industry, KPMG LLP

Exploring how global issues are impacting the tax operating model and why tax is no longer an adjunct function, but is becoming fully integrated part of the firm’s risk management function. In addition we will explore how technology is making more and better data available in order to minimize tax risk and maximize results.

12:25 – 1:20

LUNCH – Exhibit Hall

Sponsored by: NEO Exchange

 

 

1:20 – 2:00

Stream 1 – Grand Hall C/D

Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant

Stream 2 – Grand Hall E

Introductions by: Corey Goldman, Founder, CEO, Goldman Communications Inc.

What The Entire Fund Industry Needs To Know About Available Technologies – Panel Discussion

Peter Lacasse, Director, Relationship Management, FundSERV

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

Jeff Parent, Vice President, Portfolio Manager, Matco Financial

 

Financial Advisors will hear about an ETF technology trading solution for MFDA dealers, eDocs service, e signature, message serv and other technology solutions to assist their practice.

Hot Regulation Topics: Canada

Erez Blumberger, President AUM Law

The securities regulatory regime in Canada is evolving at a rapid and challenging pace. Please join Erez for a discussion about some of the issues and developments you should be particularly attuned to if you are a PM, IFM or EMD. Questions from the audience and a free-flowing discussion will be encouraged!

 

 

2:00 – 2:40

Stream 1 – Grand Hall C/D

Stream 2 – Grand Hall E

Exempt Market Outlook: Opportunities and Threats – Panel Discussion

Matthew Barnes, Director of Sales, Centurion Asset Management Inc.

Reid Duthie, Senior Vice President, Client Capital
KV Capital

Martin Lalonde, Portfolio Manager, Rivemont

 

Alternative Fixed Income - Generating Above Average Yield For Investors

David Sharpe, President & COO, Bridging Finance Inc.

As institutional interest in private debt has steadily increased over the past ten years and as bank lending and interest rates have contracted, Bridging Finance has been meeting the needs of investors in search of above average, non-correlated yield. The secondary debt market in Canada for SMEs is significantly underpenetrated with high barriers to entry, allowing Bridging Finance to offer clients a diverse portfolio of accounts receivable and private debt investments which are difficult to source and manage on a direct basis

2:40 – 3:20

Stream 1 – Grand Hall C/D

Stream 2 – Grand Hall E

Private Wealth & International Giving – Panel Discussion

Howard English, Director, CAF Canada

Ted Hart, President, CAF Canada

Jo-Anne Ryan, Vice-President Philanthropy, Wealth Advisory Services, TD Waterhouse Canada, Executive Director, Private Giving Foundation , TD Wealth

 

We live at a time when the expansion of communications to the farthest reaches of the globe has brought the world to our backyard. Our neighbours are no longer those who live across the street or next door. Our neighbours are anywhere and our circles of interest are everywhere. That’s one of the reasons why international giving is growing.

This session will explore the ways in which private wealth is supporting international philanthropy and how advisors can help their clients to do so. Specifically we will focus on:

  • International giving trends

  • Countries of philanthropic interest

  • Canadian regulatory compliance

  • Philanthropy as an investment vehicle

  • Donor motivations

  • The advisor’s role in facilitating philanthropy

  • What advisors need to know.

CAF Canada is a member of the CAF Global Alliance with nine offices offices on six continents.

 

"Coach's Corner" with George Hartman, CEO, Market Logics Inc.

Building, managing and, eventually transitioning a financial advisory business is a complex task and there is no one “right way” to do it. Every advisor has unique capabilities and every practice has its own opportunities and challenges. What is it about your business that either energizes you every day or keeps you awake every night?

This session will not be the traditional “presentation” of ideas that may or may not work for you. Instead, it will be an “open mike” opportunity to tell your story, ask the expert, or offer your opinion on what it takes to create a practice that is as successful as you want it to be. Whether you are relatively new in the business or contemplating your eventual exit, you will gain knowledge that is meaningful, relevant, and actionable.

Come prepared to listen, participate, learn, and have some fun!

 

 

 

3:20 – 3:40

Networking Break – Exhibit Hall

Sponsored by: Fundserv


3:40 – 4:20

Offshore Funds Structuring, Formation And Operations – Panel Discussion
Moderated by: Darin Renton, Partner, Stikeman Elliott

Tim Baron, Davies Ward Phillips & Vineberg, Toronto

Tonesan Amissah, Partner, Funds and Investment Services, Appleby Bermuda

Rod White, Director, Equinoxe Alternative Investment Services

 

 

 

4:20 – 5:10

ETFs: A Disruption to the Traditional Active Management Space – Panel Discussion

Tom Goodwin, Senior Director of Research, FTSE Russell

Deborah Fuhr, Managing Partner & Co-founder, ETFGI

Justin Oliver, Vice President, Exchange Traded Funds, BMO Global Asset Management

Jos Schmitt, CEO, NEO Exchange

Jamie Wise, Founder, BUZZ Indexes

 

The highest ETF growth segment are ETF’s that incorporate active strategies, encroaching on the turf of active asset managers. The “Robo-advisors’, which rely on low cost ETF’s, are changing the portfolio management landscape for retail investors.

 

5:10 – 6:30

Evening Reception
Sponsored by: KPMG

 

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

 

 

 

 

Friday, September 9th

7:45 – 8:30

Breakfast – Exhibit Hall

Sponsored by: CIFP


8:30 – 8:40

First Day Recap

Pat Bolland, Former BNN Anchor, Media Consultant


8:40 – 9:40

KEYNOTE PRESENTATION

Gregory Zuckerman, Special Writer, The Wall Street Journal

 

Why the Experts Keep Getting It Wrong…And Outsiders Keep Getting It Right

Experts, analysts and global leaders were blindsided by the two most important economic events of the past decade--the housing collapse and America's energy resurgence. But a group of unexpected pioneers, entrepreneurs and investors made billions anticipating both events.

Greg will share behind-the-scenes tales of how the two events took place and answer these questions: What are the lessons for us all? What are next business revolutions? And how can you prepare and take advantage of them?

 

 

9:40 – 10:10

The Changing Face Of Capital Markets – Causes & Opportunities

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

How the impacts of regulation, product and trading complexity and independent brokerage firm attrition, has affected research, individual and corporate investors, the ability to access public markets and business formation in Canada.

Private equity is replacing some of these venues but can it fill the gap?

To illustrate, an old investment format may become the best means of participating in the dramatically changing investment landscape of the future.


10:1010:50

Role of Alternative Investments in Fintech Disruption – Panel Discussion

Christopher Burniske, Blockchain Products Lead, ARK Invest

George Hartman, CEO, Market Logics Inc.
Geoffrey King, National Director, Financial Services Industry Digitization, Cisco Systems Canada
Panelists will discuss how FinTech is shaping Financial Services

 

10:5011:10

Networking Break – Exhibit Hall

Sponsored by: CAF Canada

 

11:10 – 11:50

Brexit..... What's Nextit?

Alex Jurshevski, Founder, Recovery Partners

 

The rule of the global financial elite has been dented but not smashed the British people have rejected the arrogant rule of the EU superstate and the tyranny of its unelected courts, commissions and officials The central banks and their compatriots at the European Commission, IMF, White House/Treasury, OECD, G-7 and the rest of the Bubble Finance apparatus appear to have overplayed their hand.


In the immediate matter of Brexit:
In the last 8 years the powers that be have created a tissue of financial lies; an affront to the laws of markets, sound money and capitalist prosperity. So there will be an inevitable and traumatic deflation of the bubbles. Will the authorities now be able to contain the coming financial reckoning that they themselves have engendered?

 

11:5012:50

Keynote Presentations

SECRETS OF THE SIMPSONS WITH MIKE REISS

 

Mike Reiss has won four Emmys and a Peabody Award during his 25 years writing for The Simpsons. In this hilarious presentation, illustrated with rare film clips, he shares secrets, scandals, and anecdotes about his dealings with celebrity guests, network censors, and even the Pope (he loves the show!) Reiss will also give practical advice from the show's history, discussing the creativity and teamwork that made The Simpsons the longest running and most profitable show in history.

 

12:501:30

Closing Remarks With Lunch Exhibit Hall

Pat Bolland, Former BNN Anchor, Media Consultant

 

 
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