WAISC

Agenda 2008

AGENDA


DAY 1 - MONDAY SEPTEMBER 8, 2008

2:00 pm

Registration Opens


Plenary Sessions in Grand Hall E

3:00 pm

Official Welcome
Pat Bolland
BNN’s Market Morning

3:15-3:55 pm

Trading and Risk Management: The New Environment
Laurent Ferreira
National Bank Financial

4:00-4:40 pm

Hedge Funds in the Sub-Prime Crisis: Did Market Discipline Work?
Mustafa Saiyid
International Monetary Fund

4:45-5:25 pm

An Interview with Katherine Burton
Bloomberg News,
author of Hedge
Hunters: Hedge Fund Masters on the Rewards, the Risk, and the Reckoning

5:30-6:10 pm

PANEL – Red Flags: Institutional Managers Discuss What Leads to a Negative Investment Decision
Moderator: Walter Zebrowski, Hedgemony
Matt Auriemma, Barclays Global Investors;
Gregg Berman, RiskMetrics Group;

6:15-6:55 pm

The Principles of Shariah-Compliant Investment Products
Shaykh Yusuf Talal DeLorenzo
Shariah Capital

7:00-8:30 pm

Opening Networking Reception in the FOYER & EXHIBIT HALL, GRAND HALL C & D –
SPONSORED BY NATIONAL BANK FINANCIAL



DAY 2 - TUESDAY SEPTEMBER 9, 2008

7:30 am

Breakfast in the Exhibit Hall, Grand Hall C&D –
Sponsored by Walkers


Plenary Sessions in Grand Hall E

8:15 am

Opening Remarks
Pat Bolland
BNN’s Market Morning

8:20-9:00 am

PANEL: The US Regulatory Outlook, 2009
Moderator: Walter Zebrowski, Regulatory Compliance Association
Alan Fish, Ernst & Young;
Kevin O’Connor, U.S. Department of Justice;
Andres Rueda, Lowenstein Sandler PC;
Marianne Smythe, Wilmer Cutler Pickering Hale & Dorr

9:05-9:45 am

Why a Weaker U.S. Dollar is a Danger for the Global Economy
Dr Benn Steil
Council on Foreign Relations

9:50-10:30 am

Structured Hedge Fund Products as a Capital Raising Tool
Richard Zack
National Bank Financial

10:30 am

Morning Break in the Exhibit Hall, Grand Hall C&D –
Sponsored by McMillan LLP

10:45-12 noon


Grand Hall B:
Capital Introduction Showcase 1
Sponsored by National Bank Financial -
End Investor Meets Asset Manager

? ETF Capital Management ? Front Street Capital ? Landry Morin Inc. ? Picton Mahoney ?
?
Regent Global Funds ? Turtle Creek Asset Management ? Voltan Capital Management ?

12:00 noon

Lunch in the Exhibit Hall, Grand Hall C&D –
Sponsored by Torys LLP


Stream 1 – Grand Hall E

Stream 2 – Grand Hall B

Stream 3 – Grand Hall A

1:00-1:40 pm

Getting Regulation Right
Marianne Smythe
Wilmer Cutler Pickering Hale & Dorr

Moody’s Alternative Investment Rating System
Michael Ryan
Moody’s

Fair Value:
Mapping a Changing Landscape

James Loewen
KPMG

1:45-2:25 pm

PANEL: Emerging Markets – Where are the Hot Spots?
Alison Graham,
Voltan Capital Management
Ernesto Higueras, Intercapital SAB, S.A.
Mustafa Saiyid, International Monetary Fund

The Dynamics of Trading FX
Scott Brusso

CME Group
(Chicago Mercantile Exchange)

Hedge Fund Replication -
New Frontier or Pipe Dream?

Pierre Saint-Laurent

Asset Counsel Inc.

2:25 pm

Afternoon Break in the Exhibit Hall, Grand Hall C&D –
SPONSORED BY CME GROUP (CHICAGO MERCANTILE EXCHANGE)

2:40-4:10 pm


Grand Hall B:
Capital Introduction Showcase 2 – Sponsored by National Bank Financial
End Investor Meets Asset Manager

? DDX Capital Partners ? JCClark ? Jemekk Capital Management ? Polar Securities ?
? Selective Asset Management ? Tower Asset Management ? Webb Asset Management ?


Stream 1 – Grand Hall E

Stream 2 – Grand Hall B

Stream 3 – Grand Hall A

4:15-4.55 pm

PANEL: How to Generate Alpha With a Global ETF Portfolio
Howard Atkinson, Horizons Beta Pro
Larry Berman, ETF Capital Management
Heather Pelant, iShares Canada, BGI
Som Seif, Claymore Investments

Climate Change: What Hedge Funds & Private Equity Funds Need to Know
Pat Koval
Torys LLP

Stock Market Superstars -
Secret of Canada's
Top Stock Pickers

Bob Thompson
Canaccord

5:00-5:40 pm

Structured Products Within the Hedge Fund Marketplace
Michael Newallo
National Bank Financial

Quantitative Investing
Andrew Alford
Goldman Sachs

Recent Venture Capital and Private Equity Investments in China –
Facts and Figures

Alok Aggarwal
Evalueserve

5:45-8:00 pm

Chat Masala Networking Event, Foyer & Terrace –
Sponsored by Canadian Hedge Watch Inc.


Disclaimers:

* 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.

* Canadian Hedge Watch Inc. (CHW) is pleased to provide the Capital Introduction segment of the Summit for industry gathering. CHW's role is simply as a conference medium for hedge funds and alternative investments. CHW does not provide advice or recommend investments to investors and our facilitation of the Capital Introduction segments of the Summit should not be misconstrued as a recommendation from Canadian Hedge Watch regarding investing specifically in any of the funds showcased today.




DAY 3 - WEDNESDAY SEPTEMBER 10, 2008

7:30 am

Breakfast in the Exhibit Hall, Grand Hall C&D –
Sponsored by Appleby Global


Plenary Sessions in Grand Hall E

8:15 am

Opening Remarks Pat Bolland, BNN’s Market Morning

8:20-9:00 am

Political Risk in the Global Commodities Outlook
Robert Johnston
Eurasia Group

9:05-9:45 am

PANEL: Insurance Plus – A Strategic Risk Planning Option for Limited Partners
Peter Everett, PPI;
Ian Matheson, Aon Reed Stenhouse;
Tom McDonnell, Thorsteinssons LLP

9:50-10:30 am

PANEL: Shariah-Compliant Investment Funds
Suhail Ahmad, Ittihad Capital Corp;
Alka Banerjee, Standard & Poor’s;
Amin Husain, King & Spalding LLP;
Walied Soliman, Ogilvy Renault LLP

10:30 am

Morning Break in the Exhibit Hall, Grand Hall C&D –
Sponsored by CA Success

10:45-12 noon


Grand Hall B:
Capital Introduction Showcase 3 – – Sponsored by National Bank Financial
End Investor Meets Asset Manager

?
Alpha Scout Capital ? Burlington Capital Management
? Greenrock Asset Management ?
?
Mau Capital Management ? Northern Rivers Capital Management ?
?
Salida Capital Corporation
? Venator Capital Management ?

12:00 noon

Lunch in the Exhibit Hall, Grand Hall C&D –
Sponsored by KPMG


Stream 1 – Grand Hall E

Stream 2 – Grand Hall B

Stream 3 – Grand Hall A

1:00-1:40 pm

PANEL: Regulation and Retailization of Hedge Funds in Canada
Michael Burns, McMillan
Blair Carey, Abacus Private Equity
Michael Hlinka, CBC TV & Radio
Ron Kosonic, Borden Ladner Gervais
John Tobin, Torys

Canada's Commodities Market:

The Outlook for Metals and the Merits of Commodity Investment
John Lee
Mau Capital

Offshore Funds in Distress:
Where Are We Now?

Ingrid Pierce
Walkers

1:45-2:25 pm

PANEL: The Role of the Prime Broker
Colin Bugler, RBC Financial
JoAnne Halpern, Venator Capital Management
Michael Newallo, National Bank Financial
Greg Scarffe, Credit Suisse

Global Investment Performance Standards (GIPS)
Jonathan Boersma
CFA Center
for Financial Integrity

Changes in the Credit Market:
What Corporate Borrowers Need to Know

Howard Steinberg
Fortress Investment Group

2:25 pm

Afternoon Break in the Exhibit Hall, Grand Hall C&D –
Sponsored by Borden Ladner Gervais LLP


Stream 1 – Grand Hall E

Stream 2 – Grand Hall B

Stream 3 – Grand Hall A

2:40-3:20 pm

PANEL: Setting Up Offshore - Opportunities and Challenges
Tim Baron, Davies Ward Phillips & Vineberg
Alex Chapman, Commonwealth Fund Services
Bryan Hunter, Appleby
Scott Lennon, Walkers
Operational Risk:
Mastering the Due Diligence Process

Chris Addy
Castle Hall Alternatives
The Hedge Fund Standards Board and how European Fund Managers Are Responding
Stephen Foster
Credit Suisse

3:25-4:05 pm

PANEL: Private Equity in Public Companies
Michael Finkelstein, Whalehaven Capital
James Loewen, KPMG
Eric Roper, Gersten Savage, LLP
Marc Ross,
Sichenzia Ross Friedman Ference

Seeking Alpha in the Middle East & North Africa - A Diversification Strategy for Hedge Funds
Niket Patankar
Adventity Inc.
World Class Nickel Deposit
Mark Jarvis
Hard Creek Nickel

4:10-5:40 pm

Grand Hall B: Capital Introduction Showcase 4 – – Sponsored by National Bank Financial
End Investor Meets Asset Manager

? Creststreet Asset Management ? Fortress Investment Group ? Niagara Capital Partners ?
? Quadrexx Asset Management
?
Robson Capital Management ?
? Whalehaven Group of Funds ?

5:45 pm

Conference Ends