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Sunday December 5th, 2004
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Time
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Activity/Event
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5:00 PM
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Registration
Sponsors, speakers and delegates can register, receive Summit Agenda, and can inquire about activities for the evening
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6:00 PM
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Official Summit Opening - Cocktail Reception
Informal gathering, refreshments, and first opportunity to network
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8:00 PM
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Reception over
Guests are free for the evening
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Day 1
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Monday December 6th, 2004
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Morning Sessions |
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Time
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Topic/Activity
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7:00 AM
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Registration and Breakfast
Breakfast - sponsored by TD Securities
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8:00 AM
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Official Welcome & Opening of Summit
Tony Sanfelice
President
Canadian Hedge Watch
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8:05 AM
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Opening Remarks by Summit
Master of Ceremonies
Bruce Sellery
Bureau Chief
ROBTV, New York
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8:15 AM
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Hedge Fund Strategies Uniquely Available in Canada
Frank Mersch
Managing Partner
Front Street Capital
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9:00 AM
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The Global Impact
An economic, social and political report from around the world today. Where the next gains will be... Find out what opportunities exist today and beyond for hedge fund companies... How managers can become shining stars again in the coming years... The reality facing brokers & advisors... Why a global perspective is key for profitable decision-making.
Jim Rogers
International Investor, Co-founder of the Quantum Fund
Author of the international best sellers, "Adventure Capitalist" and "Investment Biker"
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9:50 AM
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~ Question & Answer Period ~
Jim Rogers
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10:00 AM
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Morning Break - Sponsored by BLOOMBERG
Refreshments, networking & opportunity to visit exhibits |
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10:30 AM
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U.S. Regulation & Hedge Funds
Is the industry growing too fast? Is the U.S. hedge fund industry moving toward regulation?
The latest developments on the regulation environment.
SEC's proposed registration requirements for hedge fund advisors and market timing.
Marianne Smythe
Partner
Wilmer Cutler Pickering Hale and Dorr LLP.
Formerly a Senior Director with the SEC
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11:15 AM
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- Panel Discussion -
Canadian Regulatory Environment of Hedge Funds
Do we need more regulation of hedge funds in Canada?
Moderator: Rebecca Cowdery Borden, Ladner, Gervais LLP
Gary Ostoich McMillan Binch LLP
Paul Heney Aylesworth Thompson LLP
Patricia Koval TORYS LLP
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12:00 PM
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Lunch - sponsored by FORTIS |
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DAY 1
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Monday December 6th, 2004
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Afternoon Sessions |
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Start Times
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Stream A
Facilitator: James MacNeil
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Stream B
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Compliance Stream
Facilitator: John W. Murray
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1:00 PM
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Portfolio Calculations, on a Cluster,
U sing Web Services
Thomas Coleman, Ph.D
Cornell University
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- Panel Discussion -
Leading Canadian Fund-of-Funds
Moderator: Clive Morgan (York Hedge Fund Strategies)
Robert Parnell (Tremont Capital), Sergio Simone (Pescara Funds), Mark Purdy (Arrow Hedge Partners)
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Building an Effective Governance Program for Hedge Funds
W. William Woods
President and CEO
Independent Review Inc.
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1:30 PM
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Hedge Funds from a Trader's Perspective
from the co-author of
"Hedge Funds for Canadians"
Peter Beck
President
Swift Trade Securities
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1:45 PM
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- Panel Discussion -
A Closer Look at Prime Brokerage.
Moderator: Andrew Papierz (BMO Nesbitt Burns)
Daniel Dorenbush (RBC), Greg Scarffe (Credit Suisse First Boston, New York), Kieran McCann (Barclays Capital Hedge Fund Services), Colin Bugler (Scotia Capital Inc.)
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Global Initiatives for Alternative Investments
AIMA's submission to the SEC in response to proposed registration requirements for Hedge Fund Managers
Dermot Butler
Deputy Chairman AIMA International
Chairman, Custom House Group
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2:00 PM
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Asia Pacific
Avi Faliks
Managing Director
Apex Guotai Junan Greater China Fund
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2:30 PM
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10 Years of Hedge Fund Returns:
Lessons From History
Dr. Luis Seco, Ph.D
Sigma Analysis & Management Inc.
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- Panel Discussion -
A Report from the Front Lines
Leading Canadian Brokers & Advisors talk about the hedge fund environment, current trends and share their experiences as sellers
Moderator: Ken Stern (Custom Financial Solutions)
Panel: Darren Coleman (TD Waterhouse Private Investment Advice), Libby Wildman (Wildman & Associates), Michael Banwell (Banwell Financial Inc.)
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Assessing Operational Risk of Hedge Fund Companies
David Jarvis
AIMA Canada
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3:15 PM
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Afternoon Break - Sponsored by WALKERS
Refreshments, opportunity to network & visit exhibits |
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3:45 PM
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Transparency & Control Issues
for Hedge Funds
Martin Gagnon
Director of Hedge Fund Services
National Bank of Canada
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- Panel Discussion -
Structuring Hedge Funds Off-Shore
Experts will discuss how to effectively set up an offshore fund and compare various jurisdictions.
Moderator: Dermot Butler, Chairman Custom House Group & Deputy Chairman AIMA International
Panel: Iain McMurdo (Walkers), James Keyes (Appleby Spurling Hunter), Adrian Odell (Bailhache Labesse), Max Ganado (Ganado & Associates)
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Automation for Alternative Investments
Carol DeVeau
VP Business Development
FundSERV
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4:30 PM
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CTA's
Why Commodities Should be Included in Your
Hedge Fund Portfolio
Philip Belec
Partner
Steadfast Commodities
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Alternative Investments: Target for Criminal Activity?
What sellers/manufacturers need to know to protect themselves and ensure compliance with the Proceeds of Crime (Money Laundering) and Terrorist Financing Act.
Derek Ramm
FINTRAC
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4:45 PM
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- Panel Discussion -
Structured guaranteed note products
vs.
Non-structured Hedge Funds
Moderator: Chris Guthrie, Chief Executive Officer and Founding Partner, Hillsdale Investment Management Inc.
Panel: Stuart McKinnon (Pro-Hedge Funds Inc.), Luis Seco (Sigma Analysis & Management Inc.), Hugh Cleland (Northern Rivers Capital Management)
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5:15 PM
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Asian Hedge Fund Market
An Update from an Expert in the Region
Raj Mehta
Managing Director
Persistent Edge Management
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E & O Insurance
An update on the issues & challenges facing the hedge fund industry both in Canada and globally.
Robert Farquharson
Managing Director
Marsh Canada
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5:45 PM
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End of Day 1 sessions |
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7:00 PM
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GALA Dinner & Networking Social
Sponsored by INVESTMENT ADMINISTRATION SOLUTION INC. |
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10:00 PM
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Black Jack Tournament |
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DAY 2
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Tuesday December 7th, 2004
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Morning Sessions |
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Time
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Topic/Activity
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7:30 AM
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Registration and Breakfast
Breakfast - sponsored by SCOTIA CAPITAL |
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8:30 AM
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Opening Remarks by Summit
Master of Ceremonies
John W. Murray
Vice President, Regulation & Corporate Affairs
The Investment Funds Institute of Canada
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8:35 AM
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Political Perspective
Opportunities and risks in the global hedge fund market
Ian Bremmer Ph.D
President and Founder
Eurasia Group
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9:10 AM
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Financial Perspective
Global economic outlook and its impact on the hedge fund industry
Charles Dumas
Head of International Services
Lombard Research
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9:50 AM
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Making the Scene
The Canadian hedge fund industry has grown tremendously over the past few years with an explosion of new funds and a variety of different product offerings. These are the goods on fund-of-funds, single manager strategies and note products currently making their mark on the Canadian investment scene.
Peter Loach
Vice President & Managing Director, Investment Fund Research
BMO Nesbit Burns
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10:30 AM
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Morning Break - refreshments, networking & opportunity to visit display booth
Sponsored by MSCI |
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11:00 AM
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- Panel Discussion -
US Hedge Fund Trends in 2005: where will the market inefficiencies lie?
Moderator: Jose Claxton, Managing Director and Head of North American Institutional Client Services, Lehman Brothers
Guy Caplan, Portfolio Manager, Argent Funds Group
Rick Meckler, President and Chief Information Officer, Libertyview
Bob Vrooman, Senior Vice President and Director of Marketing, Graham Capital
Arthur Williams III, President and Chief Investment Officer, Pine Grove Associates Inc.
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12:00 AM
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Lunch - sponsored by Cornell Theory Centre |
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DAY 2
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Tuesday December 7th, 2004
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Afternoon Sessions |
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Start Times
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Stream A
Facilitator: James MacNeil
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Stream B
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Stream C
Facilitator: David C. Rudd
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1:00 PM
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"Judging Fund Managers
By the Company They Keep"
from the Journal of Finance
Randolph Cohen, Ph.D
Harvard Business School
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Institutions & Hedge Funds
A discussion about the role of hedge funds in pension fund management and how implementing a hedge fund program can boost returns of institutional portfolios
Wendy Brodkin
President
Goodman Institutional Investments Inc.
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Hedge Fund Valuations: Art or Science?
An examination into the key issues and responsibilities of hedge fund valuations
Anthony Cowell
Senior Manager, Alternative Investments Practice
KPMG Cayman Islands
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1:45 PM
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Performance & Statistics
5 Simple Rules For Analyzing Hedge Funds
from the co-author of
"Hedge Funds for Canadians"
Miklos Nagy
President and CEO
Quadrexx Asset Management
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A Closer Look at Hedge Fund Indices
Bob Fuhrman
Executive Director
Morgan Stanley Capital International
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- Panel Discussion -
European Hedge Fund Market
Current developments and emerging issues from a fast growing market including a discussion of which countries will be leading the growth
Moderator: Robert Milroy, Director, Dawnay Day Milroy Ltd.
Stephen Foster (Credit Suisse First Boston), Jerome Lussan (Rhicon Currency Management (UK) Ltd.), Louis Gargour (RAB Capital Ltd.)
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2:30 PM
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Why Bullion?
The Benefits of Holding Bullion in Your Portfolio
Nick Barisheff
Founder and President
Bullion Management Services Inc.
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Risk Management
Ben Chesir
First Vice President, Risk Management North America - Global Futures
ABN AMRO Inc.
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- Panel Debate -
Single Manager Strategy
vs.
Fund of Funds
Moderator: Clive Morgan, CEO, York Hedge Fund Strategies
Henry Kneis (Abria Financial), Christopher Holt (J.C. Clark), Randy Cass (Orchard Asset Management), Noah Blackstein (Dynamic Funds)
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3:15 PM
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Hedge Funds: Where Do We Go From Here?
Emerging strategies and their impact on portfolios of hedge funds
Tristam Lett
Senior Vice President
Norshield Financial Group
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3:45 PM
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Day 2 sessions complete - SUMMIT over |
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