WAISC

Agenda 2005


World Hedge Funds Summit - Canada 2005

Day 1 - Sunday, October 16th

6:00 - 8:00 p.m.

OPENING RECEPTION SPONSORED BY IAS

 

 


Day 2 - Monday, October 17th

Morning
Activity/ Event
Speaker
Location

7:00  a.m.

BREAKFAST SPONSORED BY FRONT STREET CAPITAL

Exhibit Hall

8:00 a.m.

Official Welcome & opening remarks

Tony Sanfelice

Canadian Hedge Watch Inc.

Pat Bolland

ROB TV

Grand Hall E

8:05 – 8:45 a.m.

Politics, Policy, Geopolitics and the Financial Markets

Hon. Dr. Philippa Malmgren

President, Canonbury Group

Grand Hall E

8:50 – 9:30 a.m.

Global & Canadian Economic Investment Environment: Key Trends and Developments for 2006

Eric Sprott

Chairman, CEO & Portfolio Manager

Sprott Asset Management Inc.

Grand Hall E

9:35 – 10:15 a.m.

Value Investing: Methodology to Generate Alpha in All Market Climates

Ahmet Okumus

Founder & President

Okumus Capital Inc.

Grand Hall E

10:15 a.m.

MORNING BREAK SPONSORED BY FRONT STREET CAPITAL

Exhibit Hall

Grand Hall E

Core Topics

- Grand Hall A

 

Institutional

- Grand Hall B

 

Brokers and Financial Planners Educational Workshops

- Maple Room

 

10:35 – 11: 15 a.m.

The Increasingly Important Role of Institutional Investment in Hedge Funds and Its Impact on the Industry

 

Mario Therrien, CDP Capital; Timothy Cunningham, Touchstone Group (M); Alex Jurshevski, Recovery Partners; Martin Gagnon, Innocap Investment Mgmt. Inc.

Hedge Fund Marketing...It Isn't What You Think

Jerry White, AmFex Media

AIMA: Global and Canadian Initiatives for Alternative Investments

Dermot Butler, AIMA Global; Gary Ostoich, AIMA Canada

What's Wrong with Fund of Funds?

Reza Satchu, Stellation Asset Management

11:20 – 12 noon

Hedge Funds – A Catalyst Reshaping Global Investment

Anthony Cowell, KPMG Cayman Islands

Portable Alpha in Hedge Funds

Dana Erwin, Gottex Fund Management

Regional Hedge Funds - Better Returns and Diversification?

 

Peter C. Warren, WarrenWicklund Asset Management

CHAIP – A New Professional Accreditation

Robert Levack, Canadian Hedge Watch Inc.



 

12 noon

LUNCH SPONSORED BY BORDEN LADNER & GERVAIS, LLP

Exhibit Hall

Afternoon

Panels & Discussions

- Grand Hall E

Core Topics

- Grand Hall A

Institutional

- Grand Hall B

Brokers and Financial Planners Educational Workshops

- Maple Room

1:00 – 1:40 p.m.

The N. American  Regulatory Environment

Gary Ostoich, Salida Capital (M); Pat Koval, Torys LLP; Ron Kosonic, Borden Ladner Gervais LLP; Andrew Beck, Torys LLP, NYC

Due Diligence for Investors - How to Probe a Hedge Fund Strategy and Manager

Philip Manduca, Titanium Capital

Determining the Optimal Hedge Fund Allocation for Institutions

Martin Gagnon, Innocap Investment Mgmt. Inc.

A History of The Jones Model (Long/Short Equity) and Incorporating it into Clients’ Portfolios

Bob Thompson, Canaccord Capital

1:45 – 2:25 p.m.

PORTUS: What Does It Mean for Cdn HFs?

Pat Boland, ROB TV (M); Jonathan Chevreau, National Post; Tristram Lett, AIMA Canada; Miklos Nagy, Quadrexx; Rob Steiner, Whitehall Principal Advisors

Exploring Trends & Their Characteristics

Karsten Schröder, Amplitude Capital

The Upcoming Regulatory Sea-change (Basel II)

Alex Jurshevski, Recovery Partners

The Future of Hedge Fund Investing

James Wanstall, Abria Alternative Investments

2:30 – 3:10 p.m.

US Hedge Fund Trends & the Outlook for 2006

Jose Claxton, Lehman Bros. (M); Farzine Hachemian, Celestar Capital; Joseph Gill, Highland Financial; Pascal Roduit, Pine Grove Associates

IT for the Hedge Fund Industry – How to Outsource Effectively

Hoss Astaraki, Frontline Technologies

An Overview of the Distressed Debt Marketplace in the United States

Shelley Greenhaus, Whippoorwill Associates

Hedge Fund Due Diligence for Advisors & Brokers

Ken Stern, Creative Planning Financial Group

3:15 p.m.

AFTERNOON BREAK SPONSORED BY CGI

Exhibit Hall

3:45 – 4:25 p.m.

Canadian Hedge Fund Players

Pat Bolland, ROB TV (M); Margaret Samuel, Quadrexx Asset Management; Brian Kremer, Tremont Capital Management; Mark Purdy, Arrow Hedge Partners; Brendan Kyne, Leeward Hedge Funds Inc.

Portfolio Diversification with Gold, Silver & Platinum

Nick Barisheff, Bullion Marketing Services Inc.

Defining Alpha: What Is It and How Is It Generated?

David Rothberg, Niagara Capital Partners

Single Managers vs. Fund of Funds: A Reality Check

Chris Holt, J.C. Clark Ltd.

4:30 – 5:10 p.m.

Sophisticated Strategies and Accurate Daily Reporting: Can They Co-exist and Why Should Investors Care

Paul Chain, Alternative Investment Solutions; Michael Pasternak, Pinewood Capital Partners LLC

How to Get the Press on Your Side!

Matthias Knab, Opalesque

Exploring Your Options

Bud Haslett, Write Capital Management

Fund Governance: A Hedge Fund Perspective

W. William Woods, Independent Review

5:15 p.m.

SESSION END

6:00 – 8:00 p.m.

TALK OVER TAPAS - NETWORKING RECEPTION

 

SPONSORED BY IAS

GRAND HALL D

Day 3 - Tuesday, October 18th

Morning
Activity/ Event
Speaker
Location

7:00 a.m.

BREAKFAST SPONSORED BY FRONTLINE TECHNOLOGIES

Exhibit Hall

8:00 a.m.

MC's Opening Remarks

Pat Bolland

ROB TV

Grand Hall E

8:05 – 8:45 a.m.

Managing Risk in an Unstable World

Ian Bremmer Ph.D.

President and Founder, Eurasia Group

Grand Hall E

8:50 – 9:30 a.m.

The Tricks and Traps of Investment Management

Prof. Randy Cohen Ph.D.

Harvard Business School

Grand Hall E

9:35 – 10:15 a.m.

A Lighthearted Retrospective

Gary Selke,

Front Street Capital

Grand Hall E

10:15 a.m.

MORNING BREAK & SPONSOR PRIZE DRAWS

(WINNERS MUST BE PRESENT TO BE ELIGIBLE)

Exhibit Hall

Afternoon

Panels & Discussions

- Grand Hall E

Core Topics

- Grand Hall A

Institutional

- Grand Hall B

Brokers and Financial Planners Educational Workshops

- Maple Room

10:35 – 11:15 a.m.

Guaranteed Products at What Cost?

Luis Seco Ph.D, Sigma Analysis & Management

Quantitative Investing vs. Fundamental Investing: How Functional Psychopats Beat the Markets

 

Randy Cass, Orchard Asset Management

Trader's Comparison of Technical Analysis & Statistical Arbitrage

Zak Maymin, Ph.D., Maymin Capital LLC

11:20 – 12 noon

The Asset Manager's Code of Professional Conduct

Jonathan Boersma, CFA Institute

Portfolio Construction: Beyond Asset Allocation

Richard Kang, Meridian Global Investors Inc.

Understanding Trading Cycles: Timing Techniques for Long/Short Sector ETFs

Larry Berman, CIBC World Markets

12 noon

LUNCH SPONSORED BY KPMG CAYMAN ISLANDS

Exhibit Hall

Afternoon

Panels & Discussions

- Grand Hall E

Core Topics

- Grand Hall A

Institutional

- Grand Hall B

Brokers and Financial Planners Educational Workshops

- Maple Room

1:00 – 1:40 p.m.

Developments in the European Institutional Hedge Fund Market

Stephen Foster, Credit Suisse First Boston

Hedge Funds in China

Avi Faliks, Apex Guotai Junan Greater China Fund

The Basic Mathematics of Long/Short Investing

Christopher Guthrie, Hillsdale Investment Mgmt.

Best Practices

Lynn McGrade, Borden Ladner Gervais LLP

1:45 – 2:25 p.m.

Structuring Offshore Hedge Funds & Comparing Jurisdictions

Iain McMurdo, Walkers; Dermot Butler, Custom House (M); Max Ganado, Ganado & Associates; Robert McIntyre, Maples and Calder; Bob Wilson, Cindus Group

Valuation & Risk Management: The Results of a Global Survey

Eric Gronningsater, PricewaterhouseCoopers

Absolute Return Strategies in Institutional Portfolios

Tristram Lett, Reef Knot Financial Ltd.

Canadian Hedge Fund Structures

Ron Kosonic, Borden Ladner Gervais LLP

2:30 – 3:00 p.m.

AFTERNOON BREAK SPONSORED BY RBC FINANCIAL GROUP

Exhibit Hall

3:05 – 3:40 p.m.

Leading European Hedge Fund Players

Louis Gargour, Rab Capital; Jerome Lussan, Laven Partners; Denis Beaudoin, Finaltis; Stephen Foster, Credit Suisse First Boston (M)

Automation for Alternative Investments

Alan Hutton, FundSERV Inc.

Exploiting Opportunities on Foreign Exchange Markets

Luc Van Hof, A.I.M. Trading

Errors & Omissions Insurance for Hedge Funds

Gavin Douglas, Marsh Canada Inc.

3:45 – 4:25 p.m.

Asian Hedge Funds Panel

Rob Steiner, Whitehall Principal Advisors (M); Xavier Fanjaud, Pacific World Asset Management; Brian MacDougall, Oria Capital; Avi Faliks, Apex Guotai Junan Greater China Fund





4:30 p.m.

SESSION END