WAISC

Agenda 2006

DAY 1

Monday, November 6th

3:00 p.m.

Registration/Information Desk Opens

4:00 – 4:10 p.m.

Pat Bolland, The Trading Desk with Pat Bolland Reprt on Business Television

4:15 – 4:55 p.m.

Conference opening speaker (to be announced)

5:00 – 5:55 p.m.

Conference keynote speaker (to be announced)

6:00 – 8:00 p.m.

Opening Networking Reception


Day 2

Tuesday, November 7th

8:00 a.m.

BREAKFAST served in the exhibit hall

Morning

Sinatra Room

9:00 a.m.

Pat Bolland, The Trading Desk with Pat Bolland, Report on Business Television

Official Welcome & Opening Remarks

9:05 –9:45 a.m.

Dr. Ian Bremmer

President, Eurasia Group

9:50 – 10:30 a.m.

The regulation of hedge funds: current and proposed

Paul Moore

Executive Vice Chair, Ontario Securities Commission

10:30 a.m.

MORNING BREAK served in the exhibit hall


HOT TOPICS

Sinatra Room

CORE TOPICS

Monroe Room

FOCUS ISSUES

Taylor Room

11:00 – 11: 40 a.m.

Commodities & Natural Resources – the investment case and how to invest

Philip Manduca, Titanium Capital

Professional Integrity

Kurt Schacht, CFA Institute

M & A Activity / Shareholder Activism Trends

Patricia Koval, Torys LLP

11:45 – 12:25 p.m.

Separation of alpha & beta in active management: unlocking the mutual fund genome

Christopher Holt

Correlation analysis/investors’ concerns re. lack of diversification

Karsten Schroeder, CEO Amplitude Capital

Preparing & Successfully Executing Regulatory Reviews for Hedge Fund Companies in Canada

Lynn McGrade, Borden Ladner Gervais LLP

12:25 p.m.

LUNCH served in the exhibit hall


PANELS AND DEBATES

Sinatra Room

CORE TOPICS

Monroe Room

ADVISOR/ EDUCATIONAL

Taylor Room

1:25 – 2:05 p.m.

Leading Pension Allocators: New ways to find Alpha

Panel

The Dynamics of CME Foreign Exchange

Scott Brusso, Chicago Mercantile Exchange

Due Diligence from a Broker / Advisors Perspective

Ken Stern, Capital Ideas Inc.

2:10 – 2:50 p.m.

Opportunities in Canada’s Oil & Gas Industry

Panel

Incubating, Seeding or Investing in New Hedge Funds

Matthew Hoffman, Mayer & Hoffman Capital Advisors, LLC


2:55 – 3:35 p.m.

Top Gold & Precious Metals Analysts

Panel


Regulation of Hedge Funds in Canada for Brokers / Advisors

Ron Kosonic, Borden Ladner Gervais LLP

3:35 p.m.

AFTERNOON BREAK served in the exhibit hall

4:05 – 4:45 p.m.

Hedge Fund Rating Systems

Panel

Ryan Tagal, Morningstar

Gary Whitt, Moody’s Investor Services

Timothy Cunningham, President Touchstone Group LLC


4:50 – 5:30 p.m.

Hedge Funds in Offshore Jurisdictions

Panel

Opportunities in Asia

Avi Faliks, Managing Director, Apex Guotai Junan


5:35 – 6:15

European Hedge Funds

Panel

Randy Cass

President & CEO, Orchard Asset Management


6:15 p.m.

DAY 2 SESSIONS ENDED

6:15 – 8:15 p.m.

Summit Speakeasy Gala Night Sponsored by Diamond Sponsor

 

Day 3

Wednesday, November 8th

8:00 a.m.

BREAKFAST served in the exhibit hall

Morning

SINATRA ROOM

9:00 a.m.

Day 3 Opening Remarks

Pat Bolland, RobTV

9:05 – 9:45 a.m.

David Longworth,

Deputy Governor, Bank of Canada

9:50 – 10:30 a.m.

Marianne Smythe, Wilmer Hale

What Could They Be Thinking? The SEC and the Regulation of Hedge Funds

10:30 a.m.

MORNING BREAK served in the exhibit hall


HOT TOPICS

Sinatra Room

CORE TOPICS

Monroe Room

FOCUS ISSUES

Taylor Room

11:00 – 11: 40 a.m.

Finding Outperforming Managers

Dr. Randy Cohen

Harvard Business School

How the traditional convertible arbitrage strategy can be modified to provide investors with downside protection

Bryn Joynt, Silvercreek Asset Management

Key Trends in International Hedge Fund Markets

Matthias Knab, Opalesque

11:45 – 12:25 p.m.

Jerome D. Davis, City of New Orleans Employees Retirement System

How investors should evaluate quantitative strategies: avoiding common mistakes

Zak Maymin, Maymin Capital

HF Regulations in Turkey

Taliye Teleri

12:25 p.m.

LUNCH served in the exhibit hall


PANELS AND DEBATES

Sinatra Room

CORE TOPICS

Monroe Room

ADVISOR/ EDUCATIONAL

Taylor Room

1:25 – 2:05 p.m.

U.S. Hedge Fund Industry Outlook for 2007

Panel

The Challenges of Starting a Hedge Fund in Toronto

W. William Woods


2:10 – 2:50 p.m.

Hedge Fund Indexing

Panel

Portfolio Risk Management :New Trends and Opportunities

Alex Jurshevski


2:55 – 3:35 p.m.


Option Hedging

Walter “Bud” Haslett,

Write Capital Management


3:35 p.m.

AFTERNOON BREAK served in the exhibit hall

4:05 – 6:30 p.m.

Sinatra Room Sessions End

CAPITAL INTRODUCTION SHOWCASE

Monroe Room

CAPITAL INTRODUCTION SHOWCASE

Taylor Room


6:30 p.m.

Summit Concludes