DAY 1 - MONDAY NOVEMBER 5, 2007 |
| 3:30 pm | Registration Opens |
| | Plenary Sessions – Westmount |
| 4:30 pm | Opening Remarks – Pat Bolland, BNN’s Market Morning |
| 4:40-5:20 pm | End Investor Roundtable: What Do Institutions Need from Alternative Investment Managers?
Frank Belvedere, Mercer; Tim Cunningham, Touchstone Group; Jerome Davis, New Orleans Employees' Retirement Fund; Beth Johnson, Hammond Associates |
| 5:25-6:05 pm | The Status of Equity Investments in India Dr. Alok Aggarwal, Evalueserve |
| 6:10-6:50 pm | Hedge Fund Best Practices: Building Investor Confidence Jon Stokes, CFA Center for Financial Integrity |
| 7:00-8:00 pm | Networking Reception in the Exhibit Hall, Fontaine B – SPONSORED BY DUBAI INTERNATIONAL FINANCIAL CENTRE (DIFC) |
DAY 2 - TUESDAY NOVEMBER 6, 2007 |
| 7:30 am | Breakfast in the Exhibit Hall, Fontaine B – SPONSORED BY BRIGHTSTAFF FINANCIAL SERVICES RECRUITMENT |
| Plenary Sessions – Westmount |
| 8:15 am | Official Welcome – Tony Sanfelice, Canadian Hedge Watch |
| 8:20-9:00 am | DIFC – A New Centre for the Global Funds Industry The Attractions of Dubai as a New Global Jurisdiction for Financial InstitutionsKevin Birkett, Dubai International Finance Centre |
| 9:05-9:45 am | Managing Global Political Risk Ian Bremmer, Eurasia Group |
| 9:50-10:30 am | Carbon Trading from a Canadian Perspective Leon Bitton, Montreal Exchange |
| 10:30 am | Morning Break in the Exhibit Hall, Fontaine B – SponsorED BY WALKERS |
| 10:45-12 noon | Fontaine A: Capital Introduction Showcase 1 – End Investor Meets Asset Manager Burlington Capital Management Goodwood Inc. Majestic Asset management Polar Securities Voltan Capital Management Formula Growth Ltd. |
| 12:00 noon | Lunch in the Exhibit Hall, Fontaine B – Sponsored by TORYS LLP |
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| Stream 1 – Westmount | Stream 2 – Mont Royal | Stream 3 – Fontaine A |
| 1:00-1:40 pm | What is the Outlook for the Corporate Default Rate in North America? Alex Jurshevski, Recovery Partners | Current Trends in the Canadian Private Equity Market Rick Nathan, Kensington Capital & Canada’s Venture Capital & Private Equity Assoc. | A Balanced Portfolio is Incomplete w/o Alternative Investments Bob Thompson, Canaccord |
| 1:45-2:25 pm | Panel Discussion Emerging Market Landscape: Opportunity or Risk? Dr. Alok Aggarwal, Evalueserve; Micheal Finkelstein, Whalehaven; Alison Graham, Voltan Capital Management; John Rekenthaler, Morningstar; | Are Reports of Canada’s Death Exaggerated? A Contrarian View of the Hollowing Out Theory Ian Russell, Investment Industry Assoc. of Canada | Differences in Structuring Private Equity and Hedge Funds Robert Friedman, Dechert LLP; Lynn McGrade, Borden, Ladner, Gervais; |
| 2:25 pm | Afternoon Break in the Exhibit Hall, Fontaine B – SPONSORED BY BUTTERFIELD FUND SERVICES (BERMUDA) LTD. |
| 2:40-4:10 pm | Fontaine A: Capital Introduction Showcase 2 – End Investor Meets Asset Manager JCCLark Landry Morin Robson Capital Management Selective Asset Management Swing Capital Tower Asset Management |
| 4:15-4.55 pm | Panel Discussion Asian Hedge Fund Strategies and Trends Frank Brochin, Stonewater Capital; Brian MacDougall, 3A Asia Limited; Frank Travers, Harbor Drive Asset Mgmt.; | What Happened to Quantitative Strategies This Past Summer? Paul Carter, Russell Investments; | Chartered Alternative Investment Planner Designation (CHAIP) Knut Larsen, Brigus Group |
| 5:00-5:40 pm | Panel Discussion Doing Business Offshore and in Europe Greg Bennett, Butterfield Fund Services; Gavin Deokiesingh, Deloitte & Touche; Odi Lahav, Moody's Investor Services; Nick Rogers, Walkers | Operational Risk: Mastering the Due Diligence Process Chris Addy, Castle Hall Alternatives | Currency and Its Impact on Investment ReturnsMichael Finkelstein, Whalehaven Capital |
| 5:45-8:00 pm | Networking Event, LA Portage Room – SPONSORED BY DUBAI INTERNATIONAL FINANCIAL CENTRE (DIFC) |
DAY 3 - WEDNESDAY NOVEMBER 7, 2007 |
| 7:30 am | Breakfast in the Exhibit Hall, Fontaine B – SPONSORED BY McMILLAN BINCH MENDELSOHN |
| Plenary Sessions – Westmount |
| 8:15 am | Official Welcome & Opening Remarks – Pat Bolland, BNN’s Market Morning |
| 8:20-9:00 am | The State of the Hedge Fund Industry David Friedland, HFA |
| 9:05-9:45 am | Depression, Debt Implosion, Gold and Prosperity John Lee, Mau Capital Management; |
| 9:50-10:30 am | 130/30: Relaxing the No-Shorting Constraint to Gain Alpha – Andrew Alford, Goldman Sachs |
| 10:30 am | Morning Break in the Exhibit Hall, Fontaine B – SPONSORED BY CERTIFUND INC. |
| 10:45 -12 noon | Fontaine A: Capital Introduction Showcase 3 – End Investor Meets Asset Manager ETF Capital Management Gentree Asset Management Mau Capital Quadrexx Asset Management Stanton Asset Management Whalehaven Capital |
| 12:00 noon | Lunch in the Exhibit Hall, Fontaine B – SPONSORED BY BORDEN LADNER GERVAIS LLP |
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| Stream 1 – Westmount | Stream 2 – Mont Royal | Stream 3 – Fontaine A |
| 1:00-1:40 pm | The Credit Crunch: What Happened and What Does It Mean for Investors? Pat Koval, Torys | Global Active Asset Allocation with ETFs Larry Berman, ETF Capital Management Inc. | Future Developments with Flow Through Shares Robert Clark, Natural Resources Canada Glenn MacNeill, Sentry Select; MaryAnn Mihychuk, PDAC; Bill Tharp, Quantum Leap; Marc Turcotte, Ministère des Ressources naturelles, Quebec Sandy Hershaw, Flow Through Share Association of Canada |
| 1:45-2:25 pm | Panel Discussion Canadian Regulatory Environment: Present and Future Michael Burns, McMillan Binch Mendelsohn; Ron Kosonic, Borden, Ladner, Gervais; Andre Poles, Torys; | A New Alternative Asset Category – TSXV Capital Pool Company Emerging Growth Companies Louis Doyle, TSX Venture Exchange; Scott Samuel, Investor Based Finance Grp. |
| 2:30-3:10 pm | Panel Discussion ETFs in Canada Howard Atkinson, Horizons BetaPro; Larry Berman, ETF Capital Mgmt Inc.; Trevor Cummings, Barclays; Grahame Lyons, Claymore Investments; | Distressed Funds - Risks and Responsibilities Ingrid Pierce, Walkers | |
| 3:10 pm | Conference Ends |