WAISC

Agenda 2007


Agenda

 


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


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


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