For downloadable presentations |
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Thursday, September 13th
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7:15 – 8:00 |
Conference Registration and Breakfast Sponsored by: Home Trust
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8:00 – 8:05 |
OFFICIAL WELCOME Justin Warren, General Manager, Radius Financial Education
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8:05 – 8:10 |
Opening Remarks Pat Bolland, Former BNN Anchor, Media Consultant
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8:10 – 9:00 |
KEYNOTE PRESENTATION: China Credit Crisis Impact on the Global Economy & E.U. Updates Lawrence McDonald, Managing Director, Head of Global Macro Strategy, ACGA and Creator of The Bear Traps Report Global credit and currency risk are rising at the fastest pace in at least three years, where's the best risk-reward in global markets?
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9:00 – 9:40 |
Panel: Family Office & Private Wealth Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant Adam Buzanis, Director of Research, Prime Quadrant Michael Nairne, President & Chief Investment Officer, Tacita Capital Inc. Neil Nisker, Co-founder and Executive Chairman, Our Family Office
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9:40 – 10:20 |
Liquid Alternatives: Disruptive change in the Canadian market Nelson Arruda, Vice President, Portfolio Manager, Mackenzie Asset Allocation Team The Canadian alternative investment market is on the edge of significantly changing with new proposed regulatory amendments. Similar to the Alternative markets in Europe and the US, should the proposed Canadian regulatory changes be adopted it will introduce a framework for offering a greater selection to retail investors.
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10:20 – 10:40 |
Networking Break Sponsored by: SGGG Fund Services Inc.
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10:40 – 11:40 |
Fund Manager Showcase - Facilitator: Robert Gignac, Author: Rich is a State of Mind Traditional fund managers are looking to alternative strategies as more of a mainstream opportunity for their investors. Hear directly from fund managers discussing their products, theories and strategies.
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11:40 – 12:20 |
PANEL: REAL ESTATE AND REIT SECTOR OUTLOOK AND DEAL FLOW Moderated by: Rob Stitt, V.P., Head of Institutional Sales, Fundamental Research Corp. Matthew Barnes, Director of Sales, Centurion Asset Management Inc. Devon Cranson, Founder and President, Cranson Capital Securities Jason Jogia, CIO, Avenue Living Asset Management & CEO, Avenue Living Real Estate Opportunity Trust Nick Kyprianou, President & CEO, RiverRock Mortgage Investment Corporation
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12:20 – 1:30 |
BUFFET LUNCH Sponsored by: CIFP
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12:35 – 1:20 |
What Your Client Said (While you weren't listening...) Robert Gignac, Author: Rich is a State of Mind Communication is at the core of every successful client/advisor relationship - and lack of communication (or improperly structured communication...) is one of the leading causes of client/advisor dissatisfaction and eventual breakup.
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1:30 – 2:10 |
Panel: AFTER A RECORD-BREAKING GROWTH WHAT'S NEXT FOR CANADA'S ETF INDUSTRY AND ITS IMPACT ON ALTERNATIVE INVESTMENTS Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant Bobby Eng, CIMA, Vice President & Head of SPDR ETFs Canada Daniel Straus, Ph.D., M.Fin., ETF Research & Strategy, Derivatives & Structured Products, National Bank Financial Joacim Wiklander, Chief Business Officer, Aequitas NEO Exchange This session will focus on the ETF landscape in Canada providing an update, review asset growth by category, analyze ETF flow and comparison to mutual fund flow and look at recent product launches, industry trends and new entrants in this growing ETF space.
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2:10 – 3:00 |
Fund Manager Showcase - Facilitator: Robert Gignac, Author: Rich is a State of Mind Traditional fund managers are looking to alternative strategies as more of a mainstream opportunity for their investors. Hear directly from fund managers discussing their products, theories and strategies.
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3:00 – 3:20 |
Networking Break Sponsored by: State Street Global Advisors
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3:20 – 4:00 |
PANEL: Fund Structuring in Bermuda for Canadian Fund Managers Moderated by: Sean Moran, Interim CEO, Bermuda Business Development Agency Michael Burns, Co-Chair, Investment Funds and Asset Management Group, McMillan LLP Jennifer Eve, Counsel, Appleby (Bermuda) Limited Rod White, CEO, Krypton Fund Services Holdings Ltd. Bermuda is a centre of excellence for the formation and servicing of a wide variety of investment funds. This panel focuses on Bermuda’s unique asset management offering, and its advantages for managers and investors.
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4:00 – 4:40 |
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PANEL: DIRECT LENDING, MICs AND THE NON-BANK LENDING SPACE Moderated by: Rob Stitt, V.P., Head of Institutional Sales, Fundamental Research Corp. Doug Saxon, Venture Partner, OKR Financial
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PANEL: IDENTIFY AND MANAGE THE CYBER SECURITY RISKS IN THIS NEW TECHNOLOGY AGE Facilitator: Robert Gignac, Author: Rich is a State of Mind Richard Austin, Partner, Deeth Williams Wall This session focuses on how to think about, prepare for, and respond to, cybersecurity attacks and data breaches, and how to get out ahead of the potential tsunami of publicity and post-breach responsibilities that can ensue. Eliott Behar, a Toronto-based Security and Privacy Lawyer who previously worked as Security Counsel for Apple, Inc. will examine the issues that companies face in preparing for cyber attacks, handling potentially explosive incidents, and maintaining effective control, to ensure that the issue continues to be the breach, and does not become how the company has responded to it. Richard Austin, a partner at Deeth Williams Wall with over 30 years of experience in the area of information technology law, will discuss data breach notification responsibilities in light of the imminent coming into force of the breach notification provisions of the Digital Privacy Act, 2015.
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4:40 – 5:20 |
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PANEL: Millennials: The Next Wave of Impact Investors Moderated by: Leanna Haakons, President, Black Hawk Financial Jordan Blain, Vice President, Sales, Evolve ETFs Shane Dubin, Sr. Vice President, Wealth Advisor & Portfolio Manager, Canaccord Genuity Wealth Management Jamie Wise, President & CEO, Periscope Capital |
Update on proposed changes to the Investment and Regulatory framework for Alternative Investments Facilitator: Robert Gignac, Author: Rich is a State of Mind Ronald Kosonic, Partner, Borden Ladner Gervais LLP
An overview of the regulatory requirements you should have in mind when your clients are investing in Alternative Investments, including proficiency, suitability, disclosure and more. |
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5:20 |
Closing Remarks Pat Bolland, Former BNN Anchor, Media Consultant |
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5:25 – 6:45 |
Evening Reception
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Friday, September 14th
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7:30 – 8:15 |
Breakfast Sponsored by: Fundata Canada Inc.
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8:15 – 8:25 |
FIRST DAY RECAP Pat Bolland, Former BNN Anchor, Media Consultant
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8:25 – 9:15 |
PANEL: A GLOBAL ECONOMIC OUTLOOK IN A TIME OF VOLATILE POLITICS AND POLICY Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant Dawn Desjardins, Vice-President & Deputy Chief Economist, Royal Bank of Canada Frances Donald, Head of Macroeconomic Strategy, Manulife Asset Management Brett House, Vice-President and Deputy Chief Economist, Scotiabank Leading Economists discuss wide-ranging issues facing the Canadian, US and global economies in a fast changing world of politics and policy and its impact on Investments.
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9:15 – 9:55 |
BERMUDA – WHERE THE FUNDS INDUSTRY MEETS BLOCKCHAIN Sean Moran, Interim CEO, Bermuda Business Development Agency Lawrence C. Newhook, President & CEO, Alpha Innovations Ltd. & Laureate Digital Securities Ltd.
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9:55 – 10:15 |
Networking Break Sponsored by: IFSE
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10:15 – 11:10 |
Fund Manager Showcase - Facilitator: Robert Gignac, Author: Rich is a State of Mind Traditional fund managers are looking to alternative strategies as more of a mainstream opportunity for their investors. Hear directly from fund managers discussing their products, theories and strategies.
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11:10 – 11:50 |
BREAKING IN TO RETAIL DISTRIBUTION – A PRACTICAL OVERVIEW Dennis E. MacPherson, Senior Vice President, SGGG Fund Services Inc. In this presentation, investment fund operations expert Dennis MacPherson brings his 20+ years’ experience supporting fund product issuers and dealers in distribution, investor recordkeeping and accounting administration services.
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11:50 – 1:20 |
BUFFET LUNCH Sponsored by: Northern Coast
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12:10 – 1:10 |
ADVISORS AT RISK - HOW TO PROTECT YOUR BUSINESS Ellen Bessner, Partner, Babin Bessner Spry LLP In this presentation litigation lawyer, Ellen Bessner, brings her 25+ years experience representing advisors, insurance agents and planners in regulatory, employment law and litigation matters to explain how they can grow and protect their business by offering solutions to the challenges associated with the current regulatory and legal environment. Advisors will gain insight into best practices for their organization that will help everyone sleep better at night. Topics will include:
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1:20 – 2:00 |
Panel: Current trends in Blockchain, big data and cryptocurrencies Moderated by: Doug Saxon, Venture Partner, OKR Financial Lewis Bateman, Chief Business Officer, Coinsquare Martin Lalonde, Founder, President and Portfolio Manager, Rivemont Marc Van Der Chijs, Founder and Chief Strategy Officer, First Block Capital Inc. You will hear from fund managers that are actually investing in blockchain strategies, their investment and regulatory outlook in this area of investment. You will also hear from a firm that is actually engaged in the Blockchain technology. Robotix and Automation will also be discussed in this session.
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2:00 – 2:50 |
Panel: Leading CEO's Panel Moderated by: Pat Bolland, Former BNN Anchor, Media Consultant James Fox, Co-CEO, Managing Partner, Ninepoint Partners Cam Goodnough, CEO, Timbercreek Financial Mark Purdy, Managing Director & CIO, Arrow Capital Management Inc. Andrew Torres, CEO and Founder, Lawrence Park Asset Management
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2:50 – 3:00 |
Closing Remarks Pat Bolland, Former BNN Anchor, Media Consultant |