Events ~ Forums & Workshops

After the Close Series

We run several events each year in the “hedge fund hotel”.  We host occasional “after-the-close” sessions on various topics of interest to the Canadian capital markets community, such as investor expectations, new compliance regulations, and the costs and benefits of going offshore. Check this website from time-time for details, or send an email to ask to be put on the update list. Please email or call 416.849.1926.


Fifth Annual Canadian Hedge Fund Awards
October 2012

We are just beginning work now on the fifth annual Canadian Hedge Fund Awards. This is an annual celebration of the best-in-breed of Canadian asset managers. A group of five judges are presented with the data, historically compiled and assessed in the first instance by Michael Gratch (PM) of Westcourt Capital.

The categories are as follows: For ‘established funds’:
        o   Best 3-Year Annualized Return (July 31, 2009 - July 31, 2012);
        o   Best 3-Year Annualized Sharpe Ratio (July 31, 2009 - July 31, 2012).

For ‘new’ funds, that is those with less than three years since inception, and more than one-year track record:
        o   Best 1-Year Return (July 31, 2011-July 31, 2012).

We compare all monthly data NET of fees and, to be considered for these awards, funds must currently be open to investments from Canadian residents.

The judges in 2011 were David Mather (Integrated Asset Management), Eamonn McConnell (MANNA Asset Management), Peter Hayes (KPMG), and David Kaufman (Westcourt Capital Corporation).

The one subjective category, an industry recognition award, this year will be given for the ‘Greatest Ongoing Contribution to the Canadian Hedge Fund Universe’, past winners of similar awards have included Barry Allan, Jim McGovern, JC Clark, and Gary Ostoich.

For more information please contact Sarah Barham at or call 416.849.1925.

To register to attend, please click on the link on the right hand side of the page. The fee to attend is $75 plus HST. We look forward to welcoming you to the Fifth Annual Canadian Hedge Fund Awards.


Building Bridges with Bermuda

4 October 2012 is the date for the fourth annual high-level delegation from Bermuda, with the objective of building mutually beneficial business ties between that offshore jurisdiction and Canada.

In an  afternoon session, our speakers will explore the costs and benefits for Canadian companies of doing business in Bermuda. There will also be an in-depth discusion on re-insurance, insurance-linked securities and captives, a long standing backbone of the financial sector in Bermuda.

We are pleased to have Minister Wayne Furbert, Minister for Business Development and Tourism, open the session. We then welcome Kevan Cowan, President TMX Markets and Group Head of Equities, TSX Group giving a key note address on the TSX-BSX relationship, and the general M&A trend in stock exchanges.

Our first panel on the more generic subject of offshore business will include Cheryl Packwood, CEO, Business Bermuda; Brendan Caldwell, CEO, Caldwell Securities, William Woods, CEO, W. Woods and Co, and Steve Woodward, Partner, KPMG Bermuda.

The second panel, which will specifically look at developments in the insurance industry, will include Jason Carne, Partner, KPMG, Thomas McMahon, President, Cedar Management and Greg Wojciechowski, CEO, BSX.

All delegates are invited to attend a wine reception hosted by Bennett Jones immediately following the information session.

There is no fee to attend, but pre-registration is essential, either through this website or by email to Janet Keefe,



 Upcoming Events

Fifth Canadian
Hedge Fund Awards
 October 30 2012

Register | Enquiry

Bermuda After the Close
October 4 2012

Register | Enquiry






For information on event sponsorship, please contact:

Sarah Barham (Canada)
416.849.1925 begin_of_the_skype_highlighting            416.849.1925      end_of_the_skype_highlighting begin_of_the_skype_highlighting            416.849.1925      end_of_the_skype_highlighting ~