European Investors Meet Canadian Fund Managers, London, May 28 2010

Venue: Canada House, Trafalgar Square, LondonCanada House, Trafalgar Square, London
Date: May 28 2010, 10:00am to cocktail hour

The Toronto Hedge Fund Hotel, in conjunction with the Ontario International Marketing Centre, is pleased to annnounce the expansion of our successful capital introduction series to the UK. Following the successful format of the 2007-09 series, the day featured Canadian managers presenting on their funds, and discussing subjects such as current investor appetite, the benefits of UCITs and risk management.

There was plenty of opportunities throughout the day for one-to-one meetings and networking, and the day was concluded with a round-table discussion followed by a cheese and wine reception.

The forum was free of charge to hedge fund managers and investors.
One Day in May in Trafalgar Square
On Friday, 28th May Canada House opened its doors to a group of professionals eager to leverage Canada’s strong economic position in mid-2010.

With Canadian banks’ balance sheets standing strong compared with those of its larger neighbour to the South, and certainly most European counterparts, many non-Canadian investors are taking their first serious look at all things Canadian – and learning there is more to Canada than commodities.

The day’s proceedings were supported by KPMG and Apex Fund Services, hosted by the Province of Ontario, and supported by media partners ISI Publications, Albourne Village and HedgeCo Net.

Tom Caldwell, Founder and Chairman, Caldwell Financial Ltd (CFL), opened the day with an animated speech as to why investors should invest in – and through – Canada. CFL is a private financial services firm with four divisions (securities, investment management, insurance and asset management).

There followed presentations from hedge funds with a variety of strategies and AUM (please see their profiles later in this document), as well as a newly-formed fund of managed accounts, MANNA Asset Management (www.mannam.com). MANNA’s offshore platform offers a turn-key, cost effective, and efficient, solution for Canadian managers that need an offshore fund.

The Wine Investment Fund (TWIF) was profiled as the post-lunch feature. Rodney Birrell is a Director of the TWIF; Rodney is based in London, but was born and raised in Montreal, and currently sits on the board of several large Canadian funds. Rodney offered an interesting insight into the unique asset class of Bordeaux wines; many in the alternative asset industry are unfamiliar with concept of physical assets being held in custody of a government-bonded warehouse and the Liv-ex benchmark.

Later in the day, both Jean-Pierre Langevin and Hal Kent presented their respective funds, followed by a lively debate. Jean-Pierre first introduced us to Crystalline Management Inc.’s fund, the Amethyst Arbitrage Fund. Amethyst is a dual-strategy hedge fund that  invests in event-driven opportunities and convertible securities arbitrage, with a Canadian market focus. Hal then spoke on the Roulston Resource Opportunities Fund (RROF), which was created to provide international investors with access to Lawrence Roulston’s unique and highly effective analytical methodology of resource companies. The RROF is one of the very few resource funds with the understanding and the ability to effectively capitalize on the most profitable portion of the mine development cycle.

An informative debate around the topical subject of the benefits (and costs) of UCITS structures closed out the session, Marilyn Ramplin, Founder and CEO of Ramplin Capital Ltd. and Stuart Martin, Partner, Dechert LLP explained when it makes sense to consider a UCITS structure when raising capital.
(Please click here to view Marilyn Ramplin's presentation.)

All those who attended the session, as well as those that expressed an interest in doing so but had a conflict of interest on the May bank holiday weekend, are receiving the presentations and funds’ profiles by email.  Details of the session, and other meetings planned for the balance of 2010, may be found on Toronto’s “hedge fund hotel” website www.hfhto.com.

It was our great pleasure to be a part of this initiative to promote Canadian funds specifically at this interesting time in our economic history.

Sarah Barham
Founder Hedge Fund Hotel, Toronto
CEO, ISI Publications
CEO, Knowledge Events

    
Agenda:

9:30am Registration 
10:00am Welcoming remarks from the day's Chair, Jason Bibb, Global Head of Business Development, Apex Fund Services.
10:10am FEATURE SPEAKER: Thomas S. Caldwell, Chairman and CEO of Caldwell Financial Ltd., Toronto
'Investing in and Through Canada'.
10:45am Tea and coffee break
11:15am PANEL ONE: Global Investor Appetitie for Canadian Funds in 2010: Canada is More than Energy and Natural Resources
Moderator: Peter Hayes, Partner, National Director Alternative Investments, KPMG LLP

Panelists:
  • Jean-Pierre Langevin, Vice President Operations and Portfolio Manager, Crystalline Management Inc., Montreal
  • Clare Barnett, Managing Director, Ontario International Marketing Centre
12:15pm A light, buffet lunch
1:15pm FEATURE SPEAKER: Rodney Birrell, Director, The Wine Investment Fund, London and Bermuda
1:45pm

WORKSHOP ON UCITS: Understanding the Benefits of UCITS and the practical Implications for North American Asset Managers and Investors
Moderator: Marilyn Ramplin, Founder and CEO, Ramplin Capital Ltd.

In this unique workshop, Marilyn Ramplin spoke on the hot topics of today's investment world, UCITS III and IV. Following Marilyn's presentation, Stuart Martin, Partner, Dechert LLP, UK joined her to answer questions from delegates and lead an informal discussion on the subject.

2:45pm Tea, coffee and stretch break
3:15pm FEATURE SPEAKER: Dr Eugene Durenard, Orion Investment Management Ltd.
'Systematic Strategies for Asset-Liability Management'
4:15pm  Tea, coffee and stretch break
4:30pm PANEL TWO: Why Investors are Voting with Their Allocations for Team Canada
Moderator:
Jason Bibb, Global Head of Business Development, Apex Fund Services

Panelists:

  • Hal Kent, Roulston Resource Opportunities Fund, Toronto
  • Eamonn McConnell, Founder, MANNA Asset Management, Toronto
5:15pm Chairman's closing remarks
5:30pm The Ontario International Marketing Centre hosted an Ontario wine and cheese reception immediately following the day's proceedings. All participants, hedge fund mangers, investors and sponsors stayed for this informal gathering.
This event was sponsored by:
Apex Fund Services (Bermuda) Ltd.
Apex Fund Services
delivers global fund administration solutions to investment managers investing in traditional and alternative assets. Apex offers clients a wide variety of specialised and integrated products supporting middle and back office fund administration, complex derivatives, risk reporting and corporate secretarial and fund formation administration, as well as specialist start up services to boutique asset managers.

KPMG LLP


KPMG
is a Canadian leader in delivering audit, tax and advisory services. With a global network of professionals, KPMG member firms respond to clients' complex business challenges across Canada and around the world.
 

“You and the Canada House team put on a very good show.  You should be congratulated. I was very impressed with your attention to detail and the way you rearranged things to suit the occasion. The round table format worked really well…pat yourself on the shoulder for a job well done in London.”
Rodney Birrell.

“Thank you for organising the great event on Friday and for inviting me to speak! It was a pleasure meeting you all and the other participants.”
Dr. Eugene Durenard.

“Thank you so much for organizing an excellent event. The "no shows" missed something very good. Thank you for including me and our company.”
Thomas Caldwell.

“Sarah, you and your team ROCK!  Thank you so much.  You have alleviated a great deal of stress!”
Elizabeth Naumovski.

 


Trafalgar Square Ship in a Bottle Yinka Shonibare
   

Sponsorship and branding opportunities are available
at each of our events.

For further information, please contact Janet Keefe on 416.849.1925, or email: jkeefe@knowledgesuites.com.

Media Partners:

Albourne Village

Albourne Village is a free and unique internet-based knowledge economy for the Alternative Investment and Private Equity community. The site has been designed as an ideal environment for evolving hedge-fund news, intellectual property, content and debates on current issues, as well as a valuable source of commercial contacts.

HedgeCo.Net

 

Experienced in working with the hedge fund industry, the HedgeCo team has a member database of over 25,000. It is our goal to facilitate intelligent investment decisions among our investors and fund managers by providing as much transparency and unbiased knowledge as possible. Through our newsletters, service provider directories and sponsored seminars, we offer opportunities designed to bring accredited investors, fund managers, and industry professionals together in a one-of-a-kind online community.

Knowledge Suites

KnowledgeSuites operates a specialist business centre in Toronto, targeting start-up and developing businesses in the financial services and ecommerce/IT space. Unlike other business centres, which have a schedule of fees and charges for each and every copy you make, we have a fixed fee model.

ISI Publications Ltd.


ISI Publications specializes in titles for the capital markets community. Leveraging our presence in the UK, Hong Kong, and Toronto we have established a truly global author network and distribution capability. Since the company's inception in 1991, ISI has earned a reputation for providing authoritative, timely and accurate information on critical developments in the world's capital markets and on a range of e-commerce subjects.