1st Investors Meet Canadian Hedge Fund Managers Forum, Bermuda, April 30 2008

 
 

Venue: The Fairmont Hamilton Princess, Bermuda
Date: Wednesday, April 30th - Friday, May 2nd 2008 

This event is sponsored by:

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading.

Bermuda Stock Exchange

The Bermuda Stock Exchange (BSX) was established in 1971, primarily as a domestic equities market. However as the Island's international financial sector grew so too did the Exchange and in 1992 the company was restructured into a demutalised, for -profit entity.

Today, the BSX is the world's largest offshore, fully electronic securities market offering a full range of listing and trading opportunities for international and domestic issuers of equity, debt, depository receipts, insurance securitization and derivative warrants.
 

Borden Ladner GervaisBorden Ladner Gervais LLP (BLG) is a leading, full-service, national law firm focusing on business law, commercial litigation and intellectual property solutions for our clients. With more than 750 lawyers, intellectual property agents and other professionals in six Canadian cities, clients turn to us for assistance for all their legal needs, from major litigation to financing and patent registration.
This is an invitation-only forum for hedge fund managers and investors. The event will feature presentations by 12+ Canadian hedge fund managers. Ample time is dedicated to networking during the three-day event, including a golf tournament and a gala dinner.

The Event Agenda:

5:30pm (April 30) Welcome cocktail reception at the Fairmont Hamilton princess Hotel
10:00am (May 1) Opening remarks: W. William Woods, CEO & Founder, Hedge Fund Hotel, Toronto
Hypothetical Asset Allocation: Investors are asked to allocate $100 million based on their current knowledge of the funds presenting. A reallocation will take place at the end of the presentations with a prize awarded to the fund with the most increased allocation.
10:05am KEYNOTE ADDRESS: Brendan Caldwell, Caldwell Securities
10:45am Moderator for the day's proceedings: Chris Holt, Founder and Editor, All About Alpha.com
  PANEL ONE:
  • Gary Ostoich, Salida Capital
  • Max Reydman, Optimal Models
  • John Wilson, DDX
  • Bryn Joynt, Silvercreek Management
11:50am Tea, coffee and stretch break
12:10pm PANEL TWO: Introduction by Chris Holt
  • Jow Lee, Rosseau
  • Richard Morin, Landry Morin
  • Greg Smith, Iron Capital
  • Andrew Heitzman
 1:10pm Lunch
 2:30pm The 130/30 Phenomenon, by Chris Holt, Founder and Editor, All About Alpha.com
 3:30pm PANEL THREE: Introduction by Chris Holt
  • Geoff Spidle, Roundtable Capital
  • Chris Currie, Milford Capital
  • Steven Salamon, Rosalind Capital
  • David Jarvis, Spartan Funds
 4:30pm Hypothetical Asset Allocation: Results from the re-allocated funds and prize giving
 5:00pm Closing remarks: W.William Woods and Chris Holt, followed by cocktails on the Flag Pole Terrace
   
  Friday, May 2nd: Golf Game at Riddell's Bay, followed by the Closing Gala Dinner at the Gazebo
   
 Platinum Sponsor:
KPMG LLPKPMG 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.

KPMG's Audit practice helps clients manage risk so they can focus on their core businesses. By intimately understanding each client's business, we convert information into insights, uncovering hidden opportunities to help improve client efficiency and performance.

KPMG's Tax practice is also focused on finding opportunities and leveraging them to clients' advantage. Through tailored tax planning advice, the practice helps clients gain competitive advantage.
KPMG's Advisory Services help companies leverage change. Our Transaction Advisory practice helps companies grow and enhance shareholder value by providing strategic advice on major transactions. Our Operations Improvement group can help organizations create business processes and systems that can enhance performance and grow sustainable value. KPMG's Forensic professionals help uncover the facts and create clarity when people and organizations do not agree, or where financial and business behaviour does not comply with expectations.