Event Profile

CAIA Vancouver: The 9th Annual Alternative Investment Outlook Forum

Date(s):
February 7, 2018
Note:
All times listed are in local time
Venue:
Fairmont Waterfront Hotel
900 Canada Place Way
Vancouver, BC V6C3L5 
Fee(s):
This event has a fee
Description:

The 9th Annual Alternative Investment Outlook Forum presented by:
CAIA Canada, CFA Society Vancouver, AIMA Canada and PRMIA

The Alternative Investment Outlook Forum brings together leaders from across the industry to discuss the changing landscape of alternatives in Canada, risks, opportunities and trends. There will be two panel discussions – each followed by a Q&A session. The afternoon will conclude with a cocktail reception.

LIQUID ALTERNATIVES DISCUSSION
Liquid Alternatives are expected to become a larger part of the Canadian investing landscape in light of changes proposed by Canadian regulators. Speakers will discuss how liquid alternatives work, how the new regulations impact investors and investment providers, and how these vehicles have held up in other regions.
 
Panelists:

Keith Black, Ph.D., CAIA, CFA
Managing Director, CAIA Association

Stephen Robertson
Partner, Borden Ladner Gervais LLP-

Aimee Hirata
Managing Director, BlackRock Alternative Advisors 

Moderator:

Peter Boffo

Managing Director, Prime Brokerage, TD Securities
 
ILLIQUID ALTERNATIVES PANEL
The benefits of illiquid alternatives are known to many investors. This panel will focus on the opportunities and challenges institutional investors and private clients face when incorporating alternative asset classes into their portfolios.
 
Panelists:

Enzo Gabrielli, CPA, CA, CFA, ICD.D
 EVP and COO, Horizon Capital Holdings

Philip Falls, B. Comm. (Hons), MBA, CFA, ICD.D
Investment Practice Leader, PBI Actuarial Consultants

Andrew Henry
VP, Portfolio Strategist, Connor Clark & Lunn Private Capital

Moderator:

Keith Black, Ph.D., CAIA, CFA
Managing Director, CAIA Association

AGENDA

3:00pm-3:30pm Registration
3:30pm-5:45pm Outlook Forum
5:45pm-7:30pm Cocktail Reception

EVENT DETAILS

Fees
Members: $40
Non-Members: $55
 
Location
Fairmont Waterfront Hotel
900 Canada Place Way
Vancouver, BC

Thank you to our generous sponsors:





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Fairmont Waterfront Hotel
Documents to share:
Keith Black
Organization: CAIA Association


Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. He was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010. Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.


Peter Boffo
Organization: TD Securities


Peter Boffo heads business development and capital introduction initiatives for the prime brokerage group at TD Securities. A domestic market leader, the prime brokerage team provides a full suite of services including securities lending, reporting and financing to alternative asset managers, public and corporate pension plans and family offices. Prior to joining TD Securities, he worked at TD Wealth most recently leading national sales for their institutional correspondent broker division where he had held prior positions in relationship management and operations. A graduate of political science from McMaster University, Peter is actively involved in TD Securities' sales and trading student recruitment program and is on the Leadership Council for Capitalize for Kids – a not for profit committed to engaging the investing community to support children's brain and mental health programs.


Philip Falls
Organization: PBI Actuarial Consultants


Philip Falls, B. Comm. (Hons), MBA, CFA, ICD.D, is a Senior Investment Consultant with PBI and has over 30 years of pension and investment industry experience. He is currently consulting to half a dozen pension plans, endowment trusts, and other trust funds across Canada. Philip has been responsible for designing and implementing investment and risk management solutions dealing with plan asset and liability issues. He has significant experience with both conventional and alternative investment assets classes and the design of investment products and strategies. Philip is the Leader of the Investment Consulting Practice and works in Vancouver, BC. Prior to joining PBI, as head of investments for several Canadian corporations and trusts, he advised and made investment decisions for public, corporate and multiemployer pension plans as well as for endowment and insurance funds with a variety of customized investment and risk mandates. Philip has an MBA (Finance) from the University of Western Ontario, a B. Comm. (Honors Economics) from Concordia University and holds both the CFA and ICD.D designations. Philip is a past Director of the ACPM (Association of Canadian Pension Management) and member of the Pension Investment Association of Canada’s (PIAC) Investment Practices Committee. He is currently a part-time instructor (Finance) with the British Columbia Institute of Technology (BCIT)


Enzo Gabrielli
Organization: Horizon Capital Holdings


Enzo Gabrielli has been with the family office of the Right Honorable Paul Martin for the past 14 years and is currently the Executive Vice President and CFO of the parent company. The principal holding is CSL Group (Canada Steamship Lines) which is the world's largest commercial manager of self-unloading vessels, and operates highly specialized fleet for off-shore transhippers and bulk carriers. Horizon Capital Holdings Group is a broad-based investment vehicle and management organization that provides diversification to marine logistics. Its portfolio includes North American real estate and direct investments in private companies. In his capacity, Enzo holds the title of President for various subsidiaries companies and also serves as a director and audit committee chairman for several portfolio investments and not-for-profit entities. He oversees the group’s real estate and investment portfolio, assist with the groups various philanthropic initiatives and manages the various facets of a family office. Prior to joining Horizon, Enzo worked for accounting firms in the financial advisory services, with significant experience in corporate finance, M&A transactions, financial due diligence, auditing, insolvency and corporate restructuring in Canada and United States. Enzo pursued his graduate studies at McGill University where he graduated with Great Distinction. He holds both a chartered accountant and chartered financial analyst designation as well as the ICD.D designation. He also lectured in the business program at McGill University.


Andrew Henry
Organization: Connor Clark & Lunn Private Capital


Andrew Henry works closely with the firm’s relationship managers and their high net worth and foundation clients to provide investment planning solutions. In addition, he is a member of the Private Capital asset allocation team and is responsible for long term asset class forecasts and client communications. Prior to joining Private Capital, Andrew spent seven years in New York and Washington, DC working in a similar capacity for a global asset management firm. Andrew is a graduate of Boston University’s School of Management with a B.Sc. in business administration with a concentration in finance.


Aimee Hirata
Organization: BlackRock Alternative Advisors


Aimee Hirata is the global head of Product Strategy for BlackRock Alternative Advisors (BAA). BAA comprises the firm's Hedge Fund Solutions team, which manages over $21 billion in external hedge fund and co-investment assets. Ms. Hirata is a member of the BAA Management Committee and is responsible for leading product strategy, marketing and client service across BAA. Ms. Hirata's service with the firm dates back to 2001, including her years with Quellos Group, LLC, of which the alternative investment management business was acquired by BlackRock in 2007. At Quellos, Ms. Hirata served as an Associate Director focused on client consulting and capital markets research. From 1998 to 2001, she was a senior analyst at Jeffrey Slocum & Associates, consulting to major Midwest corporations, endowments, foundations, pension funds and Taft-Hartley clients. While at Slocum, Ms. Hirata had the added responsibility of co-leading the firm's pension research team, specializing in benefit plan investment allocation. Ms. Hirata earned a BS degree in business administration with a double major in management and marketing from Creighton University in 1996.


Stephen Robertson
Organization: Borden Ladner Gervais LLP


Stephen Robertson is a Partner the Securities and Capital Markets Group and Investment Management Group of Borden Ladner Gervais LLP. Stephen’s practice is focused on advising clients in a variety of sectors with respect to securities and investment management industry matters, including investment fund managers, dealers and portfolio advisors. His particular focuses include merger and acquisition transactions, corporate finance transactions and the formation of public and private Canadian investment funds, as well as with respect to day-to-day operations and management of those funds. Stephen has also advised clients with respect to the offering of securities to Canadian clients, whether publicly via a prospectus or publicly via an exemption under securities laws. Stephen has a variety of additional expertise in the investment management industry field, including advising with respect to matters respecting registration under Canadian securities laws, exemptive relief applications, and developing policies and procedure manuals for compliance and regulatory matters.