Event Profile

CAIA Vancouver 11th Annual Alternative Investment Outlook Forum

Date(s):
March 11, 2020
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:


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REGISTER HERE
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11th Annual Alternative Investment Outlook Forum
hosted by CAIA Vancouver, CFA Society Vancouver and AIMA Canada
 
The Forum will feature leaders from across the industry to discuss the changing landscape of alternatives, risks, opportunities and trends. 
 
An industry overview will be followed by moderated panels focusing on alternative strategies, private equity and private debt. This year we are introducing a workshop ahead of the Forum. The afternoon will conclude with a cocktail reception.
 
New this year! 
PRE-EVENT WORKSHOP
Liquid Alternatives (aka Alternative Mutual Funds)
   - What are Liquid Alternatives?
   - What are the common investment strategies? How do they work?
   - What are their objectives in a portfolio?
 Speakers:
Brendon Scott, RP Investment Advisors LP
Michael White, Picton Mahoney Asset Management
 
Who should attend? Outlook Forum guests who are not familiar with this new investment category. 
 
OUTLOOK FORUM
"The (Ongoing) Evolution of Alternative Investments"
   - Allocating to alternative asset classes
   - Trends in private market alternatives
   - A brief history of Liquid Alternatives and where to go from here
 Speaker:
Andrew Zimcik, CC&L Financial Group
 
"Liquid Alternative" Panel
This panel will discuss Alternative Strategies and the reasons for using (and not using) the new Liquid Alternatives product vs. investing in traditional Hedge Funds. With a background in fixed income/credit hedge fund strategies, Ann and Conner will share with us the opportunities and challenges they see in the credit market. Steve will share his observations and opinion from an allocator's perspective.
 Moderator: 
Rene Dinter, BMO Global Asset Management
Panelists:
Steven Adang, Anchor Pacific Investment Management
Ann Glazier Rothwell, RP Investment Advisors LP
Conner Sura, Lawrence Park Asset Management

"Private Assets" Panel
 Experts in private equity and private debt join this panel to discuss the current landscape, activities and trends. They will share with us their observations and outlook on risks and opportunities faced by GPs and LPs.
 Moderator:
Joshua Kuretzky, Davies
Panelists:
Sean Rogister, Cortland Credit
Dave McGowan, BCI
Rob Wildeman, CAI Capital Partners
 
Cocktail Reception to follow!
 
Agenda
2:00 PM - 2:30 PM Registration
2:30 PM - 3:15 PM Pre-event Workshop
3:00 PM - 3:30 PM Registration
3:30 PM - 5:30 PM Outlook Forum
5:30 PM - 6:45 PM Cocktail Reception 
 
Fees
Members: CAD 40
Non-member Guests: CAD 55
Branded Tables: CAD 440 
 
Sponsorship 
To inquire about sponsorship opportunities, please contact:
Vancouver.CAIA@gmail.com or smartin@cfavancouver.com 
  
Time & Date 
Wednesday, March 11, 2020
2:30 PM - 6:45 PM

Location
Fairmont Waterfront Hotel

900 Canada Pl
Vancouver, BC
V6C 3L5
 
Cocktail Reception Sponsor:
 
 

Platinum Sponsor: 
 

 
Gold Sponsors:

 
 

 
Silver Sponsors:
 
 
 
Broadcasting Partner:
 
 

Find it on Map

Fairmont Waterfront Hotel
Documents to share:
Steven Adang
Organization: Anchor Pacific Investment Management


Mr. Adang is the President and founder of Anchor Pacific Investment Management Corp, a fully independent investment firm and Outsourced CIO (OCIO) providing sophisticated full-access investment platforms and customized solutions for high net worth and multi-generational families, family offices, financial advisors, foundations, endowments, pension plans, and other institutions. As the firm’s Chief Investment Officer, he is responsible for the development and maintenance of all of the firm’s investment activities, strategies and solutions. Steve previously held senior-level positions at Deutsche Bank, ABN AMRO, and Amherst Securities, and in his 20 plus years of industry experience has acquired the reputation for being an extremely disciplined risk manager, allocator, and steward of capital.


Rene Dinter
Organization: BMO Global Asset Management


Rene Dinter has extensive industry knowledge in investment analysis, portfolio construction, trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. He is known for his attention to detail and consultative approach in providing support and education to advisors and portfolio managers. For over 12 years Rene has primarily focused on ETF business development. He also has experience in structured notes, closed end and mutual funds. He holds a Derivative Market Specialist (DMS) designation and extensive list of investment industry courses. Rene is a graduate of York University, BA with Honours focused on Economics, Psychology and Business Fundamentals.


Ann Glazier Rothwell
Organization: RP Investment Advisors LP


Ann Glazier Rothwell has more than 25 years of experience in Canadian capital markets and alternative investment strategies. Prior to joining RP Investment Advisors LP in 2012, Ms. Glazier Rothwell was the Founder & Chief Investment Officer of Alpha Scout Capital Management, a Canadian focused fund of hedge funds and Vice President & Director of the Alternative Investment Strategy and Proprietary Trading Group at TD Newcrest. Ann began her career at RBC DS in Fixed Income sales and trading later moving to institutional equity sales and proprietary trading in Toronto and New York with RBC DS, First Marathon/National Bank Financial and Newcrest Capital. In 2015, Ann was named one of 50 Leading Women in Hedge Funds by the Ernst & Young and Hedge Fund Journal’s global survey. Ms. Glazier Rothwell is a Chartered Financial Analyst®, a Leslie Wong Fellow of the UBC Portfolio Management Foundation and holds a Bachelor of Commerce from the Sauder School of Business at the University of British Columbia. Ann currently sits on The University of Victoria Foundation Board and The Sauder School of Business Faculty Advisory Board. She is also a Governor of St. Michaels University School and the Vivat Foundation.


Joshua Kuretzky
Organization: Davies


Josh Kuretzky is a partner in Davies’ Corporate practice with a focus on fund formation and mergers & acquisitions. Josh has extensive experience in fund formation and regularly represents fund sponsors and principals in connection with the establishment and structuring of private equity and private credit funds and other pooled investment vehicles. He also advises companies and private equity firms on the acquisition and disposition of private businesses and individual assets in Canada and internationally and on the structuring of joint ventures and shareholder arrangements. He works with clients in a number of industries, including the mining, industrial and technology sectors.


Dave McGowan
Organization: British Columbia Investments


Dave joined BCI in August 2017. With $153 billion of managed assets as of March 31, 2019, BCI is one of Canada’s largest institutional investors within the global capital markets. Dave is responsible for research and recommendations related to clients’ asset allocation, investment strategies, and a wide range of other investment topics. In particular, Dave conducts asset-liability studies and strategic asset allocation reviews for BCI’s clients. Prior to joining BCI, Dave worked for over 16 years in Vancouver as an actuary at a global benefits consulting firm, where he consulted to clients on a broad array of pension benefit issues, including risk management for defined benefit plans. Dave received a Bachelor of Science degree in Physics from UBC. He is a Fellow of the Canadian Institute of Actuaries and Society of Actuaries and a CFA Charterholder.


Sean Rogister
Organization: Cortland Credit Group Inc.


Sean has more than 20 years of experience leading investment teams in fixed income strategies that included private lending exposures in emerging and developed countries around the world. Having built and led investment management businesses at world-class financial institutions, most notably managing the fixed income asset class for Ontario Teachers’ Pension Plan ($100 billion plus fund). Sean possesses a global and institutional perspective as well as possessing the unique knowledge base of how to manage a successful debt-based investment strategy. In his role as CEO at Cortland Credit, Sean oversees the investment management while ensuring the integrity of the firm’s policy is grounded on Cortland’s core beliefs.


Brendon Scott
Organization: RP Investment Advisors LP


Brendon joined RP Investment Advisors LP in 2017 and brings over 10 years of retail industry experience. Brendon's role will be to bring best in class service to the retail channel, build new relationships and work with Advisors on optimizing client portfolios with RP Investment Advisors LP’s fixed income and alternative strategies. Prior to joining RP Investment Advisors LP, Brendon was a VP and Partner at Picton Mahoney Asset Management where he lead the inside sales desk, and evolved as a territory consultant for British Columbia. Brendon began his career at RBC Dominion Securities where he worked with Advisors across the country helping them add fee based solutions to client portfolios. Brendon received his Bachelor of Management and Organizational Studies with a major in Finance from the University of Western Ontario.


Conner Sura
Organization: Lawrence Park Asset Management Ltd.


Conner is Co-Head of Retail Sales at Lawrence Park Asset Management with core responsibilities of product development, product strategy and distribution through the national advisor channel. Conner’s business development role includes relationship management of various institutional and family office clients across Canada. Conner works closely with the portfolio management team to provide Lawrence Park’s clients with portfolio analytics and relevant portfolio solutions suitable for the changing fixed income environment. Before joining Lawrence Park, Conner held various roles at CI Investments, in sales and a marketing strategy capacity. Conner is a CFA charterholder and has an educational background in mechanical engineering.


Michael White
Organization: Picton Mahoney Asset Management


Mike White is responsible for Picton Mahoney's multi-asset strategies, which include the Picton Mahoney Diversified Strategies Fund, the Picton Mahoney Fortified Multi-Strategy Alternative Fund and the Picton Mahoney Fortified Multi-Asset Fund. Mike has over twenty years of experience in capital markets, active management and investment counselling. He is a CFA charterholder and holds a Bachelor of Arts, History with a Finance and Economics Stream from Western University.


Rob Wildeman
Organization: CAI Capital Partners


Rob Wildeman joined CAI in 2019. Prior to CAI he spent over 12 years at Parallel49 Equity and its predecessor, Tricor Pacific Capital where he was a Partner responsible for managing the firm's Canadian operations. Prior to joining Tricor he worked in investment banking at Citigroup Global Markets in New York and in the audit and consulting groups at KPMG in Vancouver. Mr. Wildeman is a Director and former Chair of Tiger Calcium Services (a Parallel49 Equity portfolio company) and serves on the Board of the VGH & UBC Hospital Foundation. He was previously the Chair of Expocrete Concrete Products and a Director of Advance Engineered Products, Beresford Box, Golden Boy Foods, and Gold Standard Baking (all Parallel49 Equity portfolio companies). Mr. Wildeman has been recognized as one of the ACG British Columbia’s Deal Makers of the Year (2014) and Business in Vancouver’s Top 40 Under 40 (2009). Mr. Wildeman received a Bachelor of Business Administration from Simon Fraser University and holds an MBA from the University of Chicago Booth School of Business. He is also a Chartered Accountant and has received the Institute Certified Director Designation (ICD.D) from the Institute of Corporate Directors.


Andrew Zimcik
Organization: CC&L Financial Group


Andrew is a partner, portfolio manager and member of the Fundamental Equity team at CC&L Investment Management in Vancouver, which is responsible for the management of approximately $14 billion in assets in Canadian equities across large cap, small cap, equity income and market neutral strategies. CC&L Investment Management is part of the Connor, Clark and Lunn Financial Group, one of Canada’s largest independently owned asset managers, responsible for approximately $79 billion in assets for institutional and individual investors. Prior to joining CC&L, Andrew worked in Toronto and London, UK in both the private and public equity markets for two Canadian bank-owned investment dealers. Andrew graduated from Wilfrid Laurier University with a Bachelor of Business Administration and holds the Chartered Financial Analyst designation.