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Helping Canadian Emerging Managers
Prepare for Institutional Growth

When:  Thursday November 9, 2017, 2:00-7:00pm
Where: Dentons Canada LLP (77 King St W, Fourth Floor)
Admission: Free to Canadian Investment Managers and Industry Professionals


Registration: 1:30 - 2:00pm

Plenary Address: 2:00pm – 3:00pm

Ready, Set, Go: Preparing for Liquid Alts in Canada: A Regulatory Update & Practitioner's Perspective
•    Chris Bent, Senior Manager, Investment Funds and Structured Products, OSC
•    Darin Renton, Partner, Stikeman Elliott

Round-table Discussion Groups: 3:15pm – 4:00pm

1a Developing a Risk Management Culture: People, Process and Technology
•    Luis Seco, CEO, Sigma Analysis & Management, Director of Mathematical Finance Program, UofT
•    Abdalla Ruken, Chief Risk Officer, Polar Securities


1b Emerging Managers: Strengths & Weaknesses from an Institutional Investor Perspective
•    Shaun Martinak, Senior Principal, Alternative Investments, OTPP
•    Adam Buzanis, Director of Research, Prime Quadrant


Round-table Discussion Groups: 4:15pm – 5:00pm

2a Battle Tested Infrastructure: What Makes for Industrial-Grade in Investment Management Operations?
•    Peter Hayes, Partner, KPMG
•    Jeremy Siegel, Managing Director, CS Prime Consulting
•    Dannielle Ullrich, Chief Financial and Operating Officer, RP Investment Advisors
•    James Burron, Chief Operating Officer, AIMA Canada


2b Prying open Alternative distribution in a Multi-Channel Universe: How do Emerging Managers Penetrate Multi-Family Offices, Retail Advisory and Pension Networks?
•    Marc Raffoul, Partner, Oak Hill Financial
•    Jordy Chilcott, Former CEO Dynamic Funds
•    Brad Simpson, TD Chief Wealth Strategist

Cocktail & Networking: 5:15pm - 7:00pm


Please complete the form THIS RSVP (SPACE IS LIMITED)

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Event Organizers:


For more information please contact:

Anil Singh, Partner, Oak Hill Financial
416.274.6525 /

Graham Jones, Director Prime Services Canada, Credit Suisse Securities
416.352.4575 /