Scaling Alpha Pic.png

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 - 1:55pm

Plenary Address: 2:00pm – 3:00pm

Keynote: Are Fund Managers Ready for Liquid Alts? 
•    Christopher Bent, Senior Manager, Investment Funds and Structured Products, OSC
•    Darin Renton, Partner, Stikeman Elliott

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

Roundtable #1a –  Developing a Risk Management Culture
People and/or Process and/or Technology? 

•    Luis Seco, CEO, Sigma Analysis & Management, Director of Mathematical Finance Program, UofT
•    Abdalla Ruken, Chief Risk Officer, Polar Securities


Roundtable #1b – Emerging Managers: Strengths and Weaknesses
From the Institutional Hedge Fund Investor Perspective

•    Shaun Martinak, Senior Principal, Alternative Investments, OTPP
•    Adam Buzanis, Director of Research, Prime Quadrant


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

Roundtable #2a – Industrial-Strength Infrastructure
How to Build Battle-Tested Investment Management Operations

•    Peter Hayes, Partner, KPMG
•    Adam Menkes, Director, CS Prime Consulting
•    Dannielle Ullrich, Chief Financial and Operating Officer, RP Investment Advisors
•    James Burron, Chief Operating Officer, AIMA Canada


Roundtable #2b –  Alternatives distribution in a multi-channel universe
What’s your Ground-game for Multi-Family Offices, Retail and Pensions?

•    Marc Raffoul, Partner, Oak Hill Financial
•    Curtis Stefanek, Partner, Dentons
•    Jon Vapsva, Investment Funds, CIBC
•   Greg Moore, VP, Richter Family Office


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


Please complete the form THIS RSVP (SPACE IS LIMITED)

Name *

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 /