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2016 PCMA Private Capital Markets Annual Conference Agenda
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AGENDA

 

2016 PCMA Private Capital Markets Annual Conference

 

“Launching A New Era Of Opportunity In The Private Capital Markets.
What Is Your Strategy to Succeed In Canada’s Largest Capital Raising Market?”


May 9, 2016

The Toronto Board of Trade | 77 Adelaide St W, Toronto, ON M5X 1C1

 

 

 

Download Conference Program HERE


8:00 am

 


Registration and Breakfast

 

9:00 am

 

Welcome and Opening Remarks

 

Doug Bedard
Chair, PCMA

  

9:05 am

 

 

 

Presentation of 2016 PCMA Legacy Partners Awards

 

9:20 am

 

Capital Market Economic Overview – the size and scope of activity, and what the future may hold

  

 

Michael Gregory, CFA
Deputy Chief Economist
Head of U.S. Economics
Managing Director
BMO Capital Markets

 

9:40 am


The Regulators Perspective: an in-depth discussion with senior regulators about capital raising and prospectus exemptions and the regulatory oversight of the private capital markets.

   

 

Paul C. Bourque, Q.C.
Executive Director
British Columbia
Securities Commission

 

David C. Linder, Q.C.
Executive Director
Alberta Securities Commission

 

 

 

 

 

 

 

 

Huston Loke

Director, Corporate Finance Branch

Ontario Securities Commission

 

 

 

 

 

 

 


10:30 am

 

Networking Break

 

11:00 am


Infrastructure Deficits in the Private Capital Markets – new options to enhance security, transparency and efficiency in transactions and operations.


Andrew Campbell

Director Relationship

Management and Sales

Fundserv

 

 

 

Peter Conroy
President

TMX Shorcan Brokers Limited
Co-Managing Director

TSX Private Markets

 

Emmanuel Gonnet
Vice President
Product Management
UNIVERIS

 

 

 

 

Jason MacLellan

Senior Sales Executive

Firmex

 

 

 

 

11:45 am

 

Networking Break

 

12:00 pm

 

Lunch

 

Your PCMA - membership, leadership and why everyone is focused on the private markets.


 

Geoffrey Ritchie
Vice Chair, PCMA


Presentation of the 2016 PCMA Private Capital Markets Awards


 

Andrew McCreath
Host
BNN TV


1:15 pm

 

Networking Break

 

1:30 pm

 

4th Floor Main Ballroom


Managing compliance - strategies for meeting rising compliance expectations.

 

John A. Fabello
Partner
Torys LLP

 

 

 

 

 

 

David Gilkes

President
North Star Compliance &
Regulatory Solutions

Vice Chair

PCMA

 

Nadine Milne
Chief Compliance Officer

    Portland Investment Counsel

 

 

 

 

3rd Floor Ketchum/Osgoode/ MacDonald/Brule Room

 

Private lending and the private markets – issues and challenges for MICs’ and MIE’s.

 

Derek Jenkin
EVP

Romspen Investment Corp.

 

 


Melissa MacKewn
Partner
Crawley MacKewn Brush

Director, PCMA

 

 

 

 

 

Dianna Price

EVP, Investor Relations

Romspen Investment Corp.

Director, PCMA

Geoffrey Ritchie
Vice Chair, PCMA

 

 

 

2:15 pm

    

4th Floor Main Ballroom

  

Creating wealth through private capital – perspectives on the product and portfolio considerations of retail clients and family offices.

 


Devon Cranson

CEO

Cranson Capital

 

 

 

 

 

Tim Kocsar

Vice President, Capital Partnerships

Arlington Street Investments

 

 

 

Matt Reynolds
Executive VP
Lonsdale Wealth Partners

Vice Chair, PCMA

Raymond W. Sawicki
Senior Vice-President
Chief Investment Officer
Mandeville Privat Client Inc.

 

 

3rd Floor Ketchum/Osgoode/MacDonald/Brule Room


Online Investing in Private Capital Markets – opportunities for EMDs in the new methods of raising capital. 

  

Pat Chaukos

Manager, Compliance and

Registrant Regulation

Ontario Securities Commission

 

Alixe Cormick

Founder

Venture Law Corporation

 

 

 

Brian Koscak

President and General Counsel
Pinnacle Wealth Brokers

Vice Chair, PCMA

 

 

 

 

 

Peter-Paul Van Hoeken

Founder & CEO

Silver Maple Ventures

Director, PCMA

 

 

3:00 pm

  

Networking Break

 

3:30 pm

 

4th Floor Main Ballroom

 

Navigating the limitations and restrictions of the new Offering Memorandum Exemption.

  


Jennie Baek
Associate
WeirFoulds LLP

 

 

 

   

 

 

 

 

Peter Dunne
Partner

Cassels Brock & Blackwell LLP

 

 

 

 

Brian Koscak

President and General Counsel
Pinnacle Wealth Brokers

Vice Chair, PCMA

 

 

 

 

Jo-Anne Matear
Manager
Corporate Finance Branch
Ontario Securities Commission

 

Tommy Wong
Associate
Norton Rose

Fulbright LLP

 

 

 

 


3rd Floor Ketchum/Osgoode/MacDonald/Brule Room

 

Making the most of your career in the private markets – education opportunities and proficiency challenges.

 

 

Laurie M. Clark

President and CEO

Smarten Up Institute

 

 

 

Jeanne Labbe
Head of Employee Experience &

Chief Communications Officer
TIMC

Kim Maggiacomo
Manager of Curriculum Development
IFSE Institute


 

 

4:30 pm


4th Floor Main Ballroom

 


Ontario economic development and the critical role for private capital, entrepreneurs, and SME’s.

  

 

The Honourable Charles Sousa
Ontario Minister of Finance

 

 

 

 

 

 

5:00 pm

 

Closing Remarks

 

 

 

 


5:15 pm

 

Networking Cocktail Reception


 

Disclaimer: The PCMA reserves the right to change program date, time, meeting place or content without further notice and assumes no liability for these changes.


 

 

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