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2017 PCMA Private Capital Markets Annual Conference Agenda
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AGENDA

 

2017 PCMA Private Capital Markets Annual Conference

 

“Bringing Diversification to Canadian Investors”


April 20, 2017

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

 

 

 

7:30 am

4th Floor

 

Registration and Breakfast

 

8:45 am

4th Floor Main Ballroom


Welcome and Opening Remarks

 

 

 Doug Bedard  Georgina Blanas

Senior Vice-President &

Director, MNP

Chair, PCMA 

Executive Director

PCMA 



8:50 am

4th Floor Main Ballroom

 

The Framework of Wealth Creation

 

   
 Michael Lee-Chin Julie Clarke

President & Chairman,

Portland Holdings Limited

General Counsel

Mandeville Group

of Companies

Vice Chair, PCMA

 

 

9:35 am

4th Floor Main Ballroom


Regulatory Outlook: Moving Towards Canada’s Common Securities Regulator. Meet the future Chief Regulator of the Capital Markets Regulatory Authority and follow the evolution of its implementation

   

 John Fabello  Kevan Cowan

Partner

Torys LLP

 

 CEO
Capital Markets Authority 
Implementation Organization


 

9:45 am

4th Floor Main Ballroom

 

Your PCMA! Update & Open Forum with the PCMA Executive

 
 Georgina Blanas  Doug Bedard  Julie Clarke  Matt Reynolds  David Gilkes  Brian Koscak Neil Carnell

Executive Director

PCMA

Senior VP & Director, MNP

Chair, PCMA

General Counsel 

Mandeville Group

of Companies

Vice Chair, PCMA

 

Executive VP

Newport Private Wealth

Vice Chair, PCMA

President, North Star Compliance &
Regulatory Solutions
Vice Chair, PCMA
 President & General Council

Pinnacle Wealth Brokers

Vice Chair, PCMA

 Director of Broker Products

Computershare

 

 

10:15 am

4th Floor Main Ballroom


Back Office: What You Need to Think of When Evaluating Service Providers

 

 Michael White  John Van Kralingen Phil du Heaume  Ian Palm
 President & CEO

IBK Capital Corp.

 Vice President

Sales
Univeris

 Independent Legal Consultant
Exempt Edge
Partner

Gowling WLG

 

 

11:00 am

4th Floor ABCD Room

Networking Break& Exhibitors

 

11:10 am

4th Floor Main Ballroom

 

FINTECH: What is FinTech? Hottest FinTech Trends for 2017

 

 Matthew Spoke  Peter-Paul Van Hoeken  Vuk Magdelinic  Pat Chaukos  Paul Allard  David D'Onofrio

CEO & Co-Founder

NUCO

Founder & CEO

FrontFundr

Co-founder & CEO
Overbond

Chief,

OSC LaunchPad


 Co-founder

Impak Finance Inc.

 

 CFO

PowerOne Capital Markets Ltd.

 

 

11:10 am

 3rd Floor Ketchum & Osgoode Rooms


Searching for Yield

 
 Dianna Price William Santor   Jordan Allen  Chris Vokes
 EVP, Investor Relations

Romspen Investment

Corporation

 President & CEO
Productivity Media Inc.
 COO

Victory Park

Capital Advisors

 Third Eye Capital

 

 

11:00 am

3rd Floor Brule & MacDonald Rooms

 

Real Estate: What Does the Crystal Ball Tell Us About the Diversification in the Capital Markets for Canadian Investors?

 

 Doug Bedard  Devon Cranson  Frank Lonardelli Jim Hynes
 Senior VP &

Director, MNP

Chair, PCMA

President & CEO

Cranson Capital

CEO 

Arlington Street

Investments

 Managing Director
Rockspring Capital


 

11:55 am

4th Floor ABCD Room

Networking Break & Exhibitors

 

12:05 pm

4th Floor Main Ballroom

 

Lunch

Guest Speaker: Disruption vs Innovation. What's the Difference?

 

   
 Bruce Croxon Neil Carnell
 Managing Partner
Round 13 Capital 
TV Co-host, The Disruptors

Director of Broker Products

Computershare


 

12:40 pm

4th Floor Main Ballroom


Presentation of the 2017 PCMA Private Capital Markets Awards


 
 Andrew McCreath
 Host
BNN TV


1:15 pm

4th Floor ABCD Room

Networking Break & Exhibitors

 

1:25 pm

4th Floor Main Ballroom

 

Compliance Corner: Compliantly Getting Your Message out to Clients and the 7 Words You Cannot Say when Marketing Investments


 David Gilkes Peter Dunne   Nadine Milne  Martha Kane  Neil Carnell
 President
North Star Compliance &
Regulatory Solutions
Vice Chair, PCMA

Partner

Miller Thomson LLP

 CCO
Portland Investment
Counsel Inc.
 CCO

Capital Direct

Management Ltd.

Director of Broker Products

Computershare

 

 

1:25 pm

3rd Floor Ketchum & Osgoode Rooms

 

Wholesalers: The State of the Industry and Marketing Practices for Dealing Representatives

 

 Lloyd McDonald  Geoff Lafleur  Jamie Clarke  Ryan Hittell
 VP, Business Development 
Pinnacle
 Director

Business Development 
ICM Realty Group

CEO & Co-Founder

LiveOutThere.com

 National Sales Manager
Invico Capital Corporation

 

 

2:10 pm  

4th Floor Main Ballroom

  

Capital Raising: Update on the Offering Memorandum Exemptions -Perspectives from the Regulators, Dealer and Issuer’s Counsel

 

 Neil Hutton  David Surat  Denise Weeres  Brian Koscak Spencer Coupland
Partner

McLeod Law LLP

 Senior Legal Counsel

OSC

 Manager, Legal

Corporate Finance 

ASC

President & General Counsel
Pinnacle
Vice Chair, PCMA
General Counsel

ICM Realty Group

 

 

2:10 pm

3rd Floor Brule & MacDonald Rooms


Dealing Representatives: Successful Strategies to Maintain and Grow Your Book of Business

  

Matt Reynolds

 Peter Wickwire  John Ardill

Nadine Wellwood

Executive VP

Newport Private Wealth

Vice Chair, PCMA

Pinnacle  Private Wealth Advisor
Raintree Financial Solutions
President, UDP & CCO
WealthTerra Capital Management

 

 

2:55 pm

4th Floor Main Ballroom

 

Alternatives: What Creates Opportunities?

 
         
  Lou Schizas   Craig Burrows  Frances Mason   Ed Truant   John Norman
 Media Commentator  President & UDP

TriView Capital Ltd.

 Managing Director

Perisen Capital

Management Ltd.

 Principal

Balmoral Wood

Litigation Finance

Strategist

Spartan Fund

Management Inc.

 

 

2:55 pm

3rd Floor Ketchum & Osgoode Rooms

 

Family Office: Accessing Family Offices- Spanning the Generations

       
  Ben Gibbons  Nelson Thall  Arthur Salzer  Pierre Fitzgibbon
 Partner
Collins Barrow

TorStar Family

Office 

 CEO

Northland Family

Office

 Managing Partner

Walter Capital

Partners

 

2:10 pm  

4th Floor Main Ballroom

 

Keynote: His Excellency David MacNaughton Canada’s Ambassador to The U.S.A

 

 
 David MacNaughton John Van Kralingen
 Canada’s Ambassador

to The U.S.A

Vice President

Sales

Univeris


3:45 pm

4th Floor ABCD Room

 

Networking Break & Exhibitors (photo opportunities with Ambassador)

 



 

Family Office: Accessing Family Offices- Spanning the Generations

 

 Ben Gibbons  Nelson Thall  Arthur Salzer  Pierre Fitzgibbon
 Partner
Collins Barrow
 TorStar Family Office  CEO

Northland Family Office

 Managing Partner

Walter Capital Partners


4:40 pm

4th Floor ABCD Room

Networking Break & Exhibitors

 

4:50 pm

4th Floor Main Ballroom

 

Cybersecurity: Don’t miss the Shocking Truth! Are you Hackable or Uncrackable?
The Law, The Forensics in the Face of a Breach and Insurance Coverage

 

 Eugene Ng  Katherine Thomson  Imran Ahmad
MNP Cyber Security Advisor

MNP

 Partner

Miller Thomson LLP

 

 

5:45 pm

4th Floor Main Ballroom

 

Happy Capitalism

 

 Lou Schizas   Susan Han
 Media
Commentator
 Partner

WeirFoulds LLP

 

 

6:00 pm

4th Floor Main Ballroom

 

Closing Remarks

 

6:05 pm

4th Floor ABCD Room

 

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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