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2018 PCMA Private Capital Markets Conference
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2018-04-12
When: Thursday, April 12, 2018
8:30 AM
Where: Arcadian Court
401 Bay Street
Simpson Tower, 8th Floor
Toronto, Ontario  M5H 2Y4
Canada
Contact: 877.363.3632


Online registration is closed.
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SETTING THE PACE FOR THE PRIVATE CAPITAL MARKETS

Private Capital Markets Association of Canada is excited to announce this exceptional opportunity for you to put your company’s brand in front of key industry leaders who have a vested interest in your products. By becoming one of our exclusive exhibitors or sponsors you have the chance to reach this uniquely targeted audience and demonstrate your commitment to industry relationships.

 

ONE TICKET, TWO EVENTS!

 

UNABLE TO ATTEND BOTH EVENTS? NO PROBLEM! CLICK HERE TO PURCHASE YOUR TICKET FOR APRIL 11TH CELEBRATION EVENT AT ONLY $50 EACH!

 

APRIL 11TH AGENDA*

APRIL 12TH AGENDA*


To purchase an Exhibitor Table  $2500 click HERE

 

To purchase an Exhibitor Booth $3000 click HERE

 

To purchase a CORPORATE TABLE (8 GUESTS) $3600 click HERE. MEMBER PRICE $3000

 

To purchase a CORPORATE HALF TABLE (4 GUESTS) $1900 click HERE. MEMBER PRICE $1600

 

To purchase an INDIVIDUAL TICKET $599 click HERE. MEMBER PRICE $499

 

EARN 9 CE CREDITS

  

AGENDA

All presentations and discussions will be followed by a Q & A
7:30 am Registration and continental breakfast
8:20 am Welcome & Opening remarks
 

Doug Bedard

Chair, PCMA of Canada

Georgina Blanas

Executive Director, PCMA of Canada

 
KEYNOTE PRESENTATION 1  
8:30 am-9:00 am Exclusive engagement from the UK
 

 

Theodore Roosevelt Malloch

Common-Sense Canadian Capital

Co-author, “Common-Sense Business Principles for Profitable Leadership”

Former executive board member of the World Economic Forum; Headed consulting at Wharton-Chase Econometrics; has worked in capital markets at Salomon Brothers; and served in senior policy positions in the U.S. Senate Committee on Foreign Relations and in the U.S. State Department.

9:05 am-9:35 am Fireside chat with  

 

Kevan Cowan

CEO, Capital Markets Regulatory Authority

Implementation Organization (CMAIO)

 

Susan Han

Partner, WeirFoulds LLP

 

 

9:40 am- 9:50 am Title Sponsor Presentation

 

Get Back to Delivering Results for Your Investors

 

Kevin A. Fernandes, CIM

Assistant Vice President

Business Development, Computershare

Andrew MacDonald

Director of Sales and Client Services

Communications Services, Computershare

 

9:55 am-10:25 am Money is DATA: Learn how data affects your business

Book signing and photo-op following keynote

Introduction: David D'Onofrio

Chief Financial Officer, Power One Capital Markets Limited

 

Sean Worthington

PhD candidate, Computer Information Systems

Author & Computer Science Instructor: Tenured at Butte College California

 
Overview of the Private Capital Markets and its deals…how does this set the pace?

Moderator: Richard Remillard

President, Remillard Consulting Group


Ted Liu

Founder and President, CPE Media

 

David W. Wright

ICD.D, Founder, Cassio Capital Advisors

10:25 am-10:50 am Networking break: Please visit the exhibitor Hall  

PCMA PRESENTS

10:55 am-11:40 am ONE ON ONE with The Regulators: How to build a better Private Capital Market,

Registrant update

Moderator: John Fabello

Partner, Torys LLP

   

Regulators Roundtable

   

Introduction by:

Julie Clarke

Senior Counsel, Mandeville

Group of Companies

John Hinze

Director of Corporate Finance, British Columbia Securities Commission

 

Jeff Kehoe

Enforcement Director,

Ontario Securities Commission

Lynn Tsutsumi

Director Market Regulation, Alberta Securities Commission

 

11:45 am-12:15 pm Corporate Governance as Canada’s Global Competitive Advantage

Rahul Bhardwaj

ICD.D, President and CEO, Institute of Corporate Directors

ICD represents Canada’s directors from the corporate, NFP and Crown sectors will discuss Canada’s corporate governance advantage. Referring to findings from the ICD’s national Director Lens Survey, Mr. Bhardwaj will examine how investing in excellent governance, including greater board diversity, deeper understandings of innovation and technology, and better oversight of corporate culture, is a company’s – and ultimately Canada’s - best long-term strategy for growth and global competitiveness.


Moderator: Stephen Warden, CPA, CA, CMC

Partner, MNP LLP

Craig Burrows

ICD.D., President, Triview Capital

Bill Tharp

ICD.D., President & Director, Tangerine Tango

Introduction by: Felicia O’Neil, Assistant Vice President, Business Development, Private Capital Solutions

   
KEYNOTE PRESENTATION 2
   
12:20 pm -12:45 pm "Unlikely, but Possible."

Medals, photo-op and book signing following keynote, Exhibitor Hall, Glen Road Capital Partners Booth

Heather Moyse

Four-Time Olympian and Two-Time Olympic Gold Medalist; World Rugby Hall of Famer and Author of, “Redefining Realistic”

Steve Meehan

Chairman, Glen Road Capital Partners Inc.

 
12:40pm-1:25pm Networking LUNCH Buffet Break: Exhibitor Hall  
FEATURE PRESENTATION
   

1:30pm-1:45pm The ABC’s of Bitcoin and Blockchain: learn about “the greatest investment opportunity since the internet!”

Book signing and photo-op following keynote in the Exhibitor Hall, during the Network Break.

 

Jack Tatar

Co-author, “Crypto Assets: The Innovative Investor’s Guide to Bitcoin & Beyond”

Angel investor and advisor to startups in the crypto asset community. With over two decades of experience in financial services, he was one of the first financial professionals to receive certification from the Digital Currency Council.
 
Introduction by: Fred Pye, President & CEO, 3iQ
 
PCMA Premier Partner Presentation
   
1:50 pm -2:00 pm How technology is unifying the industry: Introducing EdgeLink
 

Introduction by: Darren Smits

Partner, Burstall Winger Zammitt LLP

Stephen Preston

Vice President, Exempt Edge

Phil du Heaume

Lawyer, Phillip du Heaume Professional Corporation

 
PCMA PRESENTS
   
2:05pm-2:40pm Cannabis: Removing the barriers for users and investors. Inspirational, funny and deadly serious
 

Alan Park

Royal Canadian Air Farce Alum and stand-up comedian, is back from a Stage 4 prostate Cancer diagnosis to talk openly about how the link between Cannabis and Cancer that saved his life.

 

Tim Saunders

Executive Vice President and CFO, Growth Canopy

   

 

 

 

 

 

 

Moderator: Joseph Galli

Chairman, Pentor Finance


Richard Carleton

CEO, Canadian Securities Exchange

Glenn Fraser

CPA., CA.,MBA, Vice President, National Leader, Food and Beverage Processing, MNP

Sean McNulty

CPA., CA.,MBA, Vice President, National Leader, Food and Beverage Processing, MNP Sean McNulty, CFA, Principal, XIB Financial Inc.

2:40pm-3:00pm Networking break: Please visit the Exhibitor Hall
 
3:00pm-3:45pm
 

 

Thomas S. Caldwell, C.M.

The Ascendency of Private Equity

Chairman, Caldwell Financial Ltd. President: Urbana Corporation

Past Governor of the Toronto Stock Exchange and one of the leading experts in capital markets, particularly in trading environments. He is recognized as one of the world’s foremost investors in securities exchanges. Caldwell Financial Ltd. is a diversified investment company with affiliate organizations providing investment management, brokerage and insurance services to a broad spectrum of investors throughout North America and around the world. Urbana Corporation is a publicly traded investment company listed on the Toronto Stock Exchange and the Canadian Securities Exchange (“CSE”). He is also Chairman of the CSE, “The Exchange for Entrepreneurs”.

Introduction by: Michael F. White

President and Chief Executive Officer, IBK Capital

Pursuing Alternative Investments
 

Moderator: Dianna Price

EVP Investor Relations, Business Development, Romspen Investment Corp.

Michael Burns

Partner, McMillan, Chair of Alternative Investment Management Association -AIMA

Steve Meehan

Chairman, Glen Road Capital Partners

Martha Kane

Chief Compliance Officer, Capital Direct

3:50pm -4:25pm P3: The Future of Public-Private Partnerships Revealed!
   

 

Moderator: Kevin A. Fernandes, CIM, Assistant Vice President, Business Development, Computershare

 

Joey Comeau

Sr. Vice President, EllisDon Capital Inc.

 

John Courtliff

CFA Managing Director, ICM Asset Management Inc.


Eric Lieder

Senior Vice President, Finance, HOCHTIEF PPP Solutions North America Inc.

W. Ian Palm

Partner, Gowling WLG (Canada) LLP

CLOSING KEYNOTE PRESENTATION 3
     
How the Private Capital Market can set the pace for growth in SME, innovation & startups!
     

Bruce Croxon

Entrepreneur, television personality, and venture capitalist. Partner at Round13 Capital and co-host of BNN's TV show, The Disruptors. Advisory council, Ryerson DMZ: a world industry leading tech incubator.

Introduction by: Matt Reynolds

Executive VP, Referral Network, Newport Private Wealth

 

With Ryerson DMZ Sr. Director Programs & Partnerships Hussam Ayyad, Featuring Ryerson DMZ Startup Superstars!

   
RECEPTION ADDRESS
   
5:15pm To be announced, Guest Speaker - Closing remarks, acknowledgements
   
5:45pm-7:00pm Closing Reception, TBC
   
     
BREAKOUT DISCUSSIONS
   
12:50pm-1:30pm Unpacking Corporate Tax 2018
   

Moderator: Steve Warden, CPA, CA, CMC

Partner, Public Company Group, Financial Services, MNP

Don Carson, CPA, CA

Partner, Tax, MNP

 

Dan Kelly

President and CEO, Chair Board of Governors, CFIB, Tax Coalition
 
12:40pm-1:25pm Networking break: Please visit the Exhibitor Hall
   
1:30pm-2:15pm Real Estate, Fact and Fiction: What happens when too many people pile into a “safe” asset?
   

Moderator: A. Neil Hutton

Partner, McLeod Law LLP


Greg Romundt

President, Centurion Asset Management Inc.


Devon Cranson

Founder and President, Cranson Capital

Frank Lonardelli

CEO, Arlington Street Investments

1:50 pm-2:30pm Helping Set the “diversification” Pace for DEALING Representatives    

Moderator: Lloyd McDonald

Vice President, Business Development, Pinnacle Wealth Brokers

Frank Laferriere, CPA

Senior Vice President and Chief Operating Officer, Mandeville Group of Companies


Peter Kinkaide, CFA

Chief Executive Officer, Raintree Capital Inc.

Lorne Zeiler, CFA., MBA

Vice President, Portfolio Manager and Wealth Advisor, TriDelta Financial

2:30 pm Networking break: Please visit the Exhibitor Hall    
3:00 pm-3:45pm Crypto-Currency Fever: As electronic payment methods rise in popularity, should you get in the game?
   

Moderator: Adam S. Armstrong

Partner, Torys LLP

Sean Worthington

President, CloudCoin.Global (Book signing and photo-op following session)

Peter-Paul van Hoeken

Co-founder and CEO, Frontfundr

Fred Pye

President and CEO, 3iQ


3:50 pm-4:25pm Compliance Network: Best Practices
   

Moderator: David Gilkes

President, North Star Compliance & Regulatory Solutions Inc.

Jessica Mitchell

Chief Compliance Officer, TriView Capital

Nadine Milne

Chief Compliance Officer, Portland Investment Counsel Inc.

Morgan Adams

Private Equity Specialist, Pinnacle Wealth Brokers

4:30pm-5:10pm Update on Offering Memorandum
   

Moderator: Brian Koscak

President, Chief Compliance Officer and General Counsel, Pinnacle Wealth Brokers

Peter Dunne

Partner, Miller Thomson LLP


David Surat

Senior Legal Counsel, Ontario Securities Commission


Lynn Tsutsumi

Director Market Regulation, Alberta Securities Commission


 

WHO ATTENDS? Entrepreneurs, disruptors, tech innovators, exempt market dealers, private capital issuers and companies, legal, accounting, and compliance advisers, private equity and venture capital funds, investment advisers and regulators.
The PCMA’s paramount goal is to create opportunities to bring together the unique issues of our private capital markets into a single forum.

 

Please review our current Sponsor and Partnership opportunities HERE (page 9)
For further information, please contact:
PCMA Executive, Director Georgina Blanas at georgina.blanas@pcmacanada.com or Jenya Lorenc at jenya.lorenc@pcmacanada.com

 

As an Exhibitor or PCMA Sponsor/Partner, you will receive exceptional value and will be able to reach key decision-makers while making a significant difference in the private capital markets industry. Take a moment to look at previous sold out PCMA Conferences HERE!

 

THANK YOU TO OUR CONFERENCE SPONSORS AND PARTNERS

TITLE SPONSOR

 

LEAD SPONSOR


 

GOLD SPONSOR


 

SILVER SPONSORS

   

 

BRONZE SPONSORS

       

 

PREMIER COCKTAIL SPONSOR

 

 

BREAKFAST SPONSOR

 

 

LUNCH SPONSOR

 

 

BREAKOUT SESSION SPONSOR


 

 

NETWORKING BREAK SPONSORS

     

 

 

 

THANK YOU TO OUR EXHIBITORS
     
   
    
 


 

   

 

THANK YOU TO OUR CORPORATE TABLE SPONSORS

BCF LAW LLP

BROOKSTREET MIC

COMMUNITY TRUST
EQUITON
ICM
INVICO
LIAHONA CAPITAL INC.
ONMICA

OSC

PINNACLE
PORTFOLIO STRATEGIES CORPORATION
SKYLINE GROUP OF COMPANIES

UNIVERIS
WEIRFOULDS LLP
WHITEHAVEN 

YESTERPAY

 

THANK YOU TO OUR COMMUNITY PARTNERS

 

 
 

   
     KEY MEDIA   NCFA  

 

PCMA FOUNDING PARTNERS

 

PCMA PREMIER PARTNER

   

PCMA CAPITAL PARTNERS

    

 

PCMA AFFILIATE PARTNERS

    

 

 

*The Agenda is subject to change. Please visit the website often for updates and announcements.

 

CANCELLATION & REFUND POLICY
A refund will be made if notice of cancellation is received in writing ten days prior to the event date. We regret that no refund will be given after this period. Substitution of registrants is permitted at any time. The PCMA reserves the right to change program date, meeting place or content without further notice and assumes no liability for these changes.


The PCMA’s paramount goal is to create opportunities to bring together the unique issues of our private capital markets into a single forum. The PCMA Conference is the ultimate opportunity to provide access to the top industry leaders and regulators and to bring forward the ideas and opportunities that will grow and transform the private capital markets. Interact with leading experts on a range of topics dedicated to helping you grow your business, navigate complex regulatory issues and prepare for the private capital markets opportunities on the horizon.

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