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2016 PCMA Private Capital Markets Annual Conference Agenda
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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





Peter Conroy

TMX Shorcan Brokers Limited
Co-Managing Director

TSX Private Markets


Emmanuel Gonnet
Vice President
Product Management





Jason MacLellan

Senior Sales Executive






11:45 am


Networking Break


12:00 pm




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

1:15 pm


Networking Break


1:30 pm


4th Floor Main Ballroom

Managing compliance - strategies for meeting rising compliance expectations.


John A. Fabello
Torys LLP







David Gilkes

North Star Compliance &
Regulatory Solutions

Vice Chair



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

Romspen Investment Corp.



Melissa MacKewn
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


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


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
WeirFoulds LLP









Peter Dunne

Cassels Brock & Blackwell LLP





Brian Koscak

President and General Counsel
Pinnacle Wealth Brokers

Vice Chair, PCMA





Jo-Anne Matear
Corporate Finance Branch
Ontario Securities Commission


Tommy Wong
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

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.