Upcoming Conferences & Events

1. 4^th Annual Alternative Investments for Institutional Investors Conference

   Venue: One King West Hotel ~ Austin Gallery, Toronto, Ontario
   Date: Monday, February 22, 2010
   
   Conference PDF Brochure
   
   To view the Conference PDF Brochure with full Program Agenda click here or on the image below:
   
   
   
   Register Online
   
   To register online for this conference please click here to launch the online registration form.
   
   Presented by:
   
   
   
   Conference Partners
   
   Silver Partner
   
   
   
   Conference Chair
   
   Joe Hornyak
   Executive Editor
   
   
   Opening Keynote Speaker
   
   Joseph Morgart
   Senior Vice President
   Alternative Investment Strategies
   
   
   Institutional Investor Discussion Panel
   
   Michel Malo
   Managing Director, Investment Strategy &
   Co-Chief Investment Officer
   University of Toronto Asset Management
   
   
   Keynote Luncheon Speaker
   
   Zev Frishman
   Vice President, Global Equity Strategies
   Ontario Teachers’ Pension Plan
   
   
   Topic: Risk Management and Its Application in the Portfolio Management Process
   
   Including:
   
      ~ OTPP’s approach to risk measurement & management
      ~ Implications for Active Portfolio Management
      ~ Specific Issues Concerning Alternative Investments
      ~ Due Diligence Do's and Don'ts
      ~ Assessing External Managers
      ~ Spotting Red Flags
   
   Infrastructure & Real Estate Discussion Panel
   
   Frank Mayer
   Chairman
   Vision Capital Corporation
   
   
   Private Equity Discussion Panel
   
   Randy Bauslaugh
   Partner
   Blake, Cassels & Graydon LLP
   
   
   Topic: Private Equity Investments: A Legal Perspective
   
      ~ the legal framework for pension plan investments
      ~ rounding out the private equity investment team
      ~ taking a holistic approach to private equity investments
      ~ addressing fiduciary responsibilities and governance issues
   
   Hedge Funds Discussion Panel
   
   Joseph Morgart
   Senior Vice President
   Alternative Investment Strategies
   
   
   Panel Moderator
   
   Christopher Holt
   Director, Industry Relations (Americas)
   Chartered Alternative Investment Analyst (CAIA) Association
   
   
   Hear from leading alternative investment industry experts, thought-leaders, institutional investors and pension fund consultants. Institutional investors will have the opportunity to meet informally with a selection of leading alternative investment managers and hear about their investment strategies and philosophies at the afternoon Meet-the-Manager Roundtable Discussion Forums.
   
   Featuring panel discussions on:
   
      ~ real estate & infrastructure investment strategies & opportunities
      ~ private equity
      ~ where & how hedge funds fit into institutional investment portfolio
      ~ currency hedging
      ~ commodities
   
   PLUS:
   
      ~ Institutional Investor Discussion Panel
   
   Delegate Testimonials
   
   Comments from February ’09 Conference attendees:
   
   “The topic was relevant to our plan’s current review of (its) investment policy.”
   
   “Excellent – good educational content. Very good speakers.”
   
   “Very good – the information was clear and well explained. I was able to talk to quite a few people as well.”
   
   “Excellent – it was very informative and interactive. Above all, the parameters of discussion were broad.”
   
   “Topics and quality of speakers were good. Not too simple but well aligned with investor needs.”
   
   
   

2. “The Buying & Selling of Financial Advisory Practices: The New Landscape”

   Date: 1st Half, 2010
   Venue: TBA
   
   This unique, one day conference follows Mindpath’s successful staging of this conference in 2007 & 2008. Given the turmoil in the markets over the past 12 months, the landscape has changed significantly for financial advisors. Many are looking to either expand their books through acquisition or merge, consolidate, downsize, right-size or exit the business entirely.
   
   Featuring:
   
      ~ the ‘best of’ Mindpath’s ’07 & ‘08 conferences
      ~ planning firm showcase
      ~ buy / sell facilitation forum
      ~ expert speakers in the field of book buying & selling
      ~ advisor discussion panel
   
   Up to 6 CE Credits will be available!