The Edmonton CFA Society
is proud to present its
Refining Wealth Management Conference.
This day and a half conference brings together top-end investment minds from around the globe who will speak to
key strategies for today’s investment practitioner. The keynote speakers for this year’s event include:
Marc Faber, editor and publisher of
“The Gloom, Boom & Doom Report”
Andrew B. Busch, Currency Advisor to the
White House and Global FX Strategist for BMO Capital Markets
Patricia Croft of PH&N Investment Management
The morning sessions will offer broad-based global topics such as currencies and emerging markets, as well as a
macro-economic outlook. The afternoon breakout sessions will provide attendees with a chance to focus on specific
topics tailored either to the retail or institutional investment practitioner. The second day concludes by taking an
inward look at investing in the Northern Alberta market.
Who should attend?
• Wealth management professionals
• Refined investors
• Pension and Endowment Managers
• Portfolio Managers
• Analysts
• Finance Industry Professionals
To those who register for the conference, we are offering an optional comprehensive one-day tour of Syncrude’s Oil
Sands operation, in addition to other sites, in Fort McMurray, Alberta. Air transportation to and from Fort McMurray,
including all site tours, will be provided. This is a fee-based tour that has been an extremely popular feature at past
conferences and is sure to sell out quickly. The tour is limited to 40 attendees – REGISTER SOON!
Please visit www.refiningwealth.com to register.
Setting a higher standard for
the Edmonton Investment Community • Organized by the Edmonton CFA Society • Affiliated with the CFA Institute
Agenda
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| 7:00 AM - 7:00 PM |
Suncor & Syncrude Oil Sands Tour
Tour of Suncor & Syncrude Oil Sands, plus additional Fort McMurray sites. |
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| 7:00 AM - 8:00 AM |
Breakfast & Opening Remarks
Location: Empire Ballroom |
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| 8:00 AM - 9:00 AM |
Outlook 2008 - Life in the Aftermath of the Great Credit Crisis
Presenter: Patricia Croft, Chief Economist, Philips Hagar & North Investment Management Ltd. |
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| 9:00 AM - 10:00 AM |
Investment Process Best Practices: A Practitioner's Perspective
Presenter: Jeff Brown, Chief Investment Officer, Highstreet Asset Management |
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| 10:00 AM - 10:15 AM |
Morning Break |
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| 10:15 AM - 11:15 AM |
Emerging Markets
Presenter: Mary Anne Wiley, CFA, Principal, Strategic Account Manager, National Head Office and Institutional Business, Barclays Global Investors Canada Limited (Barclays Canada) |
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| 11:15 AM - 12:15 PM |
Canadian Equity: panel discussion
This panel discussion will feature professionals with differing expertise and view points discussing major issues that face Canadian Equity investors. The session will also feature a significant interactive portion to allow attendees to guide the discussion. |
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| 12:15 PM - 1:15 PM |
Lunch
Location: Empire Ballroom |
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| 1:15 PM - 3:15 PM |
Breakout Sessions
Institutional and Private Wealth Streams (noted below) |
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| 3:15 PM - 3:30 PM |
Afternoon Break |
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| 6:30 PM - 10:00 PM |
Evening Event
6:30 - 8:00 pm: Cocktails and Stand-up Reception, Tucker Amphitheatre, Citadel Threatre
8:00 - 9:00 pm:
Marc Faber, Editor & Publisher of the
"Gloom, Boom and Doom Report"
"Will the first synchronized global economic
boom in the 200 year old history of capitalism
also lead to a synchronized bust?" |
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| 1:15 PM - 2:15 PM |
Alberta's Private Equity Landscape
Presenter: Lorne Jacobsen, Managing Director, TriWest Capital Partners |
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| 2:15 PM - 3:15 PM |
Fixed Income
Presenter: Aubrey Basdeo, Head of Fixed Income, Barclays Global Investors |
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| 3:30 PM - 4:30 PM |
Institutional Real Estate Investing
Presenter: Jon Love, Managing Partner, KingSett Capital |
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| 4:30 PM - 5:30 PM |
Asset Allocation
Presenter: TBA |
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| 1:15 PM - 2:15 PM |
How to Write Investment Commentary That People Will Read
Presenter: Susan B. Weiner, Writer-Editor, investmentwriting.com |
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| 2:15 PM - 3:15 PM |
Tax Planning
Presenter: Les Creasy, Partner, Meyers Norris Penny LLP |
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| 3:30 PM - 4:30 PM |
Best Practices of Top Performing Investment Teams
Presenter: Jamie Ziegler, Principle, Focus Group Consulting |
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| 4:30 PM - 5:30 PM |
Estate Planning
Presenter: Kary Hargreaves, LLB, Brownlee LLP |
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| 7:00 AM - 8:00 AM |
Breakfast
Location: Empire Ballroom |
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| 8:00 AM - 9:00 AM |
Global Macro Outlook
Presenter: Gary Smith, Chief Strategist, AIMCo |
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| 9:00 AM - 10:00 AM |
Investing for the Future: Carbon Trading Strategies
Presenter: David Rogers, Director of Carbon Management, Front Street Capital |
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| 10:00 AM - 10:15 AM |
Morning Break |
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| 10:15 AM - 11:15 PM |
Currency
Presenter: Andrew Busch, Global FX Strategist & Currency Advisor to the White House, BMO Capital Markets |
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| 11:15 AM - 12:15 PM |
Local Companies: panel discussion
This panel will feature senior executives from local, publically-traded companies sharing their viewpoints on challenges and opportunities faced by Northern Alberta based companies. |
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| 12:15 PM - 1:30 PM |
Lunch
Location: Wedgewood Room
Conference Concludes |