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SUMMIT AGENDA
Wednesday, February 22
8:30 am - 9:30 am
Registration and refreshments
9:25 am - 9:30 am
Welcome
9:30 am - 10:15 am
Q&A--Breaking into the US: A need-to-know guide
10:15 am - 10:45 am
The impact of ‘retailization’ on the Canadian alternatives space
11:00 am - 11:30 am
Refreshments break
11:30 am - 12:15 pm
HFM roundtable sessions
11:30 am - 12:15 pm
A. Step-by-Step Technology: what should you look into next?
11:30 am - 12:15 pm
B. Redefining Reporting: defining and discussing new reporting proposals
11:30 am - 12:15 pm
C. The Compliance Audit: prepping for an unexpected visit
11:30 am - 12:15 pm
D. Best Interest Standards review
11:30 am - 12:15 pm
E. The ODD line-up: A multi-perspective view of due diligence
12:15 pm - 1:45 pm
Lunch
1:45 pm - 1:45 pm
Roundtables - repeat of sessions
1:45 pm - 2:30 pm
A. Step-by-Step Technology: what should you look into next?
1:45 pm - 2:30 pm
B. Redefining Reporting: defining and discussing new reporting proposals
1:45 pm - 2:30 pm
C. The Compliance Audit: prepping for an unexpected visit
1:45 pm - 2:30 pm
D. Best Interest Standards review
1:45 pm - 2:30 pm
E. The ODD line-up: A multi-perspective view of due diligence
2:30 pm - 3:15 pm
Roundtables - repeat of sessions
2:30 pm - 3:15 pm
A. Step-by-Step Technology: what should you look into next?
2:30 pm - 3:15 pm
B. Redefining Reporting: defining and discussing new reporting proposals
2:30 pm - 3:15 pm
C. The Compliance Audit: prepping for an unexpected visit
2:30 pm - 3:15 pm
D. Best Interest Standards review
2:30 pm - 3:15 pm
E. The ODD line-up: A multi-perspective view of due diligence
3:15 pm - 3:45 pm
Refreshments
3:15 pm - 4:30 pm
Roundtables - repeat of sessions
3:45 pm - 4:30 pm
A. Step-by-Step Technology: what should you look into next?
3:45 pm - 4:30 pm
B. Redefining Reporting: defining and discussing new reporting proposals
3:45 pm - 4:30 pm
C. The Compliance Audit: prepping for an unexpected visit
3:45 pm - 4:30 pm
D. Best Interest Standards review
3:45 pm - 4:30 pm
E. The ODD line-up: A multi-perspective view of due diligence
4:30 pm - 5:30 pm
Drinks reception
Please note that the agenda is subject to change, and the organizers reserve the right to amend the sessions and timings.
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