Canada Alpha Generation Symposium 2023 Agenda – March 30th, 2023

11:45AM – 12:30 PM: Registration and Buffet Lunch

12:30pm – 1:00pm: Opening Remarks

  • Nora Richardson, Vice President of Membership and Investor Services, Managed Funds Association
  • Tim Gatley, Managing Director, Americas Head of Equities Sales, Citi

1:00PM – 1:30PM: Global Markets Outlook Panel

  • Diana Amoa, CIO of Long-Biased Strategies, Kirkoswald
  • Ilya Gofshteyn, Head of Macro Strategy, Capstone
  • Jamie Fahy, Head of Global Macro Strategy, Citi

1:30PM – 2:00PM: Best Practices on Regulations, Margin and Portfolio Optimization Panel

  • Jennifer Han, Executive Vice President, Chief Counsel, Head of Regulatory Affairs, Managed Funds Association
  • Madlen Dorosh, Managing Director, NAM Head of Prime Brokerage and FCX Origination Sales, Citi
  • Sharada Sukheja, Director, Counterparty Portfolio Optimization and Risk Solutions, Citi
  • Xavier Urli, Head of Investments, Innocap

2:00PM – 2:30PM: Views from the Investment Consultant Community Panel

  • David Sheng, Managing Director, Portfolio Advisory, Aksia
  • David Willers, Principal, Mercer
  • Mike Woollatt, Managing Director, Client Solutions Group and Head of Canada, Hamilton Lane
  • Dr. Ranjan Bhaduri, Chief Executive Officer, Bodhi Research Group

2:30PM – 2:45PM: Coffee Break

2:45 PM – 3:15PM: The Road for Growth, Value, and China Panel

  • Chris Doheny, Managing Director, Global Stock Selection, AQR
  • Chris Procaccini, Portfolio Manager, Magnetar Healthcare
  • Heather Sergeant, Portfolio Manager, CPP Investments
  • Mederic Gehl, Director, Head of Delta One Index & Customs Sales APAC, Citi

3:15PM – 3:45PM: Short Alpha: Outlook for the Securities Lending Market and Stock Borrow Panel

  • France Boisjoli, Managing Director, Securities Finance, Caisse de dépôt et placement du Québec
  • James (“Jos”) Shaver, Managing Partner / Chief Investment Officer, Electron Capital Management
  • Jeff Barnett, Partner and Chief Financial Officer, Dorsal Capital
  • William Wade, Managing Director, Americas Head of Securities Lending, Citi

3:45PM – 4:15PM: Incorporating Data and Machine Learning into the Underwriting Process Panel

  • Brian Crowell, Global Head of WMA Portfolio Solutions, WorldQuant Millennium Advisors
  • Christoph Dietrich, Portfolio Manager, External Managers Group, Ontario Teachers’ Pension Plan
  • Michael Weaver, Director of Business Strategy, Voloridge

4:15PM – 4:45PM: Perspectives on Talent Acquisition, Retention, and Growth Panel

  • Beauregard Fournet, Managing Director, HBK
  • Carmen Lam, Partner, Operational Due Diligence, and Head of Canada, Albourne
  • Richard Schimel, Co-Founder and Co-CIO, Cinctive
  • Stephen Harvey, Chief Investment Officer, Titan Advisors

4:45PM – 5:15PM: Innovations in Hedge Fund Structure and Access Panel

  • Eileen Overbaugh, Partner, Schulte Roth & Zabel
  • Jason Hubschman, COO and Head of Products and Solutions, Lyxor
  • Nora Richardson, Vice President of Membership and Investor Services, Managed Funds Association

5:15PM: Networking Drinks