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futures atlantic symposium
futures atlantic symposium

September 15 & 16, 2011 agenda

Wu Conference Centre
UNB Fredericton

(Preliminary and subject to change)

 

September 15    
11:00 am - 1:00 pm Registration Foyer
CAREER DEVELOPMENT  
1:00 pm – 1:15 pm

Opening Remarks

Dr. Eddy Campbell
President
University of New Brunswick

Dr. Robert Austin
Dean, Faculty of Business Administration
University of New Brunswick

Prof. Glenn Cleland, CFA MBA CAIA
Founding Director, Centre for Financial Studies
University of New Brunswick

Kent Auditorium
1:15 pm - 2:00 pm Women in Capital Markets"An Overview of the Capital Markets"

Martha Fell
CEO
Women in Capital Markets
Kent Auditorium
2:00 pm - 3:00 pm

"A Conversation with Investment Industry Leaders"

Moderator: Robert Livingston
Vice President
McLean Budden

Panelist:

Martha Fell
CEO
Women in Capital Markets

David Hay
Vice Chair
Investment Banking
CIBC

Kent Auditorium
3:00 pm - 3:15 pm Refreshment Break Foyer
3:15 pm - 4:00 pm

Financial Designations

Chartered Financial Analyst (CFA)
Mary Oxner Ph.D. CFA CA
Education Rep, Atlantic Canada CFA Society Board
Prof. Accounting
Saint Francis Xavier University

Certified Financial Planner (CFP)
Tamara Smith
Vice President
Marketing and Consumer Affairs
Financial Planner's Standards Council

Kent Auditorium
4:00 pm - 5:30 pm

Roundtable Mentoring Forum

Format:  Approximately 10 tables will be set up representing the same number of topic areas.  An expert will host a table that will be identified by topic (ie.  Alternative Investments, Fixed Income, etc.).  Conference delegates move to a different table, or topic area every 15 minutes to become a discussant in a different “conversation”.

Topics in Investment Finance (subject to change)

  • Fixed income derivatives
  • Women in Capital Markets
  • Alternative investments
  • Credit default swaps
  • Investment research
  • Investment banking
  • Fixed income
  • Money management
Chancellor’s Room
5:30 pm - 6:00 pm

Networking Cocktail Reception

Foyer
5:30 pm - 6:15 pm

In Search of Your New World

Bob Livingston
Sr. VP
McLean Budden

Room 217
(Aitken Room)
Evening Corporate Receptions (by invitation only) 2nd Floor
September 16

PROFESSIONAL DEVELOPMENT

 
8:00 am - 5:00 pm Financial Institutions Conduct Student Interviews As designated
7:15 am - 8:00 am Power Breakfast Chancellor's Room
8:00 am - 9:00 am

The Future of the Investment Management Industry

Peter Clark
Managing Director
Beutel Goodman Investment Counsel

Chancellor's Room
9:00 am - 9:15 am Refreshment Break Chancellor's Room
9:15 am - 10:00 am

Alternative Investments

Stephen Foote
Director
Northleaf Capital Partners

Chancellor's Room
10:00 am - 11:00 am

“Effective Sell Side Research Tips and Techniques”

Tom Liston
Director of Research
Versant Partners

Chancellor's Room
11:00 am - 11:15 am

Refreshment break

Chancellor's Room
11:15 am - 12:00 pm

Keynote Address
Greg Young
Managing Director
Derivative Products
TD Securities

Chancellor's Room
12:00 pm

Closing Remarks
Glenn Cleland

Chancellor's Room
     

Pre-conference Workshop
     
September 7, 8, 12 & 14, 2011  
6:00 pm - 9:00 pm

Financial & Valuation Modeling

Instruction by an experienced investment banker
Boston firm, Wall Street Prep

Sept. 7 & 8: Financial Modeling in Excel
Sept. 12 & 14: Intro. to Valuation/Discounted Cash Flow

For more information or to register, click here.

Tilley Hall, Room 300

 

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