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| September 9 |
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Onsite venue preparation |
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| September 10 |
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| 11:00 am - 1:00 pm |
Registration |
Foyer |
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CAREER DEVELOPMENT |
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| 1:00 pm – 1:15 pm |
Opening Remarks
Dr. Daniel Coleman
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
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Kent Auditorium |
| 1:15 pm - 2:00 pm |
 "An Overview of the Capital Markets"
Martha Fell
CEO
Women in Capital Markets
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Kent Auditorium |
| 2:00 pm - 3:00 pm |
"A Conversation with Investment Industry Leaders"
| Moderator: |
Robert Livingston
Vice President
McLean Budden |
Michael W. MacBain
Former Investment Executive
Daniel J. McCarthy
Vice Chairman
CIBC World Markets
|
Kent Auditorium |
| 3:00 pm - 3:15 pm |
Refreshment Break |
Foyer |
| 3:15 pm - 4:00 pm |
Financial Designations
Chartered Financial Analyst
Wendy Pirie Ph.D CFA CA
Director of Curriculum Projects
CFA Institute
Charlottesville, Virginia
Certified Financial Planner
Frank Burns
Director, Education
Financial Planners Standards Council
Canadian Securities Institute
Brian Jones FCSI
Canadian Securities Institute
Vice President, TD Waterhouse Investment Advisors
Fredericton, N.B.
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Kent Auditorium |
| 4:00 pm - 6:00 pm |
Networking Reception
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Chancellor's Room |
| 4:00 pm - 5:00 pm |
Roundtable Mentoring Forum
During the one-hour period an expert will host a table which will be identified by topic. Eight to ten tables will be set up representing the same number of topic areas. 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)
- Changes in global exchanges
- Fixed income derivatives
- Women in Capital Markets
- Alternative investments
- Credit default swaps
- STALLA Professional Education
- Investment Research
- Investment Banking
- Fixed Income
- International energy investing
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Chancellor's Room |
| 4:45 pm - 5:30 pm |
“Cross-cultural Communication In Business”
Anita Punamiya
Executive Director
CompreCultures |
2nd Floor |
| 5:30 pm - 6:15 pm |
“The Times They are A-changing”
Robert Livingston
Vice President
McLean Budden |
2nd Floor |
| 7:00 pm |
Corporate Receptions (by invitation only) |
2nd Floor |
| September 11 |
PROFESSIONAL DEVELOPMENT
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| 8:00 am - 5:00 pm |
Financial Institutions Conduct Student Interviews |
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| 7:15 am - 8:00 am |
Power Breakfast |
Foyer |
| 8:00 am - 9:00 am |
The Future of Fixed Income
James Scott CFA
Vice President
Fixed Income
NBIMC
Remi Roger CFA
Vice President
Seamark Asset Management |
Kent Auditorium |
| 9:00 am - 9:15 am |
Refreshment Break |
Foyer |
| 9:15 am - 10:00 am |
Alternative Investments
(private equity, hedge funds, real estate, commodities, infrastructure)
Jane Seto
Director, Head of Asset Management
RREEF Infrastructure Europe
London, England
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Kent Auditorium |
| 10:00 am - 11:00 am |
The Global Credit Crisis: What Have We Learned?
Allan Seychuk CFA MA
Economist
Phillips, Hager & North Investment Management Ltd.
|
Kent Auditorium |
| 11:00 am - 11:15 am |
Refreshment break
|
Foyer |
| 11:15 am - 12:00 pm |
Keynote Presentation
Investment Outlook 2010
Bruce Cooper
Managing Director
TD Asset Management
|
Kent Auditorium |
| 12:00 pm |
Closing Remarks
Symposium Moderator
Prof. Glenn Cleland |
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| Post-conference Workshops |
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| September 11 |
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| 1:30 - 4:30 pm |
Value Investing: Principles and Practice
Dr. Eben Otuteye
Professor of Finance
University of New Brunswick
For a summary of the session, learning outcomes and further information, click here.
To register for the Value Investing workshop, click here.
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Wu Conference Centre |
| September 12 & 13 |
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| 9:00 am - 5:00 pm |
Financial & Valuation Modeling Boot Camp
Instructor: former investment banker (TBD)
Boston firm, Wall Street Prep
Day One: Financial Modeling in Excel
Day Two: Intro. to Valuation/Discounted Cash Flow
For more details about the boot camp or to register, click here. |
University of New Brunswick, Head Hall, Room GD 118 |
