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futures atlantic symposium
futures atlantic symposium

September 10 & 11, 2009 agenda

(Preliminary and subject to change)

 

September 9    
 

Onsite venue preparation

 
September 10    
11:00 am - 1:00 pm Registration Foyer
CAREER DEVELOPMENT  
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

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

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.

Kent Auditorium
4:00 pm - 6:00 pm

Networking Reception

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

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

 
8:00 am - 5:00 pm Financial Institutions Conduct Student Interviews  
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

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

 
     

Post-conference Workshops
     
September 11    
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.

Wu Conference Centre
September 12 & 13    
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

 

 

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