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futures atlantic symposium
futures atlantic symposium

September 16 & 17, 2010 agenda

Wu Conference Centre
UNB Fredericton

(Preliminary and subject to change)

 

September 16    
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. 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

Panelist:

Martha Fell
CEO
Women in Capital Markets

Daniel J. McCarthy
Vice Chairman
CIBC World Markets

Mike MacBain
General Partner
East Coast Performance Fund

Kent Auditorium
3:00 pm - 3:15 pm Refreshment Break Chancellor's Room
3:15 pm - 4:00 pm

Financial Designations Presentations

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

Financial Risk Management (FRM)
Desmond Alvares
Regional Director
Risk Management Committee of Ontario - Toronto
Global Association of Risk Professionals

Certified Financial Planner (CFP)
John Wickett
Senior Vice President
Standards and Certification
Financial Standards Planning Council

Kent Auditorium
5:30 pm - 6:00 pm

Networking Cocktail Reception

Foyer
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)

  • Changes in global exchanges
  • Fixed income derivatives
  • Women in Capital Markets
  • Alternative investments
  • Credit default swaps
  • Investment Research
  • Investment Banking
  • Fixed Income
  • International energy investing
  • Money Management
  • International Investment Consultants

Chancellor's Room

5:30 pm - 6:15 pm

"Discover Your Passion"

Robert Livingston
Vice President
McLean Budden

Room 217, Aitken Room
Evening Corporate Receptions (by invitation only) 2nd Floor
September 17

PROFESSIONAL DEVELOPMENT

 
8:00 am - 5:00 pm Financial Institutions Conduct Student Interviews As designated
7:15 am - 8:00 am Power Breakfast Room 100A /
Chancellor's Room
8:00 am - 9:00 am

Behavioural Finance

Leah Brock
Senior Vice President, Marketing
Brandes Investment Partners

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

Alternative Investments
(private equity, hedge funds, real estate, commodities and infrastructure)

Sonny Ng CFA MBA
Brockhouse & Cooper Inc.
International Investment Dealers & Consultants

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 Presentation

"On Leadership"
Martine M. Irman
Vice Chair
TD Securities
Senior Vice President
TD Bank Financial Group

Chancellor's Room
12:00 pm

Closing Remarks
Prof. Glenn Cleland
Symposium Moderator

Chancellor's Room
     

Post-conference Workshops
     
September 17    
1:30 - 4:30 pm

Value Investing:  Principles and Practice

Dr. Eben Otuteye
Professor of Finance
University of New Brunswick (Fredericton)

For a summary of the session, learning outcomes and further information, click here.

To register for the Value Investing workshop, click here.

Room 300, Tilley Hall
September 18 & 19    
9:00 am - 5:00 pm

Financial & Valuation Modeling Workshop

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

Day One: Financial Modeling in Excel
Day Two: Intro. to Valuation/Discounted Cash Flow

For more information or to register, click here.

Room 300, Tilley Hall

 

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