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The Summit agenda
February 12, 2018
8:30 am - 9:25 amRegistration and refreshments
9:25 am - 9:30 amWelcome
9:30 am - 10:15 amThe evolving role of the COO: What new skills and expertise are required? [More Info]
Danielle Skipp, COO/CCO, BloombergSen

Ranjan Bhaduri, Founder, President and CEO, Bodhi Research Group
Mackenzie Crawford, Managing Director, SS&C Commonwealth
Rodrigo Gordillo, Managing Partner, Resolve Asset Management
James Burron, Canadian Association of Alternative Strategies & Assets (CAASA)
10:15 am - 11:00 amDebating cost cutting methods, outsourcing and vendor oversight [More Info]
Alizeh Khorasanee, Senior Accountant, Investment Fund Manager Team, Ontario Securities Commission
Supriya Kapoor, CCO, Westface Capital
Mike Philbrick, President, Resolve Asset Management
Michael Thom, Vice-President, Lumen Asset Management
11:00 am - 11:30 pmRefreshment break
11:30 pm - 12:15 pmSecurity update: Tackling emerging cyber threats [More Info]
Susan Pawelek, Accountant, Investment Fund Manager Team, Ontario Securities Commission
Max Kimpton, Director, Castle Hall
Jon Aikman, Chief Investment Officer & Portfolio Manager, Pinnacle Asset Management
Jonathon Fairtlough, Managing Director, Kroll
Greg Markell, President & CEO, Ridge Canada Cyber Solutions (RCCS)
12:15 pm - 1:15 pmLunch
1:15 pm - 2:00 pmROUNDTABLE SESSIONS [More Info]
1:15 pm - 2:00 pmA. Attracting Top Talent: Recruiting for the modern-day hedge fund [More Info]
Rodrigo Gordillo, Managing Partner, Resolve Asset Management
Mike Philbrick, President, Resolve Asset Management
1:15 pm - 2:00 pmB. New technologies and industry disruptors [More Info]
Fred Pye, President, 3IQ
1:15 pm - 2:00 pmC. Forming a “Retailization” timeline [More Info]
Lillian Ferdinger, Vice President of National Accounts, NinePoint Partners
Michael Burns, Chairman (Canada) , AIMA
1:15 pm - 2:00 pmD. A European regulatory masterclass [More Info]
2:00 pm - 2:45 pmROUNDTABLE SESSIONS [More Info]
2:00 pm - 2:45 pmA. Attracting Top Talent: Recruiting for the modern-day hedge fund [More Info]
Rodrigo Gordillo, Managing Partner, Resolve Asset Management
Mike Philbrick, President, Resolve Asset Management
2:00 pm - 2:45 pmB. New technologies and industry disruptors [More Info]
Fred Pye, President, 3IQ
2:00 pm - 2:45 pmC. Forming a “Retailization” timeline [More Info]
Lillian Ferdinger, Vice President of National Accounts, NinePoint Partners
Michael Burns, Chairman (Canada) , AIMA
2:00 pm - 2:45 pmD. A European regulatory masterclass [More Info]
2:45 pm - 3:15 pmRefreshment break
3:15 pm - 4:00 pmROUNDTABLE SESSIONS [More Info]
3:15 pm - 4:00 pmA. Attracting Top Talent: Recruiting for the modern-day hedge fund [More Info]
Rodrigo Gordillo, Managing Partner, Resolve Asset Management
Mike Philbrick, President, Resolve Asset Management
3:15 pm - 4:00 pmB. New technologies and industry disruptors [More Info]
Fred Pye, President, 3IQ
3:15 pm - 4:00 pmC. Forming a “Retailization” timeline [More Info]
Lillian Ferdinger, Vice President of National Accounts, NinePoint Partners
Michael Burns, Chairman (Canada) , AIMA
3:15 pm - 4:00 pmD. A European regulatory masterclass [More Info]
4:00 pm - 4:30 pmDrinks reception & event close