SUMMIT AGENDA
Wednesday, February 22
8:30 am - 9:30 amRegistration and refreshments
9:25 am - 9:30 amWelcome
9:30 am - 10:15 amQ&A--Breaking into the US: A need-to-know guide
10:15 am - 10:45 amThe impact of ‘retailization’ on the Canadian alternatives space
11:00 am - 11:30 amRefreshments break
11:30 am - 12:15 pmHFM roundtable sessions
11:30 am - 12:15 pmA. Step-by-Step Technology: what should you look into next?
11:30 am - 12:15 pmB. Redefining Reporting: defining and discussing new reporting proposals
11:30 am - 12:15 pmC. The Compliance Audit: prepping for an unexpected visit
11:30 am - 12:15 pmD. Best Interest Standards review
11:30 am - 12:15 pmE. The ODD line-up: A multi-perspective view of due diligence
12:15 pm - 1:45 pmLunch
1:45 pm - 1:45 pmRoundtables - repeat of sessions
1:45 pm - 2:30 pmA. Step-by-Step Technology: what should you look into next?
1:45 pm - 2:30 pmB. Redefining Reporting: defining and discussing new reporting proposals
1:45 pm - 2:30 pmC. The Compliance Audit: prepping for an unexpected visit
1:45 pm - 2:30 pmD. Best Interest Standards review
1:45 pm - 2:30 pmE. The ODD line-up: A multi-perspective view of due diligence
2:30 pm - 3:15 pmRoundtables - repeat of sessions
2:30 pm - 3:15 pmA. Step-by-Step Technology: what should you look into next?
2:30 pm - 3:15 pmB. Redefining Reporting: defining and discussing new reporting proposals
2:30 pm - 3:15 pmC. The Compliance Audit: prepping for an unexpected visit
2:30 pm - 3:15 pmD. Best Interest Standards review
2:30 pm - 3:15 pmE. The ODD line-up: A multi-perspective view of due diligence
3:15 pm - 3:45 pmRefreshments
3:15 pm - 4:30 pmRoundtables - repeat of sessions
3:45 pm - 4:30 pmA. Step-by-Step Technology: what should you look into next?
3:45 pm - 4:30 pmB. Redefining Reporting: defining and discussing new reporting proposals
3:45 pm - 4:30 pmC. The Compliance Audit: prepping for an unexpected visit
3:45 pm - 4:30 pmD. Best Interest Standards review
3:45 pm - 4:30 pmE. The ODD line-up: A multi-perspective view of due diligence
4:30 pm - 5:30 pmDrinks reception

Please note that the agenda is subject to change, and the organizers reserve the right to amend the sessions and timings.