PCMA Western National Industry Conference Agenda*
The Glencoe Club | Calgary, Alberta *Subject to change.
Opening Remarks: Doug Bedard, PCMA Chair
Introduction by: Craig Skauge, President & CEO Olympia Trust
Highly respected researcher from Fair Questions, Vivian Krause reveals what’s really going on with the groups trying to keep Canada out of the global energy market.
VIVIAN KRAUSE, Researcher,
Future of oil and Gas in Canada
From investors point of view
STEVE ELLIOTT, VP Sales, Capita Funds
JASON BROOKS President, Invico Capital
The former Chief of T’kemlups Te Secwepemc and Tribal Chief of Shuswap Nation and Regional Chief of British Columbia for the Assembly of First Nations
Moderator: KEN HUGHES
[former Alberta Minister of Energy]
BRIAN KOSCAK, President CCO, General Counsel, Pinnacle
SPENCER COUPLAND, Managing Director & General Counsel, ICM Asset Management
PHIL DU HEAUME, Lawyer
LYNN TSUTSUMI Director of Market Regulation, ASC
Moderator: MARK KENT, President, Portfolio Strategies
• Public and private
• Retail/Institutional – public and private
JOHN CAMPBELL, Chairman, Triview Capital
JAMES COLE Senior VP & Portfolio Manager, Portland
ELROY GUST, President and Managing Partner, Newlook Capital
Moderator: CRAIG BURROWS, CEO, Triview Capital
DARVIN, ZURFLUH, CEO, Pinnacle
PETER KINKAIDE, CEO, Raintree
CRAIG BURROWS, President, Triview Capital
TOMMY BALTZIS, CEO, Whitehaven
Moderator: DOUG BEDARD, PCMA Chair
Introduction by: Stephen Preston, Vice President, Exempt Edge
DOUG BEDARD, PCMA Chair
GEORGINA BLANAS, PCMA Executive Director
MATT REYNOLDS, PCMA Director, Member of Executive Committee
JULIE CLARKE, PCMA Director, Member of Executive Committee
CHRIS SALAPOUTIS, PCMA Director, Member of Executive Committee
DARREN SMITS, PCMA Director, Member of Executive Committee
Hosts: DOUG BEDARD/GEORGINA BLANAS
Special Guest: TOMASIA DASILVA, “Your Money Matters”
Business Reporter/Anchor & News Producer, Global Calgary
Stephen Preston, Vice President, Exempt Edge Presentations
GEOFF LAFLEUR, VP, National Sales, ICM Asset Management
NANCY BACON, Managing Director, Chase Alternatives
RANDY BEAUDOIN, Vice President of National Sales, Invico
Moderator: DARREN SMITTS
a) Data metrics for comparing one real estate issuer versus another. a. Top 10 list of things dealing representatives need to think about when comparing real estate issuers.
b) Data metrics for comparing one mortgage investment entity issuer versus another.
a. Top 10 list of things dealing representatives need to think about when comparing Mortgage Investment Entities issuers.
c) How do these issuers make money and generate returns by comparing business models?
d) How do you compare NAVs among issuers?
e) How does an issuer underwrite a real estate investment?
JOHN COURTLIFF, Managing Director and Portfolio Manager, ICM Asset Management
JASON JOGIA, CIO, Avenue Living
CURTIS POTYONDI, President, Prestige Capital
CAM REID, WealthCo
Moderator: FRANK LONARDELLI, CEO of Arlington Street
MARTHA KANE, CCO, Capital Direct
DEAN KOELLER, CEO & CCO of Calvert Home MIC
DIANA SOLOWAY, President, Brookstreet MIC
Moderator: NEIL HUTTON, Partner, McLeod Law
a. Tips and traps for issuers and their counsel in drafting an offering memorandum (OM) (a ‘baby’ prospectus).
b. What if you get it wrong? Tips and traps for issuers and their counsel in dealing with Canadian securities regulators in the context of a possible cease trade.
c. Tips and traps for issuers, EMD and dealing representatives in preparing OM marketing materials since they are now liability documents and must be filed on SEDAR.
d. Tips and Traps for issuers EMDs and Dealing Representatives in completing subscription agreements including definitions, net financial asset calculations and best practices.
e. Tips and traps in determining which OM rules govern when an issuer sells securities outside of their home jurisdiction (e.g., new laws in Alberta)
JONATHAN DOLL, Partner, Borden Ladner Gervais LLP
CRAIG BENTHAM, Principal/Partner, Mission Law LLP
DIDIER CULAT, Counsel Lawyer, BCF Law
Moderator/Speaker: BRIAN KOSCAK, President, CCO, General Counsel, Pinnacle
ARLENE DICKINSON: CEO Venture Communications, CEO/Founder You Inc.
Introduction: MATT REYNOLDS, EVP Referral Network, Newport Private Wealth
a. How has the world changed on October 17, 2018 in Canada when marijuana was legalized?
b. What have EMDs done to raise capital before it became mainstream and what can EMDs do now?
c. Is this the end of the bubble or the beginning of growing asset class?
d. Where do you see the market going? How will Big Pharma, Big Alcohol and Big Cola companies fit into this new asset class?
e. What is the next wave of financing and development in the marijuana space?
ROSS REBAGLIATI, Founder, Legacy Brands
FRANK SUR, Partner, Gowling WLG
ANDRIYKO HERCHAK, President & CEO, FinCanna Capital Corp.
Moderator: ANNA SERIN, Director of Listings Development, Canadian Securities Exchange
JASON KENNEY, Leader of the United Conservative Party in Alberta
Introduction: CRAIG SKAUGE, President, Olympia Trust Company & Curtis Potyondi, Prestige Capital
Photo Opportunity: 10 Minutes
Thank you: Craig Skauge & Curtis Potyondi
Closing Remarks by: Georgina Blanas & Doug Bedard