Canadian Hedge Fund Managers
Speak with Investors Forum
Thursday, September 25th, 2008
- St. Andrew’s Club & Conference Centre
- 150 King Street West, 27th Floor, Toronto, Ontario
It was a full house for Introduction Capital’s hedge fund forum on September 25, 2008. Over 75 sophisticated investors gathered at the St Andrew’s Club to hear short presentations from 17 Canadian hedge fund managers. Managers spoke about fund performance and also offered some insights and strategies for investors during the current volatile market conditions. One manager declared "It is exactly the type of event I want to do more of" referring specifically to how effectively the 10-minute presentations allowed managers to showcase their funds.
Generously sponsored by Horizons Betapro Funds, JovVentures, Felcom Data Services, BMO Capital Markets, Sprott Asset Management, Stikeman Elliott, Arrowhedge Partners and Accelator Capital Management, the day was extremely successful and well-received by managers and investors alike. Both the on-site lunch and end-of-day cocktail reception provided many opportunities for networking.
Jim McGovern, CEO of Arrowhedge Partners started the day with opening remarks that evoked thought and reflection. Moderator Ann Glazier of AlphaScout Funds expertly guided the panels through their presentations and led the group through informative Q & A sessions after each panel. A highlight of the day-long forum was the keynote address by Stephen Bondi of New York-based Asset Alliance. Steve’s years of experience in the alternative space came through as he provided the group with valuable information on the importance of hedge fund manager due dilligence.
"The session was extremely valuable to me" stated one investor. "Your meeting….was the best conducted and most beneficial yet" he continued, adding that two of the funds he learned about were now being considered for potential investment.
His words captured the essence of the day, and of the work that Introduction Capital does.
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2nd Investor Meets Canadian Hedge Fund Manager Forum
October 25, 2007
The 2nd “Investors Meet CANADIAN Hedge Fund Manager” Forum organized by Introduction Capital and Knowledge Suites was held in Toronto on Thursday, October 25. Bloomberg graciously hosted this specialized event at their offices and other sponsors included BMO Capital Markets, Horizons BetaPro Funds, Butterfield Fund Services (Cayman).
Introduction Capital selected sixteen Canadian hedge fund managers to speak - from exciting early-stage start ups to the larger more established fund groups. Each manager presented an overview of their firm, fund strategy, risk management approach and market outlook to a private audience of over 50 investors also selected for this invitation only event.
"We believe that bringing sophisticated hedge fund investors together directly with the hedge fund managers in this format, is very efficient and beneficial for both groups. This is what we do...broker relationships that make sense.”
- Karen Azlen, President, Introduction Capital Inc
Investor types who attended were Fund-of-Funds, sophisticated and accredited high net worth individuals and family offices from Canada, the U.S., Europe and Cayman Islands. The forum offered opportunities for one-on-one discussions for investors with the managers as well as networking amongst industry leaders.
Notable was that the managers themselves have large amounts or all of their own money invested in the funds they manage. This is testimony to the manager’s conviction of what he is doing as well as his/her alignment of interests with investors.
Steve Kangas from Kangas Consulting was the ideal moderator for this event and did a great job introducing each panel of managers. Steve is very well known in the Canadian hedge fund industry due to his years of expertise in manager analysis.
Tom McCullough, CEO of multi-family office Northwood Stephens delivered a thought provoking and interesting presentation tailored to the needs of the high net worth investor.
Networking breaks and a luncheon took place between manager panel sessions. The high energy amongst all who attended continued right through to the cocktail reception which concluded this very dynamic and informative day.