Showcasing Canada s Award Winning Hedge Funds

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April Norton
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1 Showcasing Canada s Award Winning Hedge Funds Wednesday, March 8th, 2017 By Invitation Only A

The Albany Club 91 King Street East, Toronto 2:00-5:30pm Wednesday, March 8th, 2017 By Invitation Only Please join us at this informative, half-day session which offers investors a unique opportunity

2 The Albany Club 91 King Street East, Toronto 2:00-5:30pm Wednesday, March 8th, 2017 By Invitation Only Please join us at this informative, half-day session which offers investors a unique opportunity to hear from a select group of Canadian hedge fund managers, all of whom won a 2016 Canadian Hedge Fund Award. The hedge fund managers will each spend a few minutes on their winning fund s strategy. They will then participate in a moderated debate about ways to improve portfolio performance in today s markets and going forward. There is no fee for investors wishing to attend, but preregistration is essential. All enquiries should be directed to: Julie Makepeace Managing Director, Alternative IQ jmakepeace@alliancesalesandmarketing.com Produced by: The Winners Showcase is a great opportunity for investors and asset managers to get together to discuss the role of alternative investment strategies in today s volatile environment. Celebrating, Supporting and Expanding Canada s Hedge Fund Industry Ron Lloyd, Executive Vice President, Waratah Capital Advisors 1

3 Agenda 1:30 Welcome and Networking 2:00 Opening Remarks: MC Dennis E. MacPherson, Senior Vice President, SGGG Fund Services, Inc. Keynote Address: Alternative Facts Benjamin Tal, Deputy Chief Economist, CIBC Capital Markets 2: Award Winning Hedge Fund Manager Presentations: Barry Allan, Marret Asset Management (best 5 year Sharpe ratio, Credit Focused category) Jason Landau, Waratah Capital Advisors (best 1 year return, Market Neutral category) Raj Tandon, Algonquin Capital (best 1 year return, Credit Focused category) 3:30 Refreshment Break 4:00 Panel: Allocating to Alternative Strategies to Improve Portfolio Performance 2 Moderator: Brooke Biscoe, VP Business Development, Fundata Canada, Inc. Participants: Barry Allan, Marret Asset Management Jason Landau, Waratah Capital Advisors Brian D Costa, Algonquin Capital 5:30 Cocktail Reception

4 Algonquin Debt Strategies Fund The Algonquin Debt Strategies Fund was launched to help investors and portfolio managers with the challenges of the low-interest rate environment. The fund offers access to fixed income strategies that can generate strong returns irrespective of what happens to rates. The core of the approach is to treat corporate credit as a distinct asset class while hedging and managing the portfolio s interest rate exposure. The fund targets absolute returns of 6-9% with an emphasis on capital preservation and disciplined risk management. You can find out more about the Algonquin Debt Strategies Fund here: Marret Investment Grade Hedged Strategies Fund The Fund is an actively managed long/short strategy in a highly liquid and diversified portfolio of North American investment grade bonds, designed to seek yield and capital appreciation. The Fund invests predominantly in investment grade corporate debt, with an Average Credit Rating of BBB- and above, with tactical access to opportunities in non-investment grade BBB rated bonds and the ability to hedge, including interest rate risk and credit risk using actively traded credit indices. Discover more here: WARATAH Market Neutral Energy Fund WARATAH Energy is a low net exposure, long/short equity portfolio of North American energy securities. Fundamental research, dynamic portfolio construction and active factor management combine to produce compounded returns with significantly lower volatility and drawdowns than the S&P 500 Energy and S&P/TSX Energy Indices ( North American Energy Indices ). Waratah manages this strategy to go long higher quality securities and short lower quality securities while hedging out commodity, subsector and other factor exposures. This strategy has demonstrated a very low beta to North American Energy Indices. The fund was up 18.2% in 2016 and has an average annual return of 8.3% with a 6.1% volatility. Check here for more information about Waratah: 3

5 The Canadian Hedge Fund Awards program Winners Showcase event is made possible by the generous support of these Sponsors: And our media partner: 4

Integrated offering. Exceptional execution.

Integrated offering. Exceptional execution. Alternative investment managers and broker dealer clients rely on CIBC Capital Markets for premier prime brokerage capabilities across a full line-up of products