This document announces an upcoming conference on mergers and acquisitions featuring keynote addresses and panels from experts in various fields related to M&A. The conference will take place over two days and include discussions on current M&A trends and deals, regulatory issues, financing structures, negotiations, and other topics. A number of prominent law firms, investment banks, corporations and other organizations are listed as participating in or sponsoring the event.
1. DEALMAKERS’ GALA DINNER
KEYNOTE ADDRESSES
FEATURING
Agrium Inc.
Anthem Properties
Bennett Jones LLP
Blake, Cassels & Graydon LLP
Borden Ladner Gervais LLP
Bull, Housser & Tupper LLP
Canfor Corporation
CIBC World Markets Inc.
Competition Bureau
Farris, Vaughan, Wills & Murphy LLP
Goldman Sachs Canada Inc.
GWL Realty Advisors
HSBC Capital (Canada) Inc.
Lang Michener LLP
Lawson Lundell LLP
McCarthy Tétrault LLP
Osler, Hoskin & Harcourt LLP
RBC Capital Markets
Scotia Waterous
Stern Partners Inc.
Stikeman Elliott LLP
TD Securities Inc.
Teck Resources Limited
The Balloch Group
The Jim Pattison Group
The Laurel Hill Advisory Group
Toronto Stock Exchange
Tricor Pacific Capital, Inc.
Marketing Partners Media Partner
Bronze Sponsor Copper Sponsor
8th
Advanced
MERGERS & ACQUISITIONS
Leading Players – Innovative Strategies
Domestic • Cross-Border • International
December 6 – 7, 2010 | Four Seasons Hotel | Vancouver
Enroll Today! CALL 1-866-456-2020 EXT. 6448;
416 642-6131 OR FAX 1-800-454-0031
Approved by the Law Society of British Columbia
and the Law Society of Saskatchewan
What They Don’t Teach You at Business School:
Lessons from the Front Lines of Cross Cultural Negotiating
Howard Balloch, President & Founding Partner
The Balloch Group (Beijing), Former Ambassador to China
M&A Issues Confronting the Competition Bureau
Paul Collins, Senior Deputy Commissioner, Mergers Branch
Competition Bureau
Shareholder Votes on M&A Transactions: Stock Exchange Requirements
Kerry D. Krochak, Manager, Listed Issuer Services, Toronto Stock Exchange
PROGRAM CO-CHAIRS
John H. Kousinioris
Bennett Jones LLP
Andrew J. McLeod
Blake, Cassels & Graydon LLP
2. • Presidents, CEOs, COOs
• CFOs and Controllers
• Chief Development Officers
• In-house Counsel
• Valuators
• Senior Business Advisors
• Vice Presidents, Directors and Managers of:
– Business Development
– Mergers & Acquisitions
– Finance & Administration
• Government and Regulatory Representatives
• Investment Bankers
• Lawyers practicing in:
– Corporate Finance
– M&A
– Securities
• Business and Investment Analysts
Dear Colleague:
There are many M&A conferences but what makes Insight Information’s annual event stand out above the rest is the high level of
discussion that takes place between the delegates and the speakers and the practical nature of the presentations from key industry
participants. If your deal team is looking to acquire expertise from those who know how and when to employ the right tactics,
you will not want to miss this event.
Featuring an unparalleled faculty and exceptional case studies, attendees will gain ideas for employing a wide array of tactics that are
necessary for executing deals domestically and globally. Corporate executives from Agrium, Teck Resources and Canfor Corporation
will provide first-hand perspectives on deals they were involved in; prominent legal experts will discuss how the different rulings in
Lions Gate Entertainment, Pulse Data and Neo Material Technologies may affect future M&A transactions; and leading investors and
investment bankers will share insights into trends emerging as M&A deal activity picks up.
Our keynote luncheon speakers, Paul Collins, Competition Bureau and Kerry Krochak, Toronto Stock Exchange, will highlight initiatives
and regulatory responses to current issues.
To enhance your networking and learning experience, Howard Balloch, former Ambassador to China and Founding Partner of
The Balloch Group (Beijing) will address the complexities of cross cultural negotiating at the inaugural Dealmakers’ Dinner on
Monday evening, December 6th.
We are confident that you will find this conference program and the networking opportunities it will afford to be an excellent investment
of your time. We look forward to seeing you in December.
Yours truly,
John H. Kousinioris
Partner, Bennett Jones LLP (Calgary)
Andrew J. McLeod
Partner, Blake, Cassels & Graydon LLP (Vancouver)
CLE Accreditation
This conference has been approved by the Law Society of British Columbia and the Law Society of Saskatchewan for 12.5 hours.
INAUGURAL Dealmakers’ GALA DINNER – SPONSORSHIP OPPORTUNITIES
Who Should Attend
Book your table now! Introduce your clients to prominent dealmakers by entertaining them at your sponsored table for eight (8) at the
reception and dealmakers’ dinner on the first night. In addition to networking and making deals, your clients will have the opportunity
to gain insights into the complexities of foreign deals from our distinguished guest speaker, Howard Balloch, former Ambassador to China
and founder of The Balloch Group.
Please contact Kevin Jeanjacques at 416.642.6130 or kjeanjacques@alm.com to book your table now!
Table Sponsors
Table 2
Table 4
Table 1
3. 8:15 Registration and Continental Breakfast
8:45 Welcoming Remarks from Insight Information
8:50
Co-Chairs’ Opening Remarks
John H. Kousinioris
Partner, Bennett Jones LLP (Calgary)
Andrew J. McLeod
Partner, Blake, Cassels & Graydon LLP (Vancouver)
9:00
State of the Markets: An Investment Banker’s
Perspective on Trends in M&A, Capital Markets
and Valuations
David Bustos
Managing Director & Regional Head, British Columbia
RBC Capital Markets
• Looking back at 2010, what can we learn from what has happened?
• Factors driving the current capital markets
• How have M&A markets been affected – domestic,
cross-border, global?
• Business valuations – where are they now, where are they headed?
• Looking forward, the outlook for further activity
• Finding opportunity when the market recovers
9:45
The Intersection of Director Fiduciary Duties with
Securities Law/Policy: Lions Gate vs. Neo & Pulse Data
Lions Gate Entertainment
Mark Gelowitz
Partner, Osler, Hoskin & Harcourt LLP (Toronto)
Pulse Data
Marion V. Shaw
Partner, Bull, Housser & Tupper LLP
Neo Material Technologies Inc.
David Weinberger
Partner, Stikeman Elliott LLP (Toronto)
• Practical impact of changes to the formulation of fiduciary duties
on M&A transactions
• Major developments in the application of poison pills/
”just say no” defences
• How will the different rulings in these cases affect future
M&A transactions?
10:40 Networking Coffee Break
11:00 National and Regional Update
State of the Art Deals: New Developments in
Negotiating Positions
Richard J. Balfour
Partner, McCarthy Tétrault LLP
John H. Kousinioris
Partner, Bennett Jones LLP (Calgary)
What new terms are being negotiated in friendly deals across
Canada? Do the terms differ when broken down by region and/or
industry? This panel will look at recent deals and examine trends
in break-fee arrangements, no-shop clauses and matching rights,
and other terms being negotiated. In addition, the speakers will
systematically canvas updates on terms now being used nationally,
and highlight those that are especially useful in industries in
Western Canada.
Matthew W. Abbott
Paul, Weiss, Rifkind, Wharton & Garrison LLP (New York)
Richard J. Balfour
McCarthy Tétrault LLP
Howard Balloch
The Balloch Group (Beijing) and Former Ambassador to China
William Briscoe
GWL Realty Advisors (Toronto)
David Bustos
RBC Capital Markets
David M. Calabrigo
Canfor Corporation
Eric Carlson
Anthem Properties
Paul Collins
Competition Bureau (Ottawa)
Neil de Gelder
Stern Partners Inc.
Mark Gelowitz
Osler, Hoskin & Harcourt LLP (Toronto)
Luke Gordon
Goldman Sachs Canada Inc. (Toronto)
Elizabeth J. Harrison, Q.C.
Farris, Vaughan, Wills & Murphy LLP
Scott A. Keyworth
CIBC World Markets Inc. (Toronto)
Michael J. Korenberg
The Jim Pattison Group
John H. Kousinioris
Bennett Jones LLP (Calgary)
Kerry D. Krochak
Toronto Stock Exchange (Calgary)
Jill D. Leversage
TD Securities Inc.
Valerie C. Mann
Lawson Lundell LLP
Mark A. Morrison
Blake, Cassels & Graydon LLP (Calgary)
David F. Mullen
HSBC Capital (Canada) Inc.
Leslie A. O’Donoghue
Agrium Inc. (Calgary)
Fred R. Pletcher
Borden Ladner Gervais LLP
Drew Ross
Scotia Waterous (Calgary)
David J. Rowntree
Tricor Pacific Capital, Inc.
Peter C. Rozee
Teck Resources Limited
David Salmon
The Laurel Hill Advisory Group
Marion V. Shaw
Bull, Housser & Tupper LLP
Hellen L. Siwanowicz
Lang Michener LLP (Toronto)
David A. Spencer
Bennett Jones LLP (Calgary)
Ronald J. Vance
Teck Resources Limited
David Weinberger
Stikeman Elliott LLP (Toronto)
DISTINGUISHED FACULTY DECEMBER 6, 2010
4. 12:00 Networking Luncheon
12:45 Keynote Luncheon Address
M&A Issues Confronting the
Competition Bureau
Paul Collins
Senior Deputy Commissioner, Mergers Branch
Competition Bureau (Ottawa)
1:30
The Importance of Anti-Corruption Due Diligence
in International Deals
Mark A. Morrison
Partner, Blake, Cassels & Graydon LLP (Calgary)
When acquiring a company, an acquirer may inadvertently inherit
significant financial liability and reputational damage associated
with a target company’s prior violations under anti-corruption
legislation. In order to minimize this risk, anti-corruption due
diligence is becoming an increasingly important part of M&A due
diligence for international transactions. This session will address:
• An overview of international anti-corruption legislation
• Recent enforcement trends
• The benefits of anti-corruption due diligence
• How to conduct anti-corruption due diligence
• Strategies for addressing corruption issues as part of deal points
• Proactive compliance strategies
2:10
Going Private Transactions: Harder than it Looks
Matthew W. Abbott
Partner, Paul, Weiss, Rifkind, Wharton & Garrison LLP (New York)
David A. Spencer
Partner, Bennett Jones LLP (Calgary)
• Strategic considerations
• Cross-border issues
• Pitfalls to avoid
3:00 Networking Refreshment Break
3:15
Hostile Takeover Bids: Lessons Learned
Luke Gordon
Vice President
Goldman Sachs Canada Inc. (Toronto)
Leslie A. O’Donoghue
Chief Legal Officer and Senior Vice President, Business Development
Agrium Inc. (Calgary)
Fred R. Pletcher
Partner
Borden Ladner Gervais LLP
• Hostile bids in the wake of the financial crisis – a domestic
and global review
• The changing role of shareholder approval
• Bid structures and tactics
• Defensive responses and tactics
• Obtaining domestic approvals in cross-border bids
• Switching gears quickly – when hostile turns friendly
4:15
Enforcing Commitments: Investment Canada Act
Under Examination: (U.S. Steel Decision)
Valerie C. Mann
Partner, Lawson Lundell LLP
• Compliance with undertakings
• Use of administrative monetary penalties (AMP’s)
• Future investment review implications
5:00 Conference Adjourns for the Day followed by
Reception Dealmakers’ Dinner
What They Don’t Teach You at Business School:
Lessons from the Front Lines of Cross Cultural Negotiating
KEYNOTE SPEAKER
Howard Balloch
President Founding Partner
The Balloch Group (Beijing)
Former Ambassador to China
Howard Balloch is Canada’s former ambassador to Beijing and
the founder of The Balloch Group, a financial advisory and
merchant banking firm that puts foreign investors in touch with
Chinese companies in need of financing. TBG provides financial
advisory services and capital raising solutions and manages
equity investments that integrate capital and advisory expertise.
Now one of the five leading China-based boutique investment
banks, ChinaVenture has selected TBG as the Top Boutique
Investment Banking Firm in China in 2008 and 2009. With their
deep knowledge of China, TBG team members have advised
on deals in a range of sectors including alternative energy,
automotive, consumer products, education, financial services,
general industrial, healthcare, media/technology and natural
resources, and serve clients from Europe, Asia and America.
8:00 Continental Breakfast
8:30
Disciplined Investing: What Attracts Private Capital?
Neil de Gelder
Executive Vice President
Stern Partners Inc.
David F. Mullen
Chief Executive Officer Head of HSBC Private Equity North America
HSBC Capital (Canada) Inc.
David J. Rowntree
Co-Founder Managing Director
Tricor Pacific Capital, Inc.
• Domestic or foreign?
• Growth and returns potential
• Valuation trends
• Business risks/opportunities
• Duration of investment hold
• Industry orientation (Resource, Manufacturing, Retail,
Distribution, other)
• Investing vs. managing
• Management participation – opportunities and pitfalls
DECEMBER 7, 2010
NEW FOR 2010 – Dealmakers’ Dinner
5. 9:30
Creative Financing Structures: Emerging Trends
in MA Financing Markets
Scott A. Keyworth
Managing Director, Mergers Acquisitions
CIBC World Markets Inc. (Toronto)
Jill D. Leversage
Managing Director Investment Banking
TD Securities Inc.
What’s happening in each of the public and private debt markets?
How deep are these markets? Who are the players? What’s
happening to pricing and structure? The speakers will take a detailed
look at the sources and different types of instruments including:
• What’s happening in different markets:
- The bank market – in Canada, in the U.S., globally?
- Institutional markets
- Investment grade markets
- Non-investment grade markets
• The evolution of a Canadian high-yield market
• Update on U.S. high-yield market
• The use of Convertible Debentures
• Role of equity and the implications for the debt markets in MA
• Bridging to equity – recent developments
10:20 Networking Coffee Break
10:40
Are Auctions Dead? Managing the Public Sale
Process Effectively
Elizabeth J. Harrison, Q.C.
Partner, Farris, Vaughan, Wills Murphy LLP
Drew Ross
Managing Director
Scotia Waterous (Calgary)
• Execution timing
• Steps
• Issues and documentation required
11:20
Restructuring During the Credit Crunch:
Teck’s Experience
Moderator and Commentor:
Hellen L. Siwanowicz
Chair, Corporate Finance/Securities Law Group
Lang Michener LLP (Toronto)
Peter C. Rozee
Senior Vice President, Commercial and Legal Affairs
Teck Resources Limited
Ronald J. Vance
Senior Vice President, Corporate Development
Teck Resources Limited
By taking positive steps, Teck was able to withstand the credit
crunch. In this session learn how management developed and
stayed focused on a strategy for reducing the firm’s debt and
refinancing the corporation so that they can now take advantage
of opportunities in a recovering economy.
12:15 Networking Luncheon
1:00 Keynote Address
Shareholder Votes on MA Transactions:
Stock Exchange Requirements
Kerry D. Krochak
Manager, Listed Issuer Services
Toronto Stock Exchange (Calgary)
1:30
Navigating Shareholder Communications
in MA Transactions
David Salmon
Senior Vice President
The Laurel Hill Advisory Group
The shareholder approval process has changed dramatically over
recent years. Everything from the influence of proxy advisory firms
to shareholder apathy to the “Raging Grannies” can assume their
own unique challenges. Understanding the potential obstacles and
how to navigate through these turbulent issues is increasingly
becoming a key component of obtaining shareholder approval.
2:00
Post-Merger Integration: Preserving the Value
of Your Deal After the Ink is Dry
David M. Calabrigo
Vice-President, Corporate Development
General Counsel and Corporate Secretary
Canfor Corporation
Michael J. Korenberg
Vice Chairman Managing Director
The Jim Pattison Group
• When and how to develop a winning integration plan
• Appointing an ‘Integration Champion’
• Urgency – ‘the need for speed’
• Information management – ‘communication is key’
• Selection process for key ‘new team’ members
• Forging the ‘going-forward’ culture
• Tips re use of external integration consultants
3:00 Networking Refreshment Break
3:10
Current Perspectives on Real Estate MA
and Joint Ventures
William Briscoe
Executive Vice President, Investments
GWL Realty Advisors (Toronto)
Eric Carlson
Chief Executive Officer
Anthem Properties
With values returning to the levels they reached in 2007, and
public and private capital competing for big deals, are there
good opportunities for real estate investment in Canada today?
Where are they and how are these deals being negotiated?
There is an increased interest from foreign investors – what are
the issues they face?
4:00
Co-Chairs’ Closing Remarks and Conference Concludes
6. GIED HERMSEN
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Copyright 2010. ALM Media Canada, Inc. All rights reserved.
Conference Code: CFC10647 Priority Code: 1064791GH
8th
Advanced
MERGERS ACQUISITIONS
Leading Players – Innovative Strategies
Domestic • Cross-Border • International
December 6 – 7, 2010 | Four Seasons Hotel | Vancouver
Approved by the Law Society of British Columbia
and the Law Society of Saskatchewan
[ ] Regular Conference Price (Dealmakers’ Dinner included) $1,995.00 + HST ($239.40) = $2,234.40
[ ] Dealmakers’ Dinner only, Table of 8 guests $3,800.00 + HST ($456.00) = $4256.00
[ ] Solution Provider / Vendor Pricing $2,095.00 + HST ($251.40) = $2,346.40