AIMA Canada Wealth Advisor Summit- Day 3: Private Credit in Retail Investor Portfolios from Maryam Idroos on Vimeo.

•            Introduction to private credit and types of strategies that exist in Canada

•            How to evaluate mandates and key terms to know

•            Where and how much to implement in portfolio construction

•            Outlook for private credit over the coming quarters

Panelists:

•            Romain Marguet, Head of Alternative Investments, Richardson GMP

•            Kevin Haakensen, Portfolio Manager & Senior Investment Advisor - PWM Private Wealth Counsel, HollisWealth

•            Carolyn Seaforth, Private Capital Market Specialist, Pinnacle Wealth Brokers EMD

•            Moderator: Ramesh Kashyap, Managing Director, Ninepoint Partners

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