Recorded on June 1, 2023

Liquid alternative mutual funds and ETF fund structures are celebrating their 4-year anniversary in Canada following changes to NI 81-102 in 2019. This is part of a global trend towards greater retailization of alternative investments. 

Topics will include:

• Liquid alts’ growth journey in Canada

• Growth history & projections

• Distribution & risk ratings

• Advisor adoption & asset allocation trends

• Product trends and strategies available

• Differentiating factors: management fees, performance fees, liquidity terms and more

Speakers:

• Sarah Gardiner, Partner, Securities & Capital Markets, Borden Ladner Gervais LLP
• Robert Wilson, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management
• Mark Purdy, Chair of the Investment Committee, Arrow Capital Management
• Kenneth Sue, Manager, Alternative Investments, TD Wealth
• Raj Tandon, Founding Partner, Algonquin Capital

Moderator:

• Matthew Manias, Executive Director & Head, Canadian Prime Brokerage, CIBC Capital Markets

Sponsored by: