Recorded on May 18, 2021

Day 1: Tue May 18 – Alternative Mutual Funds (sponsored by Scotiabank)

Topics:

• Structure overview and exemptive relief
• Product trends and strategies available
• Advisor adoption & asset allocation trends
• Distribution & risk ratings
• Differentiating factors: management fees, performance fees, liquidity terms and more
• Growth history & projections

Panelists:

• Michael Burns, Partner, Capital Markets and M&A Group, McMillan LLP
• Andrew McCreath, CEO/CIO, Forge First Asset Management
• Dennis Macpherson, Senior Vice President, SGGG Fund Services Inc.
• Stephanie Kremer, Managing Director, Distribution, YTM Capital Asset Management Ltd.

Moderator:

• Graham Jones, Director, Sales, Prime Brokerage, Scotiabank Global Banking and Markets