Recorded on November 2, 2026

AIMA Canada’s Wealth Advisor Summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.

• Approaches to portfolio construction using public and private alternatives
• Evolving allocation trends across institutional and wealth management portfolios
• Educating clients on the benefits, risks, and appropriate use of alternative investment strategies
• Moving beyond the traditional 60/40 portfolio: how alternatives can improve diversification, resilience, and long-term outcomes
• Liquidity management considerations: balancing fund liquidity with the liquidity of underlying assets

Speakers: 

• Lauren Cooper, Director, Head of Canada (Moderator)
• Alexandre Mazigi, Portfolio Manager, TD Wealth Private Investment Counsel
• Robert Wilson, Head of Innovation, Portfolio Strategist, Picton Investments
• Payton Liu, Director, Investment Research, Guardian Capital
• Jamie Wise, Co-Founder & Chief Executive Officer, Periscope Capital

Speaker bios:

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