Recorded on November 3, 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.

• Implementing hedge funds and liquid alternatives within diversified client portfolios
• Communicating the value proposition: helping clients understand the benefits, risks, and appropriate role of liquid alternatives
• Key considerations when evaluating strategies, including fees, liquidity, leverage, transparency, and manager selection
• The outlook for hedge funds and liquid alternatives in today's evolving market environment
• Common misconceptions about hedge funds and liquid alternatives—and how advisors can address them with clients

Speakers: 

• Sara Mackasey, Director, Prime Brokerage, TD Securities (Moderator)
• Scott Morrison, Founder and Chief Investment Officer, Wealhouse Capital
• Jeffrey Olin, President and CEO, Portfolio Manager, Vision Capital Corporation
• Abe Gottesman, Senior Portfolio Manager & Senior Investment Advisor, BMO Nesbitt Burns
• Alex Da Costa, Chief Investment Strategist, Prime Quadrant

Speaker bio:

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