Recorded on October 30, 2025

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.

• Initial and ongoing due diligence: questions advisors should ask managers
• Manager and strategy selection given client objectives and constraints
• Portfolio placement considerations in asset allocation
• Documentation for KYC/KYP alignment

Speaker:

• Loren Francis, Principal, Highview
• Joanna Berg, Head of Alternative Investments Strategy, BNY
• Max Kimpton, Principal, Operational Risk Management, Innocap

Moderator:

• Claire Van Wyk-Allan, Managing Director, Head of Canada & Investor Engagement, Americas, AIMA