Recorded on May 19, 2022

Liquid alternative mutual funds and ETF fund structures are celebrating their 3-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.

As wealth advisors and investors consider the diversification, risk reduction and non-correlated return benefits these products can provide in portfolio construction, join us to discuss these topics and more:

• Liquid alts’ growth journey in Canada
• 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

Speakers:

• Andrew Moffs, Senior Vice President, Portfolio Manager, Vision Capital Corporation
• Mark Brisley, Managing Director & Head, Dynamic Funds
• Kenneth Sue, Manager, Alternative Investments, TD Wealth, Wealth Investment Office (WIO)
• Roberto Katigbak, Institutional Strategist & Head of Sales and Marketing, Marret Asset Management Inc.

Moderator:

• Graham Jones, Managing Director, Head of Sales, Scotiabank Prime Services

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