This year, we are adding a half-day Wealth Advisor Summit, to the 2022 AIMA Global Investor Forum on October 14 to reflect the growing retailization of alternative investments in Canada and across the globe, bringing together asset managers, institutional allocators, and other professionals inperson to discuss timely topics.

8:00am | Registration/Breakfast

8:50am | Opening Remarks

Claire Van Wyk-Allan

Managing Director, Head of Canada and Investor Engagement, Americas

Joseph Micallef

Partner, Tax – National Tax Leader Financial Services

 

9:00am | Keynote Interview: Evolution of Multi-Family Office Investing

Robert Janson, MFin, FCSI

Co-Chief Executive Officer and Chief Investment Officer, Westcourt Capital Corporation

William J. Chyz

Managing Director, Traynor Ridge Capital

 

9:30am | Advisor Perspectives: Assessing Suitability & Integrating Alternatives

 

Peter Boffo

Managing Director, Prime Brokerage, TD Securities

Ben Lee

Portfolio Manager, Investment Advisor, TD Wealth

Michael Yhip

Senior Portfolio Manager & Wealth Advisor, RBC Dominion Securities Inc., RBC Wealth Management

Serena Cheng

Investment Advisor, Richardson Wealth Limited

 

10:10am | Panel: Positioning Portfolios with Hedge Funds and Liquid Alts

Brian D’Costa

Founding Partner, Algonquin Capital

Neil Ross

Managing Director, National Sales, Ninepoint Partners (Moderator)

Carolyn Schroeder

Portfolio Advisor, RBC Dominion Securities

Michael White

Portfolio Manager, Multi-Asset Strategies, Picton Mahoney Asset Management

Loren Francis

VP & Principal, HighView Financial Group

 

10:50am | Coffee break

11:10am | Panel: Positioning Portfolios with Private Credit & Private Equity

 

Emily Cao

Portfolio Strategist, BMO Private Wealth (Moderator)

Daniel Leger

Managing Director, MGG Investment Group

David Leblanc

Client Relationship Manager, Richter Family Office

Lee Harwood

Senior Wealth Advisor, BMO Nesbitt Burns Inc.

Max Torokvei

CEO and Co-founder, Waypoint Investment Partners

 

11:50am | Keynote: Transcending 60/40 with Portfolios that solve for today’s markets and make a difference

 

David McGowan

Vice President, Strategic Asset Allocation, British Columbia Investment Management Corporation (BCI)

Claire Van Wyk-Allan

Managing Director, Head of Canada and Investor Engagement, Americas

 

12:20pm | Lunch & Close

*All times listed in ET

REGISTRATION
If you are interested in attending just the Wealth Advisor Summit, the link to register is below:
(This does not include access to the institutional mainstage AIMA Global Investor Forum)