11th Annual Alternative Investment Outlook Forum

Canada

Hosted by CAIA Vancouver, CFA Society Vancouver and AIMA Canada

The Forum will feature leaders from across the industry to discuss the changing landscape of alternatives, risks, opportunities and trends.

An industry overview will be followed by moderated panels focusing on alternative strategies, private equity and private debt. This year we are introducing a workshop ahead of the Forum. The afternoon will conclude with a cocktail reception.

New this year!

PRE-EVENT WORKSHOP

Liquid Alternatives (aka Alternative Mutual Funds)

- What are Liquid Alternatives?

- What are the common investment strategies? How do they work?

- What are their objectives in a portfolio?

Speakers:

Brendon Scott, RP Investment Advisors LP

Michael White, Picton Mahoney Asset Management

Who should attend? Outlook Forum guests who are not familiar with this new investment category.

OUTLOOK FORUM

"The (Ongoing) Evolution of Alternative Investments"
- Allocating to alternative asset classes

- Trends in private market alternatives

- A brief history of Liquid Alternatives and where to go from here

Speaker:

Andrew Zimcik, CC&L Financial Group

"Liquid Alternative" Panel

This panel will discuss Alternative Strategies and the reasons for using (and not using) the new Liquid Alternatives product vs. investing in traditional Hedge Funds. With a background in fixed income/credit hedge fund strategies, Ann and Conner will share with us the opportunities and challenges they see in the credit market. Steve will share his observations and opinion from an allocator's perspective.

Moderator:

Rene Dinter, BMO Global Asset Management

Panelists:

Steven Adang, Anchor Pacific Investment Management

Ann Glazier Rothwell, RP Investment Advisors LP

Conner Sura, Lawrence Park Asset Management

"Private Assets" Panel

Experts in private equity and private debt join this panel to discuss the current landscape, activities and trends. They will share with us their observations and outlook on risks and opportunities faced by GPs and LPs.

Moderator:

Joshua Kuretzky, Davies

Panelists:

Sean Rogister, Cortland Credit

Dave McGowan, BCI

Rob Wildeman, CAI Capital Partners

Cocktail Reception to follow!

Agenda

2:00 PM - 2:30 PM Registration

2:30 PM - 3:15 PM Pre-event Workshop

3:00 PM - 3:30 PM Registration

3:30 PM - 5:30 PM Outlook Forum