Jointly hosted by CAIA Vancouver, AIMA Canada and CFA Society Vancouver, the Annual Alternative Investment Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments.

This year, we are reviewing public alternative strategies, looking at the Canadian landscape against their global peers and broader indices to discuss how the industry has evolved through regulatory change and how it has performed through recent market volatility.

This will be followed by a session with two leading allocators sharing their perspectives on portfolio construction, benefits and risks of alternative strategies and their outlook on existing and emerging trends impacting asset allocation and opportunities and challenges facing the alternative investment industry at large.

CONTENT SUMMARY:

ALERNATIVE STRATEGIES – Canadian Review 

• Comparison of public alternative strategies (i.e. hedge funds & liquid alternatives) in Canada 
• Their performance vs. global peers and in different market conditions 

Speaker:

• Reid Baker, VP of Analytics & Data – Fundata, Canada Inc. 

DISCUSSION WITH LEADING ALLOCATORS: Institutional Investment & Private Wealth 

• Portfolio structure and considerations 
• Use of alternative strategies 
• Alternative investment trends and allocation 
• Opportunities, challenges and outlook 

Speakers:

• Dawn Jia, CFA, President & CEO – UBC Investment Management Trust Inc. 
• Brad Simpson, Chief Wealth Strategist – TD Wealth 

Moderator:

• Yannick Archambault, CFA, Partner, National Leader - Family Office – KPMG Canada

Access the full event outline and biographies of speakers below:

Event Outline and Speaker Bios.pdf