Canadian Liquid Alt Growth & What that Means for Investor Portfolios
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
Sponsored by:
