AIMA Canada Wealth Advisor Summit - Due Diligence and KYP/KYC in Public and Private Alternatives

Canada Virtual event

AIMA Canada’s Wealth Advisor Summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.

  • Initial and ongoing due diligence: questions advisors should ask managers
  • Manager and strategy selection given client objectives and constraints
  • Portfolio placement considerations in asset allocation
  • Documentation for KYC/KYP alignment

Speaker:

  • Max Kimpton, Principal, Operational Risk Management, Innocap

 

 

To register for the other sessions in this series, please click below:

Sponsored by: