AIMA Canada Wealth Advisor Summit - Public Alternatives
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.
- How advisors can implement hedge fund and liquid alts in portfolio construction
- Views on benefits and risks: communicating with clients
- Fees, liquidity, leverage and more
- Outlook for hedge fund and liquid alt strategies in current market
Speakers:
- Alexia Mateus, Client Relationship Associate, Richter Family Office
- Francis Sabourin, Senior Portfolio Manager and Senior Investment Advisor, Richardson Wealth
- Po Leung, Investment Advisor, Designed Securities
- Abi Tamot, Vice President Business Development, LionGuard Capital Management
- Robert Wilson, Senior Vice President & Head of Innovation, Picton Investments
Moderator:
- Jaclyn Lang, Vice President, Prime Brokerage, TD Securities
Speaker bios:
To register for the other sessions in this series, please click below:
- October 27 - AIMA Canada Wealth Advisor Summit - Alternative Allocations in Portfolio Construction
- October 29 - AIMA Canada Wealth Advisor Summit - Private Alternatives
- October 30 - AIMA Canada Wealth Advisor Summit - Due Diligence and KYP/KYC in Public and Private Alternatives
Sponsored by:
