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2022 Investment Outlook: Preparing your Portfolios with Alternative Funds

Sponsored by:

TD Securities

Join us for an investment outlook, followed by an insightful discussion between leading liquid alternative fund managers and wealth advisors, as we examine:

• What to know if you’re an Investment Advisor without any experience in alternative funds.
• Experiences from Investment Advisors in portfolio construction, client suitability and tactical use-cases for liquid alts.
• The benefit of liquid alternatives in a challenging, uncertain economic and investment climate.
• Alternative credit as a bond replacement and alternative equities as an equity replacement.

         ○ How to optimally use alternative strategies for retail investors.

Audience:

•    Open to Investment Advisors, Investors & AIMA Members.

IIROC CE Credits:

•    Attendees to receive IIROC CE credits, following an approved submission for content eligibility.

Agenda:

• AIMA Introduction by Rob Binnington, Director, Canada, AIMA (1-2 minutes)
• Overview on the general investment outlook (5-10 minutes)
• Speaker panel discussion (45 minutes)

Investment Outlook 2022

• Overview provided by Andrew Kelvin, Chief Canada Strategist, TD Securities

Speakers:

• Jason Mann, CIO and Co-Founder, EHP Funds
• Brian D'Costa, Founding Partner & President, Algonquin Capital
• David Obadia, Senior Wealth Advisor, Portfolio Manager, CIBC Wood Gundy
• Annika Becker, Investment Advisor, Sightline Wealth Management

Moderator:

• Peter Boffo, Managing Director, TD Securities ​