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: the key questions advisors should ask fund managers
• Manager and strategy selection based on client objectives, risk tolerance, liquidity needs, and investment constraints
• Portfolio construction considerations: determining where alternative investments fit within an overall asset allocation
• Meeting KYC and KYP obligations: documenting due diligence and aligning product recommendations with client needs

Speakers: 

• Max Kimpton, Principal, Operational Risk Management, Innocap (Moderator)
• Ida Khajadourian, Portfolio Manager, Investment Advisor, Richardson Wealth
• Francis Cohen, Senior Manager, Private Markets, Richter Family Office
• Jared Kalish, CEO, FirePower Asset Management, FirePower Capital
• Jason Cope, Head of Global Fixed Income and Rates, Polar Asset Management Partners

Speaker bio:

Ida Khajadourian

Portfolio Manager, Investment Advisor, Richardson Wealth

Francis Cohen

Richter Family Office

Max Kimpton

Principal, Operational Risk Management, Innocap

Jared Kalish

CEO, FirePower Asset Management, FirePower Capital

Jason Cope

Head of Global Fixed Income and Rates, Polar Asset Management Partners