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