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.

• Integrating private market investments into client portfolio construction
• Selecting the right strategies and fund structures to meet client objectives, liquidity needs, and time horizons
• Educating clients on the benefits, risks, and appropriate role of private markets in a diversified portfolio
• Key due diligence considerations, including fees, liquidity, valuation, fund structures, and leverage
• The outlook for private markets, informed by institutional allocation trends and evolving investor demand

Speakers:

• Nimar Bangash, Co-Founder & CEO, Obsiido (Moderator)
• John Courtliff, CEO, Partner & Portfolio Manager, ICM Asset Management
• Geof Marshall, SVP, Head of Fixed Income & Lead - Private Market, CI Global Asset Management
• Thane Stenner, Senior Portfolio Manager Senior Wealth Advisor, Canaccord Genuity Wealth Management
• Stephan Smith, Chief Investment Officer, Chronicle Weath

Speaker bio:

Nimar Bangash

Co-Founder & CEO, Obsiido

John Courtliff

CEO, Partner & Portfolio Manager, ICM Asset Management

Geof Marshall

SVP, Head of Fixed Income & Lead - Private Market, CI Global Asset Management

Thane Stenner

Senior Portfolio Manager Senior Wealth Advisor, Canaccord Genuity Wealth Management

Stephan Smith

Chief Investment Officer, Chronicle Weath