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