AIMA Canada Wealth Advisor Summit

Canada

Oct 27 - 29 4.00 PM EST each day

As allocators transition retail portfolios beyond 60/40 to include alternative investments for diversification, risk reduction and non-correlated returns, AIMA is thrilled to host this Wealth Advisor Summit to illuminate product types, benefits, asset allocation considerations and due diligence recommendations on these asset classes and strategies.

This Summit include 3 expert panels over 3 days featuring perspectives from IIROC dealers, family offices and wealth advisors – attend the whole series by registering via the "Book this event"  button or select individual sessions only.

Oct 27 at 4pm EST - Hedge Funds vs Liquid Alternatives in Asset Allocation

Oct 28 at 4pm EST - KYP and KYC: Alternative Fund Due Diligence

Oct 29 at 4pm EST - Private Credit in Retail Investor Portfolios

 



Oct 27 at 4pm EST - Hedge Funds vs Liquid Alternatives in Asset Allocation                    

 

•            Product types available in Canada

•            How to choose between strategies and fund structures

•            Different approaches to asset allocation: How much and when to allocate in client portfolios

•            Outlook for alternative investment funds over coming quarters

Panelists:

•            William Chyz, Director, Asset Management & Client Services, Westcourt Capital Corporation

•            Jillian Bryan, Senior Vice President, Portfolio Manager and Investment Advisor, TD Wealth

•            Arthur Diochon, Director, Head of Alternatives Research, BMO Nesbitt Burns

•           Carolyn Schroeder, Associate Portfolio Advisor, Portfolio Advisory Group, RBC Dominion Securities 

•            Moderator: Peter Boffo, Managing Director, TD Securities

 

To watch a replay of this webinar, click here

 



Oct 28 at 4pm EST - KYP and KYC: Alternative Fund Due Diligence                                  

•            Questions to ask the asset manager when evaluating products

•            Key performance and risk metrics to review on an on-going basis

•            Best tips for manager and strategy selection in portfolios

•            How CFR might change KYC/KYP for advisors

Panelists:

•            David Leblanc, Client Relationship Associate & Investment Due Diligence, Richter Family Office

•            Garnet Anderson, Vice President - Senior Portfolio Manager, Tacita Capital Inc.

•            Alice Lim, Senior Manager, PAIR, TD Wealth

•            Moderator: Chris Farkas, Partner, National Asset Management Leader - Management Consulting, KPMG Canada

 

To watch a replay of this webinar, click here

 


Oct 29 at 4pm EST - Private Credit in Retail Investor Portfolios                            

•            Introduction to private credit and types of strategies that exist in Canada

•            How to evaluate mandates and key terms to know

•            Where and how much to implement in portfolio construction

•            Outlook for private credit over the coming quarters

Panelists:

•            Romain Marguet, Head of Alternative Investments, Richardson GMP

•            Kevin Haakensen, Portfolio Manager & Senior Investment Advisor - PWM Private Wealth Counsel, HollisWealth

•            Carolyn Seaforth, Private Capital Market Specialist, Pinnacle Wealth Brokers EMD

•            Moderator: Ramesh Kashyap, Managing Director, Ninepoint Partners

 


 

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