Allocating in Uncertain Markets: What Family Offices Want from Alternative Managers

Canada Virtual event

Canadian family offices are becoming an increasingly important source of capital for alternative managers, but in a more complex market, their priorities are shifting.

Join us for a candid discussion with family office leaders on how they're adapting their portfolios, and what they look for when selecting alternative managers and other industry partners.

Topics include:

  • How family offices are rethinking portfolio construction and asset allocation
  • Where hedge funds fit in today's portfolios
  • What they look for in manager selection and due diligence
  • Balancing illiquid commitments with the need for flexibility
  • The key pressures they face, and the solutions they're seeking

Speakers:

  • Andrew LB Hamlin, Vice President & Portfolio Manager, Federated Capital
  • Shael Soberano, Chief Investment Officer, Sharno Group
  • Andrew Sarna, Portfolio Manager, Forthlane Partners
  • Sean Kallir, Founding Partner, CIO, HGC Investment Management

Moderator:

  • Julia Vriend, Director, Prime Services Group, CIBC Capital Markets

 

Speaker bios:

Julia V.png

Julia Vriend

Director, Prime Services Group, CIBC Capital Markets

 

Jointly hosted by:

CIBC_logo_rgb.png