Alternatives For Wealth Managers
Introduction by Dr. Keith Black, Ph.D., CAIA, CFA
Keith Black, Managing Director Curriculum and Exams, CAIA
Dr. Black will discuss the state of alternatives investments landscape and the increasingly prominent role that this asset class is playing for investors.
Keith Black is Managing Director Curriculum and Exams at CAIA. The Chartered Alternative Investment Analyst (CAIA) Association is a thought leader and bar raiser when it comes to alternative investments.
The How and Why Wealth Managers are Using Alternatives
Jean Masson, Managing Director, TD Asset Management
Jean leads TDAM's Quantitative Equity Team. He is involved in the modeling, research and management of various quantitative strategies
John MacIsaac, Senior Analyst & Manager Canadian Due Diligence, Canadian Equities, Fixed Income & Alternatives, RBC
John is responsible for all Canadian based Research, Oversight, and Due Diligence of Investment Managers and prospects for use on RBC's Separately Managed Account platform.
Ronald Mayers, First Vice President, Wealth Management, Blue Bridge Family Office
Ron is a seasoned investment professional and recognized authority on alternative investing and corporate governance. He has nearly 3 decades of experience in the capital markets.
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