Insights into the Australian Wealth Channel

Canada Virtual event

Join us for a webinar exploring the intricacies of accessing the Australian wealth channel, designed specifically for alternative investment managers looking to expand their reach in this market.

Topics will include:

  • Initial onboarding process for new firms/funds
  • Allocation limits and minimum requirements
  • Paperwork and compliance standards
  • Proficiency requirements and risk ratings
  • Model portfolios and recommended lists
  • Initial and ongoing due diligence
  • And more

Whether you’re a Canadian, international, or local manager looking to navigate Australia’s unique distribution landscape, this session will equip you with the foundational knowledge to engage more effectively with advisors, platforms, and allocators.

Speaker:

•    Stephen Dickinson, Alternative Investment Analyst & Partner, Escala Partners

Moderator:

  • Alexandra Israfilova, Senior Program Manager, Americas, AIMA