Insights into the Australian Wealth Channel
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