Calgary: Implementing Alternatives: The Endowment Model for All

Canada

Allocating to alternative investments is more important than ever for institutional and retail portfolios alike. As we become closer to the eventual end of the current market cycle, it is imperative that investors access the diversification, risk reduction and low correlation benefits alternative investments provide to better preserve wealth and capital long-term.

Inspired by the endowment model, long pioneered by Yale University, please join us for a robust discussion on how to implement alternative investments in portfolio construction and how to best evaluate managers and strategies, as our speakers also discuss current market trends and portfolio positioning.

Speakers:

  • Julian Klymochko, Founder & CEO, Accelerate Financial Technologies
  • Tim Pickering, CIO, PM, Founder Auspice Capital Advisors
  • John Courtliff, Managing Director, ICM Asset Management
  • Martha Tredgett, Canadian Representative, LGT Capital Partners
  • Jerry Olynuk, Senior Vice-President & Portfolio Manager, Northland Wealth Management
  • Jeannine LiChong, Portfolio Manager, Waratah Capital Advisors

 

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