Hear directly from the dealer channel on the latest related to fund approvals, platform access and initial/ongoing fund due diligence for public and private alternative funds. Key topics will include:

• Trends in alternative fund flows 
• New fund approval process for platform access 
• Expectations for initial/ongoing due diligence materials 
• Alternative allocation limits
• Trends in SMA/UMA platforms
• Risk rating process for alternative funds 
• Recommended list status for alternative funds 
• Internal proficiency requirements re: alternative funds? 
• Advice for managers to best engage

Speaker:

• Andrew Pennington, Product Specialist, Portfolio Solutions, Canaccord Genuity Wealth Management Canada (CGWM)

Moderator:

• Alexandra Israfilova, Program Associate, Americas, AIMA