Dealer Update on Liquid Alts & Risk Ratings
As the interest for alternative mutual funds heats up, join this member-only conference call to hear directly from some of Canada’s top investment dealers on their current protocol for product approvals, risk ratings and more.
Speakers:
- Alice Lim, Senior Manager Portfolio Advice & Investment Research, TD Wealth
- Cynthia Lombardi, Senior Advisor, National Bank Financial
- Jonathan Vapsva, Director, Investment Funds, CIBC Wood Gundy
- Naveed Mohammed, VP & Head of Managed Assets Strategy & Analytics, BMO Nesbitt Burns
- More may be added
Conference call details to be circulated to registered attendees on the date.