AIMA Canada’s Wealth Advisor Summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.

Topics to be discussed in this session are:

• How advisors can implement private market products in portfolio construction
• How to choose between strategies and fund structures
• Educating on benefits and risks: communicating with clients
• Reviewing fees, liquidity, leverage and more
• Outlook for private markets based on institutional trends

Moderator:

Nimar Bangash

Co-Founder & CEO, Obsiido

Speakers:

Ash Lawrence

SVP & Head of Private Capital, AGF Management Limited

Shael Soberano

Chief Investment Officer, Sharno Group

Ida Khajadourian

Portfolio Manager, Investment Advisor, Richardson Wealth

Keith Pangretitsch

President & CEO, Relevance Wealth Management

To register for the other sessions in this series, please click below:

• October 28 - AIMA Canada Wealth Advisor Summit: Alternative Allocations in Portfolio Construction
• October 29 - AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation
• October 31 -  AIMA Canada Wealth Advisor Summit: Due Diligence and KYP/KYC in Public and Private Alternatives

Sponsored by: