State of liquid alts in Canada
Liquid alternative mutual funds and ETF fund structures are celebrating their 4-year anniversary in Canada following changes to NI 81-102 in 2019. This is part of a global trend towards greater retailization of alternative investments.
Topics will include:
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Liquid alts’ growth journey in Canada
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Growth history & projections
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Distribution & risk ratings
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Advisor adoption & asset allocation trends
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Product trends and strategies available
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Differentiating factors: management fees, performance fees, liquidity terms and more
Speakers:
- Sarah Gardiner, Partner, Securities & Capital Markets, Borden Ladner Gervais LLP
- Robert Wilson, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management
- Mark Purdy, Chair of the Investment Committee, Arrow Capital Management
- Kenneth Sue, Manager, Alternative Investments, TD Wealth
- Raj Tandon, Founding Partner, Algonquin Capital
Moderator:
- Matthew Manias, Executive Director & Head, Canadian Prime Brokerage, CIBC Capital Markets
Sponsored by:
