AIMA Canada Wealth Advisor Summit: Public alternatives in retail portfolios

Canada Virtual event

To watch a replay of this webinar, please click here

Advisors are increasingly turning to alternative investments for diversification, volatility protection and non-correlated returns.

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:

Outlook for hedge fund and liquid alt strategies in current market
How to choose between strategies and fund structures
Strategies available in Canada
How much and when to allocate in client portfolios
Benefits and challenges on investing in hedge funds
Client conversations regarding hedge funds and liquid alts

Speakers:

Tim Pickering, Founder, CIO, Lead Portfolio Manager, Auspice Capital Advisors
Jeannine LiChong, Executive Vice President and Portfolio Manager, Waratah Capital Advisors Ltd.
Glen Daniel, Senior Wealth Manager, CIBC Wood Gundy
Conner Sura, Portfolio Manager, TURN8 Private Wealth

Moderator: