AIMA Canada Wealth Advisor Summit: Alternative due diligence, manager selection and KYP/KYC alignment

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:

Initial and ongoing due diligence: Top 20 questions advisors should ask managers
Manager and strategy selection considerations
Portfolio placement
How CFR has enhanced KYC/KYP for advisors and what that means for alt products

Speakers:

Sean O'Hara, Co-Founder, Chief Investment Officer & Lead Portfolio Manager, Obsiido Alternative Investments Inc.
David Sum, Director, Alternative Income Group, Ninepoint Partners
Garnet Anderson, Vice President - Senior Portfolio Manager, Tacita Capital Inc.
Ewa Townsend, Director - Alternative Investments, BMO Private Wealth

Moderator: