AIMA Wealth Advisor Summit


This year, we are adding a half-day Wealth Advisor Summit, to the 2022 AIMA Global Investor Forum on October 14 to reflect the growing retailization of alternative investments in Canada and across the globe, bringing together asset managers, institutional allocators, and other professionals inperson to discuss timely topics.

8:50am | Opening Remarks


9:00am | Keynote Interview: Evolution of Multi-Family Office Investing


9:30am | Advisor Perspectives: Assessing Suitability & Integrating Alternatives


Peter Boffo

Managing Director, Prime Brokerage, TD Securities

Ben Lee

Portfolio Manager, Investment Advisor, TD Wealth

Michael Yhip

Senior Portfolio Manager & Wealth Advisor, RBC Dominion Securities Inc., RBC Wealth Management


10:10am | Panel: Positioning Portfolios with Hedge Funds and Liquid Alts

Neil Ross

Managing Director, National Sales, Ninepoint Partners (Moderator)

Michael White

Portfolio Manager, Multi-Asset Strategies, Picton Mahoney Asset Management


11:10am | Panel: Positioning Portfolios with Private Credit & Private Equity


Emily Cao

Portfolio Strategist, BMO Private Wealth (Moderator)


11:50am | Keynote: Transcending 60/40 with Portfolios that solve for today’s markets and make a difference


David McGowan

Vice President, Strategic Asset Allocation, British Columbia Investment Management Corporation (BCI)


*All times listed in ET


If you are interested in attending just the Wealth Advisor Summit, the link to register is below:
(This does not include access to the institutional mainstage AIMA Global Investor Forum)

End-Investor Free Free
Managers $250 CAD $600 CAD
Service Providers $300 CAD $750 CAD