AIMA Webinar Replay: AIMA Canada Liquid Alt Series – Learning from US Liquid Alts: 40 Act Funds

Published: 21 May 2021

Day 3: Thu May 20 – Learning from US Liquid Alts: 40 Act Funds 


  • 40 Act Structure overview
  • Product trends - strategies available in US
  • Advisor reception & adoption
  • Asset allocation integration
  • Growth history & projections
  • Factors for success in product and distribution
  • Manager decisions on launching liquid alts


  • Shana Sissel, Chief Investment Officer, Spotlight Asset Group, Inc.
  • Terry A. Simpson, BlackRock Alternative Investments - Head of Wealth Strategy for the Americas, BlackRock
  • Daniel C. Chung, Chief Executive Officer, Chief Investment Officer and Portfolio Manager, Fred Alger Management, LLC


  • Kripa Kapadia, Director, Client Portfolio Management, RPIA