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.

• Approaches asset allocation with public and private alternatives 
• Liquidity management considerations: fund versus underlying assets 
• Trends in allocations in institutions and wealth channel 
• Education clients on benefits and risks of various strategies 
• How traditional 60/40 can be improved with better outcomes

Speakers:

• Brianne Gardner, Senior Wealth Manager & Financial Advisor, Raymond James
• David De Pastena, Vice President, Portfolio Solutions & National Accounts, Dynamic Funds
• Michael Craig, Head of Asset Allocation & Derivatives, TD Asset Management
• Erwan Pirou, Canada Chief Investment Officer, Aon

Moderator:

• Tom Johnston, Managing Director and Canadian Market Head, iCapital