AIMA Webinar Replay - AIMA Canada Wealth Advisor Summit: Private Alternatives

Published: 04 November 2024

 

Recorded on Oct 30, 2024

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:

  • How advisors can implement private market products in portfolio construction
  • How to choose between strategies and fund structures
  • Educating on benefits and risks: communicating with clients
  • Reviewing fees, liquidity, leverage and more
  • Outlook for private markets based on institutional trends

 

Moderator:

Speakers:

Ash Lawrence

SVP & Head of Private Capital, AGF Management Limited