AIMA Webinar Replay - AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation

Published: 04 November 2024

 

Recorded on Oct 29, 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 hedge fund and liquid alts 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 hedge fund and liquid alt strategies in current market

 

Moderator:

 

Speakers:

Ashley Carruthers

Portfolio Manager, Wealth Manager, Co Founder, the LifeWealth Advantage, Richardson Wealth