Date: March 7, 2024

Time: 2:00PM - 5:30PM

Location: The Vancouver Club, 915 W Hastings St, Vancouver, BC V6C 1C6

Jointly hosted by CAIA Canada West, AIMA Canada and CFA Society Vancouver, the Annual Alternative Investment Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments.

This year, we will discuss credit strategies (both public and private); take a look at private equity & venture capital trends; and wrap up with an investor asset allocation discussion.

The event will conclude with our celebrated networking reception.

Session Outline:

Credit Market Discussion
Public vs. Private Strategies 

Discussing current market conditions, opportunities and challenges, roles in a portfolio, trends and outlook. 

Daniel Child

Founder & Portfolio Manager, YTM Capital 

Brian Marcus

Managing Director - Partner and Portfolio Manager, Global Credit, Carlyle

Moderator

John Courtliff

CEO, Partner & Portfolio Manager, ICM Asset Management

Private Equity & Venture Capital 
Industry Data & Trends

Hilary Wiek

Senior Strategist, PitchBook

Senia Rapisarda

Managing Director, HarbourVest

Investor Asset Allocation Panel
Discussing the evolution of asset allocation, roles of alternatives, challenges and opportunities, and outlook.

Dawn Jia

President & CEO, UBC Investment Management

Bill Tilford

Head of Asset Management Operations, Nicola Wealth

Hubert Hwang

Principal, George & Bell

Moderator:

Eugene Lee

Vice President, Investments, Vancouver Foundation

Thank you to our sponsors:

Platinum

Networking

Gold