AIMA Canada and CFA Society Calgary: Asset Allocation and Alternative Insights Calgary Social

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In partnership with:

 

Join AIMA Canada and CFA Society Calgary as we reconvene in Calgary for an afternoon of industry networking and to discuss key themes in alternative investments including:

  • Global and local trends in alternative investments
  • Investor perspectives on portfolio construction, manager selection and other asset allocation decisions
  • Public and private valuations and strategies for balancing liquidity/return expectations
  • Innovation in fund management, product development and the role of emerging managers in portfolios
  • Canadian regulatory and compliance highlights for KYC/KYP
  • And more

Speakers:

  • Matthew Andrade, CFA, Chief Operating Officer, Richmond Equity Management

  • Brent Smith, CFA, Chief Investment Officer, Kinsted

  • Lauren Frosst, MBA, CFA, Director, Investments, Calgary Foundation

Moderator:

  • Thomas Holloway, CFA, Associate Professor of Finance, Haskayne School of Business, University of Calgary

Speakers:

Thomas Holloway, CFA

Associate Professor of Finance, Haskayne School of Business, University of Calgary

 

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