AIMA Canada Wealth Advisor Summit: Due Diligence and KYP/KYC in Public and Private Alternatives
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:
- Initial and ongoing due diligence: questions advisors should ask managers
- Manager and strategy selection given client objectives and constraints
- Portfolio placement considerations in asset allocation
- Documentation for KYC/KYP alignment given CFR and CRM2
Moderator:
Speakers:
To register for the other sessions in this series, please click below:
- October 28 - AIMA Canada Wealth Advisor Summit: Alternative Allocations in Portfolio Construction
- October 29 - AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation
- October 30 - AIMA Canada Wealth Advisor Summit: Private Alternatives
Sponsored by: