To watch a replay of this webinar, please click here

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:

• Approaches asset allocation with public and private alternatives
• Liquidity management considerations: fund versus underlying assets
• Trends in allocations in institutions and wealth channel
• Education clients on benefits and risks of various strategies
• How traditional 60/40 can be improved with better outcomes

Moderator:

Jennifer Sinopoli

Executive Vice President, Head of Distribution, CI Global Asset Management

Speakers:

Payton Liu

Director, Investment Research, Guardian Capital

Jamie Wise

CEO, Periscope Capital

Robert Wilson

Senior Vice President, Head of Portfolio Construction Consultation Services, Picton Mahoney Asset Management

John Pendrith

Senior Financial Advisor, Raymond James

To register for the other sessions in this series, please click below:

• October 29 - AIMA Canada Wealth Advisor Summit: Public Alternatives in Asset Allocation
• October 30 - AIMA Canada Wealth Advisor Summit: Private Alternatives
• October 31 -  AIMA Canada Wealth Advisor Summit: Due Diligence and KYP/KYC in Public and Private Alternatives

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