Launching Liquid Alts in Canada: Differentiated Opportunities

USA Virtual event

The demand for liquid alternative mutual funds and ETFs continues to grow in Canada following regulatory changes to NI 81-102 in 2019. This retail shift presents a compelling opportunity for U.S.-based alternative managers looking to expand into the Canadian market.

Join us for an insightful discussion on the key trends shaping Canada’s liquid alts market, including product differentiation, advisor demand, and the factors that foster successful strategies, covering:

  • Performance fee trends
  • Fund structure and exemptive relief
  • Liquidity term trends
  • Risk ratings
  • Current product landscape
  • Adoption rates
  • Reporting requirements
  • And more

Whether you’re evaluating market entry or refining your approach, this webinar will provide the insights needed to participate in Canada’s expanding liquid alternatives sector.

Speakers:

  • Derek Hatoum, Partner, PwC Canada
  • Sarah Gardiner, Partner, Securities & Capital Markets, Borden Ladner Gervais LLP
  • Dennis MacPherson, Senior Vice President, SGGG Fund Services
  • Jonathan Vapsva, Executive Director, Investment Funds, CIBC Private Wealth Management
  • Marc Forgione, Executive Director, Prime Brokerage, CIBC World Markets

Moderator:

  • Claire Van Wyk-Allan, Managing Director, Head of Canada & Investor Engagement, Americas, AIMA