State of liquid alts in Canada

Canada Events

Join us for a lively discussion on the state of liquid alts in Canada as AUM in alternative mutual funds and ETFs surpasses C$25B across over 250 funds in time for the 5-year anniversary of this structure. Topics will include:

  • Liquid alts’ growth journey in Canada
  • Product trends and strategies available
  • Advisor adoption & asset allocation trends
  • Distribution & risk ratings evolution
  • Differentiating factors: management fees, performance fees, liquidity terms and more
  • Growth history & projections

Speakers:

  • Paul Chapman, Investment & Wealth Advisor, RBC Wealth Management
  • Jason Mann, Co-Founder, CIO, ehp FUNDS
  • Jimmy Xu, Managing Director and Head of Liquid Alternatives and Non-Linear ETFs, BMO Global Asset Management
  • Jeffrey Olin, President and CEO, Vision Capital Corporation

Moderator:

  • Kimberley Jansen, Managing Director, Global Equity Products, Global Equity Finance and Prime Brokerage, BMO Capital Markets

Sponsored by: