State of liquid alts in Canada

Canada Events Liquid alternatives

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Liquid alternative mutual funds and ETF fund structures are celebrating their 4-year anniversary in Canada following changes to NI 81-102 in 2019. This is part of a global trend towards greater retailization of alternative investments. 

Topics will include:

  • Liquid alts’ growth journey in Canada

  • Growth history & projections

  • Distribution & risk ratings

  • Advisor adoption & asset allocation trends

  • Product trends and strategies available

  • Differentiating factors: management fees, performance fees, liquidity terms and more

Speakers:

  • Sarah Gardiner, Partner, Securities & Capital Markets, Borden Ladner Gervais LLP
  • Robert Wilson, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management
  • Mark Purdy, Chair of the Investment Committee, Arrow Capital Management
  • Kenneth Sue, Manager, Alternative Investments, TD Wealth
  • Raj Tandon, Founding Partner, Algonquin Capital

Moderator:

  • Matthew Manias, Executive Director & Head, Canadian Prime Brokerage, CIBC Capital Markets

 

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