As alternative investments continue to gain traction in the wealth channel, advisors and investors are getting up to speed on asset classes strategies, due diligence, structures, benefits, risks and client suitability.

Join us to learn insights about the most Frequently Asked Questions by retail about alternative investments, drawing inspiration from AIMA’s institutional due diligence and sound practice framework and CAIA’s foundational UniFi and designation curriculum while covering key concepts, terminology and portfolio applications to help wholesalers and advisors more confidently discuss alternative investments with clients.

Speakers:

• Aaron Filbeck, Managing Director, Content and Community Strategy, CAIA
• Claire Van Wyk-Allan, Managing Director, Head of Canada and Investor Engagement, Americas, AIMA