4th AIMA/CAIA Risk Rating Guidelines for Canada 2023 | Alternative Investment Management Association (AIMA) | 25 April 2023 | Virtual
Venue
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| Event Date | Tue Apr 25 EDT (over 1 year ago) |
| Location | Virtual |
| Region | Americas |
Details
This focuses on the internal risk ratings placed on funds by dealer platforms in Canada and how they may differ from the historical risk-adjusted return of the specific fund or strategy indices (and for alternative mutual funds and alternative ETFs, how it may differ from the prospectus risk rating, as mandated by the Canadian Securities Administrators or CSA).
Join us for this overview of AIMA, ACC & CAIA’s recommendations and methodology, as well as a practical discussion on the continued progression of risk ratings in Canadian advisor distribution channels.
Speakers
2023 Speakers
Rob Lemon
Executive Director, Prime Services, CIBC Capital Markets
Steven Novakovic
Managing Director, CAIA Curriculum, CAIA Association
Nick Smith
Managing Director, Private Credit, AIMA
MODERATOR:
Claire Van Wyk-Allan
CAIA, Managing Director, Head of Canada, AIMA
Sponsors & Partners
2023 Sponsors
• ACA
• Allen & Overt
• Citco
• Clifford Chance
• Dechert
• EY
• Formidium
• iConnections
• K&L Gates
• KMPG
• Man
• Maples Group
• PwC
• RFA
• RSM
• Simmons + Simmons
• SS&C
• State Street
• TD Cowen