Venue
Webinar

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Event Date Tue May 18 EDT - Thu May 20 EDT (5 months ago)
Location Webinar
Region Americas
Details

Liquid alternative funds have now been available in Canada for over two years through mutual fund, ETF and closed end fund structures.

As wealth advisors and investors consider the diversification, risk reduction and non-correlated return benefits these products can provide to portfolios, join us for this webinar series to learn about their growth story, product trends, how they have managed through market volatility, asset allocation integration and how the Canadian market compares to its US 40 Act peers.

Day 1: Alternative Mutual Funds
Topics:
• Structure overview and exemptive relief.
• Product trends and strategies available.
• Advisor adoption & asset allocation trends.
• Distribution & risk ratings.
• Differentiating factors: management fees, performance fees, liquidity terms and more.
• Growth history & projections.

Day 2: Alternative ETFs
Topics:
• Alternative ETF Structure overview.
• Product trends and strategies available.
• How Alternative ETF trading works vs a mutual fund, including liquidity differences.
• Choosing an alternative product structure.
• Advisor adoption & asset allocation integration.
• Growth history and projections.

Day 3: Learning from US Liquid Alts: 40 Act Funds
Topics:
• 40 Act Structure overview.
• Product trends - strategies available in US.
• Advisor reception & adoption.
• Asset allocation integration.
• Growth history & projections.
• Factors for success in product and distribution.

Speakers

2021 Speakers

MODERATORS:

Graham Jones
Director, Sales, Prime Brokerage, Scotiabank Global Banking and Markets

Peter Goulos
Managing Director, Prime Services, National Bank Independent Network

Kripa Kapadia
Director, Client Portfolio Management, RPIA

PANELISTS:

Michael Burns
Partner, Capital Markets and M&A Group, McMillan LLP

Andrew McCreath
CEO/CIO, Forge First Asset Management

Dennis Macpherson
Senior Vice President, SGGG Fund Services Inc.

Stephanie Kremer
Managing Director, Distribution, YTM Capital Asset Management Ltd.

Steve Hawkins
President and CEO, Horizons ETFs Canada and current Chair of the Canadian ETF Association

Patrick McEntyre
Managing Director, Electronic Trading & Services, National Bank Financial

Paul Mckenna
Senior Manager, Product Services Group, Scotia Wealth Management

Shana Sissel
Chief Investment Officer, Spotlight Asset Group, Inc.

Terry A. Simpson
BlackRock Alternative Investments - Head of Wealth Strategy for the Americas, BlackRock

Daniel C. Chung
Chief Executive Officer, Chief Investment Officer and Portfolio Manager, Fred Alger Management, LLC

Sponsors & Partners

2021 Sponsors

SPONSORS:
• ACA
• Allen & Overy
• CITCO
• Clifford Chance
• Dechert LLP
• Ey
• Eze Castle
• Guotai Junan Securities
• iConnections
• K&L Gates
• KPMG
• Man
• Maples Group
• PWC
• RSM
• Scotiabank
• Simmons + Simmons
• SS&C
• State Street
• National Bank
• Canadian ETF Association