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Event Date Tue Nov 9 EST (30 days ago)
Location Webinar
Region Americas

Join us for an investment outlook, followed by an insightful discussion between leading liquid alternative fund managers and wealth advisors, as we examine:
• What to know if you’re an Investment Advisor without any experience in alternative funds.
• Experiences from Investment Advisors in portfolio construction, client suitability and tactical use-cases for liquid alts.
• The benefit of liquid alternatives in a challenging, uncertain economic and investment climate.
• Alternative credit as a bond replacement and alternative equities as an equity replacement.
○ How to optimally use alternative strategies for retail investors.

• Open to Investment Advisors, Investors & AIMA Members.

IIROC CE Credits:
• Attendees to receive IIROC CE credits, following an approved submission for content eligibility.

• AIMA Introduction (1-2 minutes).
• Overview on the general investment outlook (5-10 minutes).
• Speaker panel discussion (45 minutes).


2021 Speakers


Jason Mann
CIO and Co-Founder, EHP Funds

Brian D'Costa
Founding Partner & President, Algonquin Capital

David Obadia
Vice-President, Investment Advisor, CIBC Wood Gundy

Annika Becker
Investment Advisor, Sightline Wealth Management


Peter Boffo
Managing Director, TD Securities

Sponsors & Partners

2021 Sponsor

• TD Securities