Venue
Webinar

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

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

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.

Audience:
• Open to Investment Advisors, Investors & AIMA Members.

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

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

Speakers

2021 Speakers

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

MODERATOR:

Peter Boffo
Managing Director, TD Securities

Sponsors & Partners

2021 Sponsor

SPONSOR:
• TD Securities