AIMA Canada Wealth Advisor Summit 2021 | The Alternative Investment Management Association Limited | 9 November 2021 | Webinar
Venue
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| Event Date | Tue Nov 9 EST (about 3 years 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