AIMA Canada Wealth Advisor Summit Due Diligence, Manager Selection And KYP/KYC Alignment 2023 | Alternative Investment Management Association (AIMA) | 25 October 2023 | Online
Venue
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| Event Date |
Thu Oct 26 UTC (about 1 year ago)
In your timezone (EST): Wed Oct 25 8:00pm - Wed Oct 25 8:00pm |
| Location | Online |
| Region | All |
Details
Advisors are increasingly turning to alternative investments for diversification, volatility protection and non-correlated returns.
This summit is a 4-part virtual series to highlight the case for alternatives given the current market backdrop, dive deep into hedge funds, liquid alts and private credit and discuss key due diligence considerations for alternative products.
Topics to be discussed in this session are:
• Initial and ongoing due diligence: Top 20 questions advisors should ask managers
• Manager and strategy selection considerations
• Portfolio placement
• How CFR has enhanced KYC/KYP for advisors and what that means for alt products
Sponsors & Partners
2023 Sponsors
• ACA Group
• Allen & Overy
• Citco
• Clifford Chance
• Dechert LLP
• EY
• Formidium
• iConnections
• K&L Gates
• KPMG
• Man Group
• Maples
• PwC
• RSM
• SS&C
• Simmons & Simmons
• State Street
• TD Cowen