AIMA Wealth Advisor Summit 2022 | Alternative Investment Management Association (AIMA) | 14 October 2022 | The Ritz-Carlton, Toronto, 181 Wellington St W, Toronto, ON M5V 3G7, Canada
Venue
The Ritz-Carlton, Toronto
The Ritz-Carlton, Toronto, 181 Wellington St W, Toronto, ON M5V 3G7, Canada
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| Event Date | Fri Oct 14 EDT (about 2 years ago) |
| Location |
The Ritz-Carlton, Toronto
181 Wellington St W, Toronto, ON M5V 3G7, Canada |
| Region | Americas |
Details
This summit will help you to reflect the growing retailization of alternative investments in Canada and across the globe, bringing together asset managers, institutional allocators, and other professionals inperson to discuss timely topics.
Speakers
2022 Speakers
Claire Van Wyk-Allan, CAIA
Managing Director, Head of Canada, AIMA
Robert Janson, MFin, FCSI
Co-Chief Executive Officer and Chief Investment Officer, Westcourt Capital Corporation
William J. Chyz
Managing Director, Traynor Ridge Capital
Peter Boffo
Managing Director, TD Securities
Ben Lee
Senior Investment Advisor & Senior Portfolio Manager at TD Wealth Private Investment Advice, TD Wealth
Michael Yhip
Senior Portfolio Manager & Wealth Advisor, RBC Dominion Securities Inc., RBC Wealth Management
Serena Cheng
Investment Advisor, Richardson Wealth Limited
Brian D’Costa
Founding Partner, Algonquin Capital
Neil Ross
Managing Director, National Sales, Ninepoint Partners (Moderator)
Carolyn Schroeder
Portfolio Advisor, RBC Dominion Securities
Michael White
Portfolio Manager, Multi-Asset Strategies, Picton Mahoney Asset Management
Loren Francis
VP & Principal, HighView Financial Group
Emily Cao
Portfolio Strategist, BMO Private Wealth
Daniel Leger
Managing Director, MGG Investment Group
David Leblanc
Client Relationship Manager, Richter Family Office
Lee Harwood
Senior Wealth Advisor, BMO Nesbitt Burns Inc.
Max Torokvei
CEO and Co-founder, Waypoint Investment Partners
David McGowan
Vice President, Strategic Asset Allocation, British Columbia Investment Management Corporation (BCI)
Claire Van Wyk-Allan, CAIA
Managing Director, Head of Canada, AIMA
Sponsors & Partners
2022 Sponsors
SPONSORING PARTNERS:
• ACA Group
• Allen & Overy
• Citco
• Clifford Chance
• Cowen
• Dechert LLP
• EY
• Eze Castle Integration
• Formidium
• iConnections
• K&L Gates
• KPMG
• Man Group
• Maples
• PwC
• RFA
• RSM
• SS&C
• Scotiabank
• Simmons & Simmons
• State Street