Alternative Investments: A Conversation With A Foundation, A Multifamily Office And A Pension Fund 2022 | CFA Montreal | 6 April 2022 | The Windsor Ballrooms, 1170 Rue Peel #110, Montréal, QC H3B 0A9, Canada

Be sure to tune in to this panel discussion on what makes alternative investments appealing and what kind of opportunities they represent for the organizations of each of our panelists.

The topics covered will include the following:
• Are these unique investment strategies and opportunities available equally to everyone?
• Do the structures our guests’ organizations invest in differ depending on the assets allocated to them or the limitations they have to deal with?
• Types of alternative investments considered?
• Tax considerations of alternative investments and how they vary from one organization to the next
• Outlook for innovative investments: What the future holds

2022 Speakers

PANELISTS:

Randall Birks
President and Chief Investment Officer, Birinco Family Office

Catherine Janson, CFA
Chief Investment Officer, Samara Multi-Family Office

Nelson Lam, CFA
Senior Vice-President, Equity and Alternative Investments, Trans-Canada Capital

Sophie Leblanc, CFA
Chief Investment Officer and Treasurer, McGill University

MODERATOR:

Sam Reda, CFA
President, Maralex Capital Inc. & Co-Founder and Chairman, AlphaCCO Software Inc.

2022 Sponsors

• Addenda Capital
• Amundi Asset Management
• Blue Bridge Wealth Management & Family Office
• BMO
• CDPQ
• Desjardins
• Fiera Capital
• Finance Montreal
• Horizons ETFs by Mirae Asset
• Oberon Capital
• Optimum Asset Management
• PBY Capital
• PSP Investment
• RBC
• Triasima Portfolio Management