Venue
Hotel Grand Pacific
Hotel Grand Pacific, 463 Belleville St, Victoria, BC V8V 1X3, Canada

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Event Date Tue Mar 10 EDT (almost 2 years ago)
Location Hotel Grand Pacific
463 Belleville St, Victoria, BC V8V 1X3, Canada
Region Americas
Details

The Forum will feature leaders from across the industry to discuss the changing landscape of alternatives, risks, opportunities and trends.

• What are Liquid Alternatives?
• What are the common investment strategies?
How do they work?
• What are their objectives in a portfolio?

Who should attend the workshop? Outlook Forum guests that are not familiar with this new investment category.

Speakers

2020 Speakers

Michael White
Head of Multi-Asset Strategies, Portfolio Manager, Portfolio Manager

Conner Sura, CFA
Director & Portfolio Strategist, Lawrence Park Asset Management

Lindsay Holtz
Managing Director, CC&L Financial Group

Ann Glazier Rothwell
Principal, RPIA

Steven Adang, CFA, CAIA
Chief Investment Officer | Outsourced CIO | Family CIO, Multi-Asset and Alternative Investment Portfolios

MODERATOR:

Rene Dinter
Director, ETF Distribution, BMO Global Asset Management

PRIVATE ASSETS PANEL:

Aaron Papps
Private Equity, BCI

Sean Rogister
Chief Executive Officer, Cortland Credit Group Inc.

Sponsors & Partners

2020 Sponsors

PLATINUM SPONSOR:
• TD

GOLD SPONSORS:
• Connor, Clark & Lunn Financial Group
• CI Investments
• BMO Exchange Traded Funds