AIMA Canada and CFA Society Calgary: Asset Allocation and Alternative Insights Calgary Social

Join AIMA Canada and CFA Society Calgary as we reconvene in Calgary for an afternoon of industry networking and to discuss key themes in alternative investments including:

• Global and local trends in alternative investments
• Investor perspectives on portfolio construction, manager selection and other asset allocation decisions
• Public and private valuations and strategies for balancing liquidity/return expectations
• Innovation in fund management, product development and the role of emerging managers in portfolios
• Canadian regulatory and compliance highlights for KYC/KYP
• And more

Speakers:

• Matthew Andrade, CFA, Chief Operating Officer, Richmond Equity Management

• Brent Smith, CFA, Chief Investment Officer, Kinsted

• Lauren Frosst, MBA, CFA, Director, Investments, Calgary Foundation

Moderator:

• Thomas Holloway, CFA, Associate Professor of Finance, Haskayne School of Business, University of Calgary

Sponsored by: