Please join us for a panel discussion about Liquid Alternatives (“Liquid Alts”) as our panelists discuss one of the newest investment products available to Canadian retail investors. Following a Canadian regulation change in January 2019, Canadian retail investors can now gain exposure to hedge/alternative strategies that had previously only been accessible by institutions and high net-worth individuals. Our panelists will provide an introduction to the world of Liquid Alts, discuss the change in regulation that has made this investment class recently available in Canada, outline various strategies available, as well as note the potential benefits and drawbacks to this investment class.

Date: Tuesday, October 1, 2019

Location: Delta Hotel Winnipeg, 350 St Mary Avenue (map)

11:30am Registration
12:00pm Seated for lunch
12:30pm Panel begins
1:30pm Panel and Q&A ends
2:00pm Session Ends


Please click on the links below for more information on our panelists.

Max Corvin Vice President - Alternative Strategies, Franklin Templeton Investments

Jason Chertin, Partner, McMillan LLP

Kathleen Biggs, Vice President, Business Development, Lawrence Park Asset Management

Brendan Rogers, Vice President, Investment Advisor, RBC Dominion Securities

James Burron President, Canadian Association of Alternative Strategies & Assets (CAASA)


Register on the CFA Society Winnipeg event page (here)

In Partnership with: