Presented in partnership with CETFA:

 

 

 

Liquid alternative funds – also referred to as liquid alts – are typically hedge fund or private equity strategies made available through a mutual fund account. The CSA published a proposal paper that was open for comment in 2016. The paper was done as part of a larger fund modernization project that began in 2012.

The CSA’s proposed changes (which are expected in September) are primarily aimed at developing a more comprehensive regulatory framework for publicly offered alternative funds (currently called commodity pools). In addition, the CSA would introduce or revise certain investment restrictions for these funds, including concentration limits, limits on illiquid assets and limits on cash-borrowing, as well as introduce disclosure requirements for alternative funds that would clearly highlight the investment strategies that differentiate these products from conventional mutual funds.

What will be the impact on the mutual fund, ETF and hedge fund industries?

Please click on each of the “+” signs below for more information. This event will be held from 4pm-6:30pm.

– Online registration is now closed –

Date & Location

Thursday, July 26th, 2018

Blake, Cassels & Graydon Offices
199 Bay Street, Suite #4000
Toronto, ON
(map)

Agenda (click here for more information)

4pm Registration
4:30pm Panel begins
5:30pm Reception & Networking
6:30pm Event ends

Speakers (click here for more information)

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

Facilitator: Kevin Rusli, Partner, Blake, Cassels & Graydon

Ronald C. Landry, Vice President, Canadian ETF Services, CIBC Mellon

Jason Mann, Co-Founder, Partner & CIO, EHP Funds

Jeff Ray, Vice President, Product Development, Mackenzie Financial

Darren McKall, Manager, Investment Funds and Structured Products Branch, Ontario Securities Commission

Registration (click here for more information)

Complimentary for all CAASA and CETFA members. Registration is required as capacity is limited.

Please note CETFA members should register using the guest button. 

 

For more information, please contact Caroline at caroline@caasa.ca or 647-953-0737.