Recent years have seen rising interest in alternative investments in both Canada and the United States, including increasing allocations from institutional investors and new opportunities for retail investors.  With rising investor interest, the regulatory and market environments also continue to evolve.  Close proximity has meant many managers operate on both sides of the border – but differences remain, including regulations, investor expectations and overall market environments.

Join us for a panel presentation and a facilitated group discussion with segment leaders from CAASA, CIBC Mellon, BNY Mellon and fund managers from both sides of the border to discuss key trends in the alternatives investment space as well as market differences and similarities of the alternatives management industries in Canada and the US.

Key questions include:

  • Alternative asset allocations continue to grow. What is fueling their rise?
  • Asset classes are vying for position in Canada and the US. How do appetites differ across classes in Canada versus the US?
  • The standards for managers are changing. What do investors want? How do needs differ across the border?

Date: Wednesday, August 14, 2019

Location: CIBC Mellon, 1 York Street, 5th floor, Toronto ON M5J 0B6 (map)

Time:

2:30pm Registration, coffee and networking
3:00pm Presentation of findings
3:30pm Panel discussion and Q&A
4:15pm Cocktail reception – networking and patio conversation
5:30pm Session end

Related reading:  The Race for Assets: Canada vs the World 

Panelists:

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

Megan Gentilesco Director Global Product Management, Alternative Investment Services, BNY Mellon

Jon Lofto Director, Alternatives, CIBC Mellon

Kerry Stirton Partner, Porfolio Manager, Alignvest Investment Management

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

More to be added

Registration:

CAASA Members:
$20

Non-members:
$30

Plus applicable taxes.

Registration is required as capacity is limited.

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

Sponsored by: