Access to private investments has been difficult for retail investors for many years: risk ratings, completing required forms, and making the process easy for IAs, clients, and managers has proved a challenge. Thankfully, there are platforms from companies like iCapital that can link investors with deserving managers and funds.
Join Francis Sabourin and his guest, Tom Johnston, Managing Director at ICapital Network, as they discuss strategies and trends.
Virtual
Portfolio Manager & Investment Advisor
Richardson Wealth
Managing Director
ICapital Network
Portfolio Manager & Investment Advisor
Richardson Wealth
Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.
Managing Director
ICapital Network
Mr. Johnston is a Managing Director at iCapital and Business Head of their Canadian Funds Business. He was previously the President of CI Institutional and CEO of UBS Global Asset Management (Canada) and has had prior roles in the past with Invesco and RBC. He has extensive experience business strategy, sales and servicing (both wealth and institutional) and new product development including a wide range of asset classes including alternatives. In addition to these roles Tom has also been a Chief Operating Officer, Chief Compliance Officer and General Counsel. Mr. Johnston is a trusted industry leader and has was the Vice Chair and board member of the Portfolio Management Association of Canada (PMAC) and previously (3 years) was also Chair of its Industry Regulations and Tax Working Committee. Mr. Johnston earned a BA in History and Political Science from the University of Western Ontario, one of Canada’s leading universities, and a Bachelor of Laws (LLB) from the University of Windsor. He remains a member of the Ontario Bar in good standing.
Event Registration Closed
Event Registration Closed