Marketing and Distributing your Fund in the United States


The U.S. is a huge market and although there is ‘one’ regulator (the SEC) there is a myriad of rules to comply with and even state regulators and rules that can trip up even the most savvy fund manager.  There are also Canadian rules that may limit the extent to which a Canadian manager might be able to take on U.S. clients.  Learn from the experts how to make the most of the market directly south of us! This is presented with our partner: the Institute for Portfolio Alternatives (

This webinar is for non-U.S. asset managers interested in marketing their fund in the State

In Partnership with IPA

Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.


  • October 21, 2020
  • 3:00 pm – 4:00 pm


Dial-in details will be sent once registration is complete

CAASA’s Virtual Platform



Event Registration Closed


Event Registration Closed