The Death of 60/40: Alternatives in 2022 and Beyond

Andy Mystic

Portfolio Strategist

Altrust Investment Solutions

Andy Mystic is a portfolio strategist at Altrust Investment Solutions advising on alternative portfolio construction and evaluation. Previously, Andy worked as a fixed income portfolio manager/advisor at Scotiabank and a client facing portfolio manager at a Toronto based hedge fund. 

Travis Forman

Director of Private Investment Strategy and Portfolio Manager

Harbourfront Wealth Management

Travis Forman is the Director of Private Investment Strategy and  Portfolio Manager at Harbourfront Wealth Management. He is also the practice owner of Strategic Private Wealth Counsel, which has been named one of the fastest growing wealth management practices in terms of AUM % growth for two years running. Forman holds 25 years of wealth management experience and holds in-depth expertise in the area of alternative investments. He has been instrumental in the development of a collection of private investment pools that span private debt, private real estate, and private equity.

In less than five years and over the course of the pandemic, Forman has led the growth of Willoughby Asset Management’s private pools to over $1 billion in AUM.

His mission is to make a difference in the lives of Canadians. He is dedicated to the growth of portfolios owned by retirees, entrepreneurs, and working professionals.

Forman’s recent accolades within wealth and finance include:

• Wealth Professional Awards: Strategic Private Wealth Counsel named Canada’s Top Advisory Team (Under 10 Staff) in 2022
• Alternative Investments by Wealth Professional Canada Magazine: 2019-2022’s Advisor of the Year Nominee
• Canada Magazine: Forman listed in Canada’s Top 50 Advisors.

Victor Kuntzevitsky

Portfolio Manager

Wellington-Altus Private Counsel

Victor is responsible for directing all external manager research focusing on the investment process including selection, due-diligence, benchmarking, and monitoring. He is intimately involved in every step of the investment cycle and an integral part of the team.

Prior to joining Wellington-Altus, Victor spent the first nine years of his career at a Markham-based Multi-Family Office where he worked to help create, monitor and maintain bespoke portfolios across a broad set of public and private investment strategies.

Victor graduated with an Honours Bachelor of Commerce degree from McMaster University. Victor is a CFA charterholder and has also obtained the Chartered Alternative Investment Analyst (CAIA) designation. He is a lifelong learner, intellectually curious, and has interest across many disciplines.

Victor is committed to philanthropy and giving back to the community. He now sits on the board of ‘Second Kicks’ which distributed close to 10,000 of lightly used soccer equipment to communities in Canada and around the world in 2020. He also co-founded the organization ‘Get Swabbed’, which has since expanded to all Canadian universities with a goal of enlisting donors to Canadian Blood Services’ bone marrow registry.

In his free time Victor enjoys reading, watching travel shows, cooking (and eating), and spending time with his wife and toddler.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig encourages his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances.  He works beyond traditional portfolio management in the equity and bond markets alone to include conservative and predictable alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions. Craig is a frequent commentator on alternative asset allocations for various media outlets, and a panelist and speaker at industry events.