The event at a glance.
1:15-1:30pm PST | 4:15-4:30pm EST (in-person only)
Registration and lunch
1:30-1:35pm PST | 4:30-4:35pm EST
Opening Remarks
Taylor Duncan-Barr, CFA
Vice President, Retail Sales
1:35-1:55pm PST | 4:35-4:55pm EST
Q4 2023 Macro Outlook
David Picton shares our macroeconomic outlook and potential implications moving forward.
1:55-2:05pm PST | 4:55-5:05pm EST
Portfolio Construction in a New Era
Robert Wilson outlines how to think about building a robust portfolio amidst a new era and the role that alternative strategies can play.
2:05-2:40pm PST | 5:05-5:40pm EST
Alternative Investment Insights: A Panel Discussion on Strategies and Opportunities
Our panel will discuss where they're finding opportunities in equity, fixed income, merger arbitrage and multi-asset strategies, and provide actionable ideas in today's environment.
2:40-2:55pm PST | 5:40-5:55pm EST
Q&A
2:55-3:00pm PST | 5:55-6:00pm EST
Closing Remarks
Taylor Duncan-Barr, CFA
Vice President, Retail Sales
3:00-3:30pm PST | 6:00-6:30pm EST
BONUS TABLE TALKS (in-person only and optional)
Advisors who attend in-person in Vancouver can engage in small-group discussions with David Picton, Robert Wilson and our portfolio managers to delve into alternative investing strategies and portfolio construction. This unique opportunity is available to in-person attendees only.
Benefits of attending in-person
Advisors who attend in-person in Vancouver can engage in small-group discussions with David Picton, Robert Wilson and our portfolio managers to delve into alternative investing strategies and portfolio construction. This unique opportunity is available to in-person attendees only.
Thanks again for the opportunity to hear your insights first-hand, particularly at such a critical time in the markets. It was time well spent and I came away with great actionable ideas mostly to do with re-allocating portfolios to alternatives!”
