5th Annual Private Wealth Canada West Forum
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The 5th Annual Private Wealth Canada West Forum was developed as an education-focused one day event for wealth managers. The purpose of the meeting is to facilitate the dissemination of actionable investor content, coupled with supporting the continued development of the private wealth investment industry in Canada.
The program’s agenda has been specifically designed to provide relevant and topical educational content for people who manage, advise, allocate to, or oversee private capital. The 5th Annual Private Wealth Canada West Forum will offer exclusive access to the leading minds throughout the private wealth investment industry, who will in turn, provide the latest information and insight on the future of fixed income, alternatives, equities, private debt, infrastructure, technology, allocation plans, and real assets investing.
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 6 Months Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 6 months.
From Real Estate to Real Assets: Seeking the Best Opportunities This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine Which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape Inflation is at its highest rate in four decades. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns. Opposed to the correlation of public markets, how do these assets shelter a portfolio to facilitate crisis management?
The Future of Wealth Management The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
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