Live Virtual Event | September 24, 2020

WP Advisor Connect is a new virtual event for wealth professionals to network, communicate and transact – part of the Wealth Professional Canada mission to keep the industry connected during turbulent times




The Rise of Alternative Investments
September 24, 2020 | 12:00–5:00 p.m. EST

12:00 p.m. Registration and virtual orientation

12:20–12:50 p.m.  Pre-event workshop: How to increase website traffic and compete digitally

Looking to improve your digital presence but not sure where to focus your efforts for the best results?

This quick workshop will show you the best ways to get traffic that converts to your website. We will also look at steps you can take to improve how you appear in search results and get a better ROI on your content and marketing efforts.

Join the workshop to learn about:

  • Free tools to get you started (and how to use them)
  • Increasing traffic to your site (and improving conversions)
  • Tips for optimizing social and email campaigns


Jacob Reeleder

Jacob Reeleder, global digital manager, SEO and engagement, Key Media


12:30–1:00 p.m.  The evolution of investing in alternative assets: “Tangible” alternatives and their role in your portfolio

Leading the shift to ‘tangible’ alternative investments away from the traditional 60/40 portfolio – pensions, endowments, and private equity have outperformed the public markets over the last 5 years. What learnings can we take away from this phenomenon? How should investment advisors discriminate between alternative offerings? And how can investment advisors get their clients appropriate exposure to this burgeoning asset class?


Jeremy Kaliel Jeremy Kaliel, president & chief executive officer, Proof Capital Inc.
Cameron Reid Cameron Reid, chief investment officer, Proof Capital Inc.
James Burton James Burton, senior editor, Key Media (Moderator)








Led by:

Proof Capital
Proof Capital is a private merchant bank and wealth management firm that specializes in private investments and alternative assets. The Proof Capital Family of Funds is comprised of 3 funds, 2 of which focus on alternative assets including private credit and private equity.

12:30–5:00 p.m. Resource center

  • Visit the virtual exhibition booths
  • Arrange one-to-one chats
  • Make new connections
  • Network with the industry

1:00–1:10 p.m. Welcoming remarks

1:10–1:55 p.m. Keynote panel discussion: Alternative investments – New options to add diversification to your portfolio

The current challenging environment means it’s more important than ever for investors to diversify their portfolios. And with new regulations and lower barriers for advisors, alternative investments have become the viable option for diversifying and generating returns. Advisor Connect kicks off with a keynote panel of leading alts experts discussing trends, opportunities, digital transformation initiatives, what’s in store for alternative assets in 2020 and beyond, and where in the world to find income. 

  • Rethinking 60/40 portfolios and how to make alternatives fit in
  • Trends, risks and opportunities
  • Canada, the US or the wider world – where to find income
  • The future of alternative assets beyond 2020

Keynote Speakers

James Burron James Burron, president & co-founder, Canadian Association of Alternative Strategies & Assets (CAASA)
Sandy McIntyre Sandy McIntyre, capital markets strategist, CI Investments
Shana Sissel Shana Sissel, chief investment officer, Spotlight Asset Group
Claire Van Wyk-Allan Claire Van Wyk-Allan, director, head of Canada, AIMA (Alternative Investment Management Association)
Arthur Salzer Arthur C. Salzer, CEO and chief investment officer, Northland Wealth Management

2:00–3:40 p.m. Concurrent workshops

2:00–2:30 p.m.

Fixed income alternatives: Diversifying opportunities

Led by:

CI Investments_295-english

In search for fixed income, advisors are looking beyond bonds to alternatives. In this not-to-be missed session, Marret Asset Management’s President & CEO, Paul Sandhu will highlight the current fixed income landscape, with a key focus on how fixed income mandates are actively managed with flexibility, and how to position your portfolio to generate alpha beyond the recent bear market. Paul will further underscore the value of alternative fixed income in maximizing returns ahead of the current volatile and uncertain economic environment.


Paul Sandhu Paul Sandhu, president and CEO, Marret Asset Management




2:35–3:05 p.m.

Risks associated with alternative investments – What you need to know

Like any investment strategy, alternative investing has its risks. Alternatives add diversification, help mitigate volatility, offer tax benefits, and have the potential for offering a higher rate of return. But alternatives are more complex, they have higher fees, are more volatile, and most are invested in illiquid investments, making them difficult to exit and price on a regular basis. Education is key for advisors. Join our experts as they highlight what you need to know and how you can use alternatives without making rookie mistakes.


Ben Rabidoux Ben Rabidoux, president, North Cove Advisors Inc.
David Kitai David Kitai, content specialist, Key Media

Why alternatives should have a place in your portfolio  

Led by:
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To truly diversify your investment portfolio, alternative assets are the key. Alternative investments, with their low correlation to traditional assets, can open the door to an optimized portfolio. Women in ETFs sits down with alts experts to talk about portfolio construction using alternative assets, and why this investment vehicle needs to have a place in your portfolio.


Krista Hicks

Krista Hicks, senior vice-president, business development, Horizons ETFs Management (Canada) Inc. 

Prerna Chandak Prerna Chandak, vice president, ETF product and strategy, Mackenzie Investments
Alan Seychuk Allan Seychuk, vice president, senior investment director, alternative investing, Mackenzie Investments








3:10–3:40 p.m. 

Private debt – Exploring the ancient new alternative

Led by:


With interest rates at historic lows, investors are scrambling to generate returns from their fixed-income allocations. Although private lending has existed for centuries, the proliferation of investable private credit options is still relatively new, with most funds emerging less than a decade ago. With a major test from COVID-19 now under the belts of private credit managers, the case for private lending is more powerful today than ever before. Topics of discussion include:

  • Finding yield from fixed income in a low-rate environment
  • Institutional adoption
  • Factors and caveats to consider
  • Observations from COVID-19


Rob Anton Rob Anton, managing director, Next Edge Capital
Darren Darren Matte, editor, Wealth Professional magazine






3:45–4:15 p.m.  Liquidity cascades: The coordinated risk of uncoordinated market participants

From 2010’s Flash Crash to 2018’s Volmaggedon to the more recent 2020 Coronacrisis - large and sudden drawdowns are a known risk feature for market historians. In this closing keynote, Corey dives into the “weird” behaviour many investors believe markets are exhibiting, the impact of central bank intervention, the growing scale of passive/indexed investing, and asymmetric liquidity provisioning. Walk away with ideas on how you can exploit this reality to make it profitable as well as protect yourself, and your portfolio.


Corey Hoffstein Corey Hoffstein, co-founder and CIO, Newfound Research

4:15 p.m  Closing remarks

4:20–4:40 p.m.  Networking open discussion

Join your industry peers for a facilitated virtual drinks reception.



NextEdgeCapital_SideLogo     CI Investments_295-english    Proof Capital logo



AIMA 30 Years positive CAASA rec 1 - 1080 x 1080




Advisor rate - Complimentary
Subject to approval for: investment advisors, discretionary portfolio managers, financial planners, financial advisors etc.

Industry professional ticket - $499
Subject to approval for: service providers, wholesalers, fund issuers & marketers, investment fund managers & other professionals in the wealth management industry in a non-advisor role


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