Private Credit in Retail Investor Portfolios

By AIMA Canada

AIMA Canada Wealth Advisor Summit - Day 3: Private Credit in Retail Investor Portfolios

•            Introduction to private credit and types of strategies that exist in Canada

•            How to evaluate mandates and key terms to know

•            Where and how much to implement in portfolio construction

•            Outlook for private credit over the coming quarters

Panelists:

•            Romain Marguet, Head of Alternative Investments, Richardson GMP

•            Kevin Haakensen, Portfolio Manager & Senior Investment Advisor - PWM Private Wealth Counsel, HollisWealth

•            Carolyn Seaforth, Private Capital Market Specialist, Pinnacle Wealth Brokers EMD

•            Moderator: Ramesh Kashyap, Managing Director, Ninepoint Partners