2024 Conference & AGM

Workshop

Tuesday, May 7 @ 11:00 am – 12:00 pm ET

Investing in Private Assets (Wealth Creation and Management)

Private assets have long been a core component of investment portfolios for pension funds, charitable endowments, and ultra-high net worth families.  Attractive long-term returns and non-correlation to traditional assets such as publicly traded stocks and bonds make them an excellent complement to the traditional “60/40” asset mix.  In the current landscape few wealth advisors and Canadian families have access to these assets.

Learn the basics of what private assets are, why they are sought after by institutional investors, and how CALU advisors have successfully incorporated them into their clients’ portfolios.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –

Speakers

Jason Nicola, CIM

Wealth Advisor
Nicola Wealth

John Nicola, CLU, CFP, ChFC

Chairman, CEO, CIO
Nicola Wealth

Robert Wilson, CFA

Senior Vice President, Head of Portfolio Construction Consultation Service
Picton Mahoney Asset Management

TICKETS

2024 Conference & AGM Registration