This presentation will explore the alternative investments, examining how they can offer diversification and enhance returns beyond traditional assets for …

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This presentation will explore the alternative investments, examining how they can offer diversification and enhance returns beyond traditional assets for individual investors. We’ll begin by defining what constitutes an alternative investment, covering a range of asset classes such as private equity, hedge funds, real estate, and private credit.  Additionally, we’ll delve into current alternative investments structure, regulatory requirements, and practical steps for incorporating alternative investments into a personal investment portfolio.
Featured Speaker
Tony Yuan, CIM, MSc
Vice President, Head of Products and Strategy, AimStar Capital Group Inc.  Tony has a cross-functional role, including investment products and strategy management, content creation, and supporting private wealth and investment management teams. Tony has over 10 years of experience in the financial investment industry, previously served as an investment advisor at Desjardins and as a corporate branch manager and compliance officer at a Mutual fund dealer. He graduated as the top gold medalist from Western University with an Honours Bachelor’s degree in Actuarial Science as well as a Master’s degree in Statistics. Tony also holds the Chartered Investment Manager (CIM) designation.
Event Information
Date: Sunday, November 17, 2024 Time: 2:00 pm – 4:00 pm ET (registration starts at 1:45 pm) 2:00 pm – 3:30 pm presentation & QA; 3:30 pm – 4:00 pm networking Session Format: In person Location: Toronto Public Library – North York Central (5120 Yonge St., North York, ON, M2N 5N9) Room 101 Dress Code: Business Casual Language: English CPD Credit: 1.50 hours Cost: Free (Sponsored by AimStar Capital Group Inc.) Maximum Space: 50 people Registration Deadline: November 16, 2024 at 5:00 pm ET
Active participation is mandatory for receiving the CPD certificate. 
  About Our Sponsor:
AimStar Capital Group Inc. is a Canadian full-service Investment Dealer, a member of CIRO and CIPF. Recognized as Wealth Professionals 5-star Wealth Management Firm for 2024. As an independent firm, AimStar offer a wide range of financial services for individual and institutional clients, committed to provide unbiased investment advice, portfolio management, retirement planning, tax planning, estate planning and risk management which are dedicated to the client’s needs.

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