Beyond Boundaries

Join us for an in-depth discussion on how to position your portfolio so that it can benefit from the new economic environment.

Our lineup of industry thought leaders will provide insight on how you can strengthen your investment portfolio by breaking the boundaries of traditional asset allocation. We will explore the evolving relevance of private assets and hedge funds, all designed to enhance growth, preservation and sustainability of your wealth.

Featured Guests:

Brad Simpson
Chief Wealth Strategist | TD Wealth
TD Wealth is a leading private wealth management firm, managing total assets of $380 Billion
| Achieving true diversification |
Brad will explain why most Canadian investment portfolios are poorly diversified and built for an environment that no longer exists. He will share insights in how to achieve a truly diversified, sustainable portfolio for the future.

Brian Gildea
Head of Evergreen Portfolios | Hamilton Lane
Hamilton Lane is a leading global private assets firm, overseeing $920 Billion in assets.
| Private equity and debt | 
Brian will provide valuable insights into the opportunities present in private equity and private debt. With U.S. interest rates expected to decline and corporate tax rates proposed to move lower, there is a potential for meaningful growth in private company valuations. Hear how to take advantage of this unique asset class as part of a fully diversified portfolio.

Dana Petitto
Chief Operating Officer and Portfolio Manager | Brookfield REIT
Brookfield is a leading global alternative asset manager with approximately $1 trillion of assets under management across real estate, infrastructure, private equity and credit.
| Private real estate |
Dana will discuss the current risks and opportunities in residential and commercial North American Private Real Estate. With the possibility of peak interest rates behind us, the health of the global real estate market appears to be back on solid footing. Gain insights into where some of the most attractive investment opportunities are present and where occupancy rates, pricing power and increasing demand are prevalent.

Gregor Andrade, Ph.D
Principal, Global Head of Institutional Business Development | AQR
AQR is a leading global quantitative investment firm, managing $116 billion in assets.
| Technology and human behaviour |
Gregor will speak to the future of investment innovation using technology, data and generative AI in finance. Hedge Fund managers like AQR have revolutionized the modern quantitative approach to portfolio management. Their use of data, computerized trading systems and behavioral finance to successfully invest across multiple global asset classes, truly meets the definition of “hedge”.

Dr. Vipan Nikore, MD, MBA, FACP
Physician at Cleveland Clinic, Chief Medical Director of TD globally
| Personal well-being and the future of healthcare | 
Dr. Nikore will discuss how to optimize our personal health and how our choices can lead to a vibrant, healthier and longer life. His research-based knowledge will illustrate ways to improve stress tolerance, emotional regulation, creating resilience in our daily lives and financial decision making. In addition, we will explore the technological innovations that could reshape the healthcare industry, creating optimism for the future.