The Next Chapter in Customization
and Alignment for Institutional Investors

A Fall Series of Webinars on Fridays
Replacing Our Annual Santa Monica Conference
Friday, October 29, 11am-12pm EDT

New Generation of Alpha Customization
Customized solutions designed to manage investment and operational risks are evolving at a brisk pace. The superior technology and expertise essential to ensuring right-sized operational expenditures is the hallmark of managed accounts. These solutions are straightforward, accessible, and known to generate alpha for investors.

Groundbreaking technological advancements are giving rise to a new generation of customized solutions. Join our panel of forward-thinking experts as they unveil the unstoppable technological evolution that is fostering sweeping change in the alternative investment industry.
Moderated by:
Graham Jones
Scotia Capital

Daniel MacDonald, CFA
Head of Advisory & Pensions
Middlemark Partners

Jonathan Planté, CAIA
Director, Business Development
Innocap Investment Management
Wei Xie
Director, Co-Head of
Multi-Strategy Investments