Private Markets Portfolio Construction for Financial Advisors
Canadian wealth advisors and industry practitioners are invited to Obsiido's upcoming webinar where we will unpack the key considerations associated with building and managing private markets investment programs for private wealth.
Who Should Attend
This event is best suited for industry practitioners actively involved in the management of investment portfolios for private wealth.
Key Topics of Discussion
The case for investing in private markets
The role of private markets in investor portfolios
A framework for asset allocation
Manager Selection considerations
Liquidity Risk Management
Partnering with Obsiido
Speakers
Sean O'Hara, CAIA
Mr. O'Hara is Chief Investment Officer, Lead Portfolio Manager and Chair of the Investment Committee at Obsiido.
Nimar Bangash, CAIA
Mr. Bangash is Chief Executive Officer, Portfolio Manager and member of the Investment Committee at Obsiido.
Special Guest
Joseph Nugent
Director, Private Market Investments
Asset Consulting Group
Joe joined ACG as an Analyst in our research group in 2005. He oversees the analysis, due diligence and reporting on illiquid investment strategies including real estate and private equity investments. He also participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Prior to joining ACG, Joe performed in several roles for State Street Corporation, including serving as an Analyst specializing in mutual fund valuation issues. Joe has over 20 years of experience in the financial services industry. He is a graduate of Avila University with a Bachelor of Science degree in Accounting.
This event is targeted to registered financial advisors and Accredited Investors in B.C, Alberta, and Ontario, by registering you acknowledge that you meet one of the definitions.