Advisor Learning Series: Alternative Investments

Mark Your Calendar: Tuesday, May 12, 2026, Toronto. Canadian financial advisors are facing a rapidly shifting investment landscape — one in which traditional portfolio construction is being tested by higher rates, evolving client expectations and growing demand for differentiated sources of return. Against that backdrop, Investment Executive, Advisor.ca and CE Corner are presenting Advisor Learning Series: Alternative Investments, a half-day event featuring the sector’s leading asset managers, and a limited number of complimentary in-person passes for Knowledge Bureau Report readers. Interested attendees are encouraged to reserve early by visiting this link and entering the code KNOWBUR100 at checkout. Find out more details about the event here.

Hosted by Editorial Director Kevin Press, the session is designed specifically for advisors seeking to better understand how alternative investments fit into modern portfolios. The agenda focuses on private markets, real assets and liquid alternatives, and how these strategies can contribute to long-term outcomes.

The morning begins with a keynote by Rob Grein, CEO of PMG Intelligence, on client’s evolving expectations of advisors and how the rise of alternative investment opportunities presents an opportunity for advisors to meet and even surpass those expectations.

From there, the program moves into substantive discussions with leading asset managers, offering perspectives on portfolio construction, risk management and the evolving role of alternatives in client portfolios.

The agenda is geared toward actionable insight. Advisors will have direct access to investment professionals through sessions and informal interactions, including opportunities to engage at Speakers’ Corner. The event is structured to facilitate meaningful networking in a focused, advisor-centric environment — in-person and online.

Continuing education is another key draw. Attendees can earn up to four CE credits, split between CIRO Cycle 11 and FP Canada accreditation.

As alternative investments continue to evolve — and as advisors are increasingly expected to articulate their role within diversified portfolios — education grounded in real-world application is essential. This event delivers a concise, high-impact forum that equips advisors with the knowledge and context needed to navigate a more complex investment environment.