Feb 21

Investing Beyond Traditional Asset Classes

Harry Markowitz famously said that diversification is the only free lunch in investing. Investment management has historically focused on building diversified portfolios of “traditional” asset classes (i.e., fixed income and equities). In the past decade, sophisticated investors have also steadily increased their allocation to private assets, which provides them with numerous portfolio benefits. Through product innovation and enhanced accessibility, investors of all sizes now have ways to invest beyond traditional asset classes. Canada Life and Northleaf have partnered to enable plans of all sizes to access alternative asset classes.

Are you ready to invest beyond the traditional asset classes?

Please join CFA Society Winnipeg as we host, Nadim Vasanji, Managing Director, Northleaf Capital Partners and Canada Life to learn more about:
- Alternative asset landscape
- Benefits of private credit, private equity and infrastructure exposure
- Understanding the caveats of investing in private markets
- How plan sponsors can gain access to these alternative asset classes.

Virtual location

You will receive a confirmation email with a URL.

Feb 21, 2024 12:00pm CT - Feb 21, 2024 01:00pm CT

Free

Speaker Biography

Nadim Vasanji

Managing Director

Northleaf Capital Partners

Nadim is a member of Northleaf’s Executive Committee and leads Northleaf’s Strategic Distribution & Marketing team which is responsible for new product development, sales strategy and analytics, marketing, and communications, and expanding the distribution of Northleaf’s private market products with a focus on building solutions for retail, insurance, and other market participants. Previously, Nadim led Northleaf's corporate development team. He started with Northleaf in 2014 as a member of the private equity investment team.

Prior to joining Northleaf, Nadim was an Engagement Manager at McKinsey & Company in Chicago in the Corporate Finance and Healthcare practices and worked on a broad range of strategy and operational engagements. He began his career with Northleaf’s predecessor, TD Capital, as an Associate. Nadim received an M.B.A (Siebel Scholar) from The University of Chicago Booth School of Business and an BA (Cum Laude) in Economics from Harvard University.