Keynote Address 

Looking Ahead:  What Are the Demographically [and Generationally] Plausible Scenarios?

Neil Howe, Hedgeye Risk Management

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The 8th Canadian Alternative Investment Forum (CAIF) filled all of its seats once again at the Vantage Venues in Toronto on April 19, 2018. Over 200 sophisticated delegates enjoyed this specialized forum filled with bright ideas, meaningful connections, and a fertile environment for innovative opportunities to emerge. From its long standing position as a neutral industry player, Introduction Capital continues to gain more and more access to niche alternative investment ideas that are thoughtfully integrated into CAIF’s agenda.

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The day kicked off, once again, with Gluskin Sheff & Associates’ Chief Economist and Strategist, David Rosenberg who spoke on investing past the seventh inning stretch and discussed his views on the culmination of the current bull market and how to capture performance late in the cycle. CAIF’s candid conversations featured panel discussions on the allure of Quebec tech disrupters, long lifespan and sustainable social impact investments, crypto-assets & block chain and real asset investing through Infrastructure.

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The investment case for Canadian Farmland was presented by Tom Eisenhauer of Bonnefield and the keynote was delivered by renowned historian, economist, and demographer Mr. Neil Howe, Demography Sector Head of Hedgeye Risk Management. Neil shared his demographic insights that identify the most significant, secular economic trends and their investing implications. The three afternoon panels included a powerhouse lineup of speakers discussing real estate investing, a discussion about “why now” with three new Canadian hedge fund managers, and to end the day, a surprisingly heartfelt conversation amongst three significant family offices.

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We continue to be proud of the solid footing that CAIF has established within our industry and we remain committed to delivering a best in class conference to our delegates.

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CAIF remains the premier alternative investment industry thought leadership event welcoming returning investors and attracting many new family offices, institutions and institutional-grade investors. The specific breakdown of delegates from CAIF 2018 is as follows:

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• Institutional Investors/Private Investors (UHNW)/Family Offices/Dedicated Wealth Advisors to Private Investors and Family Offices: 52%

• Product Manufacturers (Private Equity, Hedge Funds, Debt Participation) and Institutional Fund Managers: 21%

• Investment Professionals: 18%

• Service Providers: 6%

• Industry Association Reps: 2%

• Non-Profit: 1%