Advocis Greater Vancouver Presents The Case for Alternative Investments
Submitted by Victoria on March 31, 2021 - 3:40pm
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PDF version The Case for Alternative Investments |
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Certainly, a lot changed in 2020. As investors, we want to consider these risks and think about them in a holistic way – and find solutions for our clients. Broadly speaking, we believe there are a few key areas where investor portfolios can be fortified utilizing private Alternative Investments. Join Westbridge Capital on Wednesday, April 7, 2021, at 11:30 A.M (PDT) to discuss the challenges investors are experiencing in fixed income and the solutions mezzanine debt can offer to individuals and business owners. |
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Register Early: Available spots are limited and will be on a first-come, first-served basis. - Registration closes on April 5, 2021, at 11:30 P.M (PDT)
- This event has been approved for 1 CE credit.
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Conor Clarke Conor joined Westbridge Capital as Director, Business Development in early 2020. He is responsible for originating business acquisition opportunities for the fund and raising capital through the IIROC advisor channel in Alberta. He brings a diverse background of knowledge and experience in both M&A and capital raising. Conor spent 7 years with a leading independent IIROC brokerage firm and in 2011 he co-founded a regional Environmental Services business which he sold in 2020. Conor holds a Commerce degree from the University of Alberta, an earned the Chartered Investment Manager (CIM®) designation during his time as an advisor, and is currently a CFA Level III candidate. Dennis Hettinger Dennis Hettinger is a Director of business development for Westbridge Capital. Mr. Hettinger works on Westbridge's sales and origination team and is responsible for representing Westbridge's brand and expanding its Private Wealth Business in Western Canada. He brings extensive industry knowledge and experience in both traditional and alternative investment solutions, earned in his prior roles at three large banking and asset management firms. Dennis has a passion for helping clients achieve their outcomes, and has spent the last decade delivering insights, tools and advice to serve that interest. Prior to joining Westbridge, Dennis worked as a Regional Director for Russell Investments, as a financial advisor for Phillips Hager & North Investment Services as well as in various roles at RBC Royal Bank. Dennis has a Bachelor of Commerce from the U of A and Chartered Investment Manager CIM designation. |
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