The response to our alternative investments event at Vantage Venues on Tuesday has been strong. In-person attendance is sold out, but registration remains open for the livestream. Participation will earn attendees up to four continuing education credits.

I met with Rob Grein, CEO of PMG Intelligence this week to talk about his keynote talk — Even Greater Expectations: Understanding Canadian market engagement with alternative investments.

PMG is a market research consultancy Grein launched in 1993. Since then, the firm has conducted about 1,000 studies and built research panels that include consumers as well as financial and insurance advisors.

His presentation will connect demographic trends with the emergence of new technology and growing consumer expectations of transparency and control over their financial future. Alternative investments have emerged from all of that to play an outsized role in Millennial and Gen Z portfolios.

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