Mackenzie bolsters alternatives commitment with training partnership

Investment firm forges first-in-North America collaboration to cement leadership in Canadian alternative investments market

Mackenzie bolsters alternatives commitment with training partnership

One of Canada's top asset managers, Mackenzie Investments, has officially become the first financial services cohort in North America to formally enroll in the new Private Markets for Advisors training program, which was launched by the Investments & Wealth Institute in May 2022.

By combining top-notch educational material with real-world applications from top industry professionals, the course covers the fundamentals of private equity, private credit, and real assets and provides insights into private markets products, issues, and investing methodologies.

"As advisors seek alternative sources of return and income, broader diversification and tools to fight inflation, alternative investments are becoming increasingly attractive," said Sean R. Walters, CAE, CEO, Investments & Wealth Institute.

"This certificate program was designed for investment professionals who wish to evolve their practices by learning how to provide access to private market solutions. We're thrilled that Mackenzie is taking an education-first approach to help expand access to alternative investments for Canadians looking to pursue more sophisticated investment opportunities,” Walters added.

Mackenzie's front-line sales team will be expected to finish the course and obtain a certificate or a continuing education credit, with an emphasis on advancing their knowledge in the field of private markets.

They will learn from subject-matter specialists in private markets who will impart their firsthand knowledge and expertise, enhancing comprehension and improving the practical implementation of private markets investments.

"Mackenzie's on a mission to make alternatives more accessible to Canadian investors and the private markets space is one of the fasting growing and most important within the category," said Gary Chateram, Mackenzie's Co-head of Retail Distribution and Co-Chair, Investment & Wealth Institute Canadian Advisory Board.

Chateram added: "We believe having trained private markets professionals will be a benefit to helping advisors and is essential to growing alternatives in Canada. The knowledge and insights our people will absorb will play an important role as we continue to educate advisors and investors alike about the important role alternatives can play in portfolio construction."