Name
Build Your Own Pooled Fund
Date & Time
Friday, October 3, 2025, 10:30 AM - 11:10 AM
Speakers
Description
Explore the journey from concept to launch as advisors learn how to structure, manage, and scale their own pooled funds. This session covers fund setup, compliance, advisor economics, and operational best practices. Whether you're seeking to enhance client outcomes or create a scalable investment solution, this hands-on discussion will demystify the process and highlight real-world examples from Designed’s IFM platform.
Location Name
Bonavista
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Location
Bonavista