In this episode we are talking agriculture from two angles: equity investment into working farms and lending to farmers to get them through a tough growing season or to expand their operations. Both of my guests have a great deal of experience in their respective areas and you’ll love to hear about how Canadian agriculture is staying competitive and delivering quality food to your table.
In this episode, we have another first. We have the Ontario Securities Commission participating in a podcast, along with LockDocs, which recently completed the OSC's Innovation Lab AKA TestLab Program. The result was a KYC online app that, while not endorsed nor approved by the regulator, was brought to market via the program and with a great deal of industry input. Let's hear about their journey together.
In this episode we speak with a veteran investment advisor and a specialist in investing in a diverse set of Ontario-based construction projects. You’ll hear what investors are looking for these days and how these two professionals deliver for their clients.
In this episode we speak to two CAASA members, Gord Ross, Chief Sales Officer of W.A. Robinson Asset Management & Darren Reid, Portfolio Manager of Aligned Capital on the opposite side of Canada. Where their values and purpose couldn't be more aligned (apologies for the pun), their respective businesses are structured to provide quality income to clients and have done so for many years, even decades.
In this episode we are speaking with two CAASA members who joined forces to produce an innovative ETF product in the global real estate space - offering the benefits of this asset class to investors who like a little liquidity now and then. We hope you enjoy it! The contents of this presentation are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed.
Recorded July 28th, 2022. In this episode we speak with an OCIO - or outsourced chief investment officer - based in Vancouver, BC and a major Toronto-based fixed income manager active in both long only and hedge fund strategies. We go from top-level asset allocation to more granule topics like the corporate bond curve.
For today’s podcast we welcome back Sandy Poklar with Firm Capital and Darren Coleman at Raymond James. Both have been in the industry, and their respective roles, for three decades or so and they’ve been professionally connected for about 15 years, so you can be sure this conversation will be like two old friends chatting - because they are! We’ll talk client experience, real estate, inflation and much more. Enjoy!
In this episode we speak with two in the crypto and Defi sub-sets of the digital assets industry. One from the so-called trad-fi or traditional finance area, taking a crash course in this new space, with his company offering a platform for trading various instruments. The other is an old school commodities and financial trader who moved his expertise to the crypto-assets market and now runs a hedge fund that specializes in relative value, delta neutral trades which capture yield for their invest...
In this episode we sit down with two veterans of the digital assets space and talk Defi and much more. These are areas that are growing in popularity and investors of all stripes are really digging into them, as we do during this podcast. We hope you like it!
In this episode we discuss real estate investing and due diligence that investors should perform as well as how investor demographics and their behaviour can have a huge effect their overall returns.
In this episode we speak quantitative and systematic investments with two folks who have a great deal of experience in the space. One manages a hedge fund selection team in Paris, London, and New York, overseeing fund due diligence and onboarding of the managers who trade via a variety of products. The other is in business development at a New York based manager that uses an investment process that takes human emotion out of the trade in order to produce disciplined portfolios. Perhaps not surpr...
In this episode we speak with a leader in the pension fund management space as well as a noted expert in quantitative methods for extremely large portfolios such as those with $100 billion. Both have a passion for E.S.G. and creating portfolios that support both environmental social and governance imperatives as well as the return and income requirements of pensioners and investors that rely on their products.
In this episode we speak with a leader in the assisted living space in Canada as well as one of the most prolific distributors of exempt products. We talk about how this type of seniors living and housing is used by its occupants and the prospects for its growth going forward and hear about what investors are looking for when considering investments for their portfolios.
In this episode we are happy to speak with two experts from the foreign exchange market, one who heads those operations of a major asset manager in Canada and the other in charge of a global platform that facilitates the trades. We talk about such things as FX flows, the Triffin Dilemma, and even bitcoin so get ready!
In this episode we have a noted Canadian pension plan that has evolved its business to include external money so investors can take advantage of their experience and expertise. As well as an asset manager that specializes in emerging market private lending and other EM fixed income such as sovereign debt. You will hear how they are adapting their offerings and internal capabilities to keep up with and make their mark in the international investment scene.
In this episode we speak with a veteran manager from Vancouver who recently released a new fund and a product specialist from an investment dealer that is very active in the alternative investment scene. Join us as they discuss how alternative investments are becoming less of an alternative for virtually every type of client and how the idea of 60/40 can be reinterpreted since bond yields are at record lows and the probability of having capital gains in that part of the portfolio is surprisingly...
In this episode the tables are turned as my colleague Paul interviews Matthew Latimer who heads the Federation of Mutual Fund Dealers and little ol’ me! We chat about how the industry is evolving to include more alternative investments - making us think that maybe we need a new moniker for these non-correlated investments - thanks to the liquid alts legislation that our team worked on for 6 years.
For this episode we are delving into the surprisingly resilient world of student housing - speaking with a fund manager in the asset class and an award-winning investment advisor with an enviable roster of clients in this and other alternative investments.
In this session we have two portfolio managers with high conviction portfolios that come at the markets from different tangents. Whether one is looking to longer term trends or short-term trading, knowing the markets you’re in can make the difference between star performance and being at the back of the pack.
In this episode we speak with two asset allocators - one with a multi-family office and the other with an ETF-only allocation service for investors. Both have a great deal of experience across many asset classes during many markets and we will talk about current market dynamics and infrastructure of trading and where it is headed.
In this episode we are speaking with two sides of the asset management coin: a substantial systematic trading shop in New York that manages money for institutions around the world and in Canada as well as Canadian retail investors via an onshore product, and someone known as a gatekeeper in Canada - who ensures that the products on his broker-dealer’s shelf are fit for purpose.
In this episode we have two leaders in the world of learning, one a tenured professor at a major university that doesn’t really act like someone with job security - he loves to do new things and add to the experience of his students and the industry in general - and the other heads the bestower of the designation in alternative investments and has a storied career of his own. This should be fun as we discuss the covid pivot that education and the world is making and how digital transformation ha...
This podcast features a little vertical integration as we bring toghether a small-cap fund manager and a company that he invests in and they speak to how to invest in this niche market and the stages of investment from private to public and into the later, and larger market cap, stages.
In this episode we are speaking with two participants in the medicinal and recreational cannabis market - one running a company producing the many and varied products and the other investing in public companies that have exposure to this area. Both have a great deal of knowledge of how this growing sector of the economy is evolving since it became legal in Canada on Oct 17, 2018 and they have some ideas on where it is headed also.
In this episode we are speaking with what might be the most diametric pairing we’ve ever had - one focused on real estate co-investments in the mid-west and the other in the perhaps more flashy world of capital introductions at a major bank. Both have at the heart of their businesses the drive to perform for their clients.
In this episode we are speaking with a major Canadian pension plan and a service provider to institutional investors - and the latter just happens to head one of the longest-running masters of mathematical finance courses on the planet. We speak on artificial intelligence and machine learning as well as where these areas are used by and affecting the realm of finance and facets of everyday life that touch all of our lives.
In this episode we are lucky enough to see three sides to the blockchain and cryptocurrency coin with experts situated in Canada, the United States, and United Arab Emirates. You will hear them weigh in on what this technology is, its history, and where it is headed in fulfilling its promise to provide a unified, immutable record of things while adapting to the dynamic world that we live in.
In this episode we are speaking about ESG, with a bit of a focus on the S or Social as you’ll surmise as we get into this. I’m joined by two from the ESG and impact area: one with decades of grassroots ESG quant background and a platform, now, to determine if as many as 30,000 companies are doing what they say they are. The other has a broad view of ESG from a chair at a major global association that creates standards that can be used across a variety of industries and fulfilling requirements by...
In this episode we are speaking with a private lender whose clientele is fairly eclectic, that is to say diversified, and his shop has been able to carve out a few interesting niches in the space. We also have a high-energy and experienced investment advisor who has some real home-spun advice on how to manage one’s money and emotions in volatile markets in this increasingly complex financial system we find ourselves in.
In this episode we are speaking with two data professionals, one with decades of experience with impact and socially responsible investing and the metrics around this and the other from the Canadian mutual fund data industry and chair of the Canadian Investment Funds Standard Committee that determines the guidelines and placement of fund types in Canadian databases. Both have a passion for numbers and social issues that will shine in this interview, I’m sure.
