In this episode we are speaking with a financial planner that has a great deal of experience in the institutional investing scene and is now applying his knowledge from that area to individuals’ portfolios. We also have a friend of mine from a major hedge fund solutions shop that has experience in allocating to managers and running their own strategies in-house and now, as part of a larger asset management complex, brings its capabilities to bear on a range of clients around the world.
Jul 01, 2020•41 min•Season 1Ep. 41
In this episode we are speaking with a serial entrepreneur who had a hand in steering his family’s company from newspapers and radio and on to spirits and healthcare as well as promoting the many advantages of Québec, its people, and businesses. We also chat with a medical doctor turned alternative investment professional who has a global view of both public and private markets in North America and globally. Both have a common passion of becoming expert in their respective specialties as they ev...
Jun 22, 2020•41 min•Season 1Ep. 39
In this episode we are speaking with two commensurate traders with long experience in the buy side and the sell side - both focusing on getting the best execution for their respective shops and their clients. We speak to how the COVID crisis has tested the business continuity plans of all market participants and where the future is in trading now as we settle into this new regime and, later, move forward with what will likely be a different trading desk and office infrastructure.
Jun 16, 2020•40 min•Season 1Ep. 40
In this episode we are talking health and wellness with two experts in the space who ‘eat what they cook’ and have some great tips for everyone about how to achieve and maintain peak health regardless of whether we are in this COVID-19 crisis or not. https://happyhealth.cc/
Jun 01, 2020•37 min•Season 1Ep. 38
In this episode we are speaking private lending with two practioners in the field as they talk to the different types of private lending aka private debt aka private yield, and where they see this market going in the COVID and post COVID era.
May 26, 2020•38 min•Season 1Ep. 37
In this episode we are speaking with a commensurate alts junkie, so to speak, with experience in virtually all areas of alternatives and whose role now gives him a great view of all things alternative. We also have the head of a growing multi-family office who has a different view of 60/40 and sees crypto-currency as a new asset class that perhaps all investors should have a disciplined allocation to - it’s all in the rebalancing. This will prove to be a fun trip down the side-paths of alternati...
May 22, 2020•41 min•Season 1Ep. 36
In this episode we are speaking with a significant investor in real estate and lending on properties as well as to corporations, and a well-known investment advisor who knows his way around alternatives, having had a segment on what is now Bloomberg TV for some time. They will speak to how the coronavirus has affected the real estate equity and lending market and the factors that have and will continue to affect this area of investment and many people’s personal wealth for years to come....
May 21, 2020•39 min•Season 1Ep. 35
In this episode we speak with a scion of Bay Street with experience as a lawyer and president of a hedge fund company and now a hedge fund platform that provides infrastructure to fledgling as well as very large hedge fund managers located in Canada and elsewhere. We also feature one of his emerging managers in the area of life settlements, an asset class that is decades old in the institutional realm and continuing to gain more acceptance in HNW portfolios. We talk about what it takes to launch...
May 20, 2020•36 min•Season 1Ep. 34
In this episode we are speaking with two experts in offshore funds - one focused on the legal side and origination of these vehicles and the other involved in the ongoing governance of offshore structures. Both have a great deal of experience in their respective fields and share details of all areas of offshore investments and even personal and corporate taxation - an area quite orthogonal to many listeners who might be in the typical income, interest, dividend, and capital gains taxation regime...
May 19, 2020•37 min•Season 1Ep. 33
In this episode we discuss both sides of the family office coin with a G3, or third generation, family member and a professional from a significant family office. The former would actually not describe his situation as a traditional family office as he and his siblings each are active participants in the ventures they invest in, while the latter has been with his employer for many years, working with the investment team and family to guide the investment plan. Both have deep and varied experienc...
May 15, 2020•44 min•Season 1Ep. 32
In this episode we are speaking with a seasoned credit manager in the Toronto area and a very experienced investment advisor located in Montreal. Both are proud proponents of the private lending area and alternatives in general and how they can be a stabilizer as well as an area of growth for client portfolio - be it Retail, High Net Worth, or Institutional.
May 14, 2020•36 min•Season 1Ep. 31
In this episode we have eight hours of time zones between our two participants, one in London, UK, and the other in Calgary, Canada, and they share a keen interest in real estate located in, for the former, in Europe and in the case of the latter, in Canada, the U.S., and Mexico. We will speak on the real estate markets in general and their areas of expertise as well as where they see these investments going in the future as the world navigates the coronavirus crisis.
May 13, 2020•37 min•Season 1Ep. 30
In this episode we are speaking with two market veterans, one described by the other as the most seasoned executive on Bay Street and both having decades of experience in asset management, mergers and acquisitions in the industry, and strategic positioning of their respective companies. We will speak on how the market infrastructure has changed over the years, the rise of factor investing and quantitative methods in modelling and trading, liquid alternatives, and creating products to deliver on ...
May 12, 2020•39 min•Season 1Ep. 29
In this episode we are speaking with two friends from the industry who have been friends themselves for many decades, one with a major fund administration and custody provider and the other with an ETF provider - and interestingly, both of their employers have an international component to their ownership. They will be speaking to the ETF and broader Canadian and global capital markets as well as innovations such as the Liquid Alts legislation that continues to create opportunities for investors...
May 11, 2020•36 min•Season 1Ep. 28
In this episode we are speaking with two veterans of the Canadian and global asset management scene - one with a legal background who works with a diverse fund management platform and specializes in working with family offices and institutional investors looking into alternative investments. The other has decades of experience in futures and other derivatives trading, regulatory submissions and rule-making, and providing managed account platforms for significant institutional investors. They bot...
May 08, 2020•36 min•Season 1Ep. 27
In this episode we are speaking with two market strategists, one with a major Canadian bank’s asset management arm and another that delivers wealth management portfolios to investors via asset allocation as expressed through ETFs. We will talk about the current and previous crises and how one’s investment process is integral to keeping a level head through market upheavals and taking advantage of opportunities as they might present themselves.
May 07, 2020•37 min•Season 1Ep. 26
In this episode we speak with a scion of Bay Street with a string of firsts, from gold and platinum certificates to the world’s only prospectus-offered crypto-currency fund, as well as an entrepreneur who has developed a platform to get investment products into the hands of investors directly and via the broker-dealer network.
May 06, 2020•39 min•Season 1Ep. 25
In this episode we are speaking with 19-year veteran and private markets portfolio manager with a significant asset management shop as well as an individual with 27 years’ experience in the financial services industry including more than a decade with one of the world’s leading pension plans and his current role as CIO for a growing multi-family office practice. Both will speak to how the markets have evolved over the last many years and crises and what they see happening now and going forward f...
May 05, 2020•39 min•Season 1Ep. 24
In this episode we look at both sides of venture investing - that of equity positions and lending to fledgling companies - with two noted practitioners in the space. One uses big data techniques to discern amongst SaaS, or software as a service, and other technology borrowers, and the other makes investments into companies that can benefit from the lower operating costs of being based in Toronto and also take advantage of the exit metrics of Silicon Valley. Both will comment on the move to onlin...
May 04, 2020•35 min•Season 1Ep. 23
In this episode we are speaking with a fixed income manager based in Toronto, Canada, and a global equity PM located in Melbourne, Australia as they explain their respective views on the markets and how their specialties might overlap and be affected by large exogenous shocks.
May 01, 2020•42 min•Season 1Ep. 22
In this episode we are featuring a common equity and corporate bond manager, both launching funds in the summer of 2009. They speak to their high conviction investment philosophy and where they are seeing opportunities in their respective markets.
Apr 30, 2020•38 min•Season 1Ep. 21
Today we are speaking with two CEOs: one with a prominent OCIO or outsourced Chief Investment Officer shop who has authored many books over the years, and the other heading *the* association for education in alternative investments as well as an accomplished alts professional himself.
Apr 27, 2020•39 min•Season 1Ep. 20
In this episode we chat with an ETF shop that allows investors to gain exposure to asset classes and strategies used by some of the most sophisticated endowments and institutional investors, as well as an investment advisor to HNW individuals who has a great deal of experience in the European private banking scene
Apr 24, 2020•41 min•Season 1Ep. 19
Today we hear from two veterans of the biotech and pharmaceutical market - one with a mutual fund that invests in equities and uses options to tailor the trades to his liking, and another whose private fund purchases actual drug royalty streams to provide uncorrelated returns to investors.
Apr 23, 2020•38 min•Season 1Ep. 18
Today we speak about the plumbing of the asset management business: from the perspective of a major Canadian stock exchange that has re-tooled its offering to include mutual fund and hedge fund trading and a well-connected data provider that enables managers to get their pricing, performance, holdings, and other data to the wire houses and investors that rely on it to fulfill regulatory requirements and make portfolio decisions.
Apr 22, 2020•36 min•Season 1Ep. 17
In this episode we are speaking with two veterans of the Canadian alts and financial services industry about how the retail and HNW landscape has changed and how markets, and their gyrations, have made alternatives not look so… alternative.
Apr 21, 2020•31 min•Season 1Ep. 16
In this episode we speak with two venture capitalists, one in the generalist tech sphere and the other specializing in healthcare and therapeutics, with both seeing opportunities in the current market environment. They give us an exclusive on how they are evaluating portfolio companies, and where they see value now, having the benefit of hindsight provided by the 2001 and 2008 market crashes.
Apr 20, 2020•40 min•Season 1Ep. 15
Today we speak with a veteran portfolio manager well-steeped in what it takes to run a company and a lawyer who services many asset management clients. We cover a plethora of acronyms as well as concepts and processes that have been complicated by physical distancing such as communication with clients, both with accredited investors status and retail, and launching new investment funds at this time.
Apr 16, 2020•31 min•Season 1Ep. 14
In this episode we have an emerging markets portfolio manager and a big data insight provider who both have ESG as the core component of their business (with S-Factor™ focusing on the Social aspects). We take a deep dive look into what ESG truly is, how it can be a leading indicator of equity performance, and the inherit risks that come from so-called ESG-washing.
Apr 15, 2020•42 min•Season 1Ep. 13
In this episode we speak with a tech company that is speeding the time and reducing energy required to complete fund documentation as well as a venture bank that invests in tech plays like this. Both explain their strategies for navigating their respective markets and what they see as the future of fund raising and investing during and after this COVID world of ours.
Apr 14, 2020•30 min•Season 1Ep. 12
