July 28, 2020
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.
July 23, 2020
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 many stakeholders.
July 23, 2020
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.
July 23, 2020
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.
July 1, 2020
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.
June 22, 2020
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 evolve over their careers and seeing things from a unique perspective.
June 16, 2020
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.
June 1, 2020
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.
May 26, 2020
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 22, 2020
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 alternatives and family office allocations.