Alternative Thinking: Both Sides of the Investment Coin
Evolve ETFs & Slate Securities

Evolve ETFs & Slate Securities

October 31, 2022

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.

Anchor Pacific Investment Management & RP Investment Advisors

Anchor Pacific Investment Management & RP Investment Advisors

August 30, 2022

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. 

Firm Capital & Darren Coleman (Raymond James)

Firm Capital & Darren Coleman (Raymond James)

August 23, 2022

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!

Aquanow & Warwick Capital

Aquanow & Warwick Capital

August 9, 2022

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 investors.

You’re in for a treat as we get to know this fast-moving topic!

Defi Tech & Penrose Partners

Defi Tech & Penrose Partners

June 6, 2022

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!

Firm Capital & Darren Coleman (Raymond James)

Firm Capital & Darren Coleman (Raymond James)

January 12, 2022

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. 

FORT LP & Lyxor Asset Management

FORT LP & Lyxor Asset Management

June 28, 2021

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 surprising, they are both engineers by education and use these skills in their own way in this part of the industry.

Alquity Investment Management & OPTrust

Alquity Investment Management & OPTrust

May 3, 2021

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.

Invico Capital & LevanteLiving

Invico Capital & LevanteLiving

April 28, 2021

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.

360 Trading Networks & AGF Investments

360 Trading Networks & AGF Investments

April 26, 2021

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!

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