Alternative Thinking: Both Sides of the Investment Coin

FORT LP & Lyxor Asset Management

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

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

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

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!

Emso Asset Management & Trans-Canada Capital

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.

 

Maxam Capital Management & James Price (Richardson Wealth)

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 low.

CAASA & Federation of Mutual Fund Dealers

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.

Alignvest Student Housing & Joseph Bakish (Richardson Wealth)

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.

MM Fund & Investment Partners Fund

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.

Anchor Pacific Investment Management & Forstrong Global

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.