Alternative Thinking: Both Sides of the Investment Coin

FORT LP & Richardson Wealth

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.

CAIA & Sigma Analysis & Management

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 has been sped up in all areas of life.

Spartan Fund Management & HVR

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.

StoneCastle Investment Management & Indiva

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.

Group RMC & Wells Fargo

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.

OPTrust & Sigma Analysis

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.

Three Perspectives on Crypto and Blockchain

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.

The S Factor Co. & SASB

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.

Slate Securities & Ida Khajadourian (Richardson GMP)

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.

The S Factor Co. & Fundata

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.