Alternative Thinking: Both Sides of the Investment Coin

YTM Capital Asset Management & Francis Sabourin (Richardson GMP)

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.

ESO Capital & ICM Asset Management

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.

AGF Investments & WaveFront Global Asset Management

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 investor preferences and needs.

CIBC Mellon & Horizons ETFs

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 to take advantage of alternative investment strategies.

Sigma Sandbox & Spartan Fund Management

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 both give insights into how they are bridging the gap between emerging alternative managers and investors who can benefit from their compelling performance metrics.

CIBC Asset Management & Forstrong Global Asset Management

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.

3iQ Corp & DealSquare Technologies

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.

Forthlane & Morgan Stanley Investment Management

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 for key industries in Canada and around the world.

Espresso Capital & Raiven Capital

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 online given the COVID-19 crisis.

Marret Asset Management & Munro Partners

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.