Alternative Thinking: Both Sides of the Investment Coin

Fulcra Asset Management & Maxam Capital Management

In this episode we are featuring a common equity and corporate bond manager, both launching funds in the summer of 2009.  They speak to their high conviction investment philosophy and where they are seeing opportunities in their respective markets.

Prime Quadrant & CAIA Association

Today we are speaking with two CEOs: one with a prominent OCIO or outsourced Chief Investment Officer shop who has authored many books over the years, and the other heading *the* association for education in alternative investments as well as an accomplished alts professional himself.

Accelerate Financial Technologies & John Boomsma (Raymond James)

In this episode we chat with an ETF shop that allows investors to gain exposure to asset classes and strategies used by some of the most sophisticated endowments and institutional investors, as well as an investment advisor to HNW individuals who has a great deal of experience in the European private banking scene

Sagard Holdings & Next Edge Capital

Today we hear from two veterans of the biotech and pharmaceutical market - one with a mutual fund that invests in equities and uses options to tailor the trades to his liking, and another whose private fund purchases actual drug royalty streams to provide uncorrelated returns to investors.

Fundata & TSX NAVex

Today we speak about the plumbing of the asset management business: from the perspective of a major Canadian stock exchange that has re-tooled its offering to include mutual fund and hedge fund trading and a well-connected data provider that enables managers to get their pricing, performance, holdings, and other data to the wire houses and investors that rely on it to fulfill regulatory requirements and make portfolio decisions.

Kilgour Williams Capital & Arbutus Partners

In this episode we are speaking with two veterans of the Canadian alts and financial services industry about how the retail and HNW landscape has changed and how markets, and their gyrations, have made alternatives not look so… alternative.

Brightspark Ventures & Lumira Ventures

In this episode we speak with two venture capitalists, one in the generalist tech sphere and the other specializing in healthcare and therapeutics, with both seeing opportunities in the current market environment. They give us an exclusive on how they are evaluating portfolio companies, and where they see value now, having the benefit of hindsight provided by the 2001 and 2008 market crashes.

AUM Law & ReSolve Asset Management

Today we speak with a veteran portfolio manager well-steeped in what it takes to run a company and a lawyer who services many asset management clients. We cover a plethora of acronyms as well as concepts and processes that have been complicated by physical distancing such as communication with clients, both with accredited investors status and retail, and launching new investment funds at this time.

S-Factor™ & Alquity Investment Management

In this episode we have an emerging markets portfolio manager and a big data insight provider who both have ESG as the core component of their business (with S-Factor™ focusing on the Social aspects). We take a deep dive look into what ESG truly is, how it can be a leading indicator of equity performance, and the inherit risks that come from so-called ESG-washing.

Silicon Valley Bank & DealMaker

In this episode we speak with a tech company that is speeding the time and reducing energy required to complete fund documentation as well as a venture bank that invests in tech plays like this.  Both explain their strategies for navigating their respective markets and what they see as the future of fund raising and investing during and after this COVID world of ours.