Alternative Thinking: Both Sides of the Investment Coin

In this episode we have two industry leaders speaking on messaging and communication. We dive deep into how to communicate during these interesting times to private equity portfolio companies, investors, and one’s internal team. We also note some companies on the frontlines in the fight against COVID-19.

In today’s episode we have a manager who is well-versed in both public and private real estate funds speaking to current market opportunities and on the other side, we have an allocator whose family has been in Toronto real estate for 90 years, having built landmarks and communities in Toronto, who provides peerless clarity on managing boom and bust cycles.

In this episode we speak with a Toronto real estate developer and an outsourced investment and operations due diligence professional to institutions and family offices. They discuss the importance of leadership during these turbulent times and how having a long-term investment thesis is crucial in order to make it through periods of market volatility and unprecedented challenges to individuals, businesses, and governments.

In this episode, we speak with an outsourced Chief Investment Officer and a specialist in using derivatives to manage risk in a portfolio. They discuss their recent market positioning, what happened during the COVID-19 crisis, and where they are finding opportunities today for their clients.

This call features two managers where we dive into the uncertainty of capitalization rates on real estate, the potential outcome in telecommunications and electricity transmission due to the effects of the virus and where we see opportunities going forward.

In this episode we feature the largest multi family landlord in Canada who sees attractive multiples in the sector as an opportunity going forward. And on the other side, we have a prolific advisor who advises 350 households and his ideas on how investors and other advisors should approach the markets in this and other crises.

In today's episode we will be chatting with a multi-family office from Calgary and a Toronto-based Private Equity and real estate firm. This podcast includes insights on the future of Calgary, ETFs, and the effect of the unprecedented fiscal and monetary stimuli occurring in Canada and many other countries recently.

Today's talk features a veteran in the alternative industry who is one of the authors of the CAIA curriculum. This episode dives into all sectors of alternatives and some interesting insights on the future of real estate.

Keith Black's recent real estate paper: https://irei.com/news/thoughts-future-real-estate-post-virus-america/ 

This episode features Daniel Conti the Principal of HarbourVest and Jean Martin the CIO of CEOS. They discuss the recent market volatility and how they position their client portfolios as well as what we should expect from private equity.

Andrew Torres of Lawrence Park Asset Management, and Ted Karon, a portfolio manager from Scotia Wealth speak towards recent market moves and what it means in the fixed income market.