In this episode we speak with a veteran investment advisor and a specialist in investing in a diverse set of Ontario-based construction projects.  You’ll hear what investors are looking for these days and how these two professionals deliver for their clients ..read more

In this episode we speak to two CAASA members on the opposite side of Canada. Where their values and purpose couldn't be more aligned (apologies for the pun), their respective businesses are structured to provide quality income to clients and have done so for many years, even decades ..read more

In this episode we are speaking with two CAASA members who joined forces to produce an innovative ETF product in the global real estate space - offering the benefits of this asset class to investors who like a little liquidity now and then.  We hope you enjoy it!   The contents of this presentation are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed ..read more

Recorded July 28th, 2022. In this episode we speak with an OCIO - or outsourced chief investment officer - based in Vancouver, BC and a major Toronto-based fixed income manager active in both long only and hedge fund strategies. We go from top-level asset allocation to more granule topics like the corporate bond curve.  ..read more

For today’s podcast we welcome back Sandy Poklar with Firm Capital and Darren Coleman at Raymond James.  Both have been in the industry, and their respective roles, for three decades or so and they’ve been professionally connected for about 15 years, so you can be sure this conversation will be like two old friends chatting - because they are!   We’ll talk client experience, real estate, inflation and much more.  Enjoy ..read more

In this episode we speak with two in the crypto and Defi sub-sets of the digital assets industry.  One from the so-called trad-fi or traditional finance area, taking a crash course in this new space, with his company offering a platform for trading various instruments.  The other is an old school commodities and financial trader who moved his expertise to the crypto-assets market and now runs a hedge fund that specializes in relative value, delta neutral trades which capture yield for their investors. You’re in for a treat as we get to know this fast-moving topic ..read more

In this episode we sit down with two veterans of the digital assets space and talk Defi and much more.  These are areas that are growing in popularity and investors of all stripes are really digging into them, as we do during this podcast. We hope you like it ..read more

In this episode we discuss real estate investing and due diligence that investors should perform as well as how investor demographics and their behaviour can have a huge effect their overall returns.  ..read more

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 ..read more

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 ..read more