Alternative Thinking: Both Sides of the Investment Coin

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.

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.

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

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.

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 requiremen...

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.

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.

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 tim...

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.

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.

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, bu...

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.

James Burron, president of CAASA explores current markets and alternative investments from two distinct perspectives.