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The Clarke County Democrat Podcast
Legals
the Contractor. Contractors mustprovide their own test equipment,tools, transportation and shall plan,schedule, coordinate and ensure theeffective and efficient completion of allservices. Energy Audit Assessmentsand Final Inspections will be conducted using the National Energy AuditTool and Mobile Home Energy Audit,Blower Door Air Tightness System,ASHRAE standards, CO levels andWAP/DOE SWS.Please submit requests and questionsto Lynne Robbins (251) 626-2646ext1003 or lynne.robbins@caaofsa.org or 26440 North Pollard Road,Daphne AL 36526. Sealed proposalsmust be received by CAASA no laterthan l0am on August 5, 2025 at whichtime proposals will be opened andread aloud. We reserve the right toaccept or...
2025-07-24
19 min
Bryan Air
South African Aviation in Crisis? Inside the 12-Year Engine Rule Fight
🎙️ EPISODE SNAPSHOT Is South Africa’s general aviation industry under threat? In this critical episode, Bryan and Ryan sit down with Kevin Storie, CEO of CAASA and head of the AIC 18.19 Task Team, and Goitse Diale, Chairman of the Aeroclub of South Africa, to unpack the regulatory chaos surrounding the revoked AIC 18.19. They dive deep into the controversial 12-year engine rule, the new SA-CAR and SA-CAT 43.2.05 proposals, and what it means for the future of South African aviation. The conversation is a rallying cry for collaboration and clarity.
2025-06-30
37 min
Career Starter with Ashley Misquitta
The Career Formula Every Business Student Should Know
Send us a textIn this episode of the *Career Starter Show*, I sit down with Garth Gibbes from Ivey Business School to unpack how students can build meaningful, standout careers right from school. We cover the importance of curiosity, how to approach networking, and the hidden habits of top-performing students. Whether you're an undergrad or MBA student, this conversation is packed with insights you can act on today.🎯 Learn how to: - Make the most of your business school experience - Stand out to employers before you graduate - Build a powerf...
2025-04-24
50 min
Illuminating Catholics
Shalea Schloss of Catholic Charities on Child Abuse Prevention Month
Send us a textMental health therapist, Shalea Schloss of the Sioux City Catholic Charities office, is the guest for today's episode in light of Child Abuse Prevention and Awareness Month in April. She shares her background and interest in working in mental health, red flags to look for regarding potential child abuse and resources in northwest Iowa for children and families. Helpful links: Child Abuse IowaCatholic Charities Diocese of Sioux CityMercyOne Childhood Advocacy CenterCenters Against Abuse an...
2025-04-15
36 min
Roma Tre Radio Podcast
CARTACCE - Silenzio stampa
La proposta di Raffaele Fitto alla vicepresidenza blocca la Commissione europea.La risposta del Quirinale al post di Elon Musk contro i giudici italiani occupa buona parte dei quotidiani di oggi. Trump ritorna alla caasa bianca dopo il 2021 su invito di Biden. Valeria Zummo e Laura Melis intervistano Giorgia Linardi, portavoce di SeaWatch, sull'omissione di soccorso da parte della Guardia Costiera dei 21 migranti naufragati al largo di Lampedusa.
2024-11-14
36 min
Educational Alpha
S1: Conversation with James Burron, Executive Director, CAASA
In this episode, Bill sits down with James Burron, the executive director of the Canadian Association of Alternative Strategies and Assets (CAASA). James shares his insights on the alts industry and how CAASA is making waves in Canada. Their discussion covers topics ranging from James’ background, adopting generative AI, the evolving landscape of diversification, the 60-40 investment strategy, and the expectations around private markets. Get ready for an informative and engaging discussion as we explore the world of alternative strategies. Listen in!
2023-10-19
29 min
One Question Leadership Podcast
Liz Reyes of Illinois with Ben Rodriguez of Rutgers | LA_CAASA - One Question Leadership Podcast
On the question of the Hispanic experience within college athletics, Liz Reyes of Illinois and Ben Rodriguez of Rutgers visit @1QLeadership to share insight and talk about the establishment of the Latino Association for Collegiate Athletics Administrators & Student Athletes (@LA_CAASA). The organization exists to increase representation and opportunities for Hispanics in college athletics. Both Reyes and Rodriguez talk about their experiences and desires for what they have seen and want to see within the industry.
2023-08-04
22 min
Alternative Thinking: Both Sides of the Investment Coin
AGinvest Farmland Properties & Glengarry Farm Finance
In this episode we are talking agriculture from two angles: equity investment into working farms and lending to farmers to get them through a tough growing season or to expand their operations. Both of my guests have a great deal of experience in their respective areas and you’ll love to hear about how Canadian agriculture is staying competitive and delivering quality food to your table.
2023-07-21
42 min
Alternative Thinking: Both Sides of the Investment Coin
OSC Innovation Office & LockDocks
In this episode, we have another first. We have the Ontario Securities Commission participating in a podcast, along with LockDocs, which recently completed the OSC's Innovation Lab AKA TestLab Program. The result was a KYC online app that, while not endorsed nor approved by the regulator, was brought to market via the program and with a great deal of industry input. Let's hear about their journey together.
2023-06-01
34 min
Alternative Thinking: Both Sides of the Investment Coin
Cranson Capital Securities & Dorothy-Anna Orser (Echelon Partners)
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.
2023-05-08
43 min
Alternative Thinking: Both Sides of the Investment Coin
W.A. Robinson Asset Management & Darren Reid (Aligned Capital)
In this episode we speak to two CAASA members, Gord Ross, Chief Sales Officer of W.A. Robinson Asset Management & Darren Reid, Portfolio Manager of Aligned Capital 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.
2023-01-19
43 min
Alternative Thinking: Both Sides of the Investment Coin
Evolve ETFs & Slate Securities
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.
2022-10-31
41 min
Alternative Thinking: Both Sides of the Investment Coin
Anchor Pacific Investment Management & RP Investment Advisors
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.
2022-08-30
41 min
Alternative Thinking: Both Sides of the Investment Coin
Firm Capital & Darren Coleman (Raymond James)
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!
2022-08-23
41 min
Alternative Thinking: Both Sides of the Investment Coin
Aquanow & Warwick Capital
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!
2022-08-09
45 min
Alternative Thinking: Both Sides of the Investment Coin
Defi Tech & Penrose Partners
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!
2022-06-06
44 min
Podbytes: KPMG in Canada’s Podcast
Episode 9: A temperature check on Canada’s crypto industry | The State of Digital Assets
Host and National Lead, Digital Services, Adam Rodricks is joined by Kunal Bhasin, Director, Technology Risk Consulting, Ken Viegas, Senior Consultant, Technology Risk Consulting, and James Burron from the Canadian Association of Alternative Strategies and Assets (CAASA) as they highlight key findings from KPMG's industry benchmarking survey.
2022-04-07
29 min
Alternative Thinking: Both Sides of the Investment Coin
Firm Capital & Darren Coleman (Raymond James)
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.
2022-01-13
43 min
A Dealmaker's DNA with Ilan Jacobson
Episode 31: James Burron
How do you get from Canada to Korea? What prompts someone to go into the financial field and succeed? Today’s guest is James Burron, cofounder and president of CAASA, and he’s going to discuss how he ended up where he is and what’s influenced him over the course of his life and career. Listen in to hear James discuss how growing up in a small town affected his worldview, how adversity affected his path, and what he’s learned about the art of cooperation. Topics Discussed in This Episode Where Jame...
2021-09-28
34 min
IntroCap Interviews
An interview with James Burron
Today, Karen speaks with CAASA’s James Burron about his core values, career background and what led him to co-found a thriving industry association.
2021-08-31
29 min
Cada Mañana es Nueva
Rebeca Santana | La Caasa de Dios
2021-08-12
24 min
Alternative Thinking: Both Sides of the Investment Coin
FORT LP & Lyxor Asset Management
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...
2021-06-28
43 min
Alternative Thinking: Both Sides of the Investment Coin
Alquity Investment Management & OPTrust
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.
2021-05-03
37 min
Alternative Thinking: Both Sides of the Investment Coin
Invico Capital & LevanteLiving
In this episode we speak with a leader in the assisted living space in Canada as well as one of the most prolific distributors of exempt products. We talk about how this type of seniors living and housing is used by its occupants and the prospects for its growth going forward and hear about what investors are looking for when considering investments for their portfolios.
2021-04-28
37 min
Alternative Thinking: Both Sides of the Investment Coin
360 Trading Networks & AGF Investments
In this episode we are happy to speak with two experts from the foreign exchange market, one who heads those operations of a major asset manager in Canada and the other in charge of a global platform that facilitates the trades. We talk about such things as FX flows, the Triffin Dilemma, and even bitcoin so get ready!
2021-04-26
37 min
Alternative Thinking: Both Sides of the Investment Coin
Emso Asset Management & Trans-Canada Capital
In this episode we have a noted Canadian pension plan that has evolved its business to include external money so investors can take advantage of their experience and expertise. As well as an asset manager that specializes in emerging market private lending and other EM fixed income such as sovereign debt. You will hear how they are adapting their offerings and internal capabilities to keep up with and make their mark in the international investment scene.
2021-04-23
38 min
Alternative Thinking: Both Sides of the Investment Coin
Maxam Capital Management & James Price (Richardson Wealth)
In this episode we speak with a veteran manager from Vancouver who recently released a new fund and a product specialist from an investment dealer that is very active in the alternative investment scene. Join us as they discuss how alternative investments are becoming less of an alternative for virtually every type of client and how the idea of 60/40 can be reinterpreted since bond yields are at record lows and the probability of having capital gains in that part of the portfolio is surprisingly low.
2021-04-21
38 min
Alternative Thinking: Both Sides of the Investment Coin
CAASA & Federation of Mutual Fund Dealers
In this episode the tables are turned as my colleague Paul interviews Matthew Latimer who heads the Federation of Mutual Fund Dealers and little ol’ me! We chat about how the industry is evolving to include more alternative investments - making us think that maybe we need a new moniker for these non-correlated investments - thanks to the liquid alts legislation that our team worked on for 6 years.
2021-04-16
38 min
The canadianstrengthcast's Podcast
CAASA Strongman Total/Provincial Qualifier
WE discuss ways to increase your strongman total focusing specifically in regards to the squat and the Axle CJ.
2021-03-05
43 min
Alternative Thinking: Both Sides of the Investment Coin
Alignvest Student Housing & Joseph Bakish (Richardson Wealth)
For this episode we are delving into the surprisingly resilient world of student housing - speaking with a fund manager in the asset class and an award-winning investment advisor with an enviable roster of clients in this and other alternative investments.
2021-01-14
43 min
Alternative Thinking: Both Sides of the Investment Coin
MM Fund & Investment Partners Fund
In this session we have two portfolio managers with high conviction portfolios that come at the markets from different tangents. Whether one is looking to longer term trends or short-term trading, knowing the markets you’re in can make the difference between star performance and being at the back of the pack.
2021-01-13
36 min
Alternative Thinking: Both Sides of the Investment Coin
Anchor Pacific Investment Management & Forstrong Global
In this episode we speak with two asset allocators - one with a multi-family office and the other with an ETF-only allocation service for investors. Both have a great deal of experience across many asset classes during many markets and we will talk about current market dynamics and infrastructure of trading and where it is headed.
2021-01-12
39 min
Alternative Thinking: Both Sides of the Investment Coin
FORT LP & Richardson Wealth
In this episode we are speaking with two sides of the asset management coin: a substantial systematic trading shop in New York that manages money for institutions around the world and in Canada as well as Canadian retail investors via an onshore product, and someone known as a gatekeeper in Canada - who ensures that the products on his broker-dealer’s shelf are fit for purpose.
2020-12-19
38 min
Alternative Thinking: Both Sides of the Investment Coin
CAIA & Sigma Analysis & Management
In this episode we have two leaders in the world of learning, one a tenured professor at a major university that doesn’t really act like someone with job security - he loves to do new things and add to the experience of his students and the industry in general - and the other heads the bestower of the designation in alternative investments and has a storied career of his own. This should be fun as we discuss the covid pivot that education and the world is making and how digital transformation has been sped up in all...
2020-12-10
37 min
Alternative Thinking: Both Sides of the Investment Coin
Spartan Fund Management & HVR
This podcast features a little vertical integration as we bring toghether a small-cap fund manager and a company that he invests in and they speak to how to invest in this niche market and the stages of investment from private to public and into the later, and larger market cap, stages.
2020-11-17
41 min
Alternative Thinking: Both Sides of the Investment Coin
StoneCastle Investment Management & Indiva
In this episode we are speaking with two participants in the medicinal and recreational cannabis market - one running a company producing the many and varied products and the other investing in public companies that have exposure to this area. Both have a great deal of knowledge of how this growing sector of the economy is evolving since it became legal in Canada on Oct 17, 2018 and they have some ideas on where it is headed also.
2020-10-29
40 min
Alternative Thinking: Both Sides of the Investment Coin
Group RMC & Wells Fargo
In this episode we are speaking with what might be the most diametric pairing we’ve ever had - one focused on real estate co-investments in the mid-west and the other in the perhaps more flashy world of capital introductions at a major bank. Both have at the heart of their businesses the drive to perform for their clients.
2020-10-27
38 min
Alternative Thinking: Both Sides of the Investment Coin
OPTrust & Sigma Analysis
In this episode we are speaking with a major Canadian pension plan and a service provider to institutional investors - and the latter just happens to head one of the longest-running masters of mathematical finance courses on the planet. We speak on artificial intelligence and machine learning as well as where these areas are used by and affecting the realm of finance and facets of everyday life that touch all of our lives.
2020-08-25
46 min
Alternative Thinking: Both Sides of the Investment Coin
Three Perspectives on Crypto and Blockchain
In this episode we are lucky enough to see three sides to the blockchain and cryptocurrency coin with experts situated in Canada, the United States, and United Arab Emirates. You will hear them weigh in on what this technology is, its history, and where it is headed in fulfilling its promise to provide a unified, immutable record of things while adapting to the dynamic world that we live in.
2020-07-28
44 min
Alternative Thinking: Both Sides of the Investment Coin
The S Factor Co. & SASB
In this episode we are speaking about ESG, with a bit of a focus on the S or Social as you’ll surmise as we get into this. I’m joined by two from the ESG and impact area: one with decades of grassroots ESG quant background and a platform, now, to determine if as many as 30,000 companies are doing what they say they are. The other has a broad view of ESG from a chair at a major global association that creates standards that can be used across a variety of industries and fulfilling requirements by many stakeholders.
2020-07-23
35 min
Alternative Thinking: Both Sides of the Investment Coin
Slate Securities & Ida Khajadourian (Richardson GMP)
In this episode we are speaking with a private lender whose clientele is fairly eclectic, that is to say diversified, and his shop has been able to carve out a few interesting niches in the space. We also have a high-energy and experienced investment advisor who has some real home-spun advice on how to manage one’s money and emotions in volatile markets in this increasingly complex financial system we find ourselves in.
2020-07-23
36 min
Alternative Thinking: Both Sides of the Investment Coin
The S Factor Co. & Fundata
In this episode we are speaking with two data professionals, one with decades of experience with impact and socially responsible investing and the metrics around this and the other from the Canadian mutual fund data industry and chair of the Canadian Investment Funds Standard Committee that determines the guidelines and placement of fund types in Canadian databases. Both have a passion for numbers and social issues that will shine in this interview, I’m sure.
2020-07-23
40 min
Alternative Thinking: Both Sides of the Investment Coin
Franklin Templeton and NorthFront Financial
In this episode we are speaking with a financial planner that has a great deal of experience in the institutional investing scene and is now applying his knowledge from that area to individuals’ portfolios. We also have a friend of mine from a major hedge fund solutions shop that has experience in allocating to managers and running their own strategies in-house and now, as part of a larger asset management complex, brings its capabilities to bear on a range of clients around the world.
2020-07-01
40 min
Alternative Thinking: Both Sides of the Investment Coin
Aviva Investors & Philippe de Gaspe Beaubien III
In this episode we are speaking with a serial entrepreneur who had a hand in steering his family’s company from newspapers and radio and on to spirits and healthcare as well as promoting the many advantages of Québec, its people, and businesses. We also chat with a medical doctor turned alternative investment professional who has a global view of both public and private markets in North America and globally. Both have a common passion of becoming expert in their respective specialties as they evolve over their careers and seeing things from a unique perspective.
2020-06-22
40 min
Alternative Thinking: Both Sides of the Investment Coin
AGF & Meraki Global Advisors
In this episode we are speaking with two commensurate traders with long experience in the buy side and the sell side - both focusing on getting the best execution for their respective shops and their clients. We speak to how the COVID crisis has tested the business continuity plans of all market participants and where the future is in trading now as we settle into this new regime and, later, move forward with what will likely be a different trading desk and office infrastructure.
2020-06-16
39 min
Alternative Thinking: Both Sides of the Investment Coin
CAASA & Bodhi Research Group
In this episode we are talking health and wellness with two experts in the space who ‘eat what they cook’ and have some great tips for everyone about how to achieve and maintain peak health regardless of whether we are in this COVID-19 crisis or not. https://happyhealth.cc/
2020-06-01
36 min
Alternative Thinking: Both Sides of the Investment Coin
Morex Capital & Steepe & Co.
In this episode we are speaking private lending with two practioners in the field as they talk to the different types of private lending aka private debt aka private yield, and where they see this market going in the COVID and post COVID era.
2020-05-27
38 min
Alternative Thinking: Both Sides of the Investment Coin
CAIA & Northland Wealth Management
In this episode we are speaking with a commensurate alts junkie, so to speak, with experience in virtually all areas of alternatives and whose role now gives him a great view of all things alternative. We also have the head of a growing multi-family office who has a different view of 60/40 and sees crypto-currency as a new asset class that perhaps all investors should have a disciplined allocation to - it’s all in the rebalancing. This will prove to be a fun trip down the side-paths of alternatives and family office allocations.
2020-05-22
40 min
Alternative Thinking: Both Sides of the Investment Coin
Centurion Asset Management & Craig Machel (Richardson GMP)
In this episode we are speaking with a significant investor in real estate and lending on properties as well as to corporations, and a well-known investment advisor who knows his way around alternatives, having had a segment on what is now Bloomberg TV for some time. They will speak to how the coronavirus has affected the real estate equity and lending market and the factors that have and will continue to affect this area of investment and many people’s personal wealth for years to come.
2020-05-21
39 min
Alternative Thinking: Both Sides of the Investment Coin
Spartan Fund Management & Perisen Life Settlements
In this episode we speak with a scion of Bay Street with experience as a lawyer and president of a hedge fund company and now a hedge fund platform that provides infrastructure to fledgling as well as very large hedge fund managers located in Canada and elsewhere. We also feature one of his emerging managers in the area of life settlements, an asset class that is decades old in the institutional realm and continuing to gain more acceptance in HNW portfolios. We talk about what it takes to launch a fund, ways to ameliorate the...
2020-05-20
35 min
Alternative Thinking: Both Sides of the Investment Coin
Harneys & Carne Group
In this episode we are speaking with two experts in offshore funds - one focused on the legal side and origination of these vehicles and the other involved in the ongoing governance of offshore structures. Both have a great deal of experience in their respective fields and share details of all areas of offshore investments and even personal and corporate taxation - an area quite orthogonal to many listeners who might be in the typical income, interest, dividend, and capital gains taxation regimes. Of course, these funds are designed to be tax neutral and not tax dodging, so...
2020-05-19
37 min
Alternative Thinking: Both Sides of the Investment Coin
Paul Desmarais III & Horizon Capital Holdings
In this episode we discuss both sides of the family office coin with a G3, or third generation, family member and a professional from a significant family office. The former would actually not describe his situation as a traditional family office as he and his siblings each are active participants in the ventures they invest in, while the latter has been with his employer for many years, working with the investment team and family to guide the investment plan. Both have deep and varied experience and expertise in a number of areas, which is key t...
2020-05-15
43 min
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.
2020-05-14
36 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-13
36 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-12
39 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-11
35 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-08
35 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-07
37 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-06
38 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-05
38 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-04
35 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-05-01
42 min
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.
2020-04-30
37 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-27
38 min
Alternative Thinking: Both Sides of the Investment Coin
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
2020-04-24
41 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-23
38 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-22
36 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-21
31 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-20
39 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-16
31 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-15
41 min
Alternative Thinking: Both Sides of the Investment Coin
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.
2020-04-15
30 min
Alternative Thinking: Both Sides of the Investment Coin
PenderFund Capital Management & Goldman Communications
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.
2020-04-08
35 min
Alternative Thinking: Both Sides of the Investment Coin
Slate Securities & Adam Halbert (Single Family Office)
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.
2020-04-08
43 min
Alternative Thinking: Both Sides of the Investment Coin
ADI Capital Partners & Bodhi Research Group
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.
2020-04-08
37 min
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2020-04-08
28 min
Alternative Thinking: Both Sides of the Investment Coin
La Financière Constance & Heirloom Investment Management
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.
2020-04-08
38 min
Alternative Thinking: Both Sides of the Investment Coin
Alitis Investment Counsel & Crown Capital Partners
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.
2020-04-08
41 min
Alternative Thinking: Both Sides of the Investment Coin
Starlight Capital & Darren Coleman (Raymond James)
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.
2020-04-06
38 min
Alternative Thinking: Both Sides of the Investment Coin
Vesta Wealth Partners and NorthHaven Capital Group
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.
2020-04-04
41 min
Alternative Thinking: Both Sides of the Investment Coin
Keith Black, CAIA and Paul Koonar, CAASA
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/
2020-04-04
44 min
Alternative Thinking: Both Sides of the Investment Coin
HarbourVest Partners and CEOS Family Office
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.
2020-04-03
37 min
Alternative Thinking: Both Sides of the Investment Coin
Ardenton and Firepower
Jared Kalish of Firepower and James Livingstone from Ardenton speak about how the recent volatility in the markets have had affected private equity and private lending and what we should expect for 2020.
2020-04-03
34 min
Alternative Thinking: Both Sides of the Investment Coin
Lawrence Park Asset Management and Ted Karon (Portfolio Manager)
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.
2020-04-03
38 min
Alternative Thinking: Both Sides of the Investment Coin
Intro: Alternative Thinking: Both Sides of the Investment Coin
James Burron, president of CAASA explores current markets and alternative investments from two distinct perspectives.
2020-03-30
01 min
Podcast AMADODEDIOS PT. CESAR PEDRO
Yo y mi caasa serviremos a jehova pt. cesar pedro.
BIENVENIDOS A SU MINISTERIO AMADODEDIOS DE LIMA PERU/MEXICO. ESTAMOS CON UD LE INVITAMOS A NUESTRA SEÑAL DE RADIO EN PERU : PARAUNAVIDAMEJOR.ORG GRACIAS POR SU GENTIL ATENCION...
2019-12-29
27 min
Podcast AMADODEDIOS PT. CESAR PEDRO
Yo y mi caasa serviremos a jehova pt. cesar pedro.
BIENVENIDOS A SU MINISTERIO AMADODEDIOS DE LIMA PERU/MEXICO. ESTAMOS CON UD LE INVITAMOS A NUESTRA SEÑAL DE RADIO EN PERU : PARAUNAVIDAMEJOR.ORG GRACIAS POR SU GENTIL ATENCION...
2019-12-29
27 min
Podcast AMADODEDIOS PT. CESAR PEDRO
Yo y mi caasa serviremos a jehova pt. cesar pedro.
BIENVENIDOS A SU MINISTERIO AMADODEDIOS DE LIMA PERU/MEXICO. ESTAMOS CON UD LE INVITAMOS A NUESTRA SEÑAL DE RADIO EN PERU : PARAUNAVIDAMEJOR.ORG GRACIAS POR SU GENTIL ATENCION...
2019-12-29
27 min
Podcast AMADODEDIOS PT. CESAR PEDRO
Yo y mi caasa serviremos a jehova pt. cesar pedro.
BIENVENIDOS A SU MINISTERIO AMADODEDIOS DE LIMA PERU/MEXICO. ESTAMOS CON UD LE INVITAMOS A NUESTRA SEÑAL DE RADIO EN PERU : PARAUNAVIDAMEJOR.ORG GRACIAS POR SU GENTIL ATENCION...
2019-12-29
27 min