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In this episode, Dr. Wing Lim speaks with CFA charterholder and portfolio manager Josh Carter about private equity, alternative investments, and building an “all-weather” portfolio for Canadian physicians. Josh explains why many institutional investors, pension funds, and family offices allocate significant portions of their portfolios to private markets and other non-correlated assets instead of relying solely on public stocks and bonds. The discussion covers diversification, portfolio volatility, and why private investments can help reduce exposure to market swings driven by geopolitical events and investor sentiment.

Dr. Lim and Josh explore the risks and realities of private equity investing, including liquidity constraints, due diligence, and concentration risk. They also detail the importance of working with experienced fiduciary advisors. Josh explains the differences between public and private markets, why top private equity funds can outperform traditional markets over time, and how investors should evaluate opportunities carefully. This episode offers physicians practical insight into portfolio construction, alternative assets, private equity funds, and long-term wealth management strategies.

About Josh Carter:

Josh Carter is a CFA charterholder, portfolio manager, and investment professional specializing in private markets and portfolio construction. He works closely with investment committees and clients to evaluate private equity, infrastructure, real estate, and alternative investment opportunities while helping investors build diversified long-term portfolios.

Josh is passionate about financial education, wealth management, and helping investors understand how institutional strategies can be applied to personal portfolios.

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