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.

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.

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.

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/

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.

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.

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.

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 cost and time involved, and what this area of life settles can do for investor portfolios.

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 governance and prudent planning is a must to ensure the aims of investors and other stakeholders are met.

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 to propelling wealth and thoughtful impact to, for, and from successive generations.