Forthlane Features: Conversations on Global Wealth and Asset Management

One of the most successful institutional investment models in America is still largely unknown in Canada.

In this episode of Forthlane Features, Vanessa Hui is joined by Charles Skorina, publisher of The Skorina Letter and one of the most respected observers of the U.S. institutional investment industry.

They unpack the rise of the outsourced chief investment officer (OCIO) model, a roughly $5.5 trillion USD industry that has become a preferred approach for endowments, foundations, pension plans, and family offices, and discuss the readthroughs for high-net-worth investors and wealth management in Canada.

From the three defining characteristics of a true OCIO to why even large single-family offices can struggle to replicate the capabilities of top external managers, this episode examines how private investors can benefit from the institutional approach of OCIOs.

WHAT TO LISTEN FOR

2:48 What is an outsourced chief investment officer, and how does the model differ from traditional wealth management?

16:31 What separates a true OCIO from a traditional investment consultant?

17:38 Why has Canada been slower to adopt the OCIO model?

GUEST: CHARLES SKORINA, FOUNDER AND MANAGING PARTNER, CHARLES A. SKORINA & COMPANY | PUBLISHER OF THE SKORINA LETTER

Website | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

One of the most successful institutional investment models in America is still largely unknown in Canada.

In this episode of Forthlane Features, Vanessa Hui is joined by Charles Skorina, publisher of The Skorina Letter and one of the most respected observers of the U.S. institutional investment industry.

They unpack the rise of the outsourced chief investment officer (OCIO) model, a roughly $5.5 trillion USD industry that has become a preferred approach for endowments, foundations, pension plans, and family offices, and discuss the readthroughs for high-net-worth investors and wealth management in Canada.

From the three defining characteristics of a true OCIO to why even large single-family offices can struggle to replicate the capabilities of top external managers, this episode examines how private investors can benefit from the institutional approach of OCIOs.

WHAT TO LISTEN FOR

2:48 What is an outsourced chief investment officer, and how does the model differ from traditional wealth management?

16:31 What separates a true OCIO from a traditional investment consultant?

17:38 Why has Canada been slower to adopt the OCIO model?

GUEST: CHARLES SKORINA, FOUNDER AND MANAGING PARTNER, CHARLES A. SKORINA & COMPANY | PUBLISHER OF THE SKORINA LETTER

Website | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

In this episode of Forthlane Features, Vanessa Hui, Senior Client Advisor at Forthlane Partners, sits down with Andrew Keiller, Partner at Baillie Gifford, for a thoughtful discussion on the investment landscape across emerging market equities.

Andrew breaks down what “emerging markets” really encompass, why recent returns have been concentrated in a handful of semiconductor giants, and whether that concentration is likely to broaden.

The conversation explores the critical role emerging markets play in the global AI supply chain, the outlook for semiconductor demand amid unprecedented data centre investment, and whether today's environment represents a lasting supercycle or another cyclical upswing. 

They also examine the geopolitical forces shaping investment opportunities, including energy security risks surrounding the Strait of Hormuz, the challenges and opportunities of investing in China today, and where Andrew believes investors are overlooking compelling long-term growth opportunities. 

WHAT TO LISTEN FOR

1:36 What are "emerging markets", and why is the label misleading?

4:34 Will returns broaden beyond TSMC, Samsung, and SK Hynix?

9:18 How emerging markets are powering the global AI buildout?

17:18 Are we in a semiconductor super cycle?

19:44 Why is China the overlooked coiled spring of emerging markets?

GUEST: ANDREW KEILLER, PARTNER & INVESTMENT SPECIALIST, BAILLIE GIFFORD

Website | LinkedIn 

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

In this episode of Forthlane Features, Vanessa Hui sits down with
Jodi Baker Calamai, National Managing Partner of Human Capital
Consulting at Deloitte and contributor to Deloitte’s 2026 Global
Human Capital Trends Report.

The conversation explores how AI is reshaping organizations,
leadership, and competitive advantage, and why the firms best
positioned to win may not be those investing the most aggressively in
technology, but those investing most effectively in people.

Drawing on her experience advising leadership teams through large-
scale organizational transformation, Jodi discusses why this AI cycle
differs from previous technological shifts, the growing importance of
adaptability and human judgment, and the risks organizations face
when they prioritize technology implementation while neglecting
culture and leadership.

WHAT TO LISTEN FOR

1:07 Does the AI transition feel fundamentally different from past technology cycles?

4:02 What signals distinguish genuinely AI-ready organizations from those chasing headline?

8:18 Why technology-focused organizations are 1.6 times more likely to miss returns on AI investment?

11:26 How CEOs, board members, and investors can identify “AI cultural debt” before it quietly destroys performance?

24:38 What founders, entrepreneurs, and board members should prioritize in an AI-enabled world?

GUEST: JODI BAKER CALAMAI, NATIONAL MANAGING PARTNER, HUMAN CAPITAL | DELOITTE

Website | Email | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

In this episode of Forthlane Features, Vanessa Hui sits down with Daniel Dreyfus, Founder and CIO of Bornite Capital, a global equity long/short fund focused on cyclical equities, specifically in commodity-related sectors.

Drawing on more than two decades of experience at Goldman Sachs and 3G Capital, Daniel outlines his approach to investing across supply chains, with a focus on identifying bottlenecks.

He discusses the fragility of existing supply chains and the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour. 

The conversation also explores the scale of the buildout required to support AI, particularly in power generation, data centres, and the materials needed to build them. Whether it's energy transition, deglobalization, remilitarization, or the AI buildout, Daniel shares his perspective on the significant alpha opportunities emerging from companies building the infrastructure to support where the world is going. 

WHAT TO LISTEN FOR

0:49 What led Daniel to launch Bornite Capital

5:02 How Daniel's investment process focuses on supply chains and bottlenecks

13:48 The multiple forces driving the largest infrastructure buildout in human history

30:25 The implications of rebuilding supply chains for inflation

34:17 A current high-conviction position in power generation

GUEST: DANIEL DREYFUS, FOUNDER AND CHIEF INVESTMENT OFFICER AT BORNITE CAPITAL

Website | Email | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

In this episode of Forthlane Features, Vanessa Hui and Anthony Berg sit down with Yasser Elguindi, Partner and Co-Portfolio Manager at Westbeck Capital.

With three decades of experience as an oil market strategist, Yasser brings a deep, real-time perspective to one of the most consequential energy shocks in recent history. 

Drawing on his experience at the centre of global energy markets, Yasser breaks down the escalation in the Middle East, the shutdown of the Strait of Hormuz, and why, in his view, markets may be underestimating both the magnitude and duration of the disruption. 

He explains how oil markets rebalance under stress, what it would take to force demand destruction, and why price remains the ultimate signal in energy.

Looking beyond the current crisis, Yasser challenges the concept of peak oil demand and outlines a structural bull case for energy, driven by years of underinvestment and a global shift toward energy security.

Whether you are an investor or simply trying to make sense of the headlines, this conversation offers a clear framework for understanding one of the most important forces shaping the global economy today.

WHAT TO LISTEN FOR

3:29 What is really happening in the Strait of Hormuz and why is it the biggest oil shock in decades?

8:15 How long could this disruption last and what does it mean for the global economy?

17:12 At what price level does oil begin to destroy consumer demand and trigger a recession?

30:02 Is peak oil demand a myth, and what do demographics tell us about energy's future?

GUEST: YASSER ELGUINDI, CO-PORTFOLIO MANAGER | PARTNER, WESTBECK ENERGY OPPORTUNITY FUND

Website | Email | LinkedIn

CONNECT WITH ANTHONY BERG, SENIOR INVESTMENT ANALYST, FORTHLANE PARTNERS

Website | LinkedIn  

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

What does it mean for Canada to truly control its economic destiny? Where have we fallen behind, and what would it take to rebuild national competitiveness in a world order that is changing in real time?

In this episode of Forthlane Features, Vanessa Hui and Rob Vanderhooft sit down with John Ruffolo, Founder and Managing Partner of Maverix Private Equity and a leading Canadian voice shaping the national conversation around innovation, capital formation, and economic policy. Together, they unpack the urgent issue of economic sovereignty.

Drawing on decades spent helping build Canada’s venture ecosystem, John explains why governments must move from neutrality to intentionality, why entrepreneurs need to lead, and why Canadian capital must be mobilized toward domestic growth.

John makes the case that Canada must rebuild its innovation engine—quickly. He outlines the critical sectors where Canada must lead and calls on entrepreneurs and capital allocators to build boldly.

This is a powerful conversation about vision, action, and national ambition.

WHAT TO LISTEN FOR

:47 What does "economic sovereignty" really mean in a Canadian context?

4:40 What are the low-hanging fruits Canada can act on today?

12:12 What are the key sectors where Canada must lead?

14:23 What can entrepreneurs and business builders actually do to create change?

25:09 What lessons can be learned from Shopify’s global success story?

GUEST: John Ruffolo, Founder and Managing Partner of Maverix Private Equity 

Maverix Website | LinkedIn | X | Substack

CONNECT WITH ROB VANDERHOOFT, PRESIDENT & CO-CHIEF INVESTMENT OFFICER, FORTHLANE PARTNERS

Website | LinkedIn

CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

How does a founder ensure their life's work is truly "sale-ready?" What is the differentiator that separates a great acquirer from other bidders?

In this episode of Forthlane Features, Vanessa Hui sits down with Mario Nigro, a Partner in the Mergers & Acquisitions group at Stikeman Elliott and a primary architect of Canada’s search fund ecosystem. 

With a career built on representing both sides of the transaction—the buyer and the seller—Mario brings a unique, 360-degree perspective to the mechanics of a successful deal.

Drawing on decades of experience at the center of both domestic and cross-border transactions, Mario provides his perspectives on the evolution of the Canadian deal-making landscape. 

Mario dives into the current dynamics of the market, 'entrepreneurship through acquisition', and  where the biggest friction points lie today. 

Whether you are a seller or an acquirer, Mario’s insights offer a thoughtful look into the preparation and emotional intelligence required to close a deal.

GUEST: Mario Nigro, Partner at Stikeman Elliott LLP

LinkedIn | Stikeman Elliott Website

CONNECT WITH VANESSA HUI

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

What happens after a founder steps away from the company they’ve built from the ground up? 

Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company.

Sanjay reflects on RL Solutions’ growth from a small startup to a global leader in patient safety and risk management, and the emotional complexity of deciding it was time to move on. 

He discusses the unexpected challenges of stepping back from being a CEO, navigating the transition from operator to investor, and the principles that shaped his approach to wealth preservation, diversification, and philanthropy.

From humility and the value of surrounding yourself with the right people, Sanjay offers thoughtful insights into what life looks like after an entrepreneurial exit — and what he’s learned along the way.

WHAT TO LISTEN FOR

2:07 What made you realize it was time to step away from RL Solutions?

4:43 What surprised you most about stepping away from your company?

9:11 How did you start investing after selling your business?

21:26 How do you choose where to focus your philanthropy?

27:09 What advice would you give founders preparing to exit?

GUEST: Sanjay Malaviya, Founder and former CEO of RL Solutions (now RLDatix | Board member at SeamlessMD |

Malaviya Foundation | Foundation Instagram | RLDatix Website | SeamlessMD Board of Directors

CONNECT WITH VANESSA HUI

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

In this episode of Forthlane Features, Vanessa Hui sits down with Anna-Marie Musson, Managing Lawyer at M & Company. Together, they unravel the complex intersection of wealth, family law, and relationship transitions.  From crypto and collectibles to prenups and postnups, Anna-Marie shares expert insights on how high-net-worth individuals can approach divorce with foresight, financial strategy, and emotional intelligence. 

With stories of "quiet divorces," illiquid assets, and shifting market dynamics, this episode reveals how to safeguard wealth even in life’s most challenging moments.

 GUEST: Anne-Marie Musson, M and Company

Website | Email | LinkedIn

CONNECT WITH VANESSA HUI

Website | LinkedIn 

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.