In this insightful dialogue, Mindy of Richter Family Office illuminates Richter's evolution into a trusted business family office, offering a blend of personalized financial strategies for affluent families in the alternative investment sector. Through captivating anecdotes, she underscores Richter's enduring, trust-centric relationships and client-focused, team-based approach, showcasing their commitment to enhancing clients' investment acumen across generations.

Karen speaks with Fruitman Kates' Jamie Herman about going above and beyond to find solutions for UHNW families, the new requirements of CRA tax reporting, and the importance of excellent service and genuinely caring for the best interests of clients.

Karen speaks with Longbow Capital’s Tyson Birchall about the firm’s longstanding history as energy specialists, their investment thesis and how they have pivoted into energy transition.

Today Karen speaks with Westcourt Capital’s David Kaufman about past and current investing trends, real estate insights, deep dive due diligence and thoughtful manager selection.

Today Karen speaks with Peakhill Capital's Harley Gold about direct capital lending strategies, popular real estate asset classes, the importance of empowering teams and charitable giving.

Today Karen speaks with Morningside Capital’s Tori Buffery about thoughtful navigation through Private Equity Secondaries, the importance of working with top tier managers and being a Mom while managing a demanding career that she loves.

Today Karen speaks with AGF Private Capital’s Ash Lawrence about building the foundation for a newly created private capital business, the “white space” growth opportunity that exists in the retail segment and the types of alternative investment strategies his team is seeking.

Today, Karen speaks with Forum Asset Management’s Duncan Ramage about his team’s unique approach to private equity investing, value creation with portfolio companies, and positive opportunities in the PE space going forward.

Today, Karen speaks with Carbon Cap’s Michael Azlen about his views on the current state of global warming, the growth of global carbon markets and the World Carbon Fund’s investment strategy.