What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.

This episode of My Financial Life is sponsored by Odlum Brown Limited. Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. Find out more at www.odlumbrown.com

My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.

My Financial Life S02E03 - Designing Your Investment Portfolio for Success

From Here Forward shares stories and ideas about amazing things UBC and its alumni are doing around the world. It covers people and places, truths, science, art, and accomplishments with the view that sharing better inspires better. Join hosts Carol Eugene Park and Jeevan Sangha, both UBC grads, in exploring solutions for the negative stuff out there — focussing on the good for a change, from here forward.

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Science

In this episode, Carol and Jeevan speak with Jordyn Rice and Sarah Heath from UBC's Aging, Mobility, and Cognitive Health Lab about the impacts of exercise in preventing cognitive and mobility decline. They discuss common barriers to exercise, the value of health coaching, and emphasize the point that even a little bit of physical activity is better than nothing. They also offer an opportunity for listeners to get involved in a study. Links from the episode:

Aging, Mobility, and Cognitive Health Lab: Website  Falls Prevention Clinic: Website    Jordyn Rice’s profile: Website   Sarah Heath’s profile: Website    Current Clinical Study on SuPA Mobility: Website    Dr. Teresa Liu-Ambrose’s profile: Website  
Center for Aging Smart: Website

The hidden benefits of a daily dose of physical activity

In this episode, hosts Carol and Jeevan speak to UBC alum Dax Dasilva (BA’23), CEO of the commerce company Lightspeed and the founder of the environmental alliance Age of Union. Dasilva shares his entrepreneurial origin story, discusses his early acts of environmental activism, and explains why he thinks it’s critical for the next generation to get outside and fall in love with nature. He also emphasizes the impact that bold storytelling and filmmaking can have on conservation. This episode is Part 2 of the Climate Change and Environment series. You can listen to Part 1 here.

Links from the episode: Never Apart (LGBTQ gallery Dax had) Age of Union Book (Link to download Dax’s book) @daxdasilva | Linktree (Dax’s Linktree) Caught  (Movie Dax worked on) Sea Shepherd Conservation Society (Society Dax worked with for Caught movie) Wildcat | Age of Union (Movie Dax worked on) The Corridor (Movie Dax worked on)  Twitter/X: Carol / Jeevan Check out our full archive of episodes here

Bringing a start-up mentality to environmental conservation

When UBC economics student Abul Bashar Rahman was in ninth grade, he learned that one-third of his country, Bangladesh, would be underwater by 2050 as a result of climate change. This realization set him on a path towards climate action that took him as a UBC delegate to COP27 in Egypt in 2022 and inspired him to cycle across Bangladesh to see the effects of climate change first-hand and hear the stories of some of the people most affected by it. In this episode, Carol and Jeevan speak to Bashar about some of the key moments in his activism and storytelling journey. This episode is Part 1 of the Climate Change and Environment series. You can listen to Part 2 here. Links from this episode:
Twitter/X: Carol / Jeevan
Check out our full archive of episodes here
UBC Arts E-Co-Op Program (UBC program Bashar is enrolled in)
Abul Bashar's LinkedIn
Stories of Change Film (Bashar'ss Documentary)
Stories of Change Website (Website for the Bashar's climate work)
Atlas  (Climate atlas for Bangladesh) 

Finding hope in climate activism

Have you ever found love on a dating app? In this special Valentine’s Day episode, hosts Carol and Jeevan connect with UBC student and entrepreneur Connor Rose, who co-founded an app IRLY that offers a unique Gen Z spin on making a match. They discuss the app’s early days in the e@UBC program, share the Cameron Dallas connection, and attempt to uncover what Gen Z is looking for in a partner.

Reimagining the dating experience for Gen Z

Join hosts Carol and Jeevan in conversation with UBC pharmacy alum Avi Gill (BSc’12, BPSc’16), one of the owners behind Farming Karma, a “farm to can” soda-making company based in the Okanagan. Discover the brand's evolution from a family farm to a thriving enterprise that produces award-winning fruit sodas, and hear insights from Gill as he reflects on his “wild journey” to becoming an entrepreneur.

My Financial Life S02E03 - Designing Your Investment Portfolio for Success

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