The Artisan Podcast

Explore the topic of China's Boom – Why This Time Is Different, featuring renowned strategist Yan Wang as he shares his insightful perspective with Joseph Abramson, Northland's Co-CIO. Major issues to be discussed on this webcast include: • Whether China's Post-Covid boom is sustainable • Key winners from accelerating Chinese growth • Structural changes in China that make this expansion different from the past • The outlook for EM stocks and bonds • Is war between China and the U.S. inevitable? Yan Wang is the Chief Emerging Markets & China Strategist at Alpine Macro. Prior to Alpine Macro, Yan spent 15 years at BCA Research, as the Managing Editor and Chief Strategist for BCA's China Investment Strategy service, and played a major role in formulating BCA's view on the Greater China region and emerging Asia. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong. Yan holds an MBA in Finance from McGill University, an M.A. in Economics from Tianjin Institute of Finance and a B.A. in Finance from Nankai University. He also holds the CFA designation.

Explore the topic of "Developing the Next Generation" – Featuring internationally renowned speaker, author, and consultant Kirby Rosplock as she shares her unique perspective with Arthur Salzer, Northland's CEO.

Major issues to be discussed on this webcast include:

• The complexities of family enterprise
• Generational wealth preservation
• Cultivating and developing human capitol
• Forming Tamarind Learning, a unique resource for families

Kirby Rosplock, PhD is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report.

Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices. Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator.

Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016).

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exploring the topic of, "CANADIAN HOUSING: How Bad Will It Get?" with internationally renowned macro strategist, Harvinder Kalirai, and one of Canada's leading residential realtors, Christopher Invidiata, along with Joseph Abramson, Northland's Co-CIO Major issues to be discussed on this webcast include: • How to survive the coming real estate bear market • Lessons from past real estate downturns • Critical buyer/seller strategies that worked in 1990s • Current psychology of the real estate investor

Harvinder Kalirai is the Chief Global Fixed Income & Currency Strategist at Alpine Macro. He is widely viewed as one of the world's leading macro strategists. Past positions held include: Head of Currency Management at CIBC, Head of Currency Research at State Street in Australia, and Analyst at the Bank of Canada. Christopher Invidiata is one of Canada's leading realtors, operating via The Real Brokerage platform. The Invidiata Team has sold more than $5 billion in residential real estate since 1985 and has been named the number one RE/MAX team in Canada 15 times. The Invidiata Team was also the number one RE/MAX team worldwide in 2007 and 2012.

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Exploring the topic of, "the Future of Work?", with one of North America's leading Executive Coaches and Strategists, Ian MacFarlane and Northland's co-CIO, Joseph Abramson.

Key Issues to be discussed on this webcast include:

• Key strategies for executives to navigate the increasingly difficult environment.
• Why the tight labor market is about to ease.
• Important megatrends in the future of the workplace.

Ian MacFarlane is an experienced senior executive with a global background, who is dedicated to helping individuals and teams lead, thrive and find their strategic advantage in competitive and rapidly changing environments.

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Secondaries have historically provided superior returns and risk-adjusted returns compared to private equity, venture capital and most other alternative investment categories. Better yet, purchase discounts tend to widen during periods of stress, like we are experiencing now. On Northland's upcoming panel, Joseph Abramson leads a particularly insightful discussion with some of the leading minds in this space: • Mike Pugatch – Managing Director at HarbourVest Partners, LLC • Patrick Gerbracht – Managing Director at Portfolio Advisors • Patrick Knechtli – Head of Secondaries, Private Equity, abrdn (formally Standard Life Aberdeen plc) Key issues to be discussed on this podcast • What are secondaries and their key benefits? • How do investors make money, or avoid losing it in 2022? • How are leading managers protecting investors from inflation and rising rates? • Why a recession might be good news for returns?

Make sure to check The Northland's YouTube Channel for more episodes.

Trust is essential in finance. Built over years, sometimes decades, it can be lost in an instant. Maintaining trust requires diligence, networking and innovation. Most importantly is communication and consistency.

Don't miss this exciting episode of Artisan Podcast – Paul Horvath, CEO of Orchard Global Asset Management sits down with Arthur Salzer to provide his brilliant insight and opinions on the current geo-political landscape, networking on a global scale, and the shifting world of finance.

Key issues to be discussed on this podcast include:

• Paul's journey in the finance and founding Orchard Global one of the world's leading credit managers.
• Taking advantage of opportunities during and after times of financial crisis
• "Be the nexus where Washington meets Wall Street"
• The crisis in Ukraine, the effects across Europe, and the world

Mr. Horvath is Chief Executive Officer for Orchard Global Capital Group. Prior to co-founding the firm, Mr. Horvath was Global Head of Synthetic Credit Origination, Structuring and Distribution at Merrill Lynch from 2005 to 2008. From 1999 to 2005, Mr. Horvath was Global Co-Head of Structured Credit Distribution at JPMorgan, where he helped to grow the nascent credit derivatives market.

Mr. Horvath began his career at the Federal Reserve Bank of New York, where he monitored the Mortgage-Backed Securities sector, as well as the bank and thrift industry. He received his BS in economics, international relations, and theology from Georgetown University and earned his MBA from Harvard Business School. Mr. Horvath is a Trustee of the National Cathedral School as well as serving on their Finance Committee and Chairing their Investment Committee. In addition, he is a Trustee of the Washington National Cathedral where he serves on both the Finance and Investment Committees. He is on the Board of Regents of Georgetown University and is an active member of the Johns Hopkins Physics and Astronomy Advisory Council. Mr. Horvath is also the Chairman of the Board of the Hungarian American Institute.

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Selling a business is more than just an event, it is a process. It requires not just the preparation of assets and contracts, but also the employees and the entrepreneurs themselves. Every industry is different and every sale is unique.

Andrew Abdalla CPA sits down with Joseph Abramson and provides an inside look and trusted perspective on preparing a business for sale.

Key issues to be discussed on this podcast include:

• How shifts in global distribution and supply chain have effected demand;

• The steps to prepare the business for sale and can it run without the owner;

• How to ensure a smooth transition of ownership (i.e. taxes & local laws);

• The importance of building a team of trusted advisors.

Andrew Abdalla, CPA, CA provides his clients with a variety of management advisory services including strategic planning, financing, as well as tax and succession planning.

With over 20 years experience helping clients maximize their potential future growth potential, Andrew offers specialized focus on sales and income tax, acquisitions and divestitures, business valuations, corporate reorganizations, financing and government assistance programs, and technology solutions.

Andrew holds a Bachelor of Commerce and a graduate diploma in public accounting from Concordia University in Montreal. He has also completed the comprehensive Canadian Institute of Charted Accountant (CICA) In-depth Tax Course.

Make sure to check The Northland's YouTube Channel for more episodes.

While the focus on financial capital may make a family wealthy, history shows it is difficult to sustain over time. With the dedication of time to understand and grow a family's human capital, it's possible to prevent 'shirtsleeves-to-shirtsleeves' in three generations.

We will be taking a deep dive into Communicating with Clients with Family Enterprise Advisor and Legacy Coach, Vincent Valeri.

Key issues to be discussed on this podcast include:

• The foundational importance of clear communication within families

• The role family culture has on shaping mindset

• How to approach fostering multigenerational idea exchange

• Working directly with families to develop and prioritize human capital

Prior to being a Family Enterprise Advisor & Legacy Coach, Vincent spent several years working with families at Legacy Capitals, LLC as an Instructor, Family Enterprise Advisor and Wealth Coach. Before that, he worked as a Wealth Advisor for Scotia McLeod and as an Account Executive for Maritz Canada. He has a Master of Business in Management (MBA) from the University of Technology Sydney, and a Bachelor of Arts (BA) of Operational Management from Western Sydney University.

In this episode of Northland's - The Artisan Podcast:

Explore with us the topic, "Can China Avoid A Hard Landing?", with Northland's Co-CIO Joseph Abramson and our guest speaker, Alpine Macro's Chief Emerging Markets and China Strategist, Yan Wang.

Key issues to be discussed on this podcast include:

• The likelihood of a Chinese recession
• Implications of a Chinese slowdown for commodities and the CAD
• Whether Chinese stocks have bottomed
• The probability of a war between China and the U.S. over Taiwan

Prior to Alpine, Yan spent 15 years at BCA Research, as the Managing Editor and Chief Strategist for BCA's China Investment Strategy publication. Before that, he spent six years as an equity analyst in China and Hong Kong. Yan holds a B.A. in Finance from Nankai University, an M.A. in Economics from Tianjin Institute of Finance and an MBA in Finance from McGill University. He also holds the CFA designation.