The Wealth Exchange

The Wealth Exchange

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The Wealth Exchange episodes

  • Women's LEAD: Above and Beyond Leadership with Henna Mazzocco

    In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. Henna specializes in drone photography and video production, bringing over two decades of experience in marketing and sales to her craft.

    During the episode, Henna shares captivating stories of capturing breathtaking aerial views and how these experiences have shaped her approach to overcoming challenges and inspiring others. She emphasizes the importance of mentorship, resilience, and staying true to one's vision, even when the path gets tough.

    Subscribe to Women's LEAD

    55 min
  • The Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen

    In this episode, Robert Olsen, Vice Chair of Private Capital at Nicola Wealth, is joined by Ken McKinnon, Senior Managing Director and Equity Partner at Institutional Mortgage Capital, and Simon Carlsen, Senior Director of Mortgage Investments at Nicola Wealth, for an in-depth look at trends and opportunities in real estate debt.

    Despite past challenges, real estate has remained a generally strong and income-generating asset class. Together, they discuss the factors driving investor interest in real estate and mortgages, and how investors can gain exposure to this asset class. Ken and Simon share their insights on the evolving landscape of real estate debt investments, the future of interest rates and their impact on the mortgage market, and highlight key opportunities within the mortgage space.

    Learn more about Nicola Wealth's Mortgage strategies.

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    44 min
  • Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence

    In the latest episode of The Wealth Exchange podcast, Victoria Emslie is joined by Amanda Sayfy, the new Executive Director at Dress for Success Vancouver. Amanda discusses her role and shares the impactful mission of the organization, which helps women and gender-diverse individuals achieve economic independence.

    Dress for Success goes beyond providing professional attire by offering pre-employment and job retention training, mentorship, and access to professional networks. Amanda highlights the organization's rich history, its significant community engagement, and the comprehensive support system it provides to empower women in their careers.

    28 min
  • Investing Matters: Introducing the Nicola Wealth Money Market Fund

    Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricich to discuss the launch of the new Nicola Wealth Money Market Fund.

    In this episode, Ben explains why now is the perfect time to introduce this fund, given the recent rise in interest rates and changes in regulations. He provides insights into the fund's investment strategy, discusses its U.S. class, and highlights the advantages of the money market fund over high-interest savings accounts, including its diversified portfolio, stability, and protection against falling interest rates.

    14 min
  • Investing Matters: Q2 2024 Market Commentary

    Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024.

    In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of rising unemployment in Canada, Europe's positive growth outlook, and the surprising trade recovery in Asia.

    The discussion also zooms in on equity markets, highlighting the performance of AI stocks, the influence of the 2024 Canadian federal budget on trading activity, and the resilience of Canada's financial system amidst higher interest rates. Ben also shares his thoughts on the recent rate cut by the Bank of Canada, its impact on the bond market, and the importance of active management in fixed income portfolios.

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    18 min
  • Women's LEAD: Transforming Hospitality and Culinary Industries with Meeru Dhalwala & Joanna Jagger

    In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Joanna Jagger and Meeru Dhalwala, two influential women making a difference in the hospitality and culinary industries.

    Joanna, the Founder and President of the WORTH Association, shares her passion for supporting women in the recreation, tourism, and hospitality industries. She emphasizes the importance of mentorship and leadership development.

    Meeru, a renowned chef, author, and co-founder of Lila and Vij's Restaurants, shares her personal journey from her early life in India to her successful career in Vancouver. She discusses the challenges she faced as a woman of colour in the culinary world and how she overcame them by creating a welcoming and inclusive environment in her kitchens.

    Together, Meeru and Joanna emphasize the power of resilience, the importance of self-belief, and the impact of creating spaces where everyone is welcome and valued.

    1 hr 12 min
  • In The Ring With Rob: The Evolution of Infrastructure as an Asset Class with Evan Corley & Ashley Ng

    In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on infrastructure investments with Evan Corley, Partner, in Pantheon's Global Infrastructure and Real Assets Investment Team, and Ashley Ng, Senior Director, Infrastructure at Nicola Wealth. Pantheon, a global private equity, infrastructure, real assets, and debt investor, manages over $65 billion in assets with a team of 125 professionals across 12 offices worldwide.

    Together, they explore the evolution of infrastructure as an asset class, the factors driving investor interest, and Pantheon's journey in this space. Evan shares insights from his 20-year career at Pantheon, highlighting the growth of infrastructure investing and the increasing involvement of high-net-worth investors.

    Learn more about Nicola Wealth's Infrastructure strategies

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    34 min
  • Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation

    In this episode, host Victoria Emslie is joined by Alison Twiner, a dedicated past Chair of the National Board, and Robyn Jones-Murrell, Senior Vice President for Western Canada, both from the Heart & Stroke Foundation. Together, they share their unique journeys and profound impact on the foundation's mission.

    Robyn recounts her unexpected path to the foundation, highlighted by her father's dramatic survival of a Widowmaker heart attack just days before her interview. Alison reflects on her lifelong commitment to heart and stroke causes, from childhood canvassing with her mom to leading digital transformation on the board.

    They also emphasize how the Heart & Stroke Foundation drives vital research, advocates for life-saving policies, and tackles critical issues such as women's heart health and bystander CPR.

    38 min
  • Investing Matters: John Nicola on Revolutionizing Independent Asset Management with a Pension-Inspired Approach

    In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-ended, evergreen funds in real estate and private capital, a practice the firm has implemented since 2005. He emphasizes the importance of maintaining direct client relationships and how this client-centric approach has contributed to the firm's stability and strong client retention rate. This discussion provides a deeper understanding of Nicola Wealth's investment philosophy and the principles that drive its growth.

    31 min
  • Women's LEAD: 2024 Live Panelist Discussion in Vancouver

    On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of Clear Communication Academy; Kiara LeBlanc, CEO & Founder of Lifted Fitness; Teena Gupta (Sim), CEO of Rosemary Rocksalt and Co-Founder of Nurse Next Door; Marie Khouri, an acclaimed sculptor based in Paris and Vancouver; and Dr. Maryam Zeineddin, a family doctor and CEO & Founder of Zili CARA, each brought their unique perspectives to the discussion.

    Moderated by Paulina Cameron, COO of Flytographer and Author, the panel shared stories of entrepreneurship, building community, pivotal life moments, and the challenges of navigating family dynamics while pursuing a path true to themselves. Their conversation is filled with wisdom, authenticity, and invaluable insights, inspiring listeners to forge their own unique paths.

    51 min

About The Wealth Exchange

From the publisher's feed

The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics,…

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