Jun 29, 2021
### Takeaways from Ep. 10 with Corey Hoffstein, CIO, Newfound Research:
• Thinking of diversification in portfolios in terms of three axes: What, How, and When?
• The unintended consequences of 'timing luck' (re: 'when?' diversificatio)
• How to reduce 'timing luck' from portfolios
• How rebalancing premium...
Jun 23, 2021
Our conversation with Arthur Salzer, CEO, CIO, of Northland Wealth Management, one of Canada's leading wealth management family offices. Arthur Salzer shares his personal history, his early career experiences, and the process and steps he and his firm took under his stewardship which have culminated in Northland...
67 Brief Version – Clients Expect Advisors to Lead Them on Responsible Investment
Jun 17, 2021
Our conversation with three of Desjardins' thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.
We discuss...
Jun 17, 2021
Our conversation with three thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.
We discuss three fundamental...
Jun 8, 2021
Our conversation with Mark Noble, Executive Vice President at Horizons ETFs. We get deep into a discussion around the big investment themes, the pros and cons, and the ups and downs of adoption of actively managed thematic ETFs. We talk about the conflicting views on valuations ascribed to technology related themes,...