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The Modern Investor Journey
49 minutes | 15 days ago
Table stakes planning, levelling the playing field and finding a niche.
Having inherited his book from his former boss, Sam's journey led him to focus on planning, advance his career to become discretionary, engage with the fintwit crowd of quantitative PhD's and develop his niche client group of technology entrepreneurs in Greater Toronto. Join Art and Rod for an informative discussion with many insights on how to become a successful advisor in Canada.
45 minutes | 2 months ago
Improve your sales by ditching the pitch book, listening and being true to your values
MIJ talks with Senior Wealth Manager Eric Bennett about his journey to independence, finding rules & behavioural coaching, experience-based marketing and volunteerism as a way to establish value alignment. 4:30 The service model 7:00 The pitch book 10:15 The tax man 11:15 Behaviour & scientific investing 18:00 Wealth destruction & finding factors 27:30 Simple messages 29:45 Experience marketing 32:30 Volunteerism 38:45 Media 41:00 Wrap up
46 minutes | 3 months ago
A sage perspective on Canada’s Investment Fund Industry
MIJ conversation with Pat Dunwoody ranges from the changing industry landscape, advice for advisors, diversity and inclusion and women in financial services. 5:45 ETF landscape 8:00 VEXO 10:05 ETF Myth busting 14:30 Mutual Funds and ETF’s 19:00 Big Banks 22:00 End user benefits 25:10 Women, networking and inclusion 34:18 Advisors relationship with the spouse 37:44 Advisor value proposition 41:00 Wrap up
57 minutes | 3 months ago
Actionable insights from one of Canada’s leading quant PM’s
@Ben Felix shares some of Passmore & Felix Team’s recipes for success including the rationale for scientific investing, how to build powerful relationships and the benefits of advice. Timeline: 4:10 Mutual fund sales 9:30 The quant tipping point 16:25 Building relationships 24:30 Canada’s quant landscape 28:35 How to create content 31:40 Managing wealth: Purpose, priorities & tactics 37:00 Gold & Crypto 44:45 Behavioural vs. Efficiency 49:00 Wrap
42 minutes | 3 months ago
Patron or prophet in diversification with commodities?
Join MIJ for a fascinating discussion with Auspice Capital’s founder Tim Pickering to learn about the importance of maps, process and tinkering at the edges. Tim’s unique ability to simplify complex topics like “diworsification” and skew have been honed from years of interaction with some of Canada’s leading investment institutions.
44 minutes | 3 months ago
A renaissance approach to quantitative investing.
Liqian Ren, Director of Modern Alpha at Wisdom Tree sits down with MIJ to discuss her journey from growing up in a small village in China to becoming a recognized thought leader in quantitative investing. This episode touches on luck and timing, platform company indices, stacking the investment odds in your favour and the benefits of a classical education for investment professionals. Podcast highlights 00:5:36 Milton Freeman's influence on Liqian's journey from a small village in China to the University of Chicago. 00:8:36 How computer science, economics and immigrant friendly policies landed a job at the Federal Reserve Bank of Chicago. 00:10:00 Luck & performance. 00:12:20 Stacking the investment odds in your favour. 00:17:20 Is ten years an eternity or a blink of the eye. 00:19:41 Innovation is key as an asset management company. 00:21:29 Platform company index. 00:24:05 Performance chasing and election bias. 00:27:20 How to fit ETFs into a portfolio. 00:30:08 Closet indexing. 00:33:31 Luck and your investment journey. 00:36:33 Liberal arts education and financial training. 00:39:10 The renaissance man and Chinese classics.
44 minutes | 3 months ago
Sprinkles of gold dust to maximize success for investors and advisors.
Join us as Podcast guru Meb Faber as he explores investing in the time of Covid, why market cap indexing is bizarre and how to install guard rails for a safe investment journey. Along the way we demystify alien invasions and learn about subsistence on mustard sandwiches.
56 minutes | 4 months ago
The modern investor journey with Corey Hoffstein.
Does injecting trillions of dollars make equity investing a slam dunk? Clients and advisors are at odds with risk and return. MIJ talks with ETF guru Corey Hoffstein about how the investment narrative has changed over time, the religion of quant, client longevity and the pandemic capital infusion.
60 minutes | 4 months ago
How to use the greatest minds in academia to filter out the investment noise.
MIJ hosts Rod Heard and Art Johnson speak with Wes Gray about his journey from a world class stock picker, an up-and-coming hedge fund manager, a PhD candidate and an over-confident investor riding the bull market. Suddenly, watching his book melt down, Wes found a humility that changed the course of his investment life. Wes is sure to entertain as he tells us his adventures while building a scalable hybrid wealth and asset management firm based on the fundamentals of scientific investing.
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