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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity.
Brett shares insights into the inception of Fisher Lynch Capital in 2003 and the differences between private and public investments. Meanwhile, Kazuki offers valuable perspectives on private equity from the lens of high-net-worth individuals, showcasing Nicola Wealth's strategic approach.
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios.
Additionally, Ben provides valuable insights on how investors can avoid common pitfalls like recency bias, and offers strategic guidance in navigating uncertain market conditions. Their discussion extends from interpreting the implications of interest rate fluctuations to staying informed about global events such as upcoming elections.
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real estate.
Mark provides valuable insights into navigating the complexities of the commercial real estate market, including adapting to challenges such as the impact of COVID-19 and fluctuations in interest rates. He discusses investment strategies, focusing on growth markets and income-producing assets while addressing emerging trends in alternative asset classes.
Additionally, he underscores the importance of continuous learning, shares strategies for career development, and highlights the pivotal role of mentorship in shaping the future landscape of the real estate industry.
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In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children.
Natalie shares her refreshing perspectives on life, humility, and dedication to giving back to her community. They discuss how they translate her husband JT's work ethic on the ice into a successful team dynamic, building a beautiful life together that requires hard work.
Natalie redefines the notion of being in someone's shadow, emphasizing her own role and strengths. As a working parent, she highlights the power of organization and the importance of giving ourselves grace.
Natalie's wisdom and insights inspire and uplift, reminding us all to embrace our unique paths and find strength in the journey.
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In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth.
Patrick reflects on his humble beginnings in Ottawa, where his love for figure skating blossomed amidst a family of passionate athletes. From early aspirations of hockey to discovering his calling in figure skating, Patrick's path to Olympic glory was anything but conventional.
But as Patrick recounts, life after the Olympics presented a new set of challenges. Transitioning from the spotlight of competitive skating to the corporate world, Patrick found himself at a crossroads. He candidly discusses the uncertainties, setbacks, and pivotal moments that ultimately led him to Nicola Wealth.
Through insightful conversations with host Ron Haik, Patrick shares invaluable lessons learned from his skating career and how they translate to his current role as a Wealth Planning Associate Intern at Nicola Wealth. From resilience and mindfulness to teamwork and adaptability, Patrick's journey exemplifies the power of perseverance and embracing change.
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending.
Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio management. Meanwhile, Jurgen offers valuable perspectives on private debt investment from the lens of high net worth individuals, showcasing Nicola Wealth's strategic approach.
Additionally, they delve into the drivers behind the growth of private credit, dispelling misconceptions and examining the implications of capital concentration among major private credit firms on market competition. They also explore the current state of the M&A market and its ripple effects on private debt activity.
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives.
As a passionate advocate for comprehensive wellness, Cally's work extends from neonatal care to mature women's health, emphasizing the importance of a holistic approach. Through collaboration with researchers and philanthropists, she translates cutting-edge research into tangible solutions, fostering full-circle wellness for women.
In this episode, Cally shares her insights on fostering community, driving innovation, and the profound impact of collective action in advancing women's health.
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In this episode, host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors to help their clients navigate the complexities of the Vancouver real estate market.
Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market. They provide an update on the residential real estate market, speculate on the "myth" of the mortgage maturity cliff, and discuss affordability in British Columbia, Alberta, and Ontario.
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In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online donations, making gifts to causes seamless.
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon.
Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a young mother, navigating the waters of sobriety, and weaving connections with her beloved daughter. Meanwhile, Cienna's narrative sparkles with resilience, revealing how early trials became gems on her path, leading her to become the youngest trainer in Gold's Gym's history.
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About Zoë Pawlak
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In this episode, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Joe Mazzocco, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. With over three decades of experience, including his tenure as Executive Managing Director at KingSett Capital, Joe offers invaluable insights into navigating the complexities of property investment, particularly amidst various market challenges.
Together, they delve into various topics, from the impact of fluctuating interest rates on property values in 2023 to the critical role of an investment committee. They also discuss identifying promising cities and preferred asset types, sharing insights on seizing opportunities and clarifying the distinguishing characteristics of top-performing real estate assets.
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and housing supply issues, explaining their combined influence on inflation and interest rates.
Wrapping up the conversation, Ben shares practical tips on navigating a highly correlated stock and bond environment when positioning your portfolio.
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Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a closer look at the advantages, strategies, and the unique approach that Nicola Wealth brings to aligning your philanthropic wishes with your financial and tax planning strategy
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Welcome to a new season of The Wealth Exchange Podcast, where our goal is to provide access to expert insights on a variety of planning topics, market commentary, general education on investing strategies, and an in-depth exploration of Nicola Wealth's unique approach to building and preserving wealth.
In this episode, we'll guide you through some exciting new changes and share what you can expect from the podcast as we enter a new year.
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business (YWiB).
YWiB is a community for emerging female leaders and young professionals who want to create their own success, creating a platform for their voices to be heard and exposing them to new opportunities. As student leaders, Ravnoor and Katrina share how they balance priorities, support each other, and help cultivate growth, community, empowerment, collaboration and fun within the YWiB community and beyond.
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In this episode of The Wealth Exchange, Ron Haik sits down with technology veteran Michael Frew to explore the world of tech entrepreneurship and digital business acquisitions. With extensive experience working with industry giants such as Lockheed Martin, IBM, and Amazon, Michael offers listeners unique and firsthand insights into the inner workings of the tech industry. Additionally, they thoroughly explore the blueprint to achieving financial success in digital business acquisitions and detail the strategic advantages of acquiring businesses over starting from scratch.
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Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests.
In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-part series on Making Sense of AI. In Part 3, he is joined by Morten Rand-Hendriksen, a thought leader in the realm of artificial intelligence (AI) and its ethical implications. Morten, a keynote speaker, instructor, and educator at LinkedIn Learning, as well as a TikTok un-fluencer and university lecturer, brings a wealth of expertise to the conversation.
In this engaging discussion, Ethan and Morten explore the critical intersection between technology and society. Morten guides listeners through the ethical considerations of AI and its impact on the way we work. The conversation kicks off with an exploration of the inherent value of human labour, setting the stage for Morten to provide a comprehensive overview of how AI and technology are poised to augment, rather than substitute, individual work.
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Lara Zink*, the former President and Chief Executive Officer of Women in Capital Markets, the largest network of women in finance. From our meeting in Toronto, Lara shares insights into her journey—a nontraditional path through finance that includes time on Parliament Hill, a Master of Business Administration, and a thriving career managing the fast-paced world of the sell side of capital markets.
Women in Capital Markets prides itself on inclusivity and caters to women at every career stage, from students to seasoned executives. Lara sheds light on how the organization is driving change through data-backed research, advocating for equity, diversity, and inclusion within the financial sector. Lara's commitment to breaking down barriers and creating a level playing field is truly inspiring, making her a role model not just for women but for anyone striving for equity in their respective fields.
*At the time of the recording, Lara Zink was president and CEO of Women and Capital Markets but left in September of 2023 to pursue an opportunity with a woman-led asset manager, Delaney Capital.
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In today's episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. Wayman has been instrumental in expanding Nicola Wealth's real estate offerings, while Penny has actively contributed to the Nicola Wealth Gives Back charitable committee, fostering a culture of giving.
As the world gradually reopens post-pandemic, the allure of travel is stronger than ever, prompting many to seek journeys with deeper meaning. With decades of experience seamlessly blending philanthropy and a passion for travel, the Crosbys generously share their insights, experiences, and wisdom. The conversation covers a range of topics, including crafting a philanthropic strategy, instilling a sense of giving in children aligned with personal values, and the unexpected depth of "insight trips."
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In the latest episode of The Wealth Exchange podcast, Selena Woo, the host of the Women's LEAD segment, engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement British Columbia (JA British Columbia). With November being Financial Literacy Month, Sheila shares her extensive experience and passion for fostering upward mobility in youth. The discussion also sheds light on how JA British Columbia, a crucial entity within JA Canada and JA Worldwide, is actively shaping the leaders of tomorrow.
Furthermore, Sheila and Selena delve into the impactful programs offered by JA British Columbia. These programs focus on financial health, work readiness, and entrepreneurship, aiming to provide young minds with the knowledge and confidence needed to make informed decisions.
- Visa fler