Mike Newton, VP and Portfolio Manager, RBC Wealth Management, and Jason Mann, CIO at EdgeHill Partners and EHP Funds, join us for a rich conversation on running money at both the retail and institutional levels.
Takeaways
• How was business and what were the investing challenges of the pandemic from a business perspective?
• Mike Newton shares some valuable nuggets on how he organizes and runs his retail wealth management practice.
• How to use model portfolios productively in your practice.
• What are the processes you use to organize your business around?
• Jason Mann talks about his and his firm's approach to running liquid alternatives, and how he approaches the challenges of portfolio construction and outcome.
• Outlook and opportunities – Mike and Jason talk about how they make decisions invest, and what kinds of investments.
• How do you manage investment risk?
• How are you communicating with clients?
• What are big challenges forward, and what lessons have you learned from this period?
• What sets you apart? What kind of investor are you?
• How do you help your clients overcome their behavioural risks, like selling at the wrong time.
