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Risk Mitigating Strategies Framework – Jason Josephiac & Ryan Lobdell

Meketa Investment Group, a consulting company with a rich history, wants to make the complicated language of investing easier for everyone.

In this episode Jason Josephiac and Ryan Lobdell of Meketa Investment Group discuss the educational paper they released this year that tries to clear up much of this confusion.

They note that calling something a “hedge fund” is a bit like saying “sports” without saying which sport you mean – which could be anything from football to car racing (think football ≠ car racing). Just like in sports, it’s important to have a well-rounded team with different strengths, and Meketa’s Josephiac and Lobdell want to help investors do this with their investments.

Our conversation delves into how the best teams have both a strong attack (offense) and a strong defense. It’s the same with investing. If your investments are all attacking (basically going after growth), you might be taking on more risk than you think and leaving yourself open (to being attacked) on the defense side. This might mean you’re not set up as well as you could be to consistently do well. They also point out that some programs that are supposed to protect you (like playing defense in sports) might not really be doing that job well.

We discuss all of the accessible investment tools and strategies an investor have at the ready to build a championship level portfolio.

Thank you for listening.

Where to find Ryan Lobdell & Jason Josephiac:

Ryan Lobdell on Linkedin

Jason Josepiac on Linkedin

Read the whitepaper: Risk Mitigating Strategies (RMS) Framework

2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism

In this episode we welcome Peter Bowen and Michelle Munro from Fidelity Investments Canada, two leading minds in the field, to discuss their insights and discussing the findings from the recent 2023 Fidelity Retirement Report.

Today’s financial climate is more complex than ever. The cost of living continues to rise, and market volatility seems like the new norm. Yet, amidst all of these challenges, Canadians are maintaining an optimistic outlook towards retirement, thanks in part to sound financial planning and advice.

Fidelity Investments Canada’ 2023 Fidelity Retirement Report, now in its 18th iteration, is a vital resource for financial advisors and investors alike. It aims to shed light on current retirement trends and offer strategies for both preparing for and living during retirement.

The report discusses a wide range of influencing factors, including inflation, housing costs, interest rates, and, of course, market volatility. All of these elements play significant roles in how we plan and strategize for our retirement years.

Peter is Vice President of Tax and Retirement Research and Michelle is Director of Tax and Retirement Research at Fidelity Investments Canada.

Thank you for listening. Don’t miss what Peter and Michelle have to say about how we can all better equip ourselves for the financial realities of retirement, no matter what changes the market throws our way.

Read the 2023 Fidelity Retirement Report

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Private Assets & The High Net Worth Attraction

In this episode, BMO Global Asset Management’s Jeffrey Shell and Lillian Ferndriger join us to discuss newly accessible opportunities in private market assets. Jeffrey is Head of Alternatives, Commercial ESG and Innovation from BMO Global Asset Management. And Lillian is Director of Alternatives Distribution at BMO Global Asset Management.

We delve into the realm of private market investing, now a more widely accessible and vital instrument for portfolio diversification that promises attractive risk adjusted returns.

These markets offer an entrance into asset classes and strategies that were previously largely inaccessible territory in the public domain. Moreover, the defining features of private markets, their risk return profiles stand as a powerful key to unlock the full potential of a private wealth portfolio.

A look back in time reveals the compelling performance of private markets as they have consistently outshone public markets becoming a beacon of wealth accumulation and differentiated return stream. In recent times, this asset class has been winning hearts transitioning from its longstanding institutional clientele to captivate high net worth individuals, the segment that’s been growing the fastest.

Now we’re witnessing an exciting shift, often referred to as the democratization of access. This transformation marks a significant stride for the wealth management industry as it throws open the doors to a broad suite of previously inaccessible specialized strategies within private equity, private debt, real estate infrastructure, and other real assets.

The allure of reduced minimum tickets, enhanced transparency in reporting and lower fees adds to the appeal of these markets. But perhaps the most enticing advantage of this democratization is the boon it provides to private wealth. It serves as the final puzzle piece in portfolio construction, enabling clients to harness and all-encompassing asset allocation in private market sub strategies.

This allows for portfolio diversification, enhanced returns, volatility reduction, and crucially a shield against inflation. Today we’re gonna delve deeper into these fascinating dynamics of private market investing. Thank you for listening.

Where to find Jeffrey Shell and Lillian Ferndriger, BMO Global Asset Management

Jeffrey Shell on Linkedin

Lillian Ferndriger on Linkedin

More on BMO Partners Group Private Markets Fund.

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