In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how private sub-advisor managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities.nnn01:22 – Introduction: Debunking Private Marketsnn01:39 – Opening Disclaimernn01:58 – The State of Markets in 2025: Uncertainty & Opportunitynn04:50 – Emotions vs. Rational Investing: Avoiding Reactionary Mistakesnn09:17 – Why Private Markets Matter Now More Than Evernn10:04 – The Rise of Private Investments for Retail Investorsnn14:56 – Breaking the Myth: Institutional vs. Retail Accessnn16:58 – How Private Market Investments Are Being Democratizednn21:03 – The Role of Private Assets in Portfolio Constructionnn23:34 – Private Equity: The Strategic Edge Beyond Public Marketsnn29:26 – Private Credit: A Rising Opportunity Amid Bank Retrenchmentnn33:55 – The Convergence of Private Equity & Private Creditnn37:41 – Addressing Liquidity Concerns in Private Market Investingnn45:27 – Purpose Investments’ Approach to Private Market Accessibilitynn47:48 – What Advisors Need to Know About Private Marketsnn49:79 – Final Takeaways: A Call to Reevaluate Private Investmentsn

nnn#PrivateMarkets #AlternativeInvestments #PrivateEquity #PrivateCredit #RealEstate #PortfolioManagement #WealthManagement #InstitutionalInvesting #InvestmentStrategy #FinancialMarkets

Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years. As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead?

In this episode, we are joined by Ash Lawrence, Head of AGF Capital Partners, to unpack the evolving world of private equity, private debt, and absolute return strategies. We discuss:

• The impact of rising and falling interest rates on alternative strategies
• The growth of private credit as banks tighten lending
• The role of continuation vehicles in private equity
• How alternative investments can enhance returns and mitigate risk
• What the Trump administration’s policies mean for markets
• The increasing institutional and retail adoption of alternatives

As markets face volatility and uncertainty, alternative investments offer new ways to build resilient, high-performing portfolios. Don’t miss this deep dive into the future of alternatives with insights from one of the industry’s top experts.

Subscribe for more exclusive insights on markets, investments, and strategies that shape the financial world.

#PrivateEquity #PrivateDebt #HedgeFunds #Investing #AlternativeInvestments #Finance #WealthManagement #Markets #AGF #PrivateMarkets #EconomicTrends #FamilyOffices #FixedIncome #MultiStrategy #InvestmentTrends

? Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence?

In this eye-opening episode of the Insight is Capital Podcast, host Pierre Daillie sits down with Mélanie Valcin, President & CEO of United for Literacy, to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy.

We explore:

✅ The hidden literacy crisis in Canada and how it affects employment, health, and civic engagement

✅ The $50+ billion GDP boost that raising literacy levels by just 1% could create

✅ How United for Literacy is helping individuals overcome barriers and unlock new opportunities

✅ The vital role of financial literacy in economic empowerment

✅ Ways YOU can help make a difference

? Join us for “Game Night for Literacy” on March 5, 2025!

? Arcadian Loft, Toronto

This fun-filled fundraising event will bring together leaders from the financial industry to support literacy programs across Canada. Play Scrabble, Trivia, Taboo, and more—while making a meaningful impact.

? Get your tickets now! ? gamenightforliteracy.ca

? Want to get involved?

Volunteer, donate, or learn more at unitedforliteracy.ca

? Subscribe for more insightful conversations with thought leaders shaping the future of finance and society.

#UnitedForLiteracy #GameNightForLiteracy #FinancialLiteracy #EducationMatters #RaiseTheBar #InsightIsCapital #AdvisorAnalyst #Podcast #LiteracyMatters #Impact #GameOnForLiteracy

Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity’s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.

What happens if a 25% tariff is imposed on Canadian exports?

• Is the Canadian dollar heading for a collapse?

• Why are U.S. equities still the best game in town?

• Have investors misunderstood the bond market?

• Should portfolios brace for a new investment paradigm?

“A 25% tariff on Canadian exports could trigger as much as a 6% GDP shock, a 3% surge in inflation, and send the Canadian dollar plummeting to 52 cents.” — Ilan Kolet

Episode Highlights & Timestamps

00:00:00 Intro & Welcome – Kicking off 2025 with uncertainty

00:02:00 A Market on Fire – Why a balanced portfolio returned 20% in 2024

00:03:00 The Elephant in the Room: Political Instability & Tariffs

00:07:00 Canada’s Hidden Economic Weakness & The BoC’s Dire Post-Tariff Simulation

00:13:00 Inflation or Deflation? What a Shock Would Mean for Investors

00:18:00 Are Investors Front-Running Inflation?

00:22:00 Positioning for Uncertainty: How to Build Resilience into Portfolios

00:27:00 The Bond Market Paradox: Higher for Longer?

00:30:00 Why U.S. Equities Are Still the Best Bet in 2025

00:36:00 Rate Cuts: Canada Has to Cut, The Fed Wants to Cut

00:42:00 Will the Canadian Dollar Go On Sale?

00:49:00 The Rise of Alternatives & Why They’re Critical in This Market

00:54:00 The ‘Magic’ of Portfolio Construction in Volatile Markets

00:55:00 Closing Thoughts – An Elegant Solution for Complex Markets

*****

Get Fidelity’s latest whitepaper: 11 Questions into 2025

*****

Listen to the full episode and get ahead of 2025’s biggest investment challenges!

#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.

? Key Topics Discussed:

The Changing Face of Marketing for Advisors

• Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets.
• The importance of niche marketing and standing out in a crowded marketplace.

Strategies to Build a High-Converting Website

• The 5-second rule: how to grab visitor attention and convert leads fast.
• Creating engaging, hyper-targeted content that speaks directly to your ideal client.

The Role of AI and Social Search in Advisor Marketing

• How tools like ChatGPT and TikTok are transforming how clients find advisors.
• Practical tips for staying ahead in the AI-driven search era.

Leveraging LinkedIn for Business Growth

• Proven techniques for building meaningful professional relationships.
• Why comments are the secret sauce to LinkedIn success.

Events That Drive Engagement

• Memorable online and in-person event ideas that keep prospects talking.
• Tips to host impactful webinars and fun client gatherings.

The Power of Video Marketing

• How short, authentic videos can build trust and expand your reach.
• Creative ideas for content that resonates with clients and prospects.

? Resource Spotlight:

? FMG 2025 Marketing Guide for Financial Advisors

Discover 31 pages of actionable marketing strategies tailored for advisors.

? Download it here: 2025 Marketing Guide for Financial Advisors

✨ Key Takeaways:

Always be specific: Your marketing should attract the right clients while repelling the wrong ones.

Consistency is key: From your social media handles to your messaging, keep it unified.

Build relationships, not just sales: Always be opening new conversations, not just closing deals.

Embrace video: Show your face, share your voice, and let clients see the real you.

?️ About Samantha Russell:

Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise.

? Connect with Samantha:

LinkedIn: Samantha Russell

FMG Suite: fmgsuite.com

What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Research. In this special kickoff-to-2025 episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating today’s unpredictable economic environment, shares his investment outlook, as well as asset allocation. You may be surprised.

Key Insights:

Macro Trends for 2025: How growth, inflation, and interest rates are setting the stage for the year ahead.

Managing Risk: Why a systematic framework is essential in a time of elevated uncertainty.

Market Narratives Unpacked: The disconnects between popular sentiment and economic data.

Probabilities, Not Predictions: How Prometheus Research quantifies risk and uncovers market opportunities in real time.

Actionable Takeaways: Prometheus’ 4 ETF portfolio model, for investors looking to stay ahead of the curve in a rapidly shifting environment.

Quote of the Episode: “Investing today isn’t about certainty—it’s about managing probabilities in a world of growing complexity.” – Aahan Menon

Chapters:

00:00 Introduction and Guest Welcome

01:19 Ahan Menon’s Investment Framework

01:58 Market Dynamics and 2024 Review

05:48 Economic Indicators and Forecasts

10:21 Interest Rates and Economic Impact

24:51 Liquidity Conditions and Market Implications

46:52 Manufacturing Sector Challenges

53:15 Challenges in the Manufacturing Sector

53:26 Impact of Borrowing and Leverage

53:58 Wage Costs and Interest Burden

54:46 Investment and Borrowing Trends

56:10 Commodity Market Dynamics

58:02 Alpha Portfolio Strategies

01:01:38 Manufacturing and Economic Growth

01:03:53 Recession Indicators and Economic Slowdown

01:11:29 Real Estate Sector Analysis

01:17:14 Signal Strength and Portfolio Allocation

01:21:34 Bond Market Insights

01:31:58 Commodity Market Outlook

01:36:12 Asset Allocation – What to do now

01:43:40 Conclusion and Final Thoughts

Stay Ahead of the Curve:

Subscribe to Raise Your Average for more market insights, expert interviews, and actionable strategies to elevate your investing game.

Connect with Us:

Follow Aahan Menon on Linkedin

Prometheus Research on Substack

ReSolve Asset Management

Mike Philbrick on Linkedin

#Investing2025 #RaiseYourAverage #MarketInsights #EconomicOutlook #PrometheusResearch

In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management.

We explore how private equity, private credit, and private real estate are transforming portfolio construction, offering uncorrelated returns, greater diversification, and resilience during market downturns. Tony demystifies the illiquidity premium, highlights the growing role of secondaries, and explains why advisors must embrace alternatives to meet client expectations in today’s financial ecosystem.

Key Topics

• Rethinking the 60/40 Portfolio: Why traditional strategies are no longer enough in today’s volatile markets.

• Private Markets for All: The innovations democratizing access to private investments.

• Illiquidity as a Feature: Why patience is key to unlocking higher returns.

• The Secondary Market Boom: Shorter J-curves and better diversification for private equity investors.

• Enhancing Advisor Value: How mastering alternatives strengthens client relationships and retention.

Chapters

0:00 – Welcome & Introduction

2:00 – The End of Easy Money: 2022’s Portfolio Wake-Up Call

6:30 – Tony’s Career & The Power of Private Assets

11:45 – Demystifying Private Market Accessibility

16:00 – Structuring Portfolios: Growth, Income, and Diversification

21:00 – Overcoming Client Hesitations Around Alternatives

26:00 – The Hidden Opportunities in Private Markets

34:00 – Illiquidity: A Feature, Not a Bug

42:00 – The Growing Role of Secondaries in Private Equity

47:00 – Trends Shaping Private Markets Over the Next Decade

55:00 – Closing Thoughts & Where to Find Tony

Links & Resources

• Tony Davidow on LinkedIn: Link

• Franklin Templeton Alternatives – Canada: Link

• Franklin Templeton Institute’s Alts Knowledge Hub: Link

• Tony’s Book: Private Markets: Building Better Portfolios with Private Equity (Coming February 2024).

#PrivateMarkets #AlternativeInvestments #PortfolioConstruction #WealthManagement #PrivateEquity #PrivateCredit #RealEstateInvesting #InvestmentStrategies #FinancialAdvisors #TonyDavidow

Copyright © AdvisorAnalyst

In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, ‘Women and Alts: A Global Perspective.‘ Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barriers preventing women from investing in alternative assets. Barbara shares insights from her extensive interviews with 52 global finance leaders, highlighting the need for improved information, network access, and inclusive marketing strategies. She emphasizes the importance of tailored marketing approaches and encourages women to begin investing, stressing the significance of understanding risks and making informed decisions. You can download the entire enlightening research report (and guide), full of detailed and universally practical tips and insights into the blossoming market for alternative investments, below.

Chapters

00:00 Introduction

00:19 Welcoming Barbara Stewart

01:22 Barbara’s Career Journey

03:37 Inspiration Behind the White Paper

06:05 Key Findings and Barriers

15:08 Strategies to Attract Women (and Men) to Alts

20:17 Future Trends and AI Impact

27:31 Advice for Women Interested in Alts

28:33 Conclusion and Acknowledgements

Copyright © AdvisorAnalyst, Barbara Stewart, Kensington Capital Partners

In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us to discuss the latest findings from Vanguard Canada’s Value of Advice survey. The widely developed survey, which gathered responses from 1,307 Canadian investors, highlights strong client satisfaction among advisors, with 74% of investors feeling their advisor is worth every dollar. The survey also reveals the generational shift towards online brokerages among younger investors aged 18 to 34, who at the same time have a desire access to an investment professional, frequent communication and personalized financial planning – a hybrid model. Key topics include trust issues among younger investors, the value of advice beyond investment performance, and strategies for advisors to engage with the next generation of clients effectively.

Chapters

00:00 Introduction and Disclaimer

00:20 Overview of Vanguard Canada’s Value of Advice Survey

00:41 Key Findings: Client Satisfaction and Online Brokerages

01:35 Generational Differences in Financial Advice

05:27 Trust Issues Among Younger Investors

12:02 The Role of Advisors in Life Events

24:12 Building Relationships with Younger Clients

28:16 Communication Strategies for Advisors

36:06 Perceptions of Financial Advisors’ Value

44:29 Conclusion and Final Thoughts

Copyright © AdvisorAnalyst

In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election.

From the resurrection of “Drill, Baby, Drill” to the strategic chessboard of Big Tech’s nuclear ambitions, Doomberg delivers his signature contrarian takes on the interplay of energy, geopolitics, and the economy. Are we entering an era of “energy independence” under Trump 2.0, or is the green agenda facing its biggest existential test yet?

Key Topics We Cover:

? Why “Drill, Baby, Drill” might spell doom for energy equities but a windfall for supply.

⚛️ The real path forward for nuclear energy in a tech-driven future.

?️ How America’s hydrocarbon bounty could reshape foreign policy—and why Europe should brace itself.

? The shifting power dynamics in BRICS and why Brazil’s Lula might be playing 4D chess.

? Why geopolitics is veering toward a dangerous game of brinkmanship across Taiwan, Israel, and Ukraine.

Best Quote: “Industrial might is a derivative of energy abundance. Let’s rebuild domestic industry. Energy is life; the absence of it is death.” – Doomberg

Hit PLAY now to dive into one of the most insightful energy and geopolitical discussions of the year!

Chapters:

0:00 – Intro

3:45 – Trump’s Return: What it Means for Energy

15:30 – Big Tech’s Nuclear Gamble

23:00 – BRICS, Brazil, and the U.S. Pivot to the Western Hemisphere

35:00 – Middle East Flashpoints: Israel vs. Iran

45:00 – Taiwan’s Energy Crisis and Lessons from Germany

Don’t forget to like, subscribe, and turn on notifications for more hard-hitting conversations.

#EnergyCrisis #Geopolitics #Doomberg #TrumpEnergyPolicy #BigTech #NuclearPower #GreenEnergy #OilAndGas #BRICS #AdvisorAnalyst

Share your thoughts in the comments below—what’s your take on the future of energy under Trump?

Copyright © Raise Your Average, AdvisorAnalyst