RWL Research Pod
By RWL Research Pod
RWL Research PodJul 12, 2022
81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]
81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]
80. Buying and Selling a Small Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]
80. Buying and Selling a Private Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]
79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]
79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]
78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]
78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]
77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]
77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]
76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]
76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]
74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]
74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]
73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]
73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]
71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]
71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]
63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]
63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]
62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]
62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]
60. Price Matters [Guest: Jamie Price, PM - RWL]
60. Price Matters [Guest: Jamie Price, PM - RWL]
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]
56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]
54. Weekly Thoughts (June 16/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]
52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]
50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]
48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]
46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]
45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]
44. Industrials [Guest: Dan Fong, Analyst - Veritas]
44. Industrials [Guest: Dan Fong, Analyst - Veritas]
43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]
42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]
41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]
36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
35. The Idiot Millionaire [Guest: Derek Foster, Author]
35. The Idiot Millionaire [Guest: Derek Foster, Author]
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]
32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]