The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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Contenido proporcionado por Yatin Chadha. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Yatin Chadha o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Similar a beyond MD with Dr. Yatin Chadha
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Exploring Liquid Alternative Investments with Jeremy Donath (Donath & DiSabatino Group, BMO Private Wealth)
Manage episode 354277640 series 2786045
Contenido proporcionado por Yatin Chadha. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Yatin Chadha o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
My exploration of investing continues today with Jeremy Donath, LL.B, CIM. Jeremy co-runs the Donath & DiSabatino Wealth Management Group in BMO Private Wealth.
Today's topic covers Liquid Alternative Investments.
Discussion points:
- Jeremy's background & experience (7:06)
- Basic investment approach (8:08)
- What is a liquid alternative investment? (10:46)
- Sectors and asset classes covered by liquid alts (12:34)
- Accessed by individuals or institutions? (13:46)
- RRSP eligibility (14:42)
- Checklist for due diligence - critical (15:16)
- Rationale for liquid alternatives in the portfolio (22:40)
- Challenging liquid alts through the illiquidity premium (25:32)
- Returns of liquid alts vs TSX & SP500 (27:05)
- But most rolling 10 year periods since 1937 are + for index funds....(30:08)
- Pivoting from alts to equities & vice versa, dealing with market timing (34:50)
- Pension funds & liquid alternatives (37:16)
- Fund fact sheets - information we need to know (39:04)
- Hurdle rates (40:23)
- Performance fees, high water mark (41:06)
- Any fees when you sell the fund? (44:16)
- Upside & downside capture (45:24)
- Sharpe ratio, sortino ratio (46:24)
- Closing remarks (47:59)
Jeremy's email: Jeremy.Donath@nbpcd.com
Jeremy's website: https://nesbittburns.bmo.com/donath.disabatino/
My email: beyondmdpodcast@gmail.com
My website: beyondmdpodcast@gmail.com
LinkedIn: https://www.linkedin.com/in/yatin-chadha-29074b109/
Instagram: https://www.instagram.com/beyond.md/
85 episodios
Compartir
Manage episode 354277640 series 2786045
Contenido proporcionado por Yatin Chadha. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Yatin Chadha o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
My exploration of investing continues today with Jeremy Donath, LL.B, CIM. Jeremy co-runs the Donath & DiSabatino Wealth Management Group in BMO Private Wealth.
Today's topic covers Liquid Alternative Investments.
Discussion points:
- Jeremy's background & experience (7:06)
- Basic investment approach (8:08)
- What is a liquid alternative investment? (10:46)
- Sectors and asset classes covered by liquid alts (12:34)
- Accessed by individuals or institutions? (13:46)
- RRSP eligibility (14:42)
- Checklist for due diligence - critical (15:16)
- Rationale for liquid alternatives in the portfolio (22:40)
- Challenging liquid alts through the illiquidity premium (25:32)
- Returns of liquid alts vs TSX & SP500 (27:05)
- But most rolling 10 year periods since 1937 are + for index funds....(30:08)
- Pivoting from alts to equities & vice versa, dealing with market timing (34:50)
- Pension funds & liquid alternatives (37:16)
- Fund fact sheets - information we need to know (39:04)
- Hurdle rates (40:23)
- Performance fees, high water mark (41:06)
- Any fees when you sell the fund? (44:16)
- Upside & downside capture (45:24)
- Sharpe ratio, sortino ratio (46:24)
- Closing remarks (47:59)
Jeremy's email: Jeremy.Donath@nbpcd.com
Jeremy's website: https://nesbittburns.bmo.com/donath.disabatino/
My email: beyondmdpodcast@gmail.com
My website: beyondmdpodcast@gmail.com
LinkedIn: https://www.linkedin.com/in/yatin-chadha-29074b109/
Instagram: https://www.instagram.com/beyond.md/
85 episodios
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Similar a beyond MD with Dr. Yatin Chadha
The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Get in-depth motivation, personal growth advice, and powerful life coaching from Brendon Burchard, the world's #1 high-performance coach. Brendon is the founder of GrowthDay and one of the most watched, followed, and quoted personal development trainers in history. A #1 New York Times bestselling author, his books include The Motivation Manifesto, High Performance Habits, The Charge, The Millionaire Messenger, and Life's Golden Ticket. Famed for his in-depth research and innovative curriculu ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
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