Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:


Investing Matters: Understanding Alternative Investments with Joe Burns

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PostedJanuary 6, 2022

Episode Summary

Traditionally, alternative investment strategies were limited to institutional and ultra-high-net-worth investors. Now, as the market becomes increasingly volatile and inflation continues its climb, the alternatives space has seen a surge in interest and popularity.

In this edition of Investing Matters, your host Ethan Astaneh, speaks with Joseph Burns, the Managing Director and Co-Head of Research at iCapital Network; a fintech platform with the mission to power the world’s alternative investment marketplace. At iCapital, Joe is responsible for leading the research team focusing on investment strategies across single and multi-manager product offerings. They explore the varying degrees of risk in alternatives, how it has performed in the recent past, and how it could perform in the future as markets come under pressure.

Key Takeaways

Mentioned in this episode

iCapital Network

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The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

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Guest Bio

Joseph Burns

Joseph is the Managing Director and Co-Head of Research at iCapital Network, where he is responsible for leading the research team focusing on investment strategies across single and multi-manager product offerings. Before joining iCapital, Joe was Chief Operating Officer at TCS Capital Management, a global equity hedge fund where he focused on portfolio construction, risk management, and business development.

For his full bio, visit:

About The Host - Ethan Astaneh

Ethan is a Wealth Advisor in the firm’s Vancouver office. He provides strategic advice to high net worth business owners, professionals, and retirees, and offers his clients a wide range of financial services, including; retirement income planning, business succession, and continuation planning, investment management, tax and estate planning, charitable giving, and intergenerational wealth transfer. Ethan is also the host for the Lead Impact and Market Commentary segments of the Wealth Exchange podcast.

For his full bio, visit: For his full bio, visit:–Team/Ethan–Astaneh


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