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:

PODCAST

Investing Matters: Understanding Alternative Investments with Joe Burns

Episode is loading...
00:00:00
00:29:44

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


Timeline
Content
Mentioned in this episode

iCapital Network

Episode Featured on:


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.


Available on:

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: iCapitalNetwork.com/About-Us/Team/Joseph-Burns



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: NicolaWealth.com/Our–Team/Ethan–Astaneh



Disclaimer

This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.