Episode Summary
Investing Matters is a segment of the Wealth Exchange podcast hosted by Jasmine Marichic. In this segment, Jasmine discusses planning topics, market commentary, general investing, and education on Nicola Wealth's unique pool of funds with an array of featured guests.
Host Jasmine Marichic engages in an insightful conversation with Stacey Mouadeb, Director of Private Debt. Together, they break down the world of private debt.
Stacey shares how her team selects lending opportunities in North America and provides insights on evaluating deals and making smart investment choices in private debt.
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.
Guest Bio
Stacey Mouadeb, Portfolio Manager, Public Assets
Stacey joined the Nicola Wealth Private Debt team in July 2022 with more than 14 years of U.S. and Canadian leveraged finance experience.
Stacey is a Bachelor of Commerce, Finance, International Business graduate from McGill University and holds a Master of Business Administration from NYU Stern School of Business.
For her full bio, visit: https://nicolawealth.com/our-team/stacey-mouadeb
About the Host - Jasmine Marichic
Jasmine brings over a decade of experience in Wealth Management, working for major Canadian private and bank-owned firms to solve the financial challenges and complexities faced by affluent families. She graduated from the British Columbia Institute of Technology with a Diploma in Financial Management, with a focus on Financial Planning. She holds the Certified Financial Planning (CFP) designation, Life License Qualification Program (LLQP) certification and her Chartered Investment Manager® (CIM) designation.
For her full bio, visit: https://nicolawealth.com/our-team/jasmine-marichic
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.
