Episode Summary
In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-ended, evergreen funds in real estate and private capital, a practice the firm has implemented since 2005. He emphasizes the importance of maintaining direct client relationships and how this client-centric approach has contributed to the firm's stability and strong client retention rate. This discussion provides a deeper understanding of Nicola Wealth's investment philosophy and the principles that drive its growth.
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.
Catherine Code
National M&A Leader and Vice Chair, Deloitte Canada
Catherine has over 30 years of M&A experience, including 20 working for global and domestic banks, advising senior executives. A partner in the Financial Advisory practice, she has a proven track record of using her international connections to originate and execute cross-border mergers, acquisitions, and credit and capital markets transactions for Canadian-based financial institutions and financial sponsors. Catherine’s ability to bring Deloitte’s broad range of experience and knowledge as well as her global perspective is valued by her clients and sets her apart from her peers.
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.
