Episode Summary
Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth's unique pool of funds with an array of featured guests.
Host Ethan Astaneh engages in an insightful conversation with Jurgen van Vuuren, Senior Director Private Debt, and Simon Carlsen, Senior Director, Mortgage Investments at Nicola Wealth.
Jurgen and Simon share their perspectives on private debt and mortgages and delve into how Nicola Wealth's funds add value and set themselves apart in the market. Together, they also explain how not all private strategies are created equal and that the nuances of strategy may protect investors in challenging market environments.
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 Bios
Simon Carlsen, Senior Director & Head, Mortgage Investments
Simon specializes in real estate debt investments at Nicola Wealth. With a background in mortgage banking and commercial real estate advisory, he is responsible for the firm’s mortgage investments and manages our pooled mortgage funds.
Previous work experience includes roles with national and boutique mortgage lenders and a real estate consultancy in Canada and internationally.
Having provided conventional, high yield, and mezzanine real estate debt investments to institutional and private investors, Simon draws on his experience to evaluate new investment opportunities and manage credit risk.
Simon holds a Bachelor of Arts degree in Political Science and Economics, a Diploma in Business Administration, and a Post-Graduate Certificate in Real Property Valuation.
Jurgen van Vuuren, Senior Director & Head, Private Debt
Jurgen joined Nicola Wealth in January 2020. Prior to joining the firm he spent six years at a major Canadian chartered bank as a Director in Leveraged Finance where he was primarily responsible for origination, structuring and execution of senior and mezzanine debt financings in support of mid-market leveraged buyouts and other event-based transactions across Western Canada and the United States.
Jurgen started his career in financial statement audit at a big four accounting firm working in both Vancouver and the Cayman Islands with a focus on clients in the asset management sector. He is a graduate of the Bachelor of Commerce program at the University of British Columbia and holds the Chartered Accountant and Chartered Professional Accountant designations.
About the Host - Ethan Astaneh
Ethan is a Financial 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: www.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 Nicola Wealth 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. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Returns are net of fund expenses charged to date. This is not a sales solicitation. This investment is generally intended for tax residents of Canada who are accredited investors. Some residency restrictions may apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. The Nicola Core Composite returns represent the total returns of Cdn. dollar denominated accounts of all fee-paying portfolios with a Nicola Core mandate. The composite includes clients who are both fully discretionary and nondiscretionary. Historical net of fee composite performance returns are calculated using individual realized time-weighted client returns net of fees and is presented before tax. The Nicola Wealth inclusion policy is based on clients’ weights at calendar month end. The composite returns are asset-weighted based upon ending monthly market value. The Nicola Core mandate may change throughout time. Additional information regarding policies for calculating and reporting returns is available upon request. The composite returns presented represent past performance and is not a reliable indicator of future results, which may vary. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities commissions. At the time of recording, the following securities are held by Nicola Wealth: Apple. Mention of these securities is not a recommendation to buy or to sell.
