Episode Summary
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to offer an update on the performance of the global markets in the second quarter of the year. They discuss how Canada's economic weaknesses were offset by its strengths, delve into the current state of inflation and rising interest rates, and highlight where we see opportunities in the current market landscape.
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
Ben Jang, Portfolio Manager, Public Assets
Ben joined Nicola Wealth in September 2012 with extensive experience working for several multi-billion dollar investment management firms focusing on global equity, GTAA and market neutral funds. Most recently, he was on the institutional portfolio management team of a Vancouver-based firm, and was responsible for quantitative strategies and optimization of portfolios.
Ben holds a Bachelor of Science in Physics from the University of British Columbia, as well as the Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager® (CIM) and Derivatives Market Strategies (DMS) designations.
For his full bio, visit: https://nicolawealth.com/our-team/ben-jang
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.
