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.
Ethan Astaneh hosts a timely discussion with Sean Oye, Public Assets Portfolio Manager, and Kazuki Nohdomi, Private Equity and Venture Capital Portfolio Manager. The conversation delves into the recent failures of Silicon Valley Bank (SVB) and Credit Suisse, with an in-depth analysis of why they occurred. They also compare the current bank run to the 2008 financial crisis and explore the valuable lessons we can learn from it. Additionally, the trio provides valuable insight into the current state of private equity and venture capital and discusses the emerging trends expected in the coming months.
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
Sean Oye, Portfolio Manager, Public Assets
Sean joined Nicola Wealth in August 2006. He brings with him over 20 years of experience working in the mutual fund, insurance, and banking industries; he also has experience working in the technology field as a technical analyst.
Sean graduated with a Bachelor of Commerce Degree (honours) from Thompson Rivers University and also holds both the CFP and CFA designations.
At Nicola Wealth, Sean primarily spends most of his time actively engaged in analyzing both Canadian & U.S. equities; he is also the co-manager and trader of two of our Nicola Wealth Funds that extensively use derivative strategies.
Other Nicola Wealth Funds he is co-managing: Nicola Canadian Tactical High Income Fund, Nicola U.S. Tactical High Income Fund, Nicola Global Bond Fund and Nicola Global Equity Fund.
Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital, Nicola Wealth
Kazuki is a highly experienced Portfolio Manager with over 20 years of experience in the finance industry. Currently, Kazuki serves as Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth.
Before joining Nicola Wealth, Kazuki worked as a Principal at a leading boutique investment bank and risk capital firm, specializing in the small to mid-market segment and early stage risk capital investments. Prior to this, Kazuki worked at a leading financial services organization, as an Equity Research Analyst and Sector Portfolio Manager. During his six years at TIAA-CREF, Kazuki managed multi-sector Japan and Asia-Pacific portfolios and provided valuable insights on equity investments.
Kazuki holds an MBA in Finance and Accounting from the NYU Stern School of Business.
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.
