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.
In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-part series on Making Sense of AI. In Part 2, he is joined by Mark Trevitt, the founder and managing partner of Defined Capital, a venture capital firm with a distinct mission: supporting visionary founders who are pioneering the automation frontier, leveraging the convergence of data, human expertise, and AI to tackle intricate challenges in groundbreaking ways.
During their discussion, Mark sheds light on key aspects of AI's evolving landscape. He explains how the next phase in AI development is poised to provide substantial advantages to organizations possessing proprietary or well-structured data. Furthermore, he shares his strategic approach to fund diversification, which is a necessary response to the swift advancements on the automation frontier.
Lastly, Mark delves into the concept of AI agents, offering a compelling vision of how they may revolutionize our technology interactions in the future.
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
Mark Trevitt, Founder & Managing Partner, Defined
Mark is the Founder and Managing Partner of Defined, a thesis-driven venture capital firm supporting founders advancing the Automation Frontier, where data, humans and AI come together to solve problems in radically new ways. He is a former operator and engineer with a passion for company building and empowers and guides founders to achieve this potential.
Mark has served on the Boards of DarkVision (acq. by Koch), Neurio (acq. by Generac), Arteria AI, Charli AI, ZenHub, Librestream, Cognota, and Spark, and has been an investor in Bit Stew Systems (acq. by GE), GaN Systems (acq. By Infineon) and SkyWatch. The investment in DarkVision won the CVCA Deal of the Year Award in 2021 and Bit Stew Systems won the award in 2017. Mark is also a Kauffman Fellow, a global innovation network for leading venture capitalists.
Mark’s global experience building technology companies - both as a venture capitalist and operator – spans roles in strategy, business development, marketing, partnerships and product. He has worked as a venture investor with BDC Capital, Telegraph Hill Capital, a seed software venture firm in San Francisco and Barcelona, as well as with BP Ventures and Bridges Ventures in London, UK. Prior to this, he led product and created breakthrough algorithms at data analytics company Trucost (acq. by S&P), helped build the first public equities investment strategy at Inflection Point Capital Management, with $1.7 billion of assets now under advisement, and worked in engineering at Ferus (acq. by EMG).
For his full bio, visit: https://www.linkedin.com/in/marktrevitt/
To get in touch, contact: team@definedvc.com
About the Host - Ethan Astaneh
Ethan is a Wealth 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
At the time of recording, the following securities are held by Nicola Wealth:
- Microsoft Corp.
- Alphabet Inc. (Google)
Mention of these securities is not a recommendation to buy or to sell.
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.
