Episode Summary
Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm’s senior investment leaders. Together, they explore how the team is approaching today’s market environment and identifying opportunities across real estate, private capital, and public assets.
Featuring:
- Alex Messina, Managing Director, Nicola Real Estate
- Robert Olsen, Head of Private Capital
- Ben Jang, Portfolio Manager, Investment Strategist
- William John, Co-Head, Public Assets – Fixed Income
This episode shares our perspectives on portfolio construction and the role of different asset classes in a diversified strategy.
Episode Featured on:
The Wealth Exchange
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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.
