Making Sense of AI – Part 2: AI's Evolution and the Automation Frontier with Mark Trevitt
Release Date: 10/05/2023
In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi
The Wealth Exchange
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at . Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity. Brett shares insights into the inception of Fisher Lynch Capital in 2003 and the differences between private and public investments. Meanwhile, Kazuki offers valuable perspectives on private equity from the lens of high-net-worth individuals, showcasing Nicola Wealth's...
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Investing Matters: Q1 2024 Market Commentary
The Wealth Exchange
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios. Additionally, Ben provides valuable insights on how investors can avoid common pitfalls like recency bias, and offers strategic guidance in navigating uncertain market conditions. Their discussion extends from interpreting the implications of interest rate fluctuations to staying informed about global events such as upcoming...
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Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
The Wealth Exchange
In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real estate. Mark provides valuable insights into navigating the complexities of the commercial real estate market, including adapting to challenges such as the impact of COVID-19 and fluctuations in interest rates. He discusses investment strategies,...
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Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
The Wealth Exchange
In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children. Natalie shares her refreshing perspectives on life, humility, and dedication to giving back to her community. They discuss how they translate her husband JT's work ethic on the ice into a successful team dynamic, building a beautiful life together that requires hard work. Natalie redefines the notion of being in...
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Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
The Wealth Exchange
In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth. Patrick reflects on his humble beginnings in Ottawa, where his love for figure skating blossomed amidst a family of passionate athletes. From early aspirations of hockey to discovering his calling in figure skating, Patrick's path to Olympic glory was anything but conventional. But as Patrick recounts, life after the Olympics presented a new...
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In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra
The Wealth Exchange
In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at and Head of Direct Originations at . Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending. Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio...
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Women's LEAD: Cally Wesson's Commitment to Women's Wellness
The Wealth Exchange
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives. As a passionate advocate for comprehensive wellness, Cally's work extends from neonatal care to mature women's health, emphasizing the importance of a holistic approach. Through collaboration with researchers and philanthropists, she translates cutting-edge research into tangible...
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Investing Matters: The Real Estate Market in 2024 With The Vancouver Life
The Wealth Exchange
In this episode, host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors to help their clients navigate the complexities of the Vancouver real estate market. Dan and Ryan discuss some of the most timely issues affecting the Vancouver real estate market. They provide an update on the residential real estate market, speculate on the "myth" of the mortgage maturity cliff, and discuss affordability in British Columbia, Alberta, and Ontario.
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Lead Impact: Charitable Giving in Canada with John Bromley
The Wealth Exchange
In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online donations, making gifts to causes seamless.
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Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter
The Wealth Exchange
In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon. Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a young mother, navigating the waters of sobriety, and weaving connections with her beloved daughter. Meanwhile, Cienna's narrative sparkles with resilience, revealing how early trials became gems on her path, leading her to become the youngest...
info_outlineIn 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.
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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.