BULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved superior outperformance – Partly due to their conservative positioning prior to COVID-19 and then Canso’s decision to increase their high yield bond exposure throughout 2020. Kevin and Richard also discuss how Canso finds and values the bonds of the underlying companies they invests in.

Insights Into Wealth

Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel

Over the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights into Wealth’ podcast, BULLWEALTH’s CIO, Peter Klein, dives into how ESG came to the forefront and what is next as investors consider the importance of this framework to investing around the globe. Joining Peter is Claude Robillard, Founder and Principal of 43 North Group, a consulting firm focused on alternative asset classes and ESG investing. Both Peter and Claude explore the fundamentals of ESG and its overall importance for global investors.

Episode 10: How ESG is Becoming a Main Stream Investment Theme

BULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity strategy, and our due diligence team found their philosophy and process towards investing extremely unique. Kevin and Paul discuss WCM and why finding companies with a growing competitive advantage and a strong underlying culture have resulted in consistent outperformance of WCM’s investment portfolios.

Episode 9: A Conversation with Paul Black, Co-CEO of WCM Investment Management

Shifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing in this pandemic year. Also, Bruce and Sharon will explore where most of our giving goes, and how there are many communities and other charitable organizations in need of assistance during this giving season.

Episode 8: The Challenges and Importance of Charitable Organizations

Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.

Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee

In conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays in investing.

Episode 6: Manager Due Diligence and Research

In conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.

Episode 5: Consolidated Reporting

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.

Episode 4: Global Diversification and Non-Correlating Assets

In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in the wealth management industry.

Episode 3: What Does Insight, Integrity and Independence Mean?

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.

Episode 2: What is Asset Allocation?

In conversation with Julian Smith, Chief Executive Officer at BULLWEALTH.

Episode 1: Who are BULLWEALTH?

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.

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Insights Into Wealth

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