What rules separate elite investors from the rest?

In today’s episode, we explore the habits, disciplines, and decision-making frameworks that shape high-performing investment professionals. Drawing on years of experience in investment coaching, Lawrence Evans unpacks how elite investors build the rules, self-awareness, and discipline needed to make better decisions over time.

Pierre-Philippe Ste-Marie, Managing Director of Investment Research at Bodhi Research Group, is joined by Lawrence Evans, Director at Salomon Partners. Together, they discuss Lawrence's role as an investment coach, the importance of self-awareness, and why clear rules around buying, selling, and sizing are essential to long-term performance.

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How does one build a pension plan in the middle of a global crisis? The story of the University Pension Plan of Ontario (UPP) is one of resilience, collaboration, and long-term thinking. Launched during the COVID-19 pandemic, UPP brought together major university pension plans to create a scalable and sustainable solution for Ontario.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Aaron Bennett, Chief Investment Officer of UPP. Alongside discussing fiduciary duty, inflation risk, and responsible investing, Aaron shares stories of how the organization built its culture remotely and constructed the blueprint for a durable portfolio designed to support members for decades to come.

Don’t miss an episode packed with key insights from one of Canada’s leading voices shaping the future of institutional investing.

Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.

How do you protect a portfolio from catastrophic losses while positioning it to capitalize on market chaos? In today’s episode, we explore the reality of extreme events, those moments when fortunes are made or lost, and why ignoring tail risk can threaten long-term survival.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Pierre-Philippe Sainte-Marie, Managing Director of Investment Research at Bodhi Research Group. Drawing on firsthand experience navigating major crises, Pierre-Philippe shares a practical framework for “taming the tail.” Together, they unpack behavioral biases, the underestimated value of liquidity, and the importance of governance.

Don’t miss an episode packed with important insights on tail risk management from experts with years of industry knowledge.

Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.