In this interview you will learn how Jamie Wise identified gaps in the Canadian alternative investment market and what strategies he and his partners implemented for success.

Jamie shares valuable insights into the alternative investment sector, the strategies that have shaped his firm's success, and how he navigated the complexities of building a multi-strategy platform.

In this insightful interview, Kurankye Sekyi-Otu shares his extensive journey in asset management, the founding of Capoeira Partners, and his vision for elevating Canada's alternative investment industry. Discover his leadership philosophy, community involvement, and innovative approaches to industry engagement.

Mastering Wealth Management: Insights from Thane Stenner on Building Client Trust and Managing Portfolios

In this insightful episode, Karen interviews Thane Stenner, a veteran in the wealth management field with over 30 years of experience. Thane shares his journey from being inspired by his father, a wealth advisor for nearly five decades, to meeting industry icons and evolving his practice to cater to ultra-high net worth clients. He discusses his investment strategies, the importance of asset allocation, and the benefits of alternative investments. The episode also highlights the structure and culture of his boutique advisory team at Stenner Wealth Partners, their proactive and personalized client service approach, and the process of earning and maintaining client trust. Thane elaborates on managing cross-border clients, addressing major market changes, and the key to successful long-term client relationships. He also provides valuable advice for clients undergoing major liquidity events and shares his perspectives on the future of wealth management, emphasizing the growing role of technology and the enduring importance of personal relationships. Suitable for anyone interested in wealth management, this episode offers a wealth of knowledge and practical insights.