Advertise on podcast: IntroCap Interviews

In this episode, Adam Dean from CMLS discusses the Canadian mortgage market, the fund's strategy, and insights into private mortgage lending, risk management, and market opportunities.

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.

In this engaging conversation, Karen and Evan Cooperman delve into Evan's extensive background in the alternative investment industry, tracing his journey from his early days at Prime Quadrant to his current role as CEO of Foremost. Evan shares insights on the evolution of alternative investments, emphasizing the importance of finding top-tier managers and the value of transparency in investor relations. He discusses the current state of the Toronto real estate market, highlighting the challenges and opportunities that arise from economic fluctuations and changing demographics. The discussion also touches on the significance of compounding, both in finance and personal growth, as well as the entrepreneurial spirit required to navigate the complexities of the investment landscape.

Nimar Bangash, co-founder and CEO of Obsiido, shares his journey from 15-year Bay Street veteran to entrepreneur building Canada's first technology-enabled private markets investment platform. Obsiido addresses the growing opportunity gap where institutional investors access high-value private market investments while retail investors remain largely excluded from these opportunities. The company operates two integrated businesses: an investment management arm that creates turnkey private market portfolios (combining private equity, credit, real estate, and infrastructure), and a technology platform that uses AI to streamline the complex, paper-heavy processes in private markets. Key Discussion Points: Why private markets are becoming increasingly important as public market value shifts to institutional-only investmentsHow Obsiido's multi-strategy approach simplifies private market access for wealth managers and financial advisorsReal client examples including partnerships with billion-dollar family offices and growing portfolio management teamsThe technology solutions digitizing workflows for fund managers, dealers, and advisorsCompetitive landscape and unique positioning in the Canadian marketEntrepreneurial insights on building a regulatory-compliant fintech businessNimar discusses how Obsiido is working to democratize access to private markets while providing the education, technology, and investment expertise needed to navigate this complex but high-opportunity asset class.

In this inspiring episode, Karen Azlen interviews Michael Hungerford, Partner at Hungerford Properties and founder of the groundbreaking Seven Generations Capital. Michael shares his unique perspective as a leader of mixed Gwich'in and non-Indigenous heritage, bridging two worlds to create meaningful change in Indigenous economic development. Michael's passion for creating legacy while honoring Indigenous values shines through as he discusses how this real estate strategy offers investors both strong returns and meaningful impact, while supporting Indigenous communities on their journey toward self-determination. Contact Information: For more information about Hungerford Properties' Seven Generations Capital, contact Karen Azlen at [email protected].

Curious about secondaries? Hear Daniel Cohen of Coller Capital chat with Introduction Capital’s CEO, Karen Azlen, on the soaring secondaries market—projected to reach $500B by 2030. From private equity to private credit, learn how these investments provide built-in diversification, reduce early-stage risk, and offer liquidity solutions to investors. Daniel also shares how Coller’s 35-year track record and global reach position them as a leader in the space, including expanding distribution efforts in Canada. Tune in to discover why secondaries might be the perfect ‘foundation’ for your alternative investment portfolio!

Mo Lidsky, a seasoned alternative investment professional, shares his journey from being a refugee to building Prime Quadrant, a leading family office in Canada. He emphasizes the importance of gratitude, humility, and adding value to others. Mo defines single-family offices as ultra-affluent families investing principal capital to meet their objectives, while multi-family offices focus on generating fees and providing a range of services beyond investment management. He also discusses the Prime Quadrant Conference, a highly respected event that brings together families and thought leaders in support of pediatric mental health.

In today's episode, Karen sits down with Nicola Wealth’s Danielle Skipp for a conversation that not only explores Danielle's professional journey but also delves into her advocacy for women and her philosophy on happiness and personal growth. Her story transitions from legal practice to a pivotal role in asset management, highlighting a move fuelled by a letter to a role model that eventually led her to significant opportunities in Toronto and a fulfilling career in wealth management. Karen and Danielle also discuss the importance of supporting women, with Danielle reflecting on her involvement in initiatives that empower female professionals. This segues into an exploration of Nicola Wealth's growth, where Danielle has played a crucial role. She outlines the company's evolution, its approach to investing, and the challenges and strategies associated with scaling and talent acquisition.

Join us on this insightful episode as we sit down with Stephen Price, CEO of Graywood Developments, with a remarkable 34 years in the real estate industry. Stephen traces his journey from the early '90s real estate downturn through a series of roles that honed his expertise in development, restructuring, and asset management, leading to pivotal roles at GWL Realty Advisors and ultimately to his current position at Graywood. He shares the compelling origin story of Graywood, founded on a handshake between Garnet Watchhorn and Moshi Tamari, and discusses Graywood's conservative yet innovative approach to real estate development and asset management, emphasizing analytics and tempered ambition in their investment strategies. With a portfolio of $6.8 billion and a deep dive into the company's unique operational strategies and new ventures into advisory services, Stephen provides valuable insights into navigating the current market uncertainties and the importance of liquidity and diversification for investors. Tune in for a masterclass in real estate strategy and the future vision of one of the industry's stalwarts.

In this insightful dialogue, Mindy of Richter Family Office illuminates Richter's evolution into a trusted business family office, offering a blend of personalized financial strategies for affluent families in the alternative investment sector. Through captivating anecdotes, she underscores Richter's enduring, trust-centric relationships and client-focused, team-based approach, showcasing their commitment to enhancing clients' investment acumen across generations.