Afleveringen
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In this episode, Rob Olsen, Head of Private Capital at Nicola Wealth, and Jason Luo, Senior Director of Venture Capital, speak with Han Kim, Co-Founder and Managing Partner at Altos Ventures, a global venture capital firm known for backing breakout companies like Roblox, Coupang, and Woowa Brothers.
Han walks through Altos’ early challenges, from launching a fund just before the Asian financial crisis to navigating the dot-com bubble, and explains how those experiences shaped a long-term, founder-first approach to venture investing. The conversation explores what it means to invest with conviction, why the best opportunities often require patience, and how staying close to founders can lead to rare, compounding outcomes.
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Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm’s senior investment leaders. Together, they explore how the team is approaching today’s market environment and identifying opportunities across real estate, private capital, and public assets.
Featuring:
Alex Messina, Managing Director, Nicola Real Estate Robert Olsen, Head of Private Capital Ben Jang, Portfolio Manager, Investment Strategist William John, Co-Head, Public Assets – Fixed IncomeThis episode shares our perspectives on portfolio construction and the role of different asset classes in a diversified strategy.
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Zijn er afleveringen die ontbreken?
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In this special episode recorded live at the Canada Private Markets Meeting in Toronto, Nicola Wealth’s Founder, Chairman, CEO and CIO, John Nicola joins Michael Kaumeyer, Vice Chair, Nicola Family, for an insightful conversation on leadership, legacy, and navigating uncertainty.
John reflects on the unexpected path that led him into financial services and the deliberate decisions that shaped Nicola Wealth’s unique model, one built on integrated planning, long-term thinking, and shared ownership. From early lessons in sales to building a multi-generational firm, John shares what he’s learned about scaling with purpose and preparing for succession.
The discussion also explores today’s shifting economic and geopolitical landscape, with John offering a candid perspective on risk, cash flow, and how thoughtful portfolio construction can offer stability in volatile times. -
In this episode of In the Ring with Rob, host Rob Olsen is joined by Nicola Wealth’s Matt Choi and guest Rahman Vahabzadeh, Managing Director at Audax Private Debt, one of the most established firms in the space with over $24 billion in assets under management.
Together, they explore how private debt has evolved into a key component of today’s investment portfolios, why it’s gaining traction with both institutional and individual investors, and how firms like Audax are navigating an increasingly complex and competitive market. From the rise of unitranche financing to what makes a deal resilient in uncertain times, this episode offers a clear, inside look at how private lenders approach risk, return, and long-term opportunity in the U.S. middle market.
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In this timely episode, Gary Mar, President and CEO of the Canada West Foundation and former Alberta Cabinet Minister, joins Ben Jang, Portfolio Manager and Investment Strategist at Nicola Wealth, to discuss the recent Canadian federal election and what the results could mean for the economy, energy, and national unity.
The conversation explores the potential for cross-party cooperation, the evolving relationship with the United States, and how Canada can strengthen its position through productivity, infrastructure, and Arctic strategy. Together, they offer a thoughtful and wide-ranging discussion on the decisions that could shape Canada’s economic future.
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What does it take to build a firm that lasts—and a culture that grows with it? In this episode, recorded live at the 2025 Private Wealth Canada West Forum, Nicola Wealth Chairman and CEO John Nicola joins board member and Rethink Founder Tom Shepansky for a thoughtful conversation on leadership, growth, and the value of sharing success.
From the early influences that shaped his thinking to Nicola Wealth’s “Share the Pie” philosophy, John offers insights on building a resilient business, investing in people, and staying focused on the long game. For entrepreneurs, executives, and investors alike, it’s a valuable perspective on what sustainable success really looks like.
2:04 - The importance of a strong network
7:03 - Authors of significance
8:51 - Where Share the Pie originated
14:00 - Growing your company, by sharing it
18:24 - How to play the long game
22:47 - The importance of giving back to your community
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to discuss key developments from the first quarter of 2025 and the potential implications for the global economy.
They review market reactions to U.S. tariffs and their broader impact on trade dynamics, including Canada’s positioning in a shifting global landscape. Ben also shares perspectives on Canadian and U.S. equity valuations, diverging labour market trends, and the return of terms like “stagflation” to economic discourse.
The conversation touches on European equity performance, inflation and interest rate expectations, and the evolving role of fiscal and monetary policy. Ben also outlines how Nicola Wealth’s multi-asset portfolios are managed to stay diversified and respond to changing conditions across public and private markets.
Highlights
1:02 - How much has Trump shaken up the Global Economic landscape with the recent tariff threats?
6:35 - European Union x Canadian Trade
11:04 - U.S Exceptionalism
12:51 - Trade tensions and how they are impacting the Canadian interest rate
15:10 - Why have European stocks outperformed US stocks this last quarter?
18:00 - The importance of a diversified portfolio
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Secondaries have emerged as one of the fastest-growing segments within private capital, offering investors potential access to liquidity and flexibility in an asset class traditionally known for long holding periods. In this episode, Rob Olsen is joined by Nicola Wealth’s Tori Buffrey and Adrian Millan, Partner at PJT Park Hill in New York, to explore how this market is evolving and what it means for today’s investors.
Together, they explain the fundamentals of LP- and GP-led secondaries, discuss the increase in transaction volume, and examine the structural and market trends shaping the space. Tori shares how Nicola Wealth approaches GP-led secondaries, while Adrian offers a global view informed by years of experience advising institutional clients.
They also discuss the role of innovation in deal execution, recent shifts in capital flows, including interest from retail and insurance investors, and the unique position Canadian investors hold in the broader market.
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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 helping clients navigate the evolving Greater Vancouver market—and beyond.
In this episode, they offer a timely and comprehensive overview of the Canadian residential real estate landscape, from buyer, balanced, and seller market dynamics to the ripple effects of the mortgage maturity wall. They discuss how major cities like Vancouver, Toronto, Calgary, and Victoria are faring, and why condo markets in particular are facing headwinds. The conversation also explores Vancouver’s landmark multiplex rezoning changes and how they’re creating a new sub-asset class—and new opportunities—for homeowners, developers, and investors alike.
Dan and Ryan also share strategic advice for buyers navigating the presale market and offer perspective on what to expect as interest rates and economic uncertainty continue to shape activity in 2025.
Highlights
2:20 – Are we in a buyers, sellers, or balanced market?
7:56 – Price dynamics in real estate markets across Canada
14:03 – Spring market forecast
20:41 – Mortgage renewal situation in Canada
28:07 – Bill 44 multiplex rezoning
35:33 – Thoughts on the pre-sale marketplace
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In this episode, host Robert Olsen and co-host Sunny Lee from Nicola Wealth speak with Aly Champsi, Managing Director at DW Healthcare Partners, a private equity firm focused on healthcare investments with offices in Toronto and Park City, Utah.
The conversation explores healthcare-focused private equity, highlighting how sector specialization and operational expertise create a competitive edge in a crowded market. Aly explains why healthcare, comprising 17% of U.S. GDP, presents attractive investment opportunities across multiple subsectors. They also discuss challenges like tariffs and protectionist policies, offering insights on how healthcare investments may be partially insulated from these pressures.
Highlights
4:44 - Early career beginnings and personal background
10:22 – The journey from investment banking at BMO to strategy consulting at Oliver Wyman
17:25 – DW Healthcare Partners and their offices in Toronto & Utah
20:00 - Aly explains why healthcare is an attractive sector
27:31 – Deal at DW Healthcare that stands out
31:30 – USA, Trump and Tariffs
41:52 - Outlook for private equity over the next 24 months
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You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact.
Highlights
1:40 - How and when to distribute wealth
1:55 - The use of trusts
4:20 - The importance of a Letter of Wishes
6:00 - A will can be equal but not fair, and fair but not equal
7:00 - Are your heirs prepared to manage their inheritance?
7:55 - Charitable giving and leaving a philanthropic legacy
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Women are increasingly taking the lead in managing their families' finances, but many still face challenges in feeling confident about their financial decisions. In this episode, Wealth Advisors Cassandra Cross and Dami Gittens explore the crucial role of financial literacy and empowerment, and why it’s so important for women to take control of their financial futures.
Drawing from their own experiences growing up in households with traditional financial roles, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. They also discuss the impact of financial literacy, managing stress, and the unique approach to legacy planning that they find resonate with many women.
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In this episode, host Robert Olson sits down with veteran finance leader and entrepreneur David Rogers, who shares his remarkable journey from corporate roles at Cooper's and Lybrand and TD Bank to creating Caledon Capital, which grew to manage $10 billion in assets under management.
David offers candid insights into his career transitions, from joining FirstService in its infancy as Vice President and CFO to building OMERS' private equity program and ultimately launching his own successful investment firm. Throughout the conversation, he emphasizes how his people-first leadership philosophy shaped his success, the importance of trusted mentors, and finding the right strategic partners for business growth. Now semi-retired and serving on Nicola Wealth's private capital investment committee, David reflects on balancing professional accomplishments with personal fulfillment.
Highlights
3:40 - Early career beginnings
10:45 - Creating OMERS' private equity program and investment approach
14:40 - Lessons in leadership and building a people-first culture
16:00 - Identifying market gaps and launching a business
22:15 - Strategic partnerships and business evolution
24:50 - Balancing advisory roles and achieving work-life balance
29:00 - Career reflections
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In this episode of The Wealth Exchange, Timothy Stranks gives us an update on the deadline extension for the charitable giving deadline.
Canadian charitable donors received a deadline extension this tax season—but important limitations apply. Tim Stranks, Wealth Advisor | Client Relationship Manager, and a Director of the Nicola Wealth Private Giving Foundation, examines the recent extension to Canada's charitable donation deadline. He provides clarity on the extension's limited application to cash donations, discusses implications for year-end tax planning, and contextualizes this change within broader developments affecting Canadian investors.
Highlights
1:00 - Overview of the charitable donation deadline extension
1:25 - Status of proposed capital gains inclusion rate changes
2:15 - Important distinctions between donationsSign Up for our Newsletter
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In this episode, Jasmine Marichic, addresses the top five estate planning mistakes made by business owners and affluent families. Your legacy is more than just wealth—it’s your business, your values, and the future of your family. Yet many business owners and affluent families make critical mistakes in estate planning that can lead to unnecessary taxes, family disputes, or even business mismanagement. Jasmine Marichic, Wealth Advisor | Client Relationship Manager, breaks down the top five estate planning mistakes many individuals make and how to avoid them. From tax-efficient wealth transfer strategies to preparing heirs for financial responsibility, this discussion offers expert insights to help you secure your legacy for generations to come. Highlights
1:10 - Why is estate planning important?
1:40 - The risks of delayed planning
2:40 - Tax-efficient wealth transfer strategies
4:05 - Executor and trustee selection criteria
5:20 - Business succession planning essentials
6:40 - Preparing heirs for wealth management
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Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors.
Ben Jang, Portfolio Manager, examines the potential impact of U.S. tariffs on Canadian goods and broader market trends. Ben provides insights into the latest discussions between Trump and Trudeau, the potential economic implications, and why these threats may be more about political strategy than economic necessity. He also breaks down the sectors most at risk, the impact on the Canadian dollar, and how Nicola Wealth’s diversified investment strategy works to protect long-term goals in a volatile environment. Highlights2:15 - Update on U.S.-Canada trade discussions and border security agreement 6:40 - Analysis of Trump's tariff strategy and negotiation approach
10:35 - Sector-specific impacts and energy market considerations
11:55 - Canadian dollar implications and export sector opportunities
13:00 - Portfolio diversification strategies and risk management approach
14:45 - Market outlook and investment positioning
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to analyze market themes from the fourth quarter of 2024.
Together, they explore key economic and political developments shaping the final months of 2024 and the early days of 2025. From Justin Trudeau's resignation and its implications for Canada’s political landscape to Trump’s policy shifts and their influence on global markets, Ben offers expert insights on interest rates, inflation, housing, and public equities.
Listen now to gain valuable perspectives on the factors driving today’s markets and what they mean for the year ahead.
Highlights
2:22 - Political transitions in Canada and implications for proposed legislation
6:30 - North American equity market performance and valuation metrics
13:20 - Bank of Canada's interest rate decisions and currency implications
17:37 - Changes to Canadian immigration policy and real estate sector impacts
19:44 - Current inflation trends and monetary policy outlook
20:57 - Market sentiment and portfolio positioning considerations
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In the season finale of The Wealth Exchange, host Jasmine Marichic provides a thoughtful overview of 2024's key economic developments and their potential influence on the year ahead. As we transition into 2025, she offers perspective on the broader market trends and policy changes shaping Canada's investment landscape.
Drawing on insights from Nicola Wealth's Chief Economist, Rob Edel, this episode emphasizes the value of maintaining a balanced, long-term approach to wealth management amid changing economic conditions.
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In this episode, Robert Olsen and Vanessa Flockton sit down with trailblazing business leader Ursula Burns. As the first black woman to lead a Fortune 500 company, Burns shares her remarkable journey from growing up in New York City public housing to starting as an intern at Xerox and rising to become its CEO. She led the company’s transformation from a print and copy giant to a diversified business services enterprise.
Ursula reflects on her 38-year career at Xerox, offering candid insights into leading through change, transitioning from peer to chief executive, and the critical role her trusted advisors played throughout her ascent.
Now co-founder of Integrum Holdings, Ursula applies her transformation expertise to private equity, championing a different approach to growing mid-sized businesses. Instead of prioritizing rapid expansion through acquisition, she advocates for sustainable, organic growth and strong leadership—challenging the industry's "bigger is better" mindset.
Ursula's practical wisdom on navigating growth and building value while creating opportunities for others offers an inspiring and actionable perspective for business owners and leaders charting their own paths to success.
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In this episode, host Robert Olsen talks with Mark Machin and Mark Shulgan from Intrepid Growth Partners about the growing role of AI in growth equity investing. The conversation explores the founders’ backgrounds in science and banking, and how these experiences shape their focus on AI-driven investments.
Machin and Shulgan explain their investment strategy, emphasizing their approach to identifying businesses that are using AI to create real value. They also discuss the impact of AI on industries such as healthcare, customer engagement, and robotics.
The two investors share their views on the current market landscape, how investment strategies are evolving in response to economic changes, and the opportunities they see in the U.S., Canada, and the UK.
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