In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021.
Discussion points:
- basic approach to alternatives, discussion of CPP (3:50)
- rationale for alternatives (14:08)
- are alternatives uncorrelated from stocks? (17:02)
- private lending (18:28)
- the importance of due diligence (20:55)
- illiquidity, rebalancing issues (26:05)
- Inflation hedges? (33:09)
- private equity (37:43)
- why alternatives if stocks will continue to go up in the long term? (40:52)
- summary of farmland (43:09)
- what is over/under hyped in the alternative space? (45:46)
- closing remarks: the benefit of buying, holding, and closing your eyes (48:51)
Joe's email: joseph.bakish@richardsonwealth.com
email me at: beyondmdpodcast@gmail.com
Join me on Linkedin: / yatin-chadha-29074b109
Article referenced:
- papers.ssrn.co... (35:05)
- blogs.cfainsti... (38:35)
19 сен 2024
