Amy's Horse is a new theatre podcast hosted by Chris Flockton that brings together writers and actors over the internet to collaborate on new works. Then chat about them. And maybe share a beverage. Each episode features two new short works. The twist is that all the actors are working remotely from the comfort of their own homes. No rehearsals. Just a cold reading of a new script.
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns
54:55
54:55
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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 f…
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In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners
40:31
40:31
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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 investmen…
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Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills
46:03
46:03
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46:03
In this episode of The Wealth Exchange, Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, is joined once again by Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. The discussion covers potential impacts of U.S. policy shifts under various leadership scenarios. From bipartisan tensions surrounding semic…
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Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good
44:09
44:09
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In this episode, Teresa Virani, Executive Director, Philanthropy at Nicola Wealth, is joined by James Woller, International Executive Director of Thrive for Good and a seasoned entrepreneur, to discuss how his charity is transforming communities through sustainable agriculture. Thrive for Good empowers individuals living in poverty to cultivate org…
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Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith
19:08
19:08
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In this episode, Cameron Smith, Vice President, Private Wealth | Client Relationship Manager, at Nicola Wealth, is joined by Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service. Chris shares his unique journey from co-founding WealthBar, Canada's fir…
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Investing Matters: Q3 2024 Market Commentary
20:16
20:16
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to analyze market themes in the third quarter of 2024. The episode explores key developments in global markets, including shifting dynamics in U.S. equities, Canada’s interest rate cuts, and the rebound in real estate equities. Ben provides insights into the potential market …
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Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation
35:59
35:59
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In the latest episode of The Wealth Exchange podcast, Teresa Virani is joined by Malcolm Berry, CEO of BC Children’s Hospital Foundation (BCCHF) and Vanessa Flockton, President, Private Wealth (Chief Advisory Officer at time of recording) at Nicola Wealth and a member of the BCCHF Board of Directors. They discuss philanthropy through the lens of tr…
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In the Ring with Rob: The Evolution and Future of Venture Capital with Matt Harris & Geoff Taylor
49:43
49:43
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth, explores venture capital investing with Matt Harris, Partner at Bain Capital Ventures, and Geoff Taylor, Principal, Private Equity and Venture Capital at Nicola Wealth. Matt contrasts venture capital with private equity, emphasizing the bold visions and ‘why now’ factors t…
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Women's LEAD: Patrice Mousseau on Building a Values-Driven Business
44:17
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Patrice Mousseau, CEO and founder of Satya Organic, a sustainable, steroid-free, and all-natural skincare line. Motivated by her daughter’s struggle with eczema and a desire for natural healing solutions, Patrice embarked on an entrepreneurial journey that challenged trad…
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Investing Matters: Residential Real Estate Market Trends, COVID’s Impact, and Future Outlook with The Vancouver Life
51:05
51:05
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In this episode of Investing Matters, Ethan Astaneh is joined by Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group, to examine the current state of Vancouver’s residential real estate market. Together, they explore the latest market trends, including the shift towards a balanced market and the impact of the pandemic on hou…
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Investing Matters: U.S. Election Dynamics and Market Effects with Ed Mills
46:15
46:15
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46:15
In this episode of The Wealth Exchange, host Ben Jang, Portfolio Manager in the Nicola Wealth Public Assets Group, talks with Ed Mills, Managing Director and Washington Policy Analyst at Raymond James. Ed shares his insights on the unexpected twists in the U.S. presidential election, including the early debate and the switch in the Democratic nomin…
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Investing Matters: The Intersection of Institutional and Private Capital in Real Estate with Don Harrison
42:02
42:02
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In this episode of the Wealth Exchange, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Don Harrison, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Don has extensive experience in the commercial real estate industry and recently served on the senior executive team for Great West Life Realty Ad…
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Lead Impact: The Path to a Successful Business Exit with Joe Markovitch
24:09
24:09
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In this episode, Ron Haik, Wealth Advisor | Client Relationship Manager, at Nicola Wealth, welcomes Joe Markovitch, a seasoned business exit planner, to discuss the complexities and emotional journey of exiting a business. Joe, who describes himself as an “exit Sherpa,” shares his expertise in guiding business owners through the intricate process o…
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Women's LEAD: Above and Beyond Leadership with Henna Mazzocco
54:01
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Henna Mazzocco, the owner and lead photographer at Skyscape Studio. Henna specializes in drone photography and video production, bringing over two decades of experience in marketing and sales to her craft. During the episode, Henna shares captivating stories of capturing …
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The Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen
43:55
43:55
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In this episode, Robert Olsen, Vice Chair of Private Capital at Nicola Wealth, is joined by Ken McKinnon, Senior Managing Director and Equity Partner at Institutional Mortgage Capital, and Simon Carlsen, Senior Director of Mortgage Investments at Nicola Wealth, for an in-depth look at trends and opportunities in real estate debt. Despite past chall…
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1
Philanthropy Focus: How Dress for Success Helps Women Achieve Economic Independence
27:16
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In the latest episode of The Wealth Exchange podcast, Victoria Emslie is joined by Amanda Sayfy, the new Executive Director at Dress for Success Vancouver. Amanda discusses her role and shares the impactful mission of the organization, which helps women and gender-diverse individuals achieve economic independence. Dress for Success goes beyond prov…
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Investing Matters: Introducing the Nicola Wealth Money Market Fund
13:21
13:21
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricich to discuss the launch of the new Nicola Wealth Money Market Fund. In this episode, Ben explains why now is the perfect time to introduce this fund, given the recent rise in interest rates and changes in regulations. He provides insights into the fund’s investment strategy, di…
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Investing Matters: Q2 2024 Market Commentary
17:19
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024. In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of r…
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Women's LEAD: Transforming Hospitality and Culinary Industries with Meeru Dhalwala & Joanna Jagger
1:11:03
1:11:03
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In the latest episode of The Wealth Exchange podcast, Selena Woo is joined by Joanna Jagger and Meeru Dhalwala, two influential women making a difference in the hospitality and culinary industries. Joanna, the Founder and President of the WORTH Association, shares her passion for supporting women in the recreation, tourism, and hospitality industri…
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In The Ring With Rob: The Evolution of Infrastructure as an Asset Class with Evan Corley & Ashley Ng
33:05
33:05
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on infrastructure investments with Evan Corley, Partner, in Pantheon's Global Infrastructure and Real Assets Investment Team, and Ashley Ng, Senior Director, Infrastructure at Nicola Wealth. Pantheon, a global private equity, infrastructure, real assets, and debt in…
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Philanthropy Focus: Championing Heart Health with the Heart & Stroke Foundation
37:57
37:57
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In this episode, host Victoria Emslie is joined by Alison Twiner, a dedicated past Chair of the National Board, and Robyn Jones-Murrell, Senior Vice President for Western Canada, both from the Heart & Stroke Foundation. Together, they share their unique journeys and profound impact on the foundation's mission. Robyn recounts her unexpected path to …
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Investing Matters: John Nicola on Revolutionizing Independent Asset Management with a Pension-Inspired Approach
30:22
30:22
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In this episode, John Nicola, Chairman, CEO, and CIO of Nicola Wealth, shares valuable insights at the Canadian Alternative Investment Forum 2024 alongside Catherine Code, National M&A Leader and Vice Chair, Deloitte Canada. As Canada's fastest-growing private investment counsel, John explores Nicola Wealth's innovative strategy of managing open-en…
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Women's LEAD: 2024 Live Panelist Discussion in Vancouver
50:56
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On June 6, a panel of remarkable women took the stage at the Women's LEAD Vancouver event to share their inspiring journeys. LaQuita Cleare, the evening's keynote speaker and Founder of Clear Communication Academy; Kiara LeBlanc, CEO & Founder of Lifted Fitness; Teena Gupta (Sim), CEO of Rosemary Rocksalt and Co-Founder of Nurse Next Door; Marie Kh…
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Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma
1:02:42
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Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate. In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relatio…
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Lead Impact: Managing Through Down Cycles and Mastering Philanthropy with Wayman Crosby
35:45
35:45
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, speaks with Wayman Crosby, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee, and Director of the Nicola Wealth Private Giving Foundation and the Nicola Gives Back Charitable Committee. Wayman, an accomplished entrepreneur and passionate philant…
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In the Ring with Rob: Understanding the Private Equity Secondary Market with Joy Savchenko & Tori Buffery
48:45
48:45
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In this episode of the Wealth Exchange, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth unpacks the private equity secondaries market with industry expert Joy Savchenko, Senior Managing Director at Evercore. Joined by Tori Buffery, Senior Director, Private Equity Secondaries at Nicola Wealth, the three use their expertise to demystify te…
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Women's LEAD: 2024 Live Panelist Discussion in Toronto
55:15
55:15
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On this episode of The Wealth Exchange, we have featured audio from our live panelist discussion that took place on May 8th at our Women’s LEAD Event in Toronto. The night was filled with community building and knowledge sharing with our inspiring panelists; Diana Matheson, Co-Founder, Project 8 and Canadian former professional soccer player, Safou…
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In the Ring with Rob: Investigating Private Equity with Brett Fisher & Kazuki Nohdomi
44:27
44:27
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity. Brett shares insight…
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Investing Matters: Q1 2024 Market Commentary
15:36
15:36
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios. Additionally, Ben provides valuable insights on how investors can avoid common p…
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Lead Impact: Commercial Real Estate Trends and Career Insights with Mark Renzoni
34:10
34:10
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real …
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Women's LEAD: Balancing Ambition and Work-Life Harmony with Natalie Miller
42:14
42:14
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In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children. Natalie shares her refreshing perspectives on life, humility, and dedi…
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Lead Impact: Patrick Chan's Transition from Canadian Skating to Finance
31:31
31:31
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In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth. Patrick reflects on his humble beginnings in Ottawa, where his love for figure skating blossom…
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In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra
35:36
35:36
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive…
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Women's LEAD: Cally Wesson's Commitment to Women's Wellness
44:04
44:04
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives. As a passionate advocate for compr…
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Investing Matters: The Real Estate Market in 2024 With The Vancouver Life
48:24
48:24
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In this episode, 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 to help their clients navigate the complexities of the Vancouver real estate market. Dan and Ryan discuss some of the most timely issues affecting the Vancouver r…
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Lead Impact: Charitable Giving in Canada with John Bromley
23:01
23:01
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In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online…
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Women's LEAD: Strength, Resilience, and the Enduring Bond Between Mother and Daughter
1:03:42
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon. Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a…
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Investing Matters: Deciphering Property Investment Trends with Joe Mazzocco
39:24
39:24
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In this episode, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Joe Mazzocco, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. With over three decades of experience, including his tenure as Executive Managing Director at KingSett Capital, Joe offers invaluable insights into navigating the comple…
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Investing Matters: Q4 2023 Market Commentary
14:57
14:57
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and hou…
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Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund
30:51
30:51
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Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a …
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The Wealth Exchange Podcast: What’s to Come In 2024
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Welcome to a new season of The Wealth Exchange Podcast, where our goal is to provide access to expert insights on a variety of planning topics, market commentary, general education on investing strategies, and an in-depth exploration of Nicola Wealth's unique approach to building and preserving wealth. In this episode, we'll guide you through some …
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Women’s LEAD: Supporting Young Women in Business with Ravnoor Kirk and Katrina Walker
54:58
54:58
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Ravnoor Kirk and Katrina Walker, students at the British Columbia Institute of Technology and Co-Presidents of the BCIT Chapter of Young Women in Business (YWiB). YWiB is a community for emerging female leaders and young professionals who want to create their own succes…
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Lead Impact: Maximizing Business Acquisitions with Tech Entrepreneur Michael Frew
16:35
16:35
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In this episode of The Wealth Exchange, Ron Haik sits down with technology veteran Michael Frew to explore the world of tech entrepreneurship and digital business acquisitions. With extensive experience working with industry giants such as Lockheed Martin, IBM, and Amazon, Michael offers listeners unique and firsthand insights into the inner workin…
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Making Sense of AI – Part 3: The Impact of Artificial Intelligence on Society with Morten Rand-Hendriksen
1:06:38
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Investing Matters is a segment of the Wealth Exchange podcast hosted by Ethan Astaneh. In this segment, Ethan discusses planning topics, market commentary, general investing, and education on Nicola Wealth’s unique pool of funds with an array of featured guests. In this episode of The Wealth Exchange podcast, Ethan Astaneh hosts a special three-par…
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Women’s LEAD: Driving Change for Women in Finance with Lara Zink
1:01:22
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Lara Zink*, the former President and Chief Executive Officer of Women in Capital Markets, the largest network of women in finance. From our meeting in Toronto, Lara shares insights into her journey—a nontraditional path through finance that includes time on Parliament H…
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Philanthropy Focus: A Transformative Exploration of Purposeful Travel with Wayman and Penny Crosby
40:49
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In today's episode, Victoria Emslie is joined by Wayman and Penny Crosby, integral members of the Nicola Wealth family and community leaders. Wayman has been instrumental in expanding Nicola Wealth's real estate offerings, while Penny has actively contributed to the Nicola Wealth Gives Back charitable committee, fostering a culture of giving. As th…
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Women’s LEAD: Building Tomorrow's Leaders with Sheila Biggers, CEO of JA British Columbia on Financial Literacy for Youth
49:19
49:19
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In the latest episode of The Wealth Exchange podcast, Selena Woo, the host of the Women's LEAD segment, engages in a conversation with Sheila Biggers, CEO and President of Junior Achievement British Columbia (JA British Columbia). With November being Financial Literacy Month, Sheila shares her extensive experience and passion for fostering upward m…
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Lead Impact: Building Communities and Giving Back with Tom Shepansky, Founder of Rethink
38:25
38:25
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In this episode, join host Ron as he delves into the inspiring journey of Tom Shepansky, the community-minded founder of Rethink based in Vancouver. From its humble beginnings in 1999 to its current global reach with offices in Vancouver, Toronto, Montreal, and New York, Rethink has become a leading force in the creative agency landscape. Tom share…
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Investing Matters: The Future of Investing with Howard Marks of Oaktree Capital
59:21
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In this episode, John Nicola, Chairman and CEO of Nicola Wealth, is joined by Howard Marks, Co-Chair of Oaktree Capital Management. Together, they explore the current economic landscape. They begin the conversation with insights on interest rates and inflation, then delve into topics like bargain and behavioural investing. The discussion also touch…
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Investing Matters: Q3 2023 Market Commentary
20:27
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the third quarter of the year. He shares his insights on why he believes that interest rates are likely to remain elevated for an extended period. He also discusses the significance of cash holdings and their advantages,…
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