Andrew Sarna Reveals How Ultra-High-Net-Worth Individuals Invest Their Money

Learn how the UHNW (ultra-high-net-worth) individuals invest into different asset classes with Andrew Sarna, VP of Investments at Forthlane Partners.

You can follow his work through his daily note here: https://offthecharts.substack.com/

Andrew has spent the last 5 years building out the Forthlane investment platform. He has experience across asset classes and building Canadian Pension Plan style portfolios for UHNW clients. He has led multiple investments including Private Equity co-investments, Credit managers, Absolute Return managers, etc. Prior to joining Forthlane, Andrew began his career at the Kraft Heinz Company under 3G Capital, where he was the finance lead in Canada for logistics, supply chain losses and working capital. Andrew is a CFA Charterholder, holds an HBA from the Ivey Business School, and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. He's also the creator of one of my favourite ways to keep a pulse on the market, a daily newsletter called Off the Charts. 

Globe and Mail Article:

https://archive.ph/AOXdY#selection-2067.0-2067.106 

Andrew Henderson with Rick Rubin:

https://podcasts.apple.com/us/podcast/andrew-henderson/id1671669052?i=1000619346243