Forthlane Features: Conversations on Global Wealth and Asset Management

Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies.    Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies.    Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth clients across Canada. The team is dedicated to curating global, diversified portfolios that are actively managed to navigate the global macroeconomic environment and align with the unique goals and circumstances of each client. Forthlane’s investment approach is centered on delivering consistent and compelling returns, with less risk.  The views and opinions expressed by the guests on Forthlane Features are their own and do not necessarily reflect the views of Forthlane Partners. This podcast is for informational purposes only and does not constitute investment advice. 

Episodes

  1. JUN 30

    Off the Charts Thinking: A Conversation with Andrew Sarna

    Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts.  With over 830 issues published and nearly 2,300 subscribers, Andrew has built a loyal audience by offering sharp, independent perspectives on markets, risk, and macro trends.  He shares the origin story of the note, how he curates each edition, and why he believes traditional investment playbooks are challenged. From equity complacency and geopolitical risks to real assets, crypto, and private equity’s uncertain future, this conversation is a masterclass in macro thinking for a new investing era.   WHAT TO LISTEN FOR 0:39 Birth of Off the Charts 3:02 How Andrew Picks the Day’s Chart 5:46 The Dangerous Complacency in Today’s Market 8:52 Why the Old Playbook No Longer Works 14:33 The “Pre-Earnings Inflection” Strategy 20:42 A Coming Reckoning in Private Equity?   GUEST: Andrew Sarna, Portfolio Manager LinkedIn  Anthony Berg, Senior Investment Analyst LinkedIn  CONNECT WITH VANESSA HUI Website | LinkedIn    Listen to the podcast:  Apple/ Spotify/ Online Not yet a subscriber? Sign up for Off the Charts Here

    33 min

  2. MAR 26

    Gold, Real Assets, and Portfolio Resilience: A Conversation with Peter Grosskopf

    What’s driving gold to historic highs?  Vanessa Hui chats with Peter Grosskopf, a global leader in gold and precious metals, to uncover the key factors behind the recent surge in gold prices.  With gold surpassing $3,000 per ounce and a 40% rise over the past year, Grosskopf explains how the changing macroeconomic landscape, central bank policies, and growing government debts are pushing gold to the forefront of investors’ portfolios.  He also shares insights into how investors can safely gain exposure to gold and real assets, why gold remains a reliable hedge, and the long-term outlook for this precious metal. WHAT TO LISTEN FOR 03:13 – What’s Driving Gold’s Strong Performance? 10:12 – Is It Too Late to Invest in Gold? 19:00 – The Vision for Forthlane’s Real Assets Fund 22:55 – Personal Diversification Beyond Gold GUEST: Peter Grosskopf Peter Grosskopf is the former CEO (2010-2022) of Sprott Inc., a global asset manager focused on precious metals which he helped grow from $5B to over $20B in assets. Peter is a director at Agnico Eagle Mines and the World Gold Council and co-founded Newcrest Capital, a boutique investment bank and institutional equities firm which was acquired by TD Bank in 2000 for $224M. Peter is currently the founder of Argo, an investment platform that combines the security of physical gold with the convenience of digital ownership, and is also a strategic shareholder of Forthlane Partners. Website | LinkedIn  CONNECT WITH VANESSA HUI Website | LinkedIn

    29 min

  3. TRAILER

    Trailer

    Welcome to Forthlane Features – a podcast for those seeking insights into sophisticated global investment strategies. At Forthlane Partners, we curate global, diversified portfolios designed to help ultra-high net worth clients in Canada navigate the complexities of a global economy.  From wealth preservation to wealth accumulation, Forthlane Features gives you an inside look at the global experts and institutions shaping the future of wealth and asset management. If you're looking to learn more about the strategies behind building resilient portfolios — even in challenging markets —this podcast is for you.  Follow Forthlane Features—insights for building YOUR lasting wealth.

    1 min

  4. 2024-12-14

    Trust, Culture, and All-Weather Portfolios: A Conversation with Robbie Pryde

    What drives a farm boy from rural Ontario to lead one of Canada's top wealth management firms? Vanessa Hui and CEO, Robbie Pryde share his extraordinary journey from family farm bankruptcy to Bay Street success. Robbie looks at his pivotal career moments, his leadership philosophy, and Forthlane's innovative approach to delivering institutional-grade investment strategies to individuals and families. WHAT TO LISTEN FOR 04:03 – The Big Pivot: From Farming to Finance 10:19 – Leadership Philosophy: Trust, EQ, and Collaboration 21:28 –World-Class Client Service: More Than Just Words 24:29 – What Drives Long-Term Success: Humility and Curiosity GUEST: ROBBIE PRYDE, CEO Forthlane Partners Website | LinkedIn CONNECT WITH VANESSA HUI Website | LinkedIn

    25 min

Trailer

About

Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies.    Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies.    Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth clients across Canada. The team is dedicated to curating global, diversified portfolios that are actively managed to navigate the global macroeconomic environment and align with the unique goals and circumstances of each client. Forthlane’s investment approach is centered on delivering consistent and compelling returns, with less risk.  The views and opinions expressed by the guests on Forthlane Features are their own and do not necessarily reflect the views of Forthlane Partners. This podcast is for informational purposes only and does not constitute investment advice. 

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