The Wealth Exchange

Nicola Wealth
  • 4,6 (34)
  • INVESTISSEMENT
  • TOUTES LES 2 SEMAINES
The Wealth Exchange

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.

  1. -2 J

    Investing Matters: 2024 Economic Review & Charting the Path to 2025

    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. Sign Up for our Newsletter

    6 min

  2. 5 DÉC.

    In the Ring with Rob: Building Better Businesses with Xerox CEO turned PE Founder Ursula Burns

    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. Sign Up for our Newsletter

    55 min

  3. 28 NOV.

    In the Ring with Rob: AI, Growth Equity, and the Future of Tech Investing with Intrepid Growth Partners

    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. Sign Up for our Newsletter

    41 min

  4. 21 NOV.

    Investing Matters: U.S. Policy Shifts and Market Impacts with Ed Mills

    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 semiconductor export restrictions to healthcare reforms and defense spending, Ben and Ed analyze how these developments could influence global markets and investor strategies. They also examine the far-reaching implications of the ongoing Russia-Ukraine conflict, NATO dynamics, and key appointments shaping a Trump administration. Sign Up for our Newsletter

    46 min

  5. 14 NOV.

    Philanthropy Focus: Harvesting Change with James Woller from Thrive for Good

    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 organic gardens that provide both nutritional security and income. James shares how the organization’s innovative approach not only alleviates malnutrition but also fosters long-term economic independence and education, helping communities break the cycle of poverty. For philanthropists and entrepreneurs seeking to make a meaningful, sustainable impact, this conversation highlights the power of grassroots initiatives and the potential for creating lasting change in underserved regions. Sign Up for our Newsletter

    44 min

  6. 31 OCT.

    Lead Impact: Innovations in Financial Technology with Chris Nicola & Cameron Smith

    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 first regulated robo-advisor platform, to leading technology initiatives at Nicola Wealth. Together, they explore the evolving landscape of financial technology, discuss how major institutions are adapting to digital transformation, and examine the real potential of AI in wealth management. Chris also provides valuable insights into Nicola Wealth's innovative technology projects, including their new philanthropy portal, and explains why smaller, more agile firms may have an advantage in driving industry innovation. Sign Up for our Newsletter

    19 min

  7. 24 OCT.

    Investing Matters: Q3 2024 Market Commentary

    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 impacts of the upcoming U.S. presidential election and China’s dramatic market recovery in September. The discussion also addresses geopolitical tensions, such as the conflicts in Ukraine and the Middle East, and their effects on global markets. The episode wraps up with Ben’s perspective on maintaining a balanced, long-term investment approach in an increasingly multipolar economic landscape. Sign Up for our Newsletter

    20 min

  8. 17 OCT.

    Philanthropy Focus: Transforming Child Health with Malcolm Berry and Vanessa Flockton, BC Children's Hospital Foundation

    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 transforming child health. As well as the incredible work the Foundation does and why investing in charitable causes like BCCHF can create real impact. BC Children’s Hospital Foundation's mission is transforming care, making diagnostics and treatments safer, faster, and more personalized, and working to find solutions for critical issues facing the sickest kids.

    36 min
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À propos

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.

Informations

  • Créateur
    Nicola Wealth
  • Années d’activité
    2018 - 2024
  • Épisodes
    100
  • Classement
    Tout public
  • Copyright
    ©Copyright 2018 Nicola Wealth Management.
  • Site Web de l’émission
    The Wealth Exchange

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