10 episodes

The Modern Investor Journey is a podcast produced by SmartBe Wealth Inc. intended to explore the human side of quantitative investing. As a leader in quantitative investing in Canada, SmartBe identified that much of the social media content available on the web explores the technical side of quantitative investing. We wanted to bring together leading practitioners, academics and individual investors that have a connection to quantitative investing in order to learn more about their stories and emotional journey with quant.

The Modern Investor Journe‪y‬ Modern Investor Journey

    • Investing
    • 5.0 • 1 Rating

The Modern Investor Journey is a podcast produced by SmartBe Wealth Inc. intended to explore the human side of quantitative investing. As a leader in quantitative investing in Canada, SmartBe identified that much of the social media content available on the web explores the technical side of quantitative investing. We wanted to bring together leading practitioners, academics and individual investors that have a connection to quantitative investing in order to learn more about their stories and emotional journey with quant.

    Ingredients of a scalable practice

    Ingredients of a scalable practice

    MIJ conversation with Steve Lowrie ranges from traditional mutual fund sales, transaction fees,
    scaling with value, discovering scientific investing, transitioning a traditional book to quant, the
    ingredients for practice success and how to leverage social media.

    • 30 min
    Table stakes planning, levelling the playing field and finding a niche.

    Table stakes planning, levelling the playing field and finding a niche.

    Having inherited his book from his former boss, Sam's journey led him to focus on planning, advance his career to become discretionary, engage with the fintwit crowd of quantitative PhD's and develop his niche client group of technology entrepreneurs in Greater Toronto. Join Art and Rod for an informative discussion with many insights on how to become a successful advisor in Canada.

    • 48 min
    Improve your sales by ditching the pitch book, listening and being true to your values

    Improve your sales by ditching the pitch book, listening and being true to your values

    MIJ talks with Senior Wealth Manager Eric Bennett about his journey to independence, finding rules & behavioural coaching, experience-based marketing and volunteerism as a way to establish value alignment.



    4:30 The service model

    7:00 The pitch book

    10:15 The tax man

    11:15 Behaviour & scientific investing

    18:00 Wealth destruction & finding factors

    27:30 Simple messages

    29:45 Experience marketing

    32:30 Volunteerism

    38:45 Media

    41:00 Wrap up

    • 45 min
    A sage perspective on Canada’s Investment Fund Industry

    A sage perspective on Canada’s Investment Fund Industry

    MIJ conversation with Pat Dunwoody ranges from the changing industry landscape, advice for advisors, diversity and inclusion and women in financial services.



    5:45 ETF landscape

    8:00 VEXO

    10:05 ETF Myth busting

    14:30 Mutual Funds and ETF’s

    19:00 Big Banks

    22:00 End user benefits

    25:10 Women, networking and inclusion

    34:18 Advisors relationship with the spouse

    37:44 Advisor value proposition

    41:00 Wrap up

    • 45 min
    Actionable insights from one of Canada’s leading quant PM’s

    Actionable insights from one of Canada’s leading quant PM’s

    @Ben Felix shares some of Passmore & Felix Team’s recipes for success including the rationale for scientific investing, how to build powerful relationships and the benefits of advice.

    Timeline:
    4:10 Mutual fund sales
    9:30 The quant tipping point
    16:25 Building relationships
    24:30 Canada’s quant landscape
    28:35 How to create content
    31:40 Managing wealth: Purpose, priorities & tactics
    37:00 Gold & Crypto
    44:45 Behavioural vs. Efficiency
    49:00 Wrap

    • 55 min
    Patron or prophet in diversification with commodities?

    Patron or prophet in diversification with commodities?

    Join MIJ for a fascinating discussion with Auspice Capital’s founder Tim Pickering to learn about the importance of maps, process and tinkering at the edges. Tim’s unique ability to simplify complex topics like “diworsification” and skew have been honed from years of interaction with some of Canada’s leading investment institutions.

    • 41 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Matt Kowald ,

Detailed insight

I loved how the modern investor journey broke down theories with great insight, but did so through a conversational style that keeps it interesting! Would definitely recommend to add to your podcast list

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