LockDocs Presents

LockDocs Team

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UPDATED BIWEEKLY

A series of insightful conversations between LockDocs Co-Founder and CEO Anne Marie Stetler and expert guests from the realm of financial services and beyond.

MAR 8

Trends in Wealth Management: The Female Perspective w/ Chantal McNeily

In our most recent podcast with Chantal McNeily, Investment and Wealth Advisor at RBC Dominion Securities, we discuss the unique challenges women face when it comes to managing our finances and achieving financial security. It is no secret that women face a number of factors that make it harder to get there: we still earn less (87 cents on the dollar compared to men), take more time off to care for family, and live longer. What I did not appreciate though, is this important trend: privately held wealth for Canadian women has been growing rapidly and is moving towards representing approximately 50% of total wealth in Canada. Another important stat Chantal highlighted is that 80% of women leave their husband's advisor within one year of his passing. Financial advisors and wealth management firms need to be asking themselves how they are adapting their service models and approach to investing to ensure it is resonating with women!

44 min
11/23/2023

Key Trends, Opportunities and Challenges for ESG Investing w/ Leslie Nicholson of BITA

We bring to you an insightful conversation on ESG investing within a public markets context with Anne Marie Stetler [https://www.linkedin.com/in/annemarie-stetler/], Co-Founder & CEO of LockDocs [https://lockdocs.com/] and  Leslie Nicholson [https://www.linkedin.com/in/ACoAAAAMl6kBuXuwBIcT5bDCqs4PevM25UMnI88], Chief Product Officer of BITA [https://www.linkedin.com/company/bita-gmbh/]. BITA is an index provider that is making indexing more accessible to a wider audience. Globally, ESG assets are on track to exceed US$53 trillion dollars by 2025, more than a third of the US$140 trillion in projected total assets under management. To say that asset managers cannot afford to ignore ESG is an understatement. Leslie explains how technology is reshaping the landscape by offering innovative indexing and rule-based solutions that create scalability and remove subjectivity from the process. This is enabling the use of very sophisticated and tailored portfolios well beyond the formation of ETFs.

33 min
08/24/2023

Retail Investment Trends in Canada w/ Lillian Ferndriger

LockDocs CEO Anne Marie Stetler and Lillian Ferndriger, Director of Alternatives Distribution at BMO Asset Management, sit down to discuss some of the trends Lillian is seeing in BMO's client base in regards to alternative assets. Lillian offers some excellent insights into the market and actionable suggestions for fund managers interested in finding ways to access retail capital in Canada. ----- TM/® Trademarks/registered trademarks of Bank of Montreal, used under license. BMO Global Asset Management (BMO GAM) is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements. Certain statements included in this material constitute forward-looking statements, including, but not limited to, those identified by the expressions "expect", "intend", "will" and similar expressions. The forward-looking statements are not historical facts but reflect BMO GAM's current expectations regarding future results or events. These forward-looking statements are subject to a number ofrisks and uncertainties that could cause actual results or events to differ materially from current expectations. Although BMO GAM believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements due to the inherent uncertainty therein. BMO GAM undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law. An investment in the BMO Partners Group Private Markets Fund (the BMO PG Fund) described hereby is speculative. A subscription for units of the BMO PG Fund should be considered only by persons financially able to maintain their investment and who can bear the risk of loss associated with an investment in the BMO PG Fund. Prospective investors should consult with their own independent professional legal, tax, investment and financial advisors before purchasing units of the BMO PG Fund in order to determine the appropriateness of this investment in relation to their financial and investment objectives and in relation to the tax consequences of any such investment. Prospective investors should consider the risks described in the confidential offering memorandum (OM) of the BMO PG Fund before purchasing units of the BMO PG Fund. Any or all of these risks, or other as yet unidentified risks, may have a material adverse effect on the BMO PG Fund's business and/or the return to investors. See "Investment Objective, Investment Strategy and Certain Risks" in the OM of the BMO PG Fund. In addition to the risks described in the OM of the BMO PG Fund, the BMO PG Fund will bear the risks associated with the Partners Group BMO Master Limited (Master Fund) in proportion to the amount of the BMO PG Fund's investment in the Master Fund. Prospective investors in the BMO PG Fund should therefore carefully consider the risks described under "Certain risk factors", "Business and structure related risks", "Adviser related risks", "Investment-related risks" and "Limits of risk disclosure" in the OM of the Master Fund.

23 min
08/23/2023

Branding & Marketing for Fund Managers w/ Matthew Craig-Greene

Anne Marie Stetler sits down with Matthew Craig-Greene, Founder & Director of Brandstory Partners, to discuss the importance of branding and marketing for investment firms working in alternatives and private equity. They discuss strategies, how to measure success, and the key areas to target for maximum returns on limited resources. Check out more from this series on the LockDocs blog https://blog.lockdocs.com/latest or wherever you get your podcasts. Follow us on LinkedIn for new content, news, and updates.

48 min

4 Episodes

A series of insightful conversations between LockDocs Co-Founder and CEO Anne Marie Stetler and expert guests from the realm of financial services and beyond.

Creator

LockDocs Team
Years Active

2023 - 2024
Episodes

4
Rating

Clean
Show Website

LockDocs Presents

LockDocs Presents

Episodes

Trends in Wealth Management: The Female Perspective w/ Chantal McNeily

Key Trends, Opportunities and Challenges for ESG Investing w/ Leslie Nicholson of BITA

Retail Investment Trends in Canada w/ Lillian Ferndriger

Branding & Marketing for Fund Managers w/ Matthew Craig-Greene

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