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Insights Into Wealth

Listens: 6

About

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.

Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel

June 4, 2021

BULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s...

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Episode 10: How ESG is Becoming a Main Stream Investment Theme

April 28, 2021

Over the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and...

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Episode 9: A Conversation with Paul Black, Co-CEO of WCM Investment Management

January 7, 2021

BULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM a...

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Episode 8: The Challenges and Importance of Charitable Organizations

December 10, 2020

Shifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, ...

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Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee

October 20, 2020

Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision mak...

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Episode 6: Manager Due Diligence and Research

June 3, 2020

In conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays...

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Episode 5: Consolidated Reporting

May 6, 2020

In conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.

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Episode 4: Global Diversification and Non-Correlating Assets

April 1, 2020

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.

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Episode 3: What Does Insight, Integrity and Independence Mean?

March 4, 2020

In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in th...

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Episode 2: What is Asset Allocation?

February 5, 2020

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.

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