In this engaging conversation, Karen and Evan Cooperman delve into Evan's extensive background in the alternative investment industry, tracing his journey from his early days at Prime Quadrant to his current role as CEO of Foremost. Evan shares insights on the evolution of alternative investments, emphasizing the importance of finding top-tier managers and the value of transparency in investor relations. He discusses the current state of the Toronto real estate market, highlighting the challenges and opportunities that arise from economic fluctuations and changing demographics. The discussion also touches on the significance of compounding, both in finance and personal growth, as well as the entrepreneurial spirit required to navigate the complexities of the investment landscape.

Nimar Bangash, co-founder and CEO of Obsiido, shares his journey from 15-year Bay Street veteran to entrepreneur building Canada's first technology-enabled private markets investment platform.

Obsiido addresses the growing opportunity gap where institutional investors access high-value private market investments while retail investors remain largely excluded from these opportunities. The company operates two integrated businesses: an investment management arm that creates turnkey private market portfolios (combining private equity, credit, real estate, and infrastructure), and a technology platform that uses AI to streamline the complex, paper-heavy processes in private markets.

Key Discussion Points:

• Why private markets are becoming increasingly important as public market value shifts to institutional-only investments
• How Obsiido's multi-strategy approach simplifies private market access for wealth managers and financial advisors
• Real client examples including partnerships with billion-dollar family offices and growing portfolio management teams
• The technology solutions digitizing workflows for fund managers, dealers, and advisors
• Competitive landscape and unique positioning in the Canadian market
• Entrepreneurial insights on building a regulatory-compliant fintech business

Nimar discusses how Obsiido is working to democratize access to private markets while providing the education, technology, and investment expertise needed to navigate this complex but high-opportunity asset class.

In this inspiring episode, Karen Azlen interviews Michael Hungerford, Partner at Hungerford Properties and founder of the groundbreaking Seven Generations Capital. Michael shares his unique perspective as a leader of mixed Gwich'in and non-Indigenous heritage, bridging two worlds to create meaningful change in Indigenous economic development.

Michael's passion for creating legacy while honoring Indigenous values shines through as he discusses how this real estate strategy offers investors both strong returns and meaningful impact, while supporting Indigenous communities on their journey toward self-determination.

Contact Information: For more information about Hungerford Properties' Seven Generations Capital, contact Karen Azlen at k.azlen@introcap.com.

Curious about secondaries? Hear Daniel Cohen of Coller Capital chat with Introduction Capital’s CEO, Karen Azlen, on the soaring secondaries market—projected to reach $500B by 2030. From private equity to private credit, learn how these investments provide built-in diversification, reduce early-stage risk, and offer liquidity solutions to investors. Daniel also shares how Coller’s 35-year track record and global reach position them as a leader in the space, including expanding distribution efforts in Canada. Tune in to discover why secondaries might be the perfect ‘foundation’ for your alternative investment portfolio!

Mo Lidsky, a seasoned alternative investment professional, shares his journey from being a refugee to building Prime Quadrant, a leading family office in Canada. He emphasizes the importance of gratitude, humility, and adding value to others. Mo defines single-family offices as ultra-affluent families investing principal capital to meet their objectives, while multi-family offices focus on generating fees and providing a range of services beyond investment management. He also discusses the Prime Quadrant Conference, a highly respected event that brings together families and thought leaders in support of pediatric mental health.

In today's episode, Karen sits down with Nicola Wealth’s Danielle Skipp for a conversation that not only explores Danielle's professional journey but also delves into her advocacy for women and her philosophy on happiness and personal growth.

Her story transitions from legal practice to a pivotal role in asset management, highlighting a move fuelled by a letter to a role model that eventually led her to significant opportunities in Toronto and a fulfilling career in wealth management.

Karen and Danielle also discuss the importance of supporting women, with Danielle reflecting on her involvement in initiatives that empower female professionals. This segues into an exploration of Nicola Wealth's growth, where Danielle has played a crucial role. She outlines the company's evolution, its approach to investing, and the challenges and strategies associated with scaling and talent acquisition.