Navigating the Tide: Roundtable Discussion on Strategies Amid Rising Rates and Market Volatility

15/04/2024 35 min
Navigating the Tide: Roundtable Discussion on Strategies Amid Rising Rates and Market Volatility

Listen "Navigating the Tide: Roundtable Discussion on Strategies Amid Rising Rates and Market Volatility"

Episode Synopsis

Today we are shaking things up with a roundtable discussion with our experts with "boots on the ground" experience in private investing.Featuring an insightful discussion on real estate, music royalties and more on alternative investments with industry experts.We explore the evolving landscape of private debt and equity investments, and delve into real estate market trends, including demographic shifts and migration patterns, that impact leverage on investment returns.You'll also learn about the upcoming Alt by Alt conference, dedicated to educating investors and advisors about alternative investments and promoting transparency and education in the industry.Expert Panelists:Vikram RajagopalanSenior Managing Director, Capital Strategy and DistributionTrez CapitalCynthia MaisonneuveDirector, National Accounts and Investment SalesCMLS Asset ManagementMichael BakerPrincipal & Director, Sales at ICM Asset ManagementICM Asset ManagementToday's Points of Interest:0:00 Intro3:11 - Cynthia, could you tell us about yourself and CMLS Asset Management?5:12 - Michael, tell us about yourself and ICM Asset Management.6:40 - Vikram, share with us your background.8:47 - Cynthia, what are you seeing in the multi-family space today?12:09 - Mike, can you talk about the Music Royalties fund?15:17 - Vikram, can you talk about the marketplace when it comes to private debt and equity?19:34 - Cynthia talking about transparency and Alt by Alt conference.20:27 - Mike, what are you seeing in the world of real estate investing?22:09 - Vikram speaks on U.S. in comparison to Canadian real estate markets.21:14 - Vikram speaks about the U-Haul Index moving rates in the U.S. versus Canada.25:27 - Cynthia, is real estate highly levered or a conservative investment?26:12 - Mike can you talk about how leverage is affecting the market right now?27:13 - Vikram expands on the leverage topic.29:40 - Cynthia's final thoughts.30:10 - Mike's final thoughts.31:29 - Vikram talks more about the Alt by Alt conference.33:57 - How to attend the conference.If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!