Jamie shares valuable insights into the alternative investment sector, the strategies that have shaped his firm's success, and how he navigated the complexities of building a multi-strategy platform. 

In this insightful episode, Karen interviews Thane Stenner, a veteran in the wealth management field with over 30 years of experience. Thane shares his journey from being inspired by his father, a wealth advisor for nearly five decades, to meeting industry icons and evolving his practice to cater to ultra-high net worth clients. He discusses his investment strategies, the importance of asset allocation, and the benefits of alternative investments. The episode also highlights the structure and culture of his boutique advisory team at Stenner Wealth Partners, their proactive and personalized client service approach, and the process of earning and maintaining client trust. Thane elaborates on managing cross-border clients, addressing major market changes, and the key to successful long-term client relationships. He also provides valuable advice for clients undergoing major liquidity events and shares his perspectives on the future of wealth management, emphasizing the growing role of technology and the enduring importance of personal relationships. Suitable for anyone interested in wealth management, this episode offers a wealth of knowledge and practical insights. 

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.

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.

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.