Over the years, I have had the opportunity to participate in numerous North American private equity and public equity investment projects, working closely with management teams across a wide range
Among professionals in large tech companies who are preparing to change jobs, one topic is discussed repeatedly:What should be done with large holdings of former employer stock after departure? Selling
One of Canada’s Big Five banks, BMO, through its GAM Global Asset Management team, made a strategic decision during the COVID period that was framed as “long-term defensive positioning” for
Real estate investing is one of the clearest expressions of cognitive bias in wealth allocation.For many Chinese investors, once capital is transferred from China into North American accounts, the first
When people talk about the risk-free rate, many naturally assume it’s the government’s credit rate — something entirely free of risk. In reality, that’s not quite true. This short piece
Chinese immigrants often find themselves trapped in a cultural paradox: on one hand, they deeply distrust China’s investment environment; on the other, after settling in North America, they instinctively cling
My work frequently brings me into close conversations with senior executives from major North American asset management firms—people like Ryan Dickey from Mackenzie or top fund managers from Fidelity such
In North America, many institutional or private banking “wealth advisors” are essentially salaried salespeople. Holding only basic fund-sales licenses that take a few months to obtain, they often struggle to
Perhaps a self-proclaimed “expert” friend once advised you: “If you want high returns, just invest in a hedge fund.”But that thinking is fundamentally flawed. The term “hedge fund” is not
The “Nifty Fifty” concept first appeared in the North American market in the 1960s, reflecting the ardent pursuit of 50 North American growth stocks by individual investors, institutions, and media
