• Episode 20: Charting New Ground in Investment Strategy with Rob Janson

  • May 21 2024
  • Duración: 46 m
  • Podcast

Episode 20: Charting New Ground in Investment Strategy with Rob Janson

  • Resumen

  • Episode Summary:

    In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This discussion is a must-listen for anyone interested in the evolving landscape of wealth management and the strategic use of alternative assets.

    Key Quote from the Episode [2:28]:

    "As I moved through my career in Europe and later in Canada, I embraced the philosophy of having more arrows in the quiver—whether it's real estate, private equity, or hedge funds."

    Topics Discussed in This Episode:

    • The Journey from Financial Advisor to Alternative Investment Leader [1:37]
    • Understanding Portfolio Diversification with Alternative Investments [6:33]
    • The Role of Real Assets in Contemporary Wealth Management [10:18]
    • Challenges and Opportunities in Managing Liquidity and Risk [16:46]
    • The Future Landscape of Alternative Investments [31:55]

    Resources Mentioned in This Episode:

    • https://www.linkedin.com/in/robert-janson-mfin-27b1b5b/
    • https://westcourtcapital.com/

    Episode Transcript:

    The full episode transcript is available for those who want to delve deeper into the robust discussion on the potentials and strategies surrounding alternative investments.

    • Subscribe to the Podcast: Don't miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
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    • Check out the website: Visit www.samsivarajan.com for more resources and episodes.

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