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.

Join us on this insightful episode as we sit down with Stephen Price, CEO of Graywood Developments, with a remarkable 34 years in the real estate industry. Stephen traces his journey from the early '90s real estate downturn through a series of roles that honed his expertise in development, restructuring, and asset management, leading to pivotal roles at GWL Realty Advisors and ultimately to his current position at Graywood. He shares the compelling origin story of Graywood, founded on a handshake between Garnet Watchhorn and Moshi Tamari, and discusses Graywood's conservative yet innovative approach to real estate development and asset management, emphasizing analytics and tempered ambition in their investment strategies. With a portfolio of $6.8 billion and a deep dive into the company's unique operational strategies and new ventures into advisory services, Stephen provides valuable insights into navigating the current market uncertainties and the importance of liquidity and diversification for investors. Tune in for a masterclass in real estate strategy and the future vision of one of the industry's stalwarts.

In this insightful dialogue, Mindy of Richter Family Office illuminates Richter's evolution into a trusted business family office, offering a blend of personalized financial strategies for affluent families in the alternative investment sector. Through captivating anecdotes, she underscores Richter's enduring, trust-centric relationships and client-focused, team-based approach, showcasing their commitment to enhancing clients' investment acumen across generations.

Karen speaks with Fruitman Kates' Jamie Herman about going above and beyond to find solutions for UHNW families, the new requirements of CRA tax reporting, and the importance of excellent service and genuinely caring for the best interests of clients.

Karen speaks with Longbow Capital’s Tyson Birchall about the firm’s longstanding history as energy specialists, their investment thesis and how they have pivoted into energy transition.