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Frontier Of Finance
Capintel
27 episodes
3 weeks ago
Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.
Show more...
Investing
Business,
Management,
Entrepreneurship
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All content for Frontier Of Finance is the property of Capintel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.
Show more...
Investing
Business,
Management,
Entrepreneurship
https://files.cohostpodcasting.com/cohost/71f97ec1-ed50-4481-9f37-1e12f235a38f/shows/7f9d4cdd-c2cc-469e-8f00-20587df11c43/episodes/6a7f779e-ad29-46d6-978a-db1582ce230e/cover-art/original_008645f2af9883220ecae16394a92e10
Opening the Velvet Rope to Top-Tier Venture Capital, with Ben Reeves and Wealthsimple
Frontier Of Finance
19 minutes 57 seconds
3 years ago
Opening the Velvet Rope to Top-Tier Venture Capital, with Ben Reeves and Wealthsimple

In this episode, James returns from a brief mid-season break to kick off the second half of the season. For the first time ever on Frontier of Finance, he sits down with Ben Reeves, the Chief Investment Officer at Wealthsimple. In the past, Ben has led asset allocation, research and portfolio risk management teams at Bridgewater Associates, and served as a consultant at McKinsey & Company. He's also a registered portfolio manager in Canada, and as CIO of Wealthsimple, he oversees the company’s investment strategy, security selection and new fund creation. During their conversation, James and Ben discuss the recently-announced Wealthsimple Venture Fund I, which allows Canadians to invest in top-tier venture capital and growth equity, and get early access to high-growth-potential, pre-IPO companies. They dive deep into how the new fund works, why it was created, and how it’s improving access to venture capital for Canadian investors. Learn more about the Wealthsimple Venture Fund I and join the waitlist: https://www.wealthsimple.com/en-ca/venture-fund

Frontier Of Finance
Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.