Struggling with Alternative Investment Strategies and Performance for your CSC exam? You're not alone. This complex topic is crucial for success, and in this episode of Money Talks, we make it simple. Financial professional Jonathan Cartier breaks down everything you need to know about CSC Chapter 19.
This isn't just theory—it's a practical guide with real-world Canadian examples to help you understand, remember, and apply these concepts on exam day.
Episode Guide & Timestamps:
(00:00) Introduction & Big News: The launch of Mtalks.ca!
(01:15) Canadian Market Update: Why the TSX is booming.
(02:05) What Are Alternative Investments? The "carpenter's toolbox" analogy.
(02:45) Strategy 1: Relative Value Strategies
(03:10) Equity Market-Neutral Explained (RBC vs. TD Example)
(04:30) Convertible Arbitrage
(05:20) Strategy 2: Event-Driven Strategies
(05:45) Merger Arbitrage Explained
(06:50) Distressed Securities
(07:35) Strategy 3: Directional Strategies
(08:00) Long/Short Equity Funds
(08:45) Global Macro Strategies
(09:20) Mid-Episode Break & How to Subscribe
(09:55) How to Measure Performance (Crucial for the CSC Exam)
(10:10) The Sharpe Ratio: Risk-Adjusted Returns
(11:05) Maximum Drawdown & Time to Recovery
(11:45) Understanding Skew and Kurtosis
(12:30) Due Diligence & Suitability: Key questions you'll be tested on.
(14:10) Who Are Liquid Alts Best For? A summary for investors and students.
(15:00) Your Exclusive Offer from Mtalks.ca
This episode is essential listening for anyone studying for the Canadian Securities Course (CSC) exam or seeking to advance their financial education and career in Canada.
Conquer your CSC Exam:
Ready to pass with confidence? Visit our new website at Mtalks.ca for clear study guides, mock exams, and chapter quizzes.
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You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Keywords: Alternative Investment Strategies, CSC Exam, Canadian Securities Course, Investment Performance, CSC Chapter 19, Sharpe Ratio, Due Diligence, Long/Short Equity, Arbitrage Strategies, Financial Education Canada, TSX, Investing Canada, Liquid Alts, Risk Management, Finance Career Canada
