Stuck on Chapter 20 of the Canadian Securities Course? Confused by terms like "liquid alts," "absolute return," and "high-water mark"? In this game-changing episode of Money Talks, we demystify the complex world of Alternative Investments.
Financial professional Jonathan Cartier joins us to break down everything you need to know, whether you're a retail investor looking to diversify beyond the TSX or a student preparing to ace your CSC or upcoming CIRO exam. We go beyond theory with real-world examples from Canadian firms like Onex and major banks (RBC, BMO, CIBC, TD), explaining how these strategies perform in today's "reset mode" economy.
This isn't just another lecture—it's an immersive, conversational guide to mastering one of the most challenging topics in Canadian finance.
Timestamps:
(0:00) - Welcome & Canadian Market Outlook for 2025
(2:15) - What Are Alternative Investments? (The "Spices" Analogy)
(4:30) - The 3 Main Benefits: Diversification, Adding Alpha & Absolute Returns
(7:00) - Building an Absolute Return Portfolio: A Practical Guide
(9:15) - Liquid Alts Explained: Hedge Fund Strategies for Retail Investors (RBC, Fidelity examples)
(11:45) - What is a Fund of Hedge Funds (FoHF)?
(13:30) - High-Water Mark Explained with a Simple Example
(15:10) - The #1 "Risk Without Reward": Understanding Operational Risk
(17:00) - Exciting Announcement: The New Money Talks Website is Coming!
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/Tags: Alternative Investments, CSC Exam, CIRO Exam, Hedge Funds, Liquid Alts, Absolute Return, Canadian Investing, TSX, Portfolio Diversification, RBC, BMO, TD, Financial Podcast Canada, CFA, Wealth Management
