In the latest episode, J.P. Morgan Asset Management CEO, George Gatch, shares the stories of his success from over nearly four decades in the finance industry. Then, he reveals for us why asset management is J.P. Morgan's hidden gem. Following exceptional growth over the last 10 years, we learn what sets J.P. Morgan's funds apart from the rest of the industry, how its ETF issuer is the fastest growing among top 10 issuers, and how speed is key to its success. We hear the history of J.P. Morgan's longstanding partnership with Canada and how that relationship continues to grow and thrive.

In this episode, we hear from one of the most influential women in finance, State Street President and CEO, Yie-Hsin Hung, who shares her keys to success and more. We discuss how she successfully rebranded the world's fourth largest asset manager and what it takes to enable continuous growth through innovation. State Street recently launched the world's first private credit ETF, and Yie-Hsin walks us through its creation and the challenges they faced along the journey. Learn more from our in-depth conversation about the latest trends and preview what's in store for an industry that continues to evolve at a rapid pace.

Industry leader Mike Gitlin, President and CEO, Capital Group, shares the long-term vision and client focus that helps Capital Group continue to lead after more than 90 years in investment management. Hear him review how Capital Group prioritizes long-term targets in alignment with client objectives, the successful launch of ETFs, views on the fund industry, using AI to introduce new perspectives and the firm's centennial plan for 2031. This episode was recorded on April 4, 2025.

In this episode we have the pleasure of hosting two leaders with different perspectives but a unified goal. Thomas Park, Co-CEO, Mirae Asset Global Investments, offers a global vision of the asset management space, and Rohit Mehta, CEO of Global X Canada, shares the benefits of local intelligence. We also discuss product innovation, the power of data and how the shared culture between these teams empowers them to work together within the same firm. This episode was recorded on January 28, 2025.

Martin Gerber, President and Chief Investment Officer, Connor, Clark & Lunn Investment Management Ltd., shares the distinctive structure of CC&L and its evolution from a long-only asset manager to offering diverse strategies. In our discussion, Martin examines the current macroeconomic landscape including the implications of higher inflation and interest rates for market-neutral and long/short equity portfolios. This episode was recorded on December 4, 2024.

Financial advisors in North America often lean heavily toward U.S. and Canadian investors while the global investor may be overlooked. Vanguard is based in the U.S. but also operates across Europe, Asia, Latin America, and beyond. With that global reach in mind, Chris McIsaac, Managing Director, Vanguard International, shares international investor trends and Vanguard's approach in these diverse markets. This episode was recorded on September 12, 2024.

Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management, sheds light on the investment case for global assets amidst the historical dominance of U.S. markets. He shares the journey from his roots in Uganda to overseeing one of Canada's largest ETF portfolios with BMO Global Asset Management. Sadiq also offers insights on global diversification, economic trends and the health of the global consumer. This episode was recorded on August 19, 2024.

Tim Wiggan, Group Head, Wealth Management and Insurance, TD Bank Group, returns to TD Securities to speak with us about his new role. Through his breadth and depth of experience, he is uniquely positioned for the leadership role of the high-performing Asset Management, Insurance and Wealth divisions. Tim shares the themes and challenges shaping his new role and the growth plans for these respective businesses. This episode was recorded on July 17, 2024.

In recent years, the growth of public markets and IPOs has slowed down globally while private markets continue to grow. AGF is building up its alternative and private markets division in light of this trend. Join Ken Tsang, Chief Financial Officer, AGF Management Limited, and Ash Lawrence, Head of AGF Capital Partners, AGF Investments, as they delve into the new growth story of AGF, shedding light on the firm's strategic approach and providing a glimpse into the future of private markets. This episode was recorded on March 6, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

In this episode, Lesley Marks, Chief Investment Officer of Equities, Mackenzie Investments and Steve Locke, Chief Investment Officer of Fixed Income and Multi-Asset Strategies, Mackenzie Investments, speak with our host Andres Rincon, Managing Director and Head of ETF Sales and Strategy, TD Securities, on how recent changes at Mackenzie enables the firm to build for the future, their two-stage outlook for 2024 and how offering boutique services backed by the resources of a large organization enables them to offer the best of both worlds for investors. This episode was recorded on November 30, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

In this episode, Samir Dhrolia, Senior Managing Director and Head of Derivatives, Indexing, and Global Trading, BCI, speaks with our host Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, to discuss the trends of centralized trading within the asset management industry, the benefits, and challenges to adoption. This episode was recorded on October 3, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

In this episode, Salim Ramji, Global Head of iShares and Index Investments, BlackRock, speaks with our host Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, to discuss views from the top of the asset management industry as it relates to fixed income, trading, innovation, model portfolios, and the future of the industry. This episode was recorded on August 2, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

With the yield curve inverted and a potential recession looming, Mike MacBain, CEO & CIO of East Coast Fund Management speaks with host, Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, to discuss the case for alternative fixed income in the current environment, the unique characteristics including benefits and risks the strategies hold, and how investors can allocate to this asset class. This episode was recorded on July 18, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

In this episode, our host Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, speaks with guest Cathie Wood, Founder, Chief Executive Officer, Chief Investment Officer, ARK Invest, to discuss ARK's five innovation platforms, the future value of artificial intelligence, the most susceptible industries to innovation, the evolution of research, and how investors can best allocate to innovation. This episode was recorded on May 2, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

In this inaugural episode, guest Marc-André Lewis, Executive Vice President, Chief Investment Officer, CI Global Asset Management and host Andres Rincon, Director and Head of ETF Sales and Strategy, TD Securities, discuss CI Global Asset Management's transition into a fully integrated model, trends in asset management, the expansion of the Registered Investment Advisor (RIA) business and what it means for the firm. This episode was recorded on November 30, 2022. For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

Insightful series hosted by Andres Rincon, Director and Head of ETF Sales and Strategy at TD Securities, featuring our institutional clients, exploring their expert perspectives on trends and conditions shaping global markets.