Exploring Private Markets with James Cowan
Join Dave and Tyler on the Smokin’ Bulls Podcast as we delve into the fascinating world of private markets with special guest James Cowan, Lead Portfolio Manager at Northleaf Investments. In this episode, James shares his insights on the intricacies of private equity, private credit, and private infrastructure investment, highlighting the unique opportunities and challenges these asset classes present.
Listeners will gain a deeper understanding of how Northleaf Capital has carved a niche in mid-market investments and their partnership with Mackenzie Financial to make these opportunities accessible to a broader audience. James also discusses the significant role of asset allocation, manager selection, and the impact of macroeconomic factors on investment strategies.
Whether you’re an investor looking to diversify your portfolio or simply curious about the private markets, this episode offers valuable perspectives and expert advice to help you navigate this complex landscape.
The information contained herein has been provided for information purposes only. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information has been provided by J. Hirasawa & Associates and is drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) and the authors do not guarantee the accuracy or completeness of the information contained herein, nor does WAPW, nor the authors, assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
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