Ep. 71 'Running Money' – Jason Mann and Mike Newton Walk Into a Zoom (RYA Ep. 12)

Mike Newton, VP and Portfolio Manager, RBC Wealth Management, and Jason Mann, CIO at EdgeHill Partners and EHP Funds, join us for a rich conversation on running money at both the retail and institutional levels.Takeaways• How was business and what were the investing challenges of the pandemic from a business perspective?• Mike Newton shares some valuable nuggets on how he organizes and runs his retail wealth management practice.• How to use model portfolios productively in your practice.• What are the processes you use to organize your business around?• Jason Mann talks about his and his firm's approach to running liquid alternatives, and how he approaches the challenges of portfolio construction and outcome.• Outlook and opportunities - Mike and Jason talk about how they make decisions invest, and what kinds of investments.• How do you manage investment risk?• How are you communicating with clients?• What are big challenges forward, and what lessons have you learned from this period?• What sets you apart? What kind of investor are you?• How do you help your clients overcome their behavioural risks, like selling at the wrong time.Full Transcript