Category archives: Interviews

Interview with Perth Tolle of Life and Liberty Indexes: Part 2 - Discussion Around Specific Human Freedom Variables

Last update on April 30, 2018.

Image Credit: Orlok / Shutterstock.com

 

Jin’s Note: I had the pleasure of chatting with Perth Tolle, the founder of Life + Liberty Indexes. The following is the second of two parts of the transcription of that conversation. You can find the first part of our conversation here. I’ve edited the transcription for clarity, and occasionally made some comments in italics.

 

Jin: You mentioned that there are seventy-nine–do you call them factors? What do you call them?

Perth: Yes, variables.

Jin: So, seventy-nine variables. I don’t want to go through all seventy-nine of them, but are there ...

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Interview with Perth Tolle of Life and Liberty Indexes: Part 1 - Why Human Freedom Matters For Economic Growth

Last update on April 23, 2018.

Image Credit: Dietmar Temps / Shutterstock.com

 

Jin’s Note: I had the pleasure of chatting with Perth Tolle, the founder of Life + Liberty Indexes. The following is the first of two parts of the transcription of that conversation. I’ve edited the transcription for clarity, and occasionally made some comments in italic.

Jin: Hi Perth. Could you start by introducing yourself?

Perth: Sure. I’m Perth Tolle and my company is called Life and Liberty Indexes, we are an index provider that uses human and economic freedom metrics as primary factors in our investment selection process.

Jin: What do ...

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Interview with Craig Basinger, Manager of the Redwood Behavioural Opportunities Fund (BHAV)

Last update on Feb. 26, 2018.

Image Credit: Bakhtiar Zein / Shutterstock.com

 

Jin's Note: I had the pleasure of chatting with Craig Basinger who manages a brand new ETF called the Redwood Behavioural Opportunities Fund. The following is a lightly edited transcript of that conversation.

Jin: Could you talk a little bit about yourself first? You started your investment career in 1995— could you give us a brief summary and highlights?

Craig: Yes. A long time ago! Yeah, I started in the industry on the private client side as an advisor and then shortly moved on to the buy side. Then, shortly thereafter ...

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Interview with David Wiitala of Raintree Financial

Last update on Jan. 29, 2018.

Image Credit: Igor Strukov / Shutterstock.com

 

Jin's Note: I had the pleasure of chatting with David Wiitala of Raintree Financial Solutions, on the topic of alternative investments. The following is a lightly edited transcript of that conversation.

Jin: Could you start by introducing yourself?

David: Yes. For sure. My name is David Wiitala. I'm a Private Wealth Advisor with Raintree Financial Solutions, and I also own a company called Investing Beyond, which does financial education events around the country.

Jin: Okay. So you are a Financial Advisor with Raintree Investments and you specialize with small business ...

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How Lending Loop Works - My Interview With Cato Pastoll, CEO

Last update on Nov. 28, 2017.

Image Credit: rawpixel / Shutterstock.com

 

The following is a transcription of my phone conversation with Cato Pastoll, the CEO of lending loop. Lending Loop provides an alternative investment opportunity for Canadians. The contents have been edited to enhance clarity.

Jin:   Could you start by telling me about yourself?

Cato: Yes, sure. My name is Cato Pastoll. I’m the cofounder and CEO of Lending Loop. We are a peer-to-peer lending platform. Essentially, what we do is we connect individuals, so people like yourself and myself, with small and medium sized businesses that are looking for financing ...

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Is The Canadian Housing Market In A Bubble? Interview With Seth Daniels of JKD Capital

Last update on Oct. 16, 2017.

Image Credit: Hannamariah / Shutterstock.com

 

The following is the transcript of the conversation I (Jin Choi) had with Seth Daniels, who is the managing partner of JKD Capital. JKD provides research and analysis to the Libertas Real Estate Opportunity Fund, a fund for accredited Canadian investors dedicated to protecting against a downturn in the Canadian housing market.

Jin: Could you start by introducing yourself?

Seth: Sure. I’ve been in the hedge fund business since 2000. I started off working for one of the pioneers of growth investing at the tail-end of the dot com and biotech ...

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Interview with John Kalos of Merit Financial Planning

Last update on Aug. 28, 2017.

Image Credit: Vintage Tone/Shutterstock.com

 

In this series, I (Jin Choi) publish interviews of interesting financial professionals. The following is a transcription of my interview of John Kalos, who runs Merit Financial Planning. Please note that the transcription has been lightly edited to improve clarity.

Jin: Hi, John. Could you please introduce yourself?

John: Yes, of course. So, my name is John Kalos, and I run an independent fee-based financial planning firm here in Montreal called Merit Financial Planning. I’ve been in the industry for close to twenty-five years. For the past twenty years, I’ve been a ...

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Interview With Resurgent Capital, An Activist Investor In The Microcap Space

Last update on Sept. 15, 2017.

Image Credit: Lemau Studio / Shutterstock.com

 

[Jin's Note: I occasionally conduct interviews with fund managers and other investors to document their unique approach to investing. The following is an interview I conducted with Joel Freudman, manager of Resurgent Capital.]

Jin: Could you please introduce yourself?

Joel: My name is Joel Freudman. I am born and raised in Toronto, and studied Commerce at the University of Toronto and Law at Western University. I practiced law for about six years before deciding to establish Resurgent Capital Corp. In addition, I have been managing my personal investment portfolio for over ...

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What's A Trend Following Strategy, And Why Does It Work? - My Conversation With Kevin Vandermeer

Last update on May 29, 2017.

Image Credit: patpitchaya / Shutterstock.com

 

In this new series, I will interview different investment managers and document their unique strategies. The following content is based on my conversation with Kevin Vandermeer, who manages the Resilient Canadian Equity Trend Fund.

Kevin is an accomplished investment manager who won the Lipper Award and the TopGun Award in the past for his “fundamental approach” to investing. The fundamental approach (or fundamental analysis) is synonymous with value investing; that is, the approach involves trying to understand the actual business underlying each stock. So I was surprised when Kevin told me ...

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