WealthChat Presented by CGI

In this episode, Lubna speaks with Wayne Farmer, Managing Partner at Islemount Capital Advisors. They discuss the Canadian ASEAN Business Council, what Asia was like in the 1990s, how the Covid pandemic impacted business in Asia, and the lessons that North America can learn from Asia, the impact of Gen AI on business, and Wayne shares the industries he's most excited about. What strategies can be employed for risk mitigation when dealing in foreign markets? What's the status of ESG in Asia? How can we effectively import knowledge and new age methodologies from different regions of the world to improve our nation?

In this episode Lubna speak with Jamie Read, CEO of BriteBirch Collective. They discuss the methods firms and individuals can employ to establish and maintain their brands in the current environment. They also speak about social media, VR, GenAI, data literacy, changing consumer behaviors, and marketing techniques large firms use. How can we protect our identities online? How effective are ads? How can we best leverage social media and technology? and how can we keep ourselves centered in an ever evolving technology driven world?

Lubna speaks with Murtaza Haider, professor at Toronto Metropolitan University. They speak about Gen AI; what it is and how it's currently impacting our everyday lives. Murtaza shares his thoughts on the risk of AI, and how it can be used to solve some of the big problems we're currently facing. AI Bias is a real problem, how can it effectively be eliminated? They also discuss the various ways in which AI can assist such as healthcare, onboarding, training, and allowing people to focus on meaningful tasks and activities. Do the AI pros outweigh the cons? How can we effectively leverage technology to create a better and more just world for everyone?

In this episode Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the major wealth trends for 2023, the Voice Of The Advisor survey, the launch of myAutoPlus, and Jamie's expectations for 2024. What does the future hold for digital assets? How will advisors adapt their business to the changing demographics, and how will women impact the industry? In 2023 AI dominated the conversations, the question now is; how will these discussions translate into actions?

In this episode Lubna speaks with Dan Richards, professor of marketing at University of Toronto, Rotman School of Management. They discuss effective strategies advisors utilize to establish trust with their clients, the new era of expectations being ushered in by tech firms, cases for GPT 3 & 4, results from our Voice of the Advisor Survey, and the impacts of financial wellness on advisors and clients.

In this episode Lubna speaks with Michael Simonetta, Chairman of Evolve ETFs. They discuss the trends impacting the ETF industry, how Evolve ETFs differentiate themselves, and decisions involved when launching new funds. Michael also speaks about his past experiences with start-ups, and what drives him to pursue new ventures. They also discuss Drive for Dreams, Michael's charitable foundation, and the importance of giving back. Michael talks about the importance of mentorship and how young professionals can establish themselves. Where is the financial industry headed? What are the benefits of being in the office? What's the future of bitcoin? View Episodes - https://youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM&feature=shared

In this episode Lubna speaks with Ebrahim Bagheri & Naimul Khan, both professors at Toronto Metropolitan University. They speak about AI language models, robots, VR, and the progress that's been made in a relatively short amount of time. They also discuss the implications of bias data being used to train language models and how the industry can improve the practices currently being employed. Ethics is an important topic of discussion when it comes to these types of technologies, Ebrahim leads a technology ethics lab and he shared his insights and best practices being taught to students. Naimul shared his insights when it comes to VR technologies and social media, and how we can effectively utilize these technologies. How can we ethically have technology advancements? What are the systematic issues that cause gender biases in search engine results and how can this be resolved? What is VR immersion and what are the consequences of it?

We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Lance Lehman. Lance is a Wealth Advisor, he provides comprehensive services to his clients. They discuss the impact the pandemic had on advisory practices and their clients. They also speak about the shifting client demands and expectations in the face of the hyper-personalization era. How can advisors effectively serve their clients? How is technology changing the way clients interact with their advisors and how can advisors leverage these changes?

We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Matt Sommer. Matt is Head of Specialist Consulting Group, Janus Henderson Investors. They discuss the top 3 trends affecting the U.S market and the ripple effects being experienced by different sectors. Matt also discusses the work he's doing around fraud awareness and prevention and how advisors can have effective conversations with clients. How can the needs of the next generation be met? What impacts are incoming regulatory changes having on investors?

We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Daniil Shapiro. Daniil is a Director for Product Development at Cerulli Associates. They discuss the prevalence of alternative assets and the market conditions that have allowed this to occur. They also discuss the innovation and democratization that have taken place in the alternatives market. Why have alternative products become so attractive? How can advisors effectively incorporate them into their models?