Episode 20: Charting New Ground in Investment Strategy with Rob Janson

The Future-Ready Advisor

Episode Summary:

In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This discussion is a must-listen for anyone interested in the evolving landscape of wealth management and the strategic use of alternative assets.

Key Quote from the Episode [2:28]:

"As I moved through my career in Europe and later in Canada, I embraced the philosophy of having more arrows in the quiver—whether it's real estate, private equity, or hedge funds."

Topics Discussed in This Episode:

• The Journey from Financial Advisor to Alternative Investment Leader [1:37]
• Understanding Portfolio Diversification with Alternative Investments [6:33]
• The Role of Real Assets in Contemporary Wealth Management [10:18]
• Challenges and Opportunities in Managing Liquidity and Risk [16:46]
• The Future Landscape of Alternative Investments [31:55]

Resources Mentioned in This Episode:

• https://www.linkedin.com/in/robert-janson-mfin-27b1b5b/
• https://westcourtcapital.com/

Episode Transcript:

The full episode transcript is available for those who want to delve deeper into the robust discussion on the potentials and strategies surrounding alternative investments.

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