HNW shops Nicola Wealth: all in on real estate How Nicola Wealth built a dollar-store version of Blackstone in ten years. OPM Sep 5, 2023 8 min read
TO Establishment Kathleen Taylor The former CEO of Four Seasons and former Chair of RBC is one of the most powerful grandees in the country. OPM Aug 22, 2023 4 min read
HNW shops Nicola Wealth and Danielle Skipp Some background about Nicola's Ontario lieutenant and their pot pourri approach to investing. OPM Jul 26, 2023 2 min read
HNW shops Gluskin Sheff glückschmerz Some Gluskin Sheff history, how much everyone made from the IPO and where they ended up. OPM Jul 25, 2023 5 min read
Hedge funds Brad Dunkley: Musings on the Crown Prince of Bay Street Brad Dunkley and Waratah have all the momentum in hedge fund land. OPM Jul 4, 2023 6 min read
Memba them? Irwin Michael: Not your grandpa’s value investor ABC Funds are major beneficiaries of the AI boom. OPM Jun 20, 2023 5 min read
Tech/VC I am Ruffolo-ing feathers again Featuring former OMERS VC honcho John Ruffolo, now of Maverix Private Equity and drive-by smears of Jim Balsillie and Slippery Som. OPM May 17, 2023 6 min read
HNW shops Nicola Wealth Management: The good, the bad and the kompromat Nicola Wealth is the wealth manager most exposed to a downturn in North American real estate. OPM May 11, 2023 11 min read
NoBull Klev The State of Alpha Delusion! How to keep the faith The State of Alpha Delusion (SAD!) is strong. OPM May 4, 2023 4 min read
Tech/VC Janet Bannister is de-risking entrepreneurship Janet Bannister has a new $22m VC fund with a novel twist. OPM Apr 18, 2023 4 min read
Moguls The apprenticeship of Miles Nadal: a capital allocator's journey Miles Nadal has been transitioning from a marketing guy to financier for decades. OPM Apr 4, 2023 6 min read
HNW shops Onex winds down Gluskin Sheff experiment It's open season on Gluskin Sheff clients! OPM Mar 24, 2023 1 min read