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Content provided by Kathryn Toope and Verecan Capital Management Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kathryn Toope and Verecan Capital Management Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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120: Conflicts of Interest | Seminar

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Manage episode 453407445 series 2904331
Content provided by Kathryn Toope and Verecan Capital Management Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kathryn Toope and Verecan Capital Management Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Team Introductions and Tackling Conflicts of Interest in Financial Services

In this episode, Josh begins by introducing various team members from Verecan Capital Management, sharing unique tidbits about each person. Following the introductions, portfolio managers Devin Cattelan and Colin White present on conflicts of interest within the financial services industry. The session covers topics like market updates, misleading financial advice, and the importance of integrity and fiduciary responsibility. The presenters share examples of good news stories, the impact of politics on markets, and the risks of do-it-yourself investing.

They also discuss the challenges related to financial products designed to sell rather than perform, and the cultural and operational philosophy at Verecan that aims to eliminate conflicts of interest. The session ends with a Q&A, focusing on company policies, future plans, and how Verecan maintains its client-first approach.

00:00 Team Introductions with Fun Facts
04:15 Market Update and Good News
13:52 Conflicts of Interest in Financial Services
19:54 Real-World Examples of Conflicts
33:03 Product Design and Sales Culture
43:25 DIY Investing Pitfalls
45:38 Robinhood and GameStop: A Conflict of Interest
46:27 The Problem with Financial Titles
47:57 Investment Advisor vs. Portfolio Manager
53:57 TD Bank's Historic Fine and Corporate Governance
59:40 Verecan's Unique Business Model
01:02:43 Q&A Session: Industry Insights and Practices
01:13:52 Concluding Remarks and Final Questions

  continue reading

135 episodes

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120: Conflicts of Interest | Seminar

Barenaked Money

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Manage episode 453407445 series 2904331
Content provided by Kathryn Toope and Verecan Capital Management Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kathryn Toope and Verecan Capital Management Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Team Introductions and Tackling Conflicts of Interest in Financial Services

In this episode, Josh begins by introducing various team members from Verecan Capital Management, sharing unique tidbits about each person. Following the introductions, portfolio managers Devin Cattelan and Colin White present on conflicts of interest within the financial services industry. The session covers topics like market updates, misleading financial advice, and the importance of integrity and fiduciary responsibility. The presenters share examples of good news stories, the impact of politics on markets, and the risks of do-it-yourself investing.

They also discuss the challenges related to financial products designed to sell rather than perform, and the cultural and operational philosophy at Verecan that aims to eliminate conflicts of interest. The session ends with a Q&A, focusing on company policies, future plans, and how Verecan maintains its client-first approach.

00:00 Team Introductions with Fun Facts
04:15 Market Update and Good News
13:52 Conflicts of Interest in Financial Services
19:54 Real-World Examples of Conflicts
33:03 Product Design and Sales Culture
43:25 DIY Investing Pitfalls
45:38 Robinhood and GameStop: A Conflict of Interest
46:27 The Problem with Financial Titles
47:57 Investment Advisor vs. Portfolio Manager
53:57 TD Bank's Historic Fine and Corporate Governance
59:40 Verecan's Unique Business Model
01:02:43 Q&A Session: Industry Insights and Practices
01:13:52 Concluding Remarks and Final Questions

  continue reading

135 episodes

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