Episode 9: Reflections on Market Turmoil
June 17, 2022
What’s driving the turmoil in today’s market environment and what seems materially different than what we’ve experienced in past downturns? Join President and Co-CEO Peter Mann and Chief Investment Officer, Greg Gipson on this episode of Five Questions as they delve into a discussion on why this market downturn is different and what Grayhawk is doing to take advantage of the opportunities that are emerging through this period of volatility.
Peter and Greg address these questions and share their thoughts on how Grayhawk is applying its disciplined processes and practices to balance both risk and return.
Episode 8: Mitigating Risk in Family Decision Making
June 4, 2022
Are you ready to make decisions as a family? How do you prepare your family and next generation for what the future holds around your family’s wealth? Join Chief Experience Officer, Allison Comeau and special guest, Patrick O’Connor, Founder of Blackwood Family Enterprise Services as they delve into the importance of planning with your family, and not for your family.
What are the key success factors? When is it the right time to start planning? What role does family values play and how important is it to have defined your vision? How should you approach making complex decisions and what resources are available?
Allison and Pat address these questions and provide their recommendations on how to get started, including some great book recommendations.
Episode 7: PC: Not Just for the Dinner Table
May 21, 2022
What is Private Credit, and why is it considered a compelling opportunity by many investors? Join President and Co-CEO Peter Mann and Chief Investment Officer Greg Gipson with special guest Ben MacLaren, Senior Research Analyst at Grayhawk Wealth, on this episode of Five Questions as they delve into a discussion on Private Credit.
How does it work? What are the benefits and risks associated with investing in Private Credit? What type of companies look to private credit for investment? How is it constructed, and how will Grayhawk’s new Private Credit offering navigate the challenges that comes with investing in Private Credit.
Peter, Greg and Ben address these questions and share their thoughts on the benefits of building a diversified portfolio that includes Private Credit.
Episode 6: Inflated Expectations?
May 7, 2022
What does the term inflation really mean and why is it the topic everyone is talking about? Join President and Co-CEO, Peter Mann and Chief Investment Officer, Greg Gipson on this episode of Five Questions as they delve into a discussion on inflation.
Is inflation simply the impact of pressures on supply and increased demand? What are the key drivers behind rising costs and what has the impact been on financial assets? How can inflation be addressed and what should you be doing to earn a return above the rate of inflation?
Peter and Greg address these questions and share their thoughts on the best steps investors can take during this period on market volatility.
Episode 5: The Return on Investing in Purpose
April 24, 2022
Why is having a trusted advisor so important and what is their role as your wealth management partner? Join Founder and Co-CEO, Michael Kaumeyer and Chief Experience Officer, Allison Comeau on this episode of Five Questions as they delve into the importance of building relationships with family members that allow the important questions and conversations to be had.
Why establishing your purpose and values can have a significant impact on future generations and the importance of open and honest communication. How do you best prepare the next inheritor? And what have some of Canada’s most successful families done to ensure a successful transfer of wealth?
Mike and Allison address these questions and provide their thoughts on the role every parent has in preparing their next generation for navigating life.
Episode 4: Managing Risk, Managing Outcomes
April 11, 2022
Risk management congers up many thoughts and often not positive ones. Why is this so? Join President and Co-CEO, Peter Mann and Chief Investment Officer, Greg Gipson as they delve into the different types of risk that exist within your portfolio and how best to manage them.
What is the difference between volatility and risk and why does FOMO, the fear of missing out, often cause us to take risks, we otherwise would not take? What does risk budgeting mean, and how is it determined and monitored?
Pete and Greg address these questions and provide their thoughts on the most common risks that people overlook in investing in everyday life.
Episode 3: Who’s on Your Team?
March 28, 2022
Entrusting someone with your capital should follow a disciplined, consistent, and transparent process to assess the investment merit of the opportunity. President and Co-CEO, Pete Mann and Chief Investment Officer, Greg Gipson share their perspectives on the due diligence required in selecting investment strategies at Grayhawk and why the manager selection process is critical to long-term success.
What are the steps taken to assess a strategy? How does one balance short-term performance against long-term opportunity? What happens when a manager doesn’t work out? They delve into Grayhawk’s role in the process as an investor and partner with clients rather than as a manager or allocator. Pete and Greg address these questions and how our approach focuses on building a portfolio that is greater than the sum of its parts.
Episode 2: To Hedge or Not to Hedge
March 13, 2022
With market volatility and uncertainty at an all time high, President and Co-CEO Pete Mann and Chief Investment Officer Greg Gipson share their perspectives on the many benefits of hedge funds and why they are a key component of a well diversified portfolio at Grayhawk.
What enables them to add value in the long term? And why have returns been so challenged for many hedge funds in the past? They delve into Grayhawk’s strategy for portfolio construction and why it provides both access and exclusivity that can’t be replicated.
Pete and Greg address these questions and provide their thoughts on how they remain optimistic and calm as they navigate these very turbulent times.
Episode 1: Simplifying the Complex
February 27, 2022
Season 2 of Five Questions kicks off with a conversation between President and Co-CEO, Pete Mann and Chief Investment Officer, Greg Gipson tackling the age-old question of why do people invest? Why does the investment industry complicate relatively simple concepts? How should we consider investing from a risk versus return perspective? And what role can alternative investments play in a portfolio? Pete and Greg address these questions and also provide their thoughts on how they define what success looks like post pandemic.