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Podcasts

Welcome to our library of podcasts – get ready to tune-in. You can listen to all Grayhawk produced podcasts on this page or subscribe to our Spotify and Apple Podcasts channels.

Grayhawk Five Questions – Season 2

Overview

Season 2 of Grayhawk Five Questions, a bi-weekly podcast series featuring members of our senior team along with some very special guests.

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.

Grayhawk Five Questions – Season 1

Overview

The 2020 season of an expanding line of Grayhawk podcasts featured Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discussing trending portfolio-management topics.

Episode 10: The Wizard of Odds
June 19, 2020

In the final episode of Season One, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss active management: What is the difference between active and passive management? How, when and where does active management work? What challenges do active managers face? Is there a bubble in passive management? And as the Grayhawk team takes some time off for the summer, Pete and Greg discuss each of their families’ must-see TV.

Episode 9: Alternative Thinking
June 12, 2020

Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson examine the world of alternative investments. What are alternatives? What are the pros? The cons? What role do alternatives play in portfolio construction? And what are Pete and Greg’s alternative vacation plans this summer in light of travel restrictions?

Episode 8: The Value of Pie
June 5, 2020

What is the difference between growth and value investing? Why has value investing in its traditional form been so out of favour, and why is it misperceived in the market? What would require a re-emergence of value outperforming growth? How do each play into portfolio construction? And what is the trait that Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson admire in others, but don’t possess themselves?

Episode 7: To Vietnam, With Love
May 29, 2020

As the pandemic pushes us farther from globalization, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss the consequences. What opportunities arise from tightened trade borders? What do we have to rethink in an era dominated by trade protectionism? How might the Canadian economy benefit? What does a post-global world look like, as it relates to wealth transfer? And what’s Pete’s secret recipe for domestic bliss?

Episode 6: Great Expectations
May 22, 2020

What if the pandemic’s effects on the economy are less apocalyptic than media projections suggest? What if governments’ monetary policies turn out to be successful? Could we possibly be entering a bull market? And what opportunity is fear causing people to miss? Finally, what can we learn about investing from all-you-can eat sushi bars? This week, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss it all.

Episode 5: Weapons of Math Destruction
May 15, 2020

Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson dig into a single listener question, looking at it from several different angles: What beliefs have been strengthened and what beliefs have been weakened by the COVID-19 pandemic? Plus, they share their book recommendations for everyone from seasoned investors to general enthusiasts.

Episode 4: To Infinity And Beyond
May 8, 2020

Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson dig into a single listener question, looking at it from several different angles: What beliefs have been strengthened and what beliefs have been weakened by the COVID-19 pandemic? Plus, they share their book recommendations for everyone from seasoned investors to general enthusiasts.

Episode 3: The Secret to Surviving
May 1, 2020

As we inch closer to a reopening of the world economy, Grayhawk’s Co-CEO Peter Mann and Chief Investment Officer Greg Gipson return to their home studios. How are we paying for all these stimulus packages? What’s the problem with the latest spate of corporate share buybacks? How does the thawing of the credit market affect other financial markets? What are capital deployment opportunities today versus pre-COVID? To conclude, Pete and Greg discuss a favourite pastime—and how it can teach a thing or two about investing.

Episode 2: Discipline and Humility
April 24, 2020

Providing analysis and context after an eventful week, Grayhawk’s Co-CEO Peter Mann and Chief Investment Officer Greg Gipson explore pressing economic and investment questions. How can an oil future have a negative price? Why are so many tech stocks sustaining through the current environment? Why is long-term investing the only path? What are the liquidity constraints of endowment-style investment portfolios? And to end on a lighter note: What don’t we know about Greg?

Episode 1: Where We Are, and What’s To Come
April 13, 2020

Co-CEO Peter Mann has five questions for Grayhawk’s chief investment officer, Greg Gipson. Set against the backdrop of these unprecedented times, Pete and Greg discuss the current global economic standstill—and how Grayhawk is responding. How do the markets price in bad news before it happens? Why is volatility so high? Has programmatic trading played a role in that volatility? Will the world look different once consumers return? And what does it all mean for capital expenditure in the future? All this, and more, in the first episode of Five Questions.

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Grayhawk’s Chief Investment Office
Michael Kaumeyer explains the distinctions and advantages of Grayhawk’s Chief Investment Office.

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