Welcome to the My Private Network Podcast!
Outlook 2024 is a collaborative effort between Wealth Stewards Inc. and its newest venture, us here a Private Debt and Equity, a platform dedicated to educating investors about opportunities in private markets.
This marks the fourth annual Outlook event with a curated lineup of topics including investment management trends, real estate markets, and the ever increasing world of artificial intelligence.
Our guests in this webinar are a panel of experts who make up our roundtable, providing provide valuable insights into the current state of the financial economy and landscape.
Sasha Cucuz - CEO Greybrook Securities Inc. & Partner of Greybrook Capital Topic - Ontario Real Estate
Prathna Ramesh - Vice President of Operations FutureSight Topic - Artificial Intelligence Trends in the Economy
Hosted by Bob Simpson, today we shift the focus to answering the question Why Invest in Canadian Multi-Family?
Bill Chinery FSA, FCIA, ICD.D
Retired Chairman of Ontario Teachers Pension Plan’s Investment Committee
Topic - Recent Economic and Investment Trends
CEO Greybrook Securities Inc. & Partner of Greybrook Capital
Topic - Ontario Real Estate
Vice President of Operations FutureSight
Topic - Artificial Intelligence Trends in the Economy
Today's questions of interest:
3:21 Looking at equity markets, how do you anticipate they might change over the next 12 months?
5:33 Should we be watching the short or long terms rates?
7:27 Do you see a recession?
8:04 Does the Fed watch the equity markets?
9:08 In the interest rate market moving forward, do you see a reversion back to the real low rates that we saw during COVID? Where do you think rates are going to settle in?
11:02 Looking inside the market, where should we be focusing our attention?
12:06 Looking at the aging economy, especially with the baby boomers, should we be looking at healthcare as an opportunity?
13:10 With a large millennial group in North America, instead of sending businesses off to other countries, will we see more manufacturing happening here?
14:29 Should we diversify nationally or internationally?
16:59 What is your view on the state of Canadian Real Estate?
18:17 In terms of immigration and having their being some changes in the way real estate ia being viewed by the governments right now, could you address your thoughts on this?
19:36 If you compare Canadian immigration rates to U. S. immigration rates, how do they compare?
20:47 So although it's concentrated, what we're seeing especially in the GTA is that boundaries are expanding?
21:55 With constant changing, what is has been happening with permits and approvals? Where do they stand?
23:43 With Ontario having the best farmland in the world, what do you think about the expansion of agriculture?
25:38 Working in a private equity firm in real estate, when it comes to single family communities and condos, could you talk about those couple of markets and the opportunities available?
27:37 We've had the shifts from lower rates to higher rates. How has that affected the market, developers’ perspectives and how our private equity firms in real estate dealing with that?
31:18 Can you please give us some insights into your view of the current landscape of AI technologies?
36:41 Are we going to see the large multinational companies, like the Googles of the world, become major winners and players in this area of AI?
39:29 Could you touch upon the negatives and positive aspects of this technological advancements in AI?
43:13 For sites like ChatGPT, could you explain the advantages of using these tools?
44:33 Could you give your insights when it comes to AI and real estate?
46:54 Can you comment on any trends in institutional towards private debt and equity versus public market investment? housing valuation metrics, such as rent to ownership priced income multiples.
49:48 With housing valuation metrics, such as rent to ownership priced income multiples and many at historical highs. Is it sustainable, with evergreen's collapse and the highlights of highly concentration of real estate in individual holdings?
54:40 As AI continues to evolve, how can financial professionals, business owners, investors stay informed on the changing landscape?
57:51 The private investor, the individual investor hasn't really kept up with the shift to private markets. What's your view on that?
59:44 What is your viewpoint on the buzz around AI and the teacher’s position on this?