Recorded live on June 3 in Victoria, Nicola Wealth Advisor | Client Relationship Manager, Chris Warner, hosts a timely discussion on the forces shaping today’s investment environment.

• Ben Jang, Portfolio Manager, Investment Strategist, opens with a compelling analysis of the four key indicators that have preceded every bear market over the past 200 years, and why all four are now in play.

• Shaun Blythen, Vice President, Real Estate Investments & Portfolio Strategy, provides an update on Nicola Real Estate’s development activity in Victoria and discusses the long-term role of real estate in diversified portfolios.

• Ashley Ng, Senior Director, Head of Infrastructure Investments, closes the conversation with a look at the role of infrastructure within private capital and how the asset class has historically demonstrated resilience through various market conditions.

Together, these insights highlight how a thoughtful, multi-asset approach can help investors remain resilient and well-positioned, even as conditions shift.

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13:42 - 13:47 - 8.1% annualized return for Nicola Core Portfolio Fund. Ranking by 10-year Return as of Dec 31, 2024. Compared against AIMCO, BCi, CDPQ, CPP, HOOPP, OMERS, OTPP, PSP. PSP and BCi as of March 2024.

14:47 - 14:58 - Total Portfolio Returns (Dec 1986 - June 2024, Equal Weighted %). Outperformance in reference to TSX Composite.

14:58 - 15:08 - Annualized Volatility (Dec 1986 - June 2024). Outperformance in reference to TSX Composite.

17:27 - 17:34 - Nicola Canadian Real Estate Limited Partnership; inception date: Dec 2005. Since inception return of 8.9%

17:35 - 17:49 - Nicola U.S. Real Estate Limited Partnership; inception date: June 2010. Since inception return of 9.9%

17:50 - 18:01 - Nicola Value Add Real Estate Limited Partnership; inception date: Nov 2014. Since inception return of 11.9%

In this episode, Rob Olsen, Head of Private Capital at Nicola Wealth, and Jason Luo, Senior Director of Venture Capital, speak with Han Kim, Co-Founder and Managing Partner at Altos Ventures, a global venture capital firm known for backing breakout companies like Roblox, Coupang, and Woowa Brothers.

Han walks through Altos’ early challenges, from launching a fund just before the Asian financial crisis to navigating the dot-com bubble, and explains how those experiences shaped a long-term, founder-first approach to venture investing. The conversation explores what it means to invest with conviction, why the best opportunities often require patience, and how staying close to founders can lead to rare, compounding outcomes.

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Recorded live on May 29 at the Nicola Wealth Vancouver Strategic Insights event, this episode features Chairman, CEO, and CIO John Nicola in conversation with the firm’s senior investment leaders. Together, they explore how the team is approaching today’s market environment and identifying opportunities across real estate, private capital, and public assets.

Featuring:

• Alex Messina, Managing Director, Nicola Real Estate
• Robert Olsen, Head of Private Capital
• Ben Jang, Portfolio Manager, Investment Strategist
• William John, Co-Head, Public Assets – Fixed Income

This episode shares our perspectives on portfolio construction and the role of different asset classes in a diversified strategy.