Wayne Kozun, Anthony Berg, and Vanessa Hui represented Forthlane Partners at the Foundation, Endowment & Not-for-Profit Investment Summit hosted by Foundation Investments Canada.
The discussion explored the range of asset classes that make up the broader alternatives universe and the role alternatives can play in building resilient, diversified portfolios. As organizations navigate a more uncertain market environment, many are increasingly looking beyond stocks and bonds to support long-term capital preservation and spending obligations.
It was a great few days of conversations around how foundations and endowments are evolving their portfolios to support long-term objectives.
With three decades of experience as an oil market strategist, Yasser brings a deep, real-time perspective to one of the most consequential energy shocks in recent history.
Drawing on his experience at the centre of global energy markets, Yasser breaks down the escalation in the Middle East, the shutdown of the Strait of Hormuz, and why, in his view, markets may be underestimating both the magnitude and duration of the disruption.
He explains how oil markets rebalance under stress, what it would take to force demand destruction, and why price remains the ultimate signal in energy.
Looking beyond the current crisis, Yasser challenges the concept of peak oil demand and outlines a structural bull case for energy, driven by years of underinvestment and a global shift toward energy security.
Whether you are an investor or simply trying to make sense of the headlines, this conversation offers a clear framework for understanding one of the most important forces shaping the global economy today.
Forthlane Partners’ Peter Grosskopf joined Rippled Ventures’ Tank Talks Podcast with Matt Cohen to discuss the critical role of real assets in resilient portfolios. He explains why gold and silver have become increasingly meaningful defensive allocations for investors amid record sovereign debt, persistent inflation, and currency debasement – reinforcing why real assets are a key allocation in Forthlane client portfolios.
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What does it mean for Canada to truly control its economic destiny? Where have we fallen behind, and what would it take to rebuild national competitiveness in a world order that is changing in real time?
In this episode of Forthlane Features, Vanessa Hui and Rob Vanderhooft sit down with John Ruffolo, Founder and Managing Partner of Maverix Private Equity and a leading Canadian voice shaping the national conversation around innovation, capital formation, and economic policy. Together, they unpack the urgent issue of economic sovereignty.
Drawing on decades spent helping build Canada’s venture ecosystem, John explains why governments must move from neutrality to intentionality, why entrepreneurs need to lead, and why Canadian capital must be mobilized toward domestic growth.
John makes the case that Canada must rebuild its innovation engine—quickly. He outlines the critical sectors where Canada must lead and calls on entrepreneurs and capital allocators to build boldly.
In this episode of Forthlane Features, Vanessa Hui sits down with Mario Nigro, a Partner in the Mergers & Acquisitions group at Stikeman Elliott and a primary architect of Canada’s search fund ecosystem.
In this episode of Forthlane Features, Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company.
Many of our clients tell us that today’s investment landscape feels more complex and uncertain than ever – and we agree. The dynamics that once made investing appear straightforward have shifted materially. For decades, portfolios benefited from a tailwind of falling interest rates, abundant liquidity, and steadily rising equity markets, particularly in the U.S. That backdrop is changing. Investors today must contend with a new set of macroeconomic headwinds, and an expanding universe of private and alternative asset classes that command institutional-grade expertise and access.
Forthlane Partners Ltd., a leading Canadian wealth and investment management firm dedicated to serving individuals, families, and foundations, today announced the appointment of Heather Stefanson to its Board of Directors as the firm’s second independent board member.