Here at Sightline Wealth Management, we believe our entire team is greater than the sum of its parts. To help you get to know our entire investment advisory team, we have launched our Advisor Interview Series. With this series, each advisor will sit down one-on-one with Senior Investment Advisor to Sightline, Warren Gerow, for an insightful discussion on different aspects of the markets and economy and how they help their clients protect their wealth in times of volatility.
In the world of investing, there are few names that stand out among the rest as true trailblazers in the industry. One of these innovators of industry includes Ray Dalio, billionaire investor, best-selling author and founder and co-CIO of one of the largest and best-performing hedge funds in the world, Bridgewater Associates. In fact, after the 2008 financial crisis, Dalio earned significant returns when most other investors struggled.
For this Advisor Interview, Sightline’s Warren Gerow and Sightline Senior Investment Advisor Martina Longauer sat down to discuss lessons investors can learn from Dalio’s extensive work and methods of historical analysis so that listeners can recognize tell-tale warning signs of economic turmoil in order to protect wealth in the face of today’s economic uncertainty.
During their conversation, Gerow and Longauer specifically discuss:
- Dalio’s work to help investors understand the world economic system so they can make better investing decisions
- A historical overview of Dalio’s experience, expertise and journey to become a titan in the investing industry
- The three key financial forces throughout history that he called upon to make key investing decisions throughout his career
- How investors can apply Dalio’s methods to help prepare portfolios in present times
- The likelihood that there would be a serious conflict between U.S. and China that would have economic repercussions and how investors can prepare
- Specific factors Dalio examines to help determine his allocation strategies for Bridgewater
- Different facets of the economy that are currently under duress and where potential opportunities may lie
If you are interested in learning more about Dalio and his work, we recommend reading his recent book, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail. As always, if you have any questions regarding this Advisor Interview or would like to apply the discussed methods to your portfolio, please do not hesitate to contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.
Any views or expressions of an opinion is subjective to the speaker and does not constitute a recommendation. Sightline Wealth Management cannot guarantee the accuracy or timeliness of such information Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
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