Sightline Conversations: Alternative Investments with Highmore Group Advisors
For this Sightline Conversation, Sightline’s Warren Gerow speaks with Dipak Jogia, managing partner and co-founder of Highmore Group Advisors, a global alternative asset management firm that advises on $2.3 billion in assets and is the subadvisor to the Ninepoint Trade Finance Fund. During this conversation, Gerow and Jogia examine how Highmore focuses on businesses’ growth opportunities to help individuals, families and institutions achieve capital growth and diversification. Specifically, Gerow and Jogia discuss:
- Highmore’s entire investment strategy and process
- The types of businesses that Highmore aims to finance and the types they avoid
- The loan origination and partner selection process
- An in-depth look at the steps involved with funding a deal
- The frequency in which Highmore changes partners and how they track performance
- New trends brought upon by COVID-19 in the alternative asset management industry
You can listen to Gerow and Jogia’s conversation here. As always, please contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant to Sightline Wealth Management.
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 primarily through fee-based accounts.
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.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.