All About Responsibility: Special Guest Liz Simmie
Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree's concentrated a...
9 Dec 202050min
The Psychology of Money: Special Guest Dr. Joy Lere
Joy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Wash...
4 Dec 202045min
Turning the Tables: Special Guest Penny Phillips
After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms...
17 Nov 202059min
COVID-19 A Global Perspective: Special Guest Dr. Carrie Mantha
A scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset mana...
10 Nov 202051min
Investing in Freedom: Special Guest Perth Tolle
Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived a...
6 Nov 202048min
