Outsourced Chief Investment Officer - Part 1 of 2

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer on the CE Drive Podcast.


Earlier this year our Chief Investment Officer Steve Adang sat down with Jason Watt on the CE Drive podcast. This podcast was produced by the BC Business Career College as part of their continuing education credit program for Canadian Financial Planners and Insurance Agents. Jason Watt is a full-time instructor and CEO of the Business Career College. He works at producing materials and the professional development of instructors at the college. Also, he moderates many continuing education seminars.


This two-part interview provides an overview of discretionary investment management and as stated by Jason you hear Steve “nerd[s] out on those investment regulations, investment industry details.”


This conversation covers:

  • Registration categories for investment professionals.

  • Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)

  • Differences between the US and Canadian markets

  • The history of discretionary investment management

  • Investor protection

  • Fiduciary relationships

  • Buy-side and sell-side


You can listen to part one of the podcast below:



Listen to part two of this podcast here.


Anchor Pacific Investment Management Corp. (“Anchor Pacific”)  is a Vancouver, BC-based portfolio management firm, which leverages process, technology, and infrastructure to democratize the process of managing endowment and pension style investment portfolios to deliver innovative, high-touch, and transparent investment programs across the full spectrum of asset owners and investment consumers.


To learn more about how Anchor Pacific can help you shelter, protect, and grow your money, contact us at 604-336-9080 or info@anchorpacificgroup.com

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

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