What if the biggest investing opportunities aren’t in stocks at
all?
This episode of In the Money with Amber Kanwar kicks off a
brand-new special series on Alternative Investing, starting with
a candid conversation between Amber and longtime colleague Paige
Ellis, who takes over hosting duties for the series. Together,
they set the stage for why private markets, once reserved for
institutions and ultra-wealthy investors, are rapidly moving into
the mainstream — and what that shift means for everyday
portfolios.
Paige is then joined by Mario Giannini, Executive Co-Chairman of
Hamilton Lane, a private markets powerhouse overseeing nearly $1
trillion in assets. Drawing on decades of experience, Giannini
explains why public companies are disappearing, why private
capital now dominates everything from AI implementation to
infrastructure, and how investors should think about illiquidity
not as a flaw, but as a feature.
The conversation tackles some of the most pressing questions
investors have about alternatives: how much of a portfolio should
be allocated to private assets, why private credit has quietly
outperformed for years, what risks are misunderstood, and why
evergreen structures are reshaping access for high-net-worth and
retail investors alike. Giannini also weighs in on AI valuations,
secondaries, infrastructure, Canada’s investment outlook, and why
future growth in private markets may be driven by individuals
rather than institutions.
This is the first episode in a three-part deep dive into
alternatives — a reset on how capital is allocated in a world
where the most valuable companies may never go public.
Timestamps
00:00 Questrade’s new tools for investors. Use promo code
INTHEMONEY
01:45 A look into our special series on alternatives
06:00 SPECIAL GAME: What is an alternative asset?
13:45 How sideways deals have informed Mario Giannini’s
investment approach
16:30 How private investing became much more popular after the
GFC
18:00 Why you need private exposure because public companies are
disappearing
20:40 Private markets outperforming public markets
22:50 Are there cracks in private credit?
25:45 Is AI in a bubble?
27:45 AI & private markets
30:30 What is Mario bullish on right now?
32:10 The good news and bad news about Canada
35:00 Why Hamilton Lane was one of the first to offer private
investment vehicles to individuals and why a downturn might be
necessary
39:20 The liquidity question
44:00 Understanding gating and why it’s happening
46:50 How much of a portfolio should be in private
investments?
51:00 Is there an area of private investments where retail has an
edge?
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Pro Picks is brought to you by ATB Financial. Visit
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Links
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
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