Forthlane Features: Conversations on Global Wealth and Asset Management

Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain access to insights on preserving and growing wealth in even the most challenging market environments . Forthlane Features is a trusted guide in a changing world.

Forthlane Features: Conversations on Global Wealth and Asset Management is a business podcast hosted by Forthlane Partners, Stories and Strategies, with 13 episodes on record and a Required Pod Score of 80.

Forthlane Partners, Stories and Strategies hosts Forthlane Features: Conversations on Global Wealth and Asset Management, a business show with 13 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #12

  Investing Like an Institution and the Rise of the OCIO: A Conversation with Charles Skorina

  Sep 11, 202628 minS1

  One of the most successful institutional investment models in America is still largely unknown in Canada. In this episode of Forthlane Features, Vanessa Hui is joined by Charles Skorina, publisher of The Skorina Letter and one of the most respected observers of the U.S. institutional investment industry. They unpack the rise of the outsourced chief investment officer (OCIO) model, a roughly $5.5 trillion USD industry that has become a preferred approach for endowments, foundations, pension plans, and family offices, and discuss the readthroughs for high-net-worth investors and wealth management in Canada. From the three defining characteristics of a true OCIO to why even large single-family offices can struggle to replicate the capabilities of top external managers, this episode examines how private investors can benefit from the institutional approach of OCIOs. WHAT TO LISTEN FOR 2:48 What is an outsourced chief investment officer, and how does the model differ from traditional wealth management? 16:31 What separates a true OCIO from a traditional investment consultant? 17:38 Why has Canada been slower to adopt the OCIO model? GUEST: CHARLES SKORINA, FOUNDER AND MANAGING PARTNER, CHARLES A. SKORINA & COMPANY | PUBLISHER OF THE SKORINA LETTER Website | LinkedIn CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS Website | LinkedIn This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

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  Episode #12

  Charles Skorina on America's $5.5 Trillion OCIO Revolution

  Jul 20, 202648 minS1

  The most successful investment model in America is still virtually unknown in Canada. Vanessa Hui is joined by Charles Skorina, publisher of The Skorina Letter and one of the most respected observers of the US institutional investment industry. They unpack the rise of the outsourced chief investment officer (OCIO) model, a roughly $5.5 trillion USD industry that has become the preferred approach for endowments, foundations, pension plans, and family offices, and what it means for high net worth investors and wealth management in Canada. From the three defining tests of a true OCIO (independence, access, and accountability) to why even multi-billion-dollar family offices can't beat top external managers, this episode is essential listening for advisors, COIs, and sophisticated investors building resilient global portfolios. WHAT TO LISTEN FOR 2:48 What is an outsourced chief investment officer and how does it work? 14:33 Why can't most investors access the world's top fund managers? 19:04 What separates a true OCIO from a traditional investment consultant? 22:24 Why has Canada been slower to adopt the OCIO model? 44:01 What did a billionaire's 20-year attribution study reveal about diversification? GUEST: CHARLES SKORINA, FOUNDER AND MANAGING PARTNER, CHARLES A. SKORINA & COMPANY | PUBLISHER OF THE SKORINA LETTER Website | LinkedIn CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS Website | LinkedIn

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  Episode #11

  Finding Alpha in Emerging Markets: A Conversation with Baillie Gifford's Andrew Keiller

  Jun 29, 202629 minS1

  In this episode of Forthlane Features, Vanessa Hui, Senior Client Advisor at Forthlane Partners, sits down with Andrew Keiller, Partner at Baillie Gifford, for a thoughtful discussion on the investment landscape across emerging market equities. Andrew breaks down what “emerging markets” really encompass, why recent returns have been concentrated in a handful of semiconductor giants, and whether that concentration is likely to broaden. The conversation explores the critical role emerging markets play in the global AI supply chain, the outlook for semiconductor demand amid unprecedented data centre investment, and whether today's environment represents a lasting supercycle or another cyclical upswing. They also examine the geopolitical forces shaping investment opportunities, including energy security risks surrounding the Strait of Hormuz, the challenges and opportunities of investing in China today, and where Andrew believes investors are overlooking compelling long-term growth opportunities. WHAT TO LISTEN FOR 1:36 What are "emerging markets", and why is the label misleading? 4:34 Will returns broaden beyond TSMC, Samsung, and SK Hynix? 9:18 How emerging markets are powering the global AI buildout? 17:18 Are we in a semiconductor super cycle? 19:44 Why is China the overlooked coiled spring of emerging markets? GUEST: ANDREW KEILLER, PARTNER & INVESTMENT SPECIALIST, BAILLIE GIFFORD Website | LinkedIn CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS Website | LinkedIn

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  Episode #10

  Human Advantage in the AI Era: A Conversation with Jodi Baker Calamai

  May 27, 202633 minS1

  <p>In this episode of Forthlane Features, Vanessa Hui sits down with<br/>Jodi Baker Calamai, National Managing Partner of Human Capital<br/>Consulting at Deloitte and contributor to Deloitte’s 2026 Global<br/>Human Capital Trends Report.</p><p><br/>The conversation explores how AI is reshaping organizations,<br/>leadership, and competitive advantage, and why the firms best<br/>positioned to win may not be those investing the most aggressively in<br/>technology, but those investing most effectively in people.</p><p><br/>Drawing on her experience advising leadership teams through large-<br/>scale organizational transformation, Jodi discusses why this AI...

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  Episode #9

  AI, Bottlenecks, and the Great Infrastructure Buildout: A Conversation with Daniel Dreyfus

  Apr 29, 202647 minS1

  <p>In this episode of Forthlane Features, Vanessa Hui sits down with Daniel Dreyfus, Founder and CIO of Bornite Capital, a global equity long/short fund focused on cyclical equities, specifically in commodity-related sectors.</p><p>Drawing on more than two decades of experience at Goldman Sachs and 3G Capital, Daniel outlines his approach to investing across supply chains, with a focus on identifying bottlenecks.</p><p>He discusses the fragility of existing supply chains and the implications of what he sees as the largest infrastructure buildout in human history, spanning energy, materials, and labour. </p><p>The conversation also e...

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