Three in Five - an SLC Management podcast

In our annual holiday episode, Steve Peacher, President of SLC Management, sits down with Chris Adair, Senior Managing Director, Head of Strategic Partnerships, to discuss a tumultuous year in the markets, a milestone for “Three in Five” as well as what's next for the podcast, and some movie trivia about a holiday classic. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231213-3281663  

Michael Schnitman, Senior Managing Director, High Net Worth, at SLC Management, discusses the high-net-worth market, including why the adoption of alternatives is an important trend. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20231214-3281357

David Hamlin, Senior Managing Director, Global Head of Credit Research at SLC Management, discusses his team's fundamental credit research process, including determining where we are in the credit cycle and the use of AI.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231211-3273928

In this episode we turn the tables in honor of the 10-year anniversary of SLC Management. Jackie Gallant, Senior Managing Director and Head of Marketing and Communications at SLC Management, sat down with Steve Peacher, President of SLC Management, to reflect on the firm's journey.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231019-3178010

Kevin Quinlan, Director of Climate at SLC Management, discusses climate risk and reporting and how investors could use these insights to inform their own relevant investment mandates. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231013-3168711

James Slotnick, head of government relations and sustainability at Sun Life, discusses the current negotiations in Congress around raising the debt ceiling by June 1st.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230524-2919766

Josh Davis, Chief Scientist and Senior faculty member at Mentora Institute, discusses how leaders can successfully manage stress, focus on prioritization, and build relationships.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230516-2904213

Daniel J. Lucey Jr., CFA, Senior Managing Director, Senior Portfolio Manager at SLC Management, discusses pressure in the commercial mortgage back securities market, how it's changed since 2008, and pockets of opportunity for investors to consider.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230509-2891779

Beth Brown, Health & Well-Being Program Manager at ComPsych, discusses the signs of workplace burnout and small steps that companies and employees can take to combat it.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230501-2877243

Chris Wright, Managing Director at Crescent Capital, discusses navigating a challenging interest rate environment, working with management teams, and how changes in the banking sector have impacted the private credit market.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230426-2864611  

Veronique Lauzière, Managing Director of Business Development at SLC Management, discusses why it's an exciting time for Canadian pension plans to reconsider their derisking journey and LDI portfolios.    This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230403-2825993

Chris Adair, Senior Managing Director, Head of Strategic Partnerships and Tim Boomer, Senior Managing Director, Head of Client Solutions at SLC Management, discuss the Special Financial Assistance Program in the American Rescue Plan Act and the implications for Taft-Hartley plans.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230404-2825634  

Jim Blakemore, Managing Partner and the Global Head of Debt at BentallGreenOak, discusses the real estate debt market in the current environment, including deal volumes, pockets of value, and exciting opportunities for investors.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230403-2823203

Doug Clark, Managing Director, Portfolio Manager, Insurance at SLC Management, discusses the debt ceiling and how political posturing could impact markets. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230320-2797337

Rich Familetti, CIO of Total Return Fixed Income and Peter Cramer, Senior Managing Director of Insurance Asset Management at SLC Fixed Income, discuss the recent collapse of Silicon Valley Bank and how current issues in the banking sector are impacting their approach to client portfolios.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230321-2803397

Steve Guignard, Senior Director of Client Solutions, discusses how P&C insurers in Canada are dealing with regulatory changes, market volatility, and new investment opportunities.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.    SLC-20230313-2786227

In honor of International Women's Day, Steve sat down with Cristina Medina, Program Manager and head of Western Region & Program Expansion at Invest in Girls, to discuss the nonprofit's mission, impact, and plans for the future.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230303-2769305  

Melissa Spadafora, Managing Director, Head of Client Experience at SLC Management, discusses why client service can be an important differentiator for asset managers in a competitive environment.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230223-2754850

Ben Greene, International Public Speaker and LGBTQ Inclusion Consultant, discusses his work as a trans activist, educator, and resource for various organizations as they work to build acceptance and allyship within their communities. For more information, go to  https://www.bgtranstalks.com/. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230217-2739310

Kate McKeon, Head of Sustainability at InfraRed Capital Partners, discusses the firm's commitment to The Net Zero Asset Managers Initiative and what it means in practice.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230202-2709829  

Cliff Corso, President and Chief Investment Officer at Advisors Asset Management, discusses the growth opportunity for alternatives in the high-net-worth and wider retail market, and celebrates the recently completed acquisition of AAM to join SLC Management.      This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230202-2716923

Laila Dunphy, Director of Insurance Client Relationships at SLC Management, discusses what private credit investors should consider when entering the asset class.     This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230130-2705420

Nitin Chhabra, Managing Director, Head of Insurance Client Relationships & Solutions at SLC Management, discusses how rising rates and inflation are impacting insurers' portfolios.    This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230119-2688505

Steve Weiss, Senior Managing Director, Head of U.S. Business Development at SLC Management, discusses why bond markets are presenting clients with a unique array of investment opportunities in 2023.     All data referenced in this podcast has been sourced from Bloomberg. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230113-2676817

Andrew Kleeman, Senior Managing Director, Head of Corporate Private Placements at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss similarities between two markets that sit on either side of the dividing line between investment grade and below investment grade.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230110-2661954  

Abbe Borok, Managing Director and Head of U.S. Debt. at BentallGreenOak, discusses why there could be significant opportunities for investors in the commercial mortgage market in 2023.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221213-2636171

We turn the tables this episode! Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, asks Steve to reflect on 2022, his outlook for 2023, and why the holiday's are extra special for his family this year.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221212-2626757

Rich Familetti, CIO of Total Return Fixed Income at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss the potential benefits of investing in multi-asset credit strategies in the current market environment.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221117-2595532

James Slotnick, Head of Government Relations at Sun Life, discusses the preliminary outcomes of the 2022 midterms in the U.S.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221110-2587256

James Slotnick, Head of Government Relations at Sun Life, discusses his thoughts the 2022 midterms in the U.S. ahead of election day. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221104-2575030

Petra Wendroth, Managing Director, Portfolio Manager, Private Fixed Income at SLC Management, discusses the variety of investors that make up the investment grade private credit market and why now is still a good time to consider the asset class.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-70-petra-wendroth/   SLC-20221031-2563555

Joelle Faulkner, founder and CEO of Area One Farms, discusses how her investment firm is helping to support the farming community throughout Canada.    The information provided should not be considered a recommendation to purchase or sell any particular security or asset. It should not be assumed that any of the transactions or investments discussed were or will be profitable. A full list of recommendations can be provided from the prior 12 months upon request. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-69-joelle-faulkner/   SLC-20221024-2523539

Mark Attanasio, Co-Founder and Managing Partner of Crescent Capital Group LP, discusses how the private lending market has changed over the years and where it might be going next.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-68-mark-attanasio/ SLC-20221010-2458103

Sheila Goldgrab, Certified Executive Coach and Managing Partner at Goldgrab Leadership, discusses how some employers are prioritizing women in leadership and how she coaches them to develop habits that support their career growth.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-67-sheila-goldgrab/

Brett Pacific, Senior Managing Director, Head of Derivatives & Quantitative Strategies at SLC Management, discusses how derivatives can help institutional investors meet their goals.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-66-brett-pacific/

John Fekete, Managing Director, Head of Capital Markets at Crescent Capital, discusses his outlook for investors in high yield fixed income.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-65-john-fekete/

Anna Murray, Managing Director, Global Head of ESG at SLC Management, discusses SLC Fixed Income's commitment to the Net Zero Asset Managers initiative and how we'll work together with our clients on their decarbonization goals.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-64-anna-murray/

Annette Serrao, Managing Director, Fixed Income Portfolio Manager at SLC Management, discusses her team's approach to investing in long duration assets on behalf of clients.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-63-annette-serrao/

Elaad Keren, Senior Managing Director, Head of Private Fixed Income Portfolio Management at SLC Management, discusses the investment grade private credit market, including the current supply of opportunities, the changing profile of investors, and how portfolios are faring.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-62-elaad-keren/

Helen Price, Chief Financial Officer, Core Income Funds at InfraRed Capital Partners, discusses the benefits of investing in infrastructure during rising rates and inflation.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-61-helen-price/

Jack Paris, head of Americas at InfraRed Capital Partners, discusses the growing trend towards investing in renewable infrastructure.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-60-jack-paris/

Richard Stevenson, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses shifts in the below investment grade market and where he is finding opportunity.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-59-richard-stevenson/

Wayne Hosang, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses leveraged loan markets, including how floating rate debt is holding up in the current market environment as well as investor considerations when allocating to leveraged loans or debt within CLOs.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-58-wayne-hosang/

Ashwin Gopwani, Managing Director, Client Solutions at SLC Management and Chris Wang, Managing Director of Crescent Capital, discuss the importance of raising awareness and building a culture of allyship for the LGBTQ community at all levels of organizations.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-57-ashwin-gopwani-chris-wang/

Tim Boomer, Senior Managing Director, Head of Client Solutions at SLC Management, discusses how rising interest rates have been impacting plan sponsors and other investment considerations they should keep in mind.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-56-tim-boomer/

Shamika Hoyt, Director, Client Management in Health and Risk Solutions and Desmond Glynn, Contracts and Specialty Operations Senior Specialist at Sun Life, discuss their involvement in the Black Excellence Alliance and how the group is positively impacting both their colleagues and communities. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-55-black-excellence-alliance/  

Peter Cramer, Senior Managing Director, Insurance Asset Management at SLC Management, discusses how inflation and rising interest rates are impacting property and casualty insurance portfolios, as well as a silver lining that's emerged for investors.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-54-peter-cramer/

Tom Murphy, President of SLC Fixed Income and Head of Institutional Business at SLC Management, discusses his new role and how he's focused on delivering for clients in the current volatile market.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-53-tom-murphy/

Steve Morris, Senior Managing Director & Portfolio Manager, Public Fixed Income at SLC Management, discusses shifts in LDI investing given rising interest rates in Canada.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-52-steve-morris/

Olesya Zhovtanetska, Senior Director, Public Fixed Income, Credit Research and ESG in Bonds & Treasury at SLC Management, discusses ESG integration in the fixed income space as well as her professional and personal connection to Ukraine.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-51-olesya-zhovtanetska/

Scott Powers, director at Sun Life and incoming Chairman, discusses trends in asset management and the benefits of being backed by an insurance company.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-50-scott-powers/