EP49: ”Life as an Equity Portfolio Manager” with guest Marc Sheard of Vancity Investment Management (VCIM)

Join host Christopher Schoenwald of the Podcast, “LIFE AS A..” as he chats with Marc Sheard an equity portfolio manager of Vancity Investment Management the first Canadian asset manager to sign on to the UN Principles for Responsible Investing and known for its focus on socially responsible investing.

Reasons to Listen:

The conversation is filled with insight from start to finish. Further, it has that rare quality of being able to satisfy both those with interest in finance and those who are still developing their own awareness and knowledge in this field. Listeners can expect to hear insights on the following:

• A deconstruction of industry stereotypes such as the "lone wolf investor"
• The value of strong analyst teams at a firm
•  What an "ego coach" is and why some equity portfolio managers   utilize such services
• The danger of commitment bias in investing and how to combat it
• How Marc's early life experiences travelling the world helped shape his current worldview and in effect better prepare him for a career in finance
• How and why those with interests or educational backgrounds in social sciences can become some of the very best investors 
• A quick explainer on the UN Principles for Responsible Investing and why they matter
• What socially responsible investing is and how Marc and his firm operate with such values interwoven into the fabric of their organization 
• How the finance industry is wonderfully rich with opportunity for those with a deep sense of curiosity and appreciation for learning
• How an equity portfolio manager often manages their own emotional investments in the work they do
• Learn about the cardinal sin of investing
• The future of the industry from the viewpoint of tech and AI integrating itself into the financial ecosystem

         + Much more!

This talk does not lack for insight nor actionable tips for those inside or outside the world of finance.

To learn more about Marc and his work, you can check him out here:

LinkedIn 

Website 

FACT CHECK:

**In the episode it is noted that Vancity Investment Management (VCIM) is one of the largest credit unions on the West Coast of Canada. In fact, it is the largest credit union in Canada with $33 billion plus in assets under administration.

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