Beyond The Exchange

The Beyond The Exchange podcast delivers in-depth conversations with the people shaping private markets in Canada, featuring insights from asset managers, technology providers, and other industry leaders who are opening up access to this evolving space. Listeners gain unique perspectives on how private markets have developed over time and how investment strategies are evolving.Benjamin Sinclair is a representative of Designed Securities Ltd, which is is regulated by the Canadian Investment Regulatory Organization (ciro.ca) and is a Member of the Canadian Investor Protection Fund (cipf.ca).

Beyond The Exchange is a business podcast hosted by Ben Sinclair, with 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Ben Sinclair hosts Beyond The Exchange, 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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  Beyond The Exchange

  Abigail Rayner, HarbourVest Partners

  Jul 30, 202629 min

  Abigail Rayner, Managing Director at HarbourVest Partners, goes through what the firm calls "The Seven Deadly Sins of Evergreen Investing," as outlined in a thought piece late last year. These sins are: Greed: Excessive Fundraising Sloth: Inefficient Deployment and Cash Drag Envy: Chasing Secondary Discounts Wrath: Improper Use of Leverage Lust: Valuation Distortion Gluttony: Inadequate Diversification Pride: Overconfidence in Fund Management Please see the HarbourVest disclaimer here .

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  Episode #12

  Kurankye Sekyi-Otu on what it takes to succeed as an emerging alternative asset manager

  Jun 1, 202627 minS1

  In this episode of Beyond the Exchange, Ben Sinclair talks with Kurankye “Krunch” Sekyi-Otu, founder and CEO of Capoeira Partners and former Chief Strategy Officer at Polar Asset Management Partners, where assets grew from US$700 million to US$7 billion during his time there. Krunch explains why culture, long-term partnerships, and multi-dimensional support are critical to building founder-led alternative asset managers, and how his firm helps with strategy, operations, branding, talent, and fundraising. They explore how emerging managers can stand out against global firms in the Canadian wealth and institutional channels by offering more than performance numbers and engaging allocators in ways that make them better at their jobs, such as bespoke farmland tours that bring investors directly onto the land. The result is a playbook for founder-led managers and advisors who want to raise stickier capital, build resilient organizations, and turn their unique edge into durable growth in alternatives.

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  Episode #11

  Ralph Desando, Yorkville Asset Management

  May 5, 202636 minS1

  In this episode, Ben Sinclair sits down with Ralph DeSando, Deputy CEO at Yorkville Asset Management, to explore how long-term care and senior living have become one of Canada’s most compelling and misunderstood healthcare investment opportunities. Ralph shares the story of Yorkville’s healthcare fund from its inception in 2010..He explains why aging infrastructure, substantial waitlists, and an aging population have created durable demand for long-term care beds, and why he believes supply will struggle to keep up for decades. The conversation dives into how modern facilities differ from pre-1971 Class C homes, and how community care hubs make for a better resident experience. Ralph also discusses the public–private partnership model with government, how 25–30 year contracts and inflation-linked funding create visibility on revenue, and why banks and insurers are now competing to lend against these assets, even offering 25-year mortgage terms and high loan-to-cost financing. For advisors and allocators, Ralph walks through how the fund fits into portfolio construction, the role of ancillary businesses, and how Yorkville approaches education around liquidity. He addresses past misconceptions about “stroke-of-pen risk,” operational risks in running large care platforms, and why retail investors were early to recognize the sector’s stability before institutions followed. If you’re interested in the intersection of healthcare policy, real asset investing, and demographics, especially from a Canadian private markets perspective, this episode offers a detailed, practitioner-level look at building long-term care infrastructure with investor capital while improving outcomes for seniors.

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  Episode #10

  Julian Klymochko, Accelerate Financial Technologies

  Apr 12, 202640 minS1

  Ben sits down with Julian Klymochko, founder and CEO of Accelerate Financial Technologies, to explore listed liquid alternatives, the “Holy Grail” of uncorrelated return streams, and the myths around private funds being lower risk just because they don’t trade every day. They discuss: -The trade-off between liquidity and volatility smoothing -How Canada’s private credit boom went offside on concentration and loan quality -How Julian’s INCM ETF accesses over 5,000 senior-secured, floating-rate private loans via BDCs while still offering daily liquidity. -Blue Owl’s recent headlines -Why a routine liquidity transaction turned into “fake news” -What the public marks actually tell you about the true risk in private credit markets. -Whether AI will “kill software,” what that means for software-heavy private equity and private credit portfolios, and why incumbent SaaS platforms may be better positioned than the market narrative suggests. If you allocate to private credit, use private funds in client portfolios, or are wrestling with the impact of AI on software-backed deals, this episode will give you a clearer, more practical framework for thinking about risk, liquidity, and where returns are really coming from.

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  Episode #9

  Jay Simmons, Durum Capital

  Apr 5, 202636 minS1

  In this episode of Beyond The Exchange, Ben Sinclair speaks with Jay Simmons, founder, chairman, and CEO of Durum Capital, about how distress, governance, and niche specialization shape his approach to private markets in Western Canada. Jay explains how early experience in financial restructuring at Deloitte and turning around an oilfield services firm informed his focus on risk, downside protection, and board quality. Jay walks through the origins of Durum Capital, including buying a troubled real estate company and building an Alberta industrial portfolio at distressed prices, then holding through the oil downturn and COVID while collecting rent from high quality, long lease, triple net tenants. He makes the case for industrial real estate over multifamily and retail, highlighting the impact of e commerce and Alberta’s role as an inland logistics hub. The discussion expands to Durum’s broader platform, from the Durum Opportunities Fund in restructuring and special situations to strategies in Alberta’s carbon market and First Nations land development. Jay also shares lessons from raising capital across family offices, institutions, and retail investors, why he prefers staying private rather than listing a REIT, and how trends like nearshoring and growing self reliance are supporting industrial demand in Canada.

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