Nicola Wealth Private Capital

Ambitious legislation such as the Inflation Reduction Act is creating significant dealflow in decarbonization-related infrastructure. Projects are becoming larger and more bankable, thus creating bigger ticket sizes for pension funds and other institutional investors. What’s the catch? On Dec 10, Sebastian Nicholson will discuss this question in Austin, Texas at the Pension Bridge Real Assets event hosted by With Intelligence. Learn more: https://lnkd.in/g2UyMCeF

In this new article by Sebastian Nicholson, they explore infrastructure investments in a declining interest rate environment, emphasizing their stability, diversification benefits, and historical performance. Learn more: https://lnkd.in/gfwjZP75

Robert Olsen, Vice Chair, Private Wealth at Nicola Wealth took the stage yesterday at the Capitalize for Kids Investor's Conference with Gregory Robbins, Vice Chair of Golub Capital.

On Nov 13, Stacey Mouadeb, Director, Private Debt at Nicola Wealth will be on stage at the Private Wealth Canada Forum 2024 at 3:40pm EST to discuss current themes in private and public credit strategies. The panel will address a range of topics including shifts in interest rates, the challenges faced in today’s environment, the pursuit of continued strong risk-adjusted returns, and more! Learn more: https://lnkd.in/gUnuNuXy

In this article featuring Sebastian Nicholson by Benefits Canada, they talk about how institutional investors are navigating the evolving landscape of digital infrastructure assets, including data centers, communication towers, and fiber optics, to enhance portfolio stability and growth. Read the article: https://lnkd.in/gb8EDCFa

Welcome Longco Ko to the Nicola Wealth Private Capital team! Longco will be joining us as a Senior Analyst specializing in Infrastructure Investments at Nicola Wealth.   He brings extensive experience from his role in the Infrastructure Advisory group at EY, where he supported large-scale infrastructure transactions, offering expertise in financial modeling, due diligence, risk assessment, and bid evaluations. Through his time as a Senior Analyst, Longco honed his skills in transaction support and commercial advisory services.   Prior to EY, Longco worked at Stantec as an Assistant Project Manager and Structural Engineering Designer, where he managed project coordination and design tasks.   We are excited to have you on board!

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth, explores venture capital investing with Matt Harris, Partner at Bain Capital Ventures, and Geoff Taylor, Principal, Private Equity and Venture Capital at Nicola Wealth. Listen to the podcast: https://lnkd.in/g5G8N-nA

Tori Buffery, Senior Director, Secondaries at Nicola Wealth will be speaking at the Women in Private Funds Summit hosted by Kayo Conference Series in Boston Oct 8 & 9. At this collaborative learning conference, Tori will share her thoughts on alternative asset allocations, capital raising, fund formation, product strategy and institutional investing.   Learn more: https://lnkd.in/gg_PCsXG

The Nicola Wealth Private Debt team is pleased to announce its fund’s participation in a first lien term loan financing to Calibre Scientific, a portfolio company of StoneCalibre, LLC. Proceeds from the financing will be used to refinance the company’s existing debt and for general corporate purposes. Learn more: https://lnkd.in/gZ4ijCRE

At Nicola Wealth, we pride ourselves on providing comprehensive, integrated financial planning—always thinking multiple steps ahead to promote long-term financial security for our clients. In that same spirit, we’ve applied this forward-thinking approach to the evolution of our business and leadership. As part of a carefully planned transition, John Nicola will be stepping back from his role as CEO and CIO by the end of 2025, setting the firm up for continued success while remaining actively involved as Executive Chairman of the Board. This transition ensures that Nicola Wealth remains well-positioned to meet the evolving needs of our clients and continue delivering the same exceptional service you’ve come to expect. ⛵️Chris Nicola will take over as President, leading operations, marketing, and technology, with a planned transition to CEO in 2026. David Sung, CIM, CFP, CLU, CHS will spearhead our institutional business as Executive Vice Chair of the Board and President of Institutional, expanding our offerings for foundations, endowments, and institutional clients across Canada. Vanessa Flockton CFP, CIM assumes the role of President, Private Wealth, ensuring a cohesive advisory strategy to serve the complex needs of private clients. Bijal Patel will transition to Co-Chief Investment Officer, eventually assuming full responsibility as CIO by 2025, leading our investment strategy. Jamie Duncan, CFP, MBA over the next year, plans to transition from COO to her role as Chair of the Philanthropy Advisory Board, guiding the firm's next evolution in giving back. This leadership transition has been meticulously planned over the past two years to ensure continuity and reinforce our ability to deliver long-term value to our clients. As we move into this new chapter, we remain committed to the same values of integrity, excellence, and client-centered care that have always driven Nicola Wealth’s success. Read more about these exciting leadership changes in our press release: https://lnkd.in/gyYGSYzA #Leadership #Growth #WealthManagement #ClientCare #NicolaWealth #Philanthropy #FinancialPlanning