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

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CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

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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.

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

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CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

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In this episode of Forthlane Features, Vanessa Hui sits down with
Jodi Baker Calamai, National Managing Partner of Human Capital
Consulting at Deloitte and contributor to Deloitte’s 2026 Global
Human Capital Trends Report.

The conversation explores how AI is reshaping organizations,
leadership, and competitive advantage, and why the firms best
positioned to win may not be those investing the most aggressively in
technology, but those investing most effectively in people.

Drawing on her experience advising leadership teams through large-
scale organizational transformation, Jodi discusses why this AI cycle
differs from previous technological shifts, the growing importance of
adaptability and human judgment, and the risks organizations face
when they prioritize technology implementation while neglecting
culture and leadership.

WHAT TO LISTEN FOR

1:07 Does the AI transition feel fundamentally different from past technology cycles?

4:02 What signals distinguish genuinely AI-ready organizations from those chasing headline?

8:18 Why technology-focused organizations are 1.6 times more likely to miss returns on AI investment?

11:26 How CEOs, board members, and investors can identify “AI cultural debt” before it quietly destroys performance?

24:38 What founders, entrepreneurs, and board members should prioritize in an AI-enabled world?

GUEST: JODI BAKER CALAMAI, NATIONAL MANAGING PARTNER, HUMAN CAPITAL | DELOITTE

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CONNECT WITH VANESSA HUI, SENIOR CLIENT ADVISOR, FORTHLANE PARTNERS

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