EPISODE #35 WITH GUEST ROBERT DI IORIO.

This is an episode of The Innovators Behind Disruption with host Raj Lala and guest, Robert Di Iorio. Robert is Vice-President & Portfolio Manager at RBC Dominion Securities Inc. Robert focuses on working with clients to create long-term, mathematically attainable, personalized plans, and oversees overall portfolio design. In this conversation, we discuss how to discuss a volatile market with clients, how growth themes affect our lives, and which disruptive themes will change our lives.

To watch this episode in video format, click here

TIMESTAMPS:

  • 0:15 Opening remarks
  • 1:25 Introduction to Robert
  • 3:10 How Robert Uses ETFs
  • 4:55 Growth themes changing our lives
  • 7:30 Compound Interest – The most beautiful thing
  • 13:30 Integrating disruptive tech into conversations
  • 21:10 Are portfolios missing emerging themes?
  • 23:40 Managing volatility with clients
  • 26:30 Discussing  Reddit Wallstreetbets
  • 30:45 Favourite disruptive areas
  • 35:30 AI & Cloud Computing
  • 39:30 Closing remarks

GUEST SPEAKER:

Robert Di Iorio, Vice-President and Portfolio Manager – RBC Dominion Securities Inc.

Robert focuses on working with clients to create long-term, mathematically attainable, personalized plans, and oversees overall portfolio design.

Robert is a Chartered Investment Manager (CIM) and has spent 20 years serving high-net-worth investors and their families. Robert was initially recruited by RBC out of university, starting his career working in the mailroom and later as an investment liaison. In 2002, Robert was named a member of the firm’s prestigious President’s Club, and was also honored in 2003 with an outstanding achievement award for ranking among the top five President’s Club Investment Advisors in the country.  More recently, Robert has been named to both Executive Council and Directors Council, ranking him among the top Advisors at the Firm across Canada.  Robert has also served on the RBC Dominion Securities Advisory Board as a representative for the province of Quebec. He graduated from Concordia University with a Bachelor’s Degree majoring in Finance with a minor in Political Science.

HOSTED BY:

Raj Lala, President & CEO of Evolve ETFs

Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital. Mr. Lala held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto.

 

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