Westmount Wealth Interviews Trez Capital’s Keiju Yamasaki
Westmount Wealth's Portfolio Managers Matthew Evans & Lorenzo Pederzani interview Trez Capital's Keiju Yamasaki. Keiju is the Global Head, Credit Risk & Underwriting for Trez Capital. Watch Lorenzo & Matt discuss investing in Private Mortgages as an investable asset class in Canada. Trez Capital Prime Trust is an investment held in the Westmount Alternative Income Fund as of July 31, 2023.
Westmount Wealth Disclaimer
This information has been prepared by Lorenzo Pederzani, CFA, CFP®, CIM® who is the Chief Executive Officer and a Portfolio Manager for Westmount Wealth Management Inc. and by Matthew Evans, CFP®, CIM® who is the Chief Investment Officer and a Portfolio Manager for Westmount Wealth Management Inc.
This media presentation contains the current opinions of the presenters, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein may be based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation which may only be made with the presentation of an offering document. All investments contain risk and may gain or lose value.
Certain statements in this presentation are forward looking. Forward-looking statements are statements that are predictive in nature and depend on or refer to future events or conditions. Statements that look forward in time are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the Forward-looking statements. The audience member is cautioned to consider the Forward-looking statements carefully and not to place undue reliance on them.
Unless required by applicable there is no intention to revise this material in the future
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the disclosure documents (or prospectus) before investing. If the funds are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value.
The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated.
This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.
Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
Trez Capital Disclaimer
Information presented in this material is for informational purposes only and does not constitute an offer to buy or sell in any jurisdiction. This information must not be relied upon in making any investment decision. Trez Capital Fund Management Limited Partnership cannot be held responsible for any type of loss incurred by applying any of the information presented.
This material may contain assumptions that are “forward-looking statements”, which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual returns or results will not be materially different from those described in the present material.
Views expressed in this material are as of the date indicated, based on the information available at that time and may change based on market and other conditions. Trez Capital Fund Management Limited Partnership does not assume responsibility to update any of the information. Trez Capital Fund Management Limited Partnership cannot guarantee the completeness and accuracy of third-party information it may use.
When investing in a fund, neither asset allocation nor diversification ensures a profit or guarantees against a loss. Past performance is not indicative of future performance and cannot be solely relied upon. Before investing, consider the fund’s investment objectives, risks, charges, and expenses.
Contact Trez Capital Fund Management Limited Partnership for an offering memorandum containing this information. Please read those documents carefully prior to investing.
