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CR | No. 001
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Welcome to the Knowledge Bank, a continuation of The Insider's Guide To Finance. It is a periodic letter of actionable insights, interviews, and quality curations. Our goal is to shun clickbait by sharing content that feeds the mind and expands perspectives.
 
CONSIDER THIS:

Why 'Investor Experience' Matters: Recently I interviewed Dean Naugler, VP of Corporate & Shareholder Services at Olympia Trust Company.

He has a different perspective into the workings of public and private companies, and specifically, into their lifelines - the investors who support their valuations. Often overlooked is the importance of ensuring your investors have a frictionless investor experience.

“When a company goes public it changes the whole landscape of who they’re dealing with when it comes to their investors.” — Dean Naugler [0:20:25]
  
- Dean Naugler, VP of Corporate & Shareholder Services at Olympia Trust Company.
 
ACCESS ON:   iTunes   Spotify   Google Podcasts
 
WORTH THE READ:
Breaking free from the Click-Bait: Increasingly disgruntled with the mainstream media, I've become compelled to go beyond the conventional news for my "infotainment". In this edition of Knowledge Bank, I am sharing with you an essay by David Perell - Why Peter Thiel Searches for Reality-Bending ‘Secrets’

In David's essay, he dives into the powerful mindset of Peter Thiel and how he approaches this.  A quote I enjoyed from the essay is
"...do interrogate the dogmas of the day. Question authority. Read outside the mainstream. Surround yourself with independent thinkers."

In today's world, I believe it is healthy exercise more skepticism. We need to go beyond the mainstream news cycle and break down erroneous paradigms in order to achieve better outcomes. Further to this, I believe we also need to listen better - something I am trying to practice more - so we can build mutual respect with those we are debating.

 
ON MY MIND:
The four-day workweek (sorry, not four-hour): I have been toying with the concept of work-life balance. I want to structure more freedom into my life and my team's lives. But what does it mean and how can it be implemented? One way is a four-day workweek.

As an employer is it possible to maintain our productivity and value creation for our clients? Will it be taken advantage of?  Is it too much to ask for four 10 hour days vs. five 8 hour days? Or is it four 9 hour days with that extra hour as an employment differentiator? This shift doesn't come without a lot of trade-offs, consequences, and potential benefits.

In short - I believe it is possible to flourish with a four-day workweek and I aim to move our company towards this.

Supporting this decision is a burgeoning movement of not employees - but employers who are embracing this new format. And it is not just the 'over financed - high on cool - low on productivity'  tech sector startups that are pioneering this. It is conventional businesses that we'd never think twice about.

What are my next steps:
- More research and then a trial.
- Setting a clear policy of what 'four-day' means. For example, there will be circumstances that we need to put the time in on a Friday.
- Interviewing a group that has been leading the four-day workweek movement. Stay tuned for that interview!

My mission here is to have more balance and freedom, but I regularly remind myself that freedom does not come free. We have to work hard for it. How many days we work hard for it is up for debate.
 
A SPECIAL THANK YOU
As a final note: I'd like to thank Olympia Trust Company | Corporate and Shareholder Services for their ongoing support of the podcast and this letter.

They have been supporting the Canadian capital markets for well over twenty years and I believe they truly live up to their mantra of 'With Us It's Personal'.
 
 
QUOTE TO PONDER:
"I've had a lot of worries in my life, most of which never happened."
- Mark Twain.
 
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The Insider's Guide to Finance
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