Show notes
The conversation delves into New Look and the Infrastructure Services Fund, Kyle's background, the founders and management team, alignment and profit sharing, essential services and business size, recession-resilient businesses, investment criteria, code-mandated regulatory stability, the impact of COVID-19, investment objectives and consistency, target returns and risk perspective, assets under management, and investment eligibility including registered account eligibility and asset transfer. The conversation covers various aspects of private investments, including understanding investment distributions, tax efficiency, risk management, currency and government risks, dealing with illiquidity, long-term investment considerations, private investments and portfolio diversification, the role of TVH Group and multi-licensed advisors, and follow-up and conclusion.TakeawaysInvestment in essential services and infrastructure provides stability and consistent returns.New Look's investment opportunities are accessible to a wide range of investors, including those with registered accounts. Understanding investment distributions and tax efficiencyManaging investment risks and dealing with illiquidityChapters00:00 Introduction to New Look and Infrastructure Services Fund05:17 The Founders and Management Team of New Look11:20 Investment Criteria and Business Growth16:30 Investment Objectives and Consistency24:28 Assets Under Management and Investment Eligibility29:56 Understanding Investment Distributions36:00 Dealing with Illiquidity43:35 Private Investments and Portfolio Diversification53:49 Follow-Up and Conclusion