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Ben Kizemchuk
Portfolio manager at Wellington Altus, advising high net worth clients on wealth growth and protection. Known for his innovative approach to investment strategies in evolving economic landscapes.
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Jul 17, 2025
• 1h 47min
Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market
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Ben Kizemchuk, a portfolio manager at Wellington Altus, shares his insights on the evolving landscape of investment strategies. He and Pascal Hugli discuss fiscal dominance as the new economic driver and the vital 'Four F's' framework for understanding market dynamics. Kizemchuk explores the growing importance of fixed supply assets like gold and Bitcoin, while emphasizing the need for investors to adapt to changes propelled by technology and fiscal policies. Unpacking the limitations of traditional models, he inspires a fresh approach to wealth management in today's economy.
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