Kirk Chisholm - Identifying And Mitigating Risks With Your Investments

Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are as co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. In this episode, he explains that risk management involves identifying all of the risks involved with a particular situation, mitigating as many as possible, and being comfortable with what remains. He talks about how different levels of investors have different challenges, and how being comfortable with what’s left over after mitigating risks is key in investing. He provides an example of how risk management can be applied to a real estate investment.

[00:00 - 03:24] Opening Segment

• Introducing Kirk to the show!
• Kirk shares his insights about risk management, where he has changed the formula for how a firm deals with commercial real estate investments by focusing on risk management

[02:25 - 19:05] Identifying And Mitigating Risks With Investments

• What is risk management?
• He discusses the framework for risk management
• The secondary framework is called TLC (Transparency, Liquidity, Custody)
• Liquidity is a huge part of risk management
• When there’s a liquidity crisis

[19:06 - 28:16] Invest With A Purpose

• Kirk discusses the problems faced by real estate investors, namely that it is a cash flow problem
• Warren Buffet’s mindset
• He discusses the three categories of investors
• Have a purpose in their lives

[28:17 - 44:07] Closing Segment

• Kirk recommends that people reach out to him for advice on how to invest their money in ways that will preserve it and ensure that their grandchildren will have enough
• See the links below to connect with Kirk!

Quotes:

"Liquidity is a huge part of risk management in understanding how liquidity plays into what you're doing.” - Kirk Chisholm

"No matter what you have, you can't mitigate them all. You have to find an acceptable level of risk." - Kirk Chisholm

“When we're looking at real estate, we don't look at appreciation...What I would say to investors is to do their due diligence.”  - Kirk Chisholm

Connect with Kirk through LinkedIn & Innovative Advisory Group!

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