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Randy Cass

Former Host of BNNs Market Sense, Founder of Nest Wealth

With over 15 years experience in the investment industry, Randy Cass takes a no-holds-barred approach attacking the issues of the day that matter most to businesses and the markets. He is the founder of Nest Wealth, a personalized wealth management platform offering transparent reporting with dramatically lower fees.

Toronto, Ontario, Canada

Presentations

Our Global State…What’s Wrong, What’s right and What’s likely to come about
Everybody should have an opinion. Be informed. Know why Greece is relevant. Understand why China wants to take over our oil fields and if it matters or not. It’s a challenge to stay on top of everything that is going on but it’s a challenge worth facing.  Randy provides a customized, real-time talk-show with a focus on the macro events of the day impacting the world around us.  As an extension of his daily ‘Around the world in 80 seconds’ summaries, Cass takes audiences around the world in 45 minutes in this engaging keynote presentation.

A Guide to Guidance
Randy argues the single greatest investment you can make today is following through on curiosity. We’re inundated with information and bold story summaries by our favourite sources. Are these sources both thorough & reliable?  In his talk, Randy Cass reviews our three pillars of guidance via the media, economy & business.  He encourages audiences to think critically rather than blindly taking direction.  Do you question:  Are our storytellers reliable? Is the data meaningful? What are the incentives driving the story or information shared?  Are our leaders fit to guide?  Following Randy’s approach will ensure the insights you follow, to inform your business and personal decisions, have been critically considered before implementation.

What is Canada’s real place in the world?
We are exalted because of our stability and banking system and loved because of our resources and legal structure. In fact based on what you’ve heard within our borders, Canada is in having its Close-Up on a global stage…so why can’t we find any objective data that backs this up? And what does all this really say about the future of Canada?

The Accidental Expert
If you aren’t looking for the ‘accidental experts’ who are passionate, accurate, authentic and credible, you’re behind the curve already….and if your culture isn’t encouraging them from within then you have no idea what you are missing. Cass helps your organization uncover or become the accidental experts in your industry.

Platform Plus

Workshop | Stop Delaying Your Dreams and Learn to Invest with Confidence

Let's pull back the curtain on the realities of the investment business. Learn the secrets that directly impact your ability to reach your financial goals. Leave armed with the knowledge of what you should look for when you invest. Learn questions to ask advisors and salespeople. Discover the three things you need to think about that will provide you with the information you need to get closer to achieving your financial dreams.

Host/MC
Event Moderator

  • As Moderator and Host, Randy Cass elevated our brunch series well beyond our expectations. For a speakers' series about twentysomethings, Mr. Cass came incredibly well prepared and ready to lead a lively discussion. And yet, it was Mr. Cass' care and consideration that really stood out. Like his ability and willingness to engage participants whose viewpoints differed as a means to further the discussion. That's the mark of a true leader. We were so impressed by Mr. Cass, we've asked him to be our permanent host.

    - Co-Founder, gchatfortunecookie
  • His participation in our youth program inspired these young entrepreneurs to think big and never be afraid to ask for help. It was an amazing session for this small group.

    - Business Development Director, Feeder Associations of Alberta
  • Randy gave a fantastic presentation that included exactly the type of content that we asked for. His delivery was engaging and funny. He impressively managed to take all sorts of diverse issues and talk about them by using stories that everybody in the crowd could relate to. The feedback was great and he left us thinking in new ways about topics we thought we already understood.

    - National Sales Director, Canoe Financial
  • He is articulate, exceptionally well prepared and without fail an incredible source of energy that has the ability to make a good speaker or panel look great. His well timed comments and gentle humor draws out the best from every single participant as well as those in the crowd.

    - Executive Director, CFA Society Toronto
  • Good session good topic to start the conference on, Randy was so entertaining and made so many thought-provoking points. I thoroughly enjoyed it!

    - PCMA 2013 Attendee

Summary Profile

“Deciding to stay informed isn’t enough anymore. There’s too much information and that means you have to make choices about what care about and what you don’t. I’m here to tell you that this is not as easy as it seems and if you get this choice wrong you’ll be living on an informational diet of Big Macs and Milk Shakes….and the worst part is that in most cases you won’t even know it.” – Randy Cass

He’s run a hedge fund and built a software company that changed the way information is shared throughout the entire financial services industry. He managed billions of dollars of investments and traded currency derivatives at one of the largest banks in Canada. He’s raised millions of dollars in venture capital money and also won the award for Best Use of Technology in the Financial Services space….In fact, if it’s been part of the financial world during the last two decades, Randy Cass has probably been at the center of it and has an opinion about it.

Randy is best known for sharing his opinions on BNN’s Market Sense, the only show that gathers industry professionals on a daily basis to discuss the issues that matter most during the fastest half hour of business on TV.  

With over 15 years experience in the investment industry, Cass brought a no holds barred approach attacking the issues of the day for businesses and the markets. Driven by his desire make the financial services industry more transparent for the end investor, Cass gives insight into the ways we consume, analyze and report on information at levels never before seen. He encourages us to look for the 2.0’s, and other ‘accidental experts’ to stay ahead of the curve.

Cass was also named National and North American University Debating Champion and one of the top ten public speakers in the world, achievements for which he received a commendation from the Prime Minister of Canada. Cass began his career as a Derivatives Trader at TD Securities and then moved to managing portfolios at the Ontario Teachers’ Pension Plan Board. 

In addition to his experience in the institutional investment industry, he is also an attorney, having earned his law degree from the University of Toronto and being called to the bar as a member of the Law Society of Upper Canada. Cass is also a Chartered Financial Analyst (CFA) and sits on the board of directors of the Toronto CFA Society. In 2014 Randy launched a money management firm aimed at cost-conscious investors. Nest Wealthis a subscription-based service offering customized ETF portfolios at a fixed fee.

RT @NestWealth: CEO @randy_cass talks robo-advisor's and how Nest Wealth creates low-cost, sophisticated and customized portfolios for our… (2017-11-23 03:36:22)
Fun interview I did last week with the team @midasletter. Thanks for having us and worth a 5 minute watch.… https://t.co/hSrkndoo74 (2017-11-23 03:36:11)
Article generating a lot of messages so I thought I'd post here. Amazing how many people still think digital advice… https://t.co/PqdlAgtxF9 (2017-11-19 05:40:20)