Picton Investments Logo | Picton_Investments_Wordmark_EN_Black
Video thumbnail
Feature image
Feature background

The world has changed.
Has the way we invest kept up?   

Across the day’s conversations, one message stood out: the goal isn’t to predict the future. It’s to prepare for it.  
 
That means questioning familiar assumptions, looking beyond traditional sources of return, embracing innovation and recognizing where human judgment, resilience and trust matter most. 

Explore the key takeaways from MINDSHIFT and revisit the conversations that are challenging us to think differently. 

MAKE THE SHIFT

EXPLORE OUR SESSIONS 

Leading voices in investing, business, and innovation 

Explore the available MINDSHIFT Summit session replays for fresh perspectives on innovation, risk, resilience, and the future of investing.

Image | Replay - David Picton & Amber Kanwar

Watch the replay

Why familiar portfolio approaches may no longer be enough, how concentration is changing the investment landscape, and why investors should consider differentiated sources of return.

Image | Replay - Marc Randolph

watch the replay

Why testing ideas, learning from failure, and disrupting yourself can help keep you ahead of change.

Image | Replay - Steve Eisman

watch the replay

A closer look at concentration, changing market dynamics, and why risk deserves a first-principles approach.

Image | Replay - Zack Kass

Watch the replay

How AI may reshape business and why distinctly human qualities will continue to matter. 

Image | Replay - Sophie de goede

watch the replay

What elite sport can teach us about preparation, shared leadership, and performing under pressure. 

10 Ideas to Move You Forward

MINDSHIFT brought together different perspectives on the forces reshaping investing, business, and leadership. These ten takeaways offer a starting point for putting those ideas into practice. 

Feature image

Make the shift from familiar to forward-thinking. 

make the shift

For Advisor and Institutional/Investment Professionals only.

This material has been provided as a general source of information, is subject to change without notification and should not be construed as investment advice. Market conditions may change which may impact the information contained in this transmission. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

PICTON Investments is a trade name of Picton Mahoney Asset Management.

© 2026 Picton Mahoney Asset Management. All Rights Reserved.