I met Michael Steepe at the 2025 IAFP Symposium in Nanaimo, BC, where his presentation on practicing due diligence in the Private Mortgage sector really caught my attention.

In our second part of the interview, we talk about the importance of having a third-party auditor to strike a fund's Net Asset Value (NAV) and he shares his brief experience as a actor.

Yes, there is relation between low-budget movies and NAV.

If you're interested in seeing more, high-quality investment and financial planning content, you can register for the 2026 IAFP Symposium in Winnipeg and attend in-person or online!

You can also watch the first part to our interview here:

Private Mortgage Funds: Navigating the Complexities of NAV

Additional Videos on Private Investments :

Investment Alternatives: Does your advisor REALLY know what they are recommending to you?

The Challenge of Understanding Offering Memorandums for Financial Advisors