Calgary Connects - A CFA Society Calgary Podcast
34 episodes - English - Latest episode: 17 days ago -Calgary Connects is a podcast by CFA Society Calgary, hosted by Matthew Andrade, CFA, where we bring global thought leaders together to share their views on the world of finance. Our goal is to bring the best financial thought leaders to Calgary so we can all become more bullish on our future. Let's connect!
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Episodes
Exploring a Career in Equity Research with Jeff Fetterly
June 20, 2024 15:00 - 29 minutes - 27 MBToday we have a special 'student takeover' episode! Mount Royal University student, Melina Illodo, asks Jeff Fetterly what a career is equity research is like, the opportunities, the struggles, and what advice he would give to a student considering a career in this field. Jeff is a seasoned finance and investment professional with 20+ years of experience. He spent over 15 years in capital markets as an equity research analyst, providing analysis and investment recommendations across the e...
Global Experiences from a Woman in Finance with Geeta Kapadia
March 28, 2024 16:35 - 32 minutes - 29.9 MBWelcome back to Calgary Connects! This month, in honour of International Women's Day (celebrated on March 8th), Matthew connects with Geeta Kapadia, CFA, to learn from her experience as a woman in finance as well as her experience being a mixed race, first generation Indian American. Additionally, Geeta has lived and worked in the United States, England, Scotland, and India. Join us to hear Geeta's story - her enthusiasm and energy is sure to leave you feeling inspired! Geeta Kapadia is...
Democratizing Financial Insights with Genevieve Roch-Decter
February 21, 2024 16:00 - 34 minutes - 31.4 MBToday's episode features a special face-to-face conversation between Matthew and Genevieve Roch-Decter, CFA. Genevieve is the CEO of GRIT, a financial media company democratizing access to institutional insights for the masses. She founded GRIT after realizing that only the top 1% were receiving the best insights. Genevieve joined us in Calgary at the 47th Annual Forecast Dinner. While in Calgary, her and Matthew sat down to discuss the inception of GRIT, why democratizing access to finan...
2024 Market Outlook (Hugo Ste-Marie Returns)
December 19, 2023 16:14 - 35 minutes - 32.9 MBToday's episode brings back Hugo Ste-Marie from Scotiabank Global Banking and Markets (GBM) to recap 2023 and dive into what’s in store for 2024. What most surprised Hugo about the markets in 2023 and what surprised him the least? What can we expect in 2024? Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing ...
The War In Israel with Jan Stuart
November 07, 2023 16:00 - 40 minutes - 37.1 MBThis special episode features a discussion with Jan Stuart regarding the current situation in the Middle East as it relates to the war in Israel and the implications it holds for both geopolitics as well as the commodities market. Johannes (Jan) Stuart serves as Global Energy Strategist at Piper Sandler. A self-described oil-geek, Jan and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Previously, Ja...
The Employment Landscape – What’s Next?
October 24, 2023 15:00 - 43 minutes - 39.4 MBThis episode features a discussion of current trends, hiring practices, and what to watch for in the labour market with Adam Pekarsky. Adam Pekarsky is the Founding Partner of Pekarsky & Co. and has been recruiting executives, advising Boards, and offering thought leadership in Western Canada for over 20 years. A frequent writer, teacher, and speaker on topics of interest to the legal and business communities, Adam has achieved success as a member of the management team of a national la...
Infrastructure Investing With Jared Waldron
September 25, 2023 16:27 - 36 minutes - 33.8 MBThis episode features a discussion on the wide-ranging world of infrastructure investing with Jared Waldron. Jared leads Northleaf’s infrastructure investing activities in North America, with a primary focus on transaction origination, market research, due diligence, execution and asset management. Jared acts as the Asset Manager for a number of Northleaf’s infrastructure investments and serves as a director on several asset-level boards. Prior to joining Northleaf in 2012, Jared was at...
Investing in India with Sunil Singhania
August 16, 2023 20:15 - 31 minutes - 28.6 MBThis episode features a discussion on investing in India with Sunil Singhania, CFA, Founder of Abakkus Asset Manager LLP. Abakkus is an independent, Mumbai-based equities specialist founded in 2018. Today, Abakkus manages equity AUM of $1.6 billion USD broadly under two diversified strategies by following a fundamental, research-driven, bottom-up investment process. Sunil was previously CIO Equities of Reliance Nippon Life Asset Management overseeing $11 billion USD in equity assets and con...
"Full Monty Leadership" with Dov Baron
July 06, 2023 16:01 - 40 minutes - 37.3 MBWelcome back to Calgary Connects! Today's episode features Dov Baron, founder and CEO of Dov Baron International. Dov is a preeminent expert in helping leaders create life-and-work meaning. His models and strategies of the Emotional Source Code and the Anatomy of Meaning are used by leaders in business and government worldwide. Dov has been named a Top 30 Global Leadership Guru five times and an Inc. Magazine Top Leadership Speaker twice.He has written for or been interviewed by many med...
A Conversation With Peter Routledge, Superintendent for Financial Institutions
May 31, 2023 15:58 - 32 minutes - 29.3 MBWelcome back to Calgary Connects! Today's episode features Peter Routledge, former Bay Street analyst, head of the Canada Deposit Insurance Corporation and current Superintendent for Financial Institutions. Peter joins us to discuss all things banking related in Canada's current economic climate. Peter Routledge was appointed Superintendent of Financial Institutions in June 2021, for a seven-year term. He previously served as the President and Chief Executive Officer of Canada Depos...
A Conversation About Women in Finance with Jennifer Tory
March 07, 2023 16:00 - 32 minutes - 29.8 MBWelcome back to Calgary Connects! This month we have a special episode in honour of International Women's Day. This month's episode features Jennifer Tory, one of Canada's leading businesswomen and corporate directors. Jennifer joins the podcast to discuss her 42 year long career and her continued work related to the advancement of women and marginalized communities. Jennifer retired in December 2019 as RBC’s Chief Administrative Officer (CAO), reporting to the CEO, where she held res...
ETFs: Turning Water into Wine
January 31, 2023 15:00 - 38 minutes - 34.8 MBToday’s episode of Calgary Connects brings Tyler Mordy, CFA, from Forstrong Global Asset Management to discuss the exchange-traded fund (ETF) space. Tyler leads the firm’s business strategy and oversees a multi-disciplinary investment team deeply committed to macro research and analysis. Encouraging a global perspective enables the team to identify investment themes and trends that lead to distinctive investment strategies. Prior to joining Forstrong in 2003, Tyler gained international e...
2023 Market Outlook with Hugo Ste-Marie
December 19, 2022 21:10 - 37 minutes - 34.5 MBWelcome back to Calgary Connects! This episode features Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy for Scotiabank Global Banking and Markets, to recap 2022 and discuss what is in store for 2023. Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing the top-down perspectives offered by Scotiab...
China: A Macro Conversation with William Hess
November 17, 2022 16:00 - 35 minutes - 32.3 MBWelcome back to Calgary Connects. This episode features a discussion with William Hess, Founder & Co-Head of Research at PRC Marco Ltd. William joins Matthew to provide his unique perspective on the political and economic climate in China and how it impacts the global marketplace. PRC Macro was established to develop economic information and forecasting services to fill the large analytical gaps that exist with respect to China’s economy. William and his team have over 50 years of on-the-...
Small Cap Investing with John Ewing
September 28, 2022 15:37 - 33 minutes - 30.4 MBWelcome back to Calgary Connects. Today's episode features John Ewing, CFA, Co-President & Chief Investment Officer at Ewing Morris & Co. Investment Partners. John joins Matthew to talk about small cap investing, how it differs from large cap investing, how insights from credit analysis can help evaluate equity investments, how the space looks on a global basis, and what activist investing in this arena looks like. John co-founded Ewing Morris & Co. Investment Partners in June 2011 with...
Personal Finance with Rob Carrick
August 31, 2022 15:00 - 36 minutes - 33.2 MBWelcome back to Calgary Connects. Today's episode features Rob Carrick, personal finance columnist with the Globe and Mail. Rob joins Matthew to speak about enduring themes in personal finance, housing, inflation, retirement planning, and what’s changed in personal financial planning as a result of the pandemic. Rob has been writing about personal finance, business, and economics for close to 30 years. He joined The Globe and Mail in late 1996 and quickly recognized the paper's need for...
Behavioural Finance – All In Our Heads
August 03, 2022 15:30 - 34 minutes - 31.8 MBOn this episode of Calgary Connects, we are pleased to welcome Dr. James Doran to speak about behavioural finance. Dr. Doran and Matthew discuss behavioural biases in investing, meme stocks and their impact on the investing psyche as well as what investors can do to both capitalize on and protect themselves from various biases. Dr. Doran is a Senior Fellow at the University of New South Wales where he teaches derivatives and financial risk management. He has over 20 years of experience in ...
Fixed Income Redux – Forward To The Past?
July 13, 2022 19:22 - 43 minutes - 40 MBOn this episode of Calgary Connects, we are thrilled to welcome Mike Quinn back to the podcast. Mike Quinn is co-founder of RP Investment Advisors LP. On June 1, 2022, Mike transitions out of his role as Principal, Chief Investment Officer, and moves into an advisory capacity while still maintaining his ownership and investments at the firm. Mike and Matthew discuss how the industry and fixed rate environment have changed since Mike's first appearance on the podcast in November 2020. They...
Understanding Commodity Investing
May 02, 2022 19:45 - 37 minutes - 34.2 MBOn the latest episode of Calgary Connects we are joined by Tim Pickering, Founder, CIO and Lead Portfolio Manager at Auspice Capital, for a conversation that dives into commodities and commodity investing. Matthew and Tim discuss what commodities are and how they fit into a portfolio, convergent vs. divergent return streams, how risk plays into decision making, and much more.
The Future of Finance - A Conversation with Marg Franklin, CFA
March 30, 2022 22:00 - 33 minutes - 30.7 MBOn this episode we are joined by Margaret Franklin, CFA, President and CEO of CFA Institute for a discussion on how the finance industry has evolved in recent years, and how those changes are impacting the future of finance. Marg and Matthew discuss the changes brought about by the COVID-19 Pandemic and whether they are here to stay, how the increased focus on DEI is shaping the industry, and ultimately, where we go from here. Marg leads CFA Institute and its more than 175,000 members ...
Financial Statements – Fact or Fiction?
February 25, 2022 16:00 - 36 minutes - 33.7 MBOn this episode of Calgary Connects we are joined by Joel Litman of Valens Research to speak about Uniform Account Adjustments, why the as-reported earnings should never be relied upon, and why he thinks the S&P 500 could see a 30% rally through 2022. Joel Litman is CEO of Valens Research and Chief Investment Strategist of Altimetry Financial Research. Joel’s publications and research are read by tens of thousands every week. For thirty years, he has been a trusted advisor to management team...
Hedge Funds 101
January 26, 2022 21:30 - 27 minutes - 25.5 MBOn this episode of Calgary Connects Matthew Andrade, CFA, is joined by Frédéric Lebel, CFA, for a discussion on the world of hedge funds, how they fit into a portfolio, their challenges and where opportunities can be created. Frédéric Lebel, CFA, has been a managing partner of HFS Hedge Fund Selection S.A. since 2008, providing portfolio management, advisory and consulting services. He has been a CFA charter holder since 1998, a CIPM certificate holder and long-time CFA Institute volunt...
The Ghosts of Forecasts Past and Future: 2022 Market Outlook
December 10, 2021 13:15 - 36 minutes - 33.3 MBOn our final 2021 episode of Calgary Connects we welcome back Brian Belski from BMO Capital Markets to reflect on how his 2021 Market Outlook and forecast played out and where he sees the markets going in 2022. Matthew and Brian discuss a broad range of topics, including market activity, equities, questions on inflation and disinflation, correction theory, crypto, and of course, calls for 2022.
ESG and the Investment Landscape
November 12, 2021 14:00 - 39 minutes - 53.7 MBOn this episode of Calgary Connects Patrick Bryden, Analyst and Head of ESG Research at Scotiabank along with Patrycja Drainville, Associate Director in Scotia’s Sustainable Finance group join us to speak about the world of ESG, where investor and issuer thoughts stand today, global standards in the space, and what’s next for this constantly evolving arena in finance.
Commercial Real Estate in the Evolving Market
September 20, 2021 19:07 - 20 minutes - 19 MBOn this episode we welcome Greg Kwong, Executive Vice President and Regional Managing Director, Prairies at CBRE as he joined us to speak about the state of the commercial real estate market, what’s changed with Covid and trends in the space that investors should be watching. Greg has accumulated over 35 years of experience in the commercial real estate field in markets across Canada. He has expertise in commercial real estate leasing, investment sales, financing, design-build and hotel & ...
Ethics in Decision Making
August 05, 2021 21:35 - 31 minutes - 29 MBOn this episode of Calgary Connects we are joined by ethics professor and entrepreneur, Andrew Stotz, CFA, for a discussion on how to incorporate ethics into your every-day decision making to ensure you’re staying on the right course, and how individuals can stand out in today’s virtual world. Andrew and Matthew talk about the trajectory of Andrew’s career, what he has learned over the years, and how to ensure that ethics and critical thinking skills continue to be a part of your core values...
Coming Out of COVID: How Industry, Finance and Government Build Back Better in a Post-COVID World
June 29, 2021 18:01 - 47 minutes - 43.4 MBOn this episode of Calgary Connects we discuss how industry, finance and government build back better in a post-COVID world. We bring together senior leaders from Canada’s business, financial and academic worlds – Matthew Andrade, CFA, is joined by Ammar Al-Joundi, President of Agnico Eagle, Sumit Malhotra, Senior Vice President and Chief Financial Officer of the Canadian Banking segment at Scotiabank, and Dr. Jean-Sébastien Rioux, Associate Professor at the University of Calgary's School of...
The Emotional Side of Succession
May 31, 2021 17:42 - 33 minutes - 30.4 MBThis episode brings Franco Lombardo, founder of Veritage Family Office, whose mission is to serve business families by promoting the culture of Safe Space and supporting clients in their development of a living Family Wealth Constitution, to the podcast. Franco is a leading expert on the emotional impact money and wealth has within family businesses and family office operations. He talks to us about the challenges that often come up in these situations, and how to navigate them successfull...
Financial Futurism For The 21st Century
April 30, 2021 20:51 - 35 minutes - 32.6 MBThis episode brings Brett King, a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business to the podcast. Brett King is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world's first mobile, downloadable bank account. He has spoken in over 50 countries, at TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, T...
Women in Finance & Investment
March 31, 2021 21:03 - 34 minutes - 31.6 MBJoining us this episode are Courtney Dragani and Lisa Oldridge, CFA, of The51, an organization that seeks to connect the nation-wide movement of women accredited investors, women entrepreneurs and the larger community of voices eager to support them, powering new wealth creation, and bringing about essential social change. We talk about the untapped potential of female entrepreneurs, investors, and female-led businesses, as well some of the differences between male and female entrepreneurs a...
Global Investing in a Post-Pandemic World
March 11, 2021 15:21 - 26 minutes - 24.1 MBThis episode brings global investing expert David Miller from Quilter Cheviot to speak about how global investing has changed in recent years, the impact low rates and low inflation will have across both developed and emerging markets, and the rising influence of China and India on the investment landscape.
Youth in Finance
January 29, 2021 17:19 - 27 minutes - 25.6 MBThis month we spoke with Connie Colangelo and Sarah Riopelle, CFA, from RBC Wealth Management for some advice on starting a career in finance and what it takes to be successful as an individual beginning their professional journey in the financial industry. We cover what’s top of mind for the youth of today as they embark upon their careers, what matters to employers as they recruit and retain younger individuals in this demanding sector and how to build a network and receive mentorship in a...
2021 Outlook: Good, Bad, or Ugly?
December 29, 2020 16:53 - 43 minutes - 39.8 MBOn this month’s episode we are joined by Brian Belski from BMO Capital Markets, to talk about the outlook for 2021 and what we can expect moving into the next few months after the tumultuous events of 2020. We’ll speak about where some of the opportunities lie, which sectors are due for a breather, and where to steer clear from as the world tries to move past COVID-19.
Fixed Income in a Low Rate Environment
November 24, 2020 17:50 - 32 minutes - 29.7 MBOur inaugural episode brings bond expert Mike Quinn from RP Investment Advisors to speak about fixed income’s place in a portfolio in a low rate environment, the impact of central bank actions, and what the large and growing level of government borrowing will mean as we move through the pandemic.