Show cover of Calgary Connects - A CFA Society Calgary Podcast

Calgary Connects - A CFA Society Calgary Podcast

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!

Tracks

Global Experiences from a Woman in Finance with Geeta Kapadia
Welcome 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 the Chief Investment Officer (CIO) of Fordham University, where she manages the endowment of $1 billion in assets and oversees all aspects of the portfolio management process. Prior to joining Fordham in August 2022, she was the Associate Treasurer of Investments at Yale New Haven Heath System, where she led the team responsible for managing over $5 billion in system assets. She is a CFA Charterholder and serves as Board President of Chester Country Family Academy.   
32:38 3/28/24
Democratizing Financial Insights with Genevieve Roch-Decter
Today'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 financial insights has become such a passion for her, and more. Join us to learn all about Genevieve's career journey! Genevieve is a CFA Charterholder with a Level 1 Chartered Market Technician (CMT) designation. She and her content have been featured on FOX, Bloombert, VICE, CNN, The Globe & Mail, The National Post, and BNN. Outside of her professional pursuits, Genevieve is an avid skier, tennis player, golfer, and wake surfer. 
34:18 2/21/24
2024 Market Outlook (Hugo Ste-Marie Returns)
Today'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 top-down perspectives offered by Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.
35:54 12/19/23
The War In Israel with Jan Stuart
This 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, Jan spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at the International Energy Agency in Paris.  (Recorded on October 27, 2023)
40:33 11/7/23
The Employment Landscape – What’s Next?
This 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 law firm, a Partner in a global executive search firm and, once upon a time, a practicing lawyer. An active member in good standing of the Law Society of Alberta, Adam has also earned a reputation for honesty, integrity, and discretion in all that he does.
43:01 10/24/23
Infrastructure Investing With Jared Waldron
This 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 ONCAP, the middle-market private equity platform of Onex Corporation, where he was involved in sourcing and evaluating principal investment opportunities and managing existing portfolio companies. Previously, he worked with the Macquarie Group as part of the Public-Private Partnerships and Industrials teams where he was primarily involved in principal acquisitions and M&A advisory assignments.
36:57 9/25/23
Investing in India with Sunil Singhania
This 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 consistently rated among the top fund managers in India.   Sunil joins Matthew to highlight the investment opportunities in the fast-growing market of India. Sunil shares how democracy, demographics, the digital dividend, and the domestic market make India a unique market on the global stage.
31:15 8/16/23
"Full Monty Leadership" with Dov Baron
Welcome 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 media outlets, including CEO World, CNN, Elle Italia, Entrepreneur, and FOX. Dov is an author, podcaster, speaker, and international consultant.  In this episode, Dov joins Matthew to discuss everything involved in "Full Monty Leadership" from dignity and humanity to reciprocal vulnerability and our post-pandemic workplace realities. Dov provides valuable insights on how meaningful and authentic leadership relates to the creation of a highly effective company culture. 
40:42 7/6/23
A Conversation With Peter Routledge, Superintendent for Financial Institutions
Welcome 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 Deposit Insurance Corporation (CDIC) beginning in November 2018. While at CDIC, Mr. Routledge led a successful transformation of CDIC’s culture, strategy, and technology vision. Mr. Routledge has extensive experience in Canada’s financial sector. Prior to joining CDIC, he was a Senior Advisor at the Department of Finance where he provided advice on a range of policy issues including financial stability, housing finance, and competition in Canadian financial services. Mr. Routledge has held a variety of leadership roles in the financial services industry, both in Canada and abroad. He served as managing director of research at National Bank Financial, where he led a team responsible for producing equity, fixed income, and derivatives research on Canadian financial institutions. Prior to that, Mr. Routledge led the Canadian Financial Institutions Group at Moody’s Canada, with responsibilities for covering issuers in the banking, life insurance, personal and commercial insurance and reinsurance industries in Canada and the United States. Mr. Routledge holds an MBA from INSEAD in France, and a bachelor’s degree in business and economics from Simon Fraser University.
32:01 5/31/23
A Conversation About Women in Finance with Jennifer Tory
Welcome 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 responsibility for Brand, Marketing, Citizenship, Communications, Procurement and Real Estate functions globally. Additionally, she provided leadership and oversight of transformational initiatives, with a particular focus on driving cross-enterprise efficiency and effectiveness. Along with other members of Group Executive, Jennifer was responsible for setting the overall strategic direction of RBC. Prior to her CAO role, she was Group Head, Personal & Commercial Banking leading RBC’s banking businesses in Canada and the Caribbean, including personal and financial services, credit cards and payments, digital solutions, as well as RBC’s sales and branch distribution, operations and advice centres. She currently sits on the boards of BCE Inc. and the Sunnybrook Hospital Foundation. She recently completed 10 years on the board of the Toronto International Film Festival, the past five years as Chair. A champion of diversity, Ms. Tory is the recipient of numerous awards recognizing her work related to the advancement of women and advocacy for BIPOC and LGBTQ+ communities. In December of 2019, Jennifer was appointed as a member of the Order of Canada. 
32:35 3/7/23
ETFs: Turning Water into Wine
Today’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 experience at Deutsche Asset Management in London, UK. A graduate of the University of British Columbia (Mathematics and English Literature), Tyler is a CFA charterholder.  
38:01 1/31/23
2023 Market Outlook with Hugo Ste-Marie
Welcome 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 Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.
37:42 12/19/22
China: A Macro Conversation with William Hess
Welcome 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-ground experience in China. PRC Marco believes China is a key economic story of the 21st century and recognizes the need to navigate the opaque landscape.
35:17 11/17/22
Small Cap Investing with John Ewing
Welcome 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 Darcy Morris. Prior to Ewing Morris, John was Director of Research at Burgundy Asset Management where he also served as lead analyst for Burgundy’s Canadian Small Cap Fund. John graduated with distinction from the University of Guelph in 2005 and has also completed the Investment Management Workshop at Harvard Business School. John’s community involvement includes the University of Guelph (Chair of the Investment Committee), Beat The Streets Toronto, and Scouts Canada.
33:13 9/28/22
Personal Finance with Rob Carrick
Welcome 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 more coverage of personal finance. He’s been writing about investing and personal finance ever since.
36:19 8/31/22
Behavioural Finance – All In Our Heads
On 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 finance as both an academic and as a practitioner. He is also the author of “The Profit Dilemma.”
34:41 8/3/22
Fixed Income Redux – Forward To The Past?
On 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 discuss everything from risk and risk comfort levels, the changes in rates, central banks' strategies and responses, and what the implications of these changes are for investors.
43:39 7/13/22
Understanding Commodity Investing
On 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.
37:19 5/2/22
The Future of Finance - A Conversation with Marg Franklin, CFA
On 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 worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She has built her career over the course of more than 30 years in the investment and wealth management industries and she is the first female CEO of CFA Institute in its 75 year history.   Since the recording of this episode CFA Institute has released its DEI Code for the US and Canada, explore the DEI Code here.
33:33 3/30/22
Financial Statements – Fact or Fiction?
On 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 teams and institutional, family, and individual investors.  As Chairman of the UAFRS Council, Litman has spearheaded the global use of Uniform Accounting and financial analysis. He has patented and holds intellectual property in macroeconomic analysis, equity and credit research, and deep forensic financial analysis, utilized by more than 220 of the 300 world's largest investment managers. 
36:46 2/25/22
Hedge Funds 101
On 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 volunteer leading its European and then global advocacy efforts. 
27:52 1/26/22
The Ghosts of Forecasts Past and Future: 2022 Market Outlook
On 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.    
36:26 12/10/21
ESG and the Investment Landscape
On 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.
39:07 11/12/21
Commercial Real Estate in the Evolving Market
On 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 & leisure investment. Before entering the Calgary market, Greg spent several years in the Toronto, Ontario market and has worked with clients in major international centers. The Alberta region has consistently been a top financial performer within the company and Greg credits the strength and professionalism of his associates and the allegiance of their clients for this achievement.
20:45 9/20/21
Ethics in Decision Making
On 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. Andrew is the CEO of A. Stotz Investment Research, which helps clients create, grow, measure, and protect value, and the co-founder of CoffeeWORKS – Thailand’s leading B2B specialty coffee roaster. He served two terms as President of CFA Society Thailand and during his investment banking career and was voted the #1 financial analyst in Thailand. Andrew is also the Worst Podcast host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others. In addition to his three decades in the financial industry and teaching finance, Andrew has written four books and six online courses. Among them, ValuationMasterClass.com – the world’s #1 practical valuation online course.
31:41 8/5/21
Coming Out of COVID: How Industry, Finance and Government Build Back Better in a Post-COVID World
On 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 Public Policy and Scientific Director of the International Policy & Trade research division. Hear our panel’s thoughts on how COVID-19 was handled, and what we might expect as we move through the transition to the new state of the world.    
47:26 6/29/21
The Emotional Side of Succession
This 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 successfully, in order to develop harmonious families, accountable leaders and responsible owners. 
33:15 5/31/21
Financial Futurism For The 21st Century
This 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, The Economist, World of Watson, CES, SIBOS and has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. Throughout their conversation, Brett King and Matthew Andrade talk about the outlook of the industry and the world at large, what changes are, and should be coming, and what part we’re all playing in how finance and fintech affect our future.  What kind of impact have technological developments had so far, and what else is primed for change? Tune in and find out.
35:37 4/30/21
Women in Finance & Investment
Joining 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 and investors and what that means for businesses.
34:31 3/31/21
Youth in Finance
This 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 remote working environment. Join us on the podcast and let’s connect! Episode recorded on January 7, 2021.
27:59 1/29/21

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