31 episodes

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!

Calgary Connects - A CFA Society Calgary Podcast CFA Society Calgary

    • Business
    • 5.0 • 4 Ratings

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!

    Democratizing Financial Insights with Genevieve Roch-Decter

    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 min
    2024 Market Outlook (Hugo Ste-Marie Returns)

    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 min
    The War In Israel with Jan Stuart

    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 min
    The Employment Landscape – What’s Next?

    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 min
    Infrastructure Investing With Jared Waldron

    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 min
    Investing in India with Sunil Singhania

    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 min

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