23 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!

    ETFs: Turning Water into Wine

    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 min
    2023 Market Outlook with Hugo Ste-Marie

    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 min
    China: A Macro Conversation with William Hess

    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 min
    Small Cap Investing with John Ewing

    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 min
    Personal Finance with Rob Carrick

    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 min
    Behavioural Finance – All In Our Heads

    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 min

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