Calgary Connects - A CFA Society Calgary Podcast

CFA Society Calgary
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Calgary Connects - A CFA Society Calgary Podcast 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!

  1. 1 AUG

    Activist Investing With Amy Freedman

    Welcome back to Calgary Connects!  In today's episode we're speaking with Amy Freedman of Ewing Morris & Co. Investment Partners about activist investing. Amy joins Matthew to shares about her experiences and what she's learned about shareholder activism.  Amy is a corporate governance and public capital markets expert with over 25 years of experience. She is currently an advisor to Ewing Morris and Co. Investment Partners and Longacre Square Partners. Prior to serving as an advisor to Ewing Morris, Amy was a Partner and Head of Engagement Fund Investing at Ewing Morris. Previously, she was CEO of Kingsdale Advisors, a leading shareholder services and advisory firm, and she spent over 15 years in capital markets as an investment banker with multiple global firms.  Ms. Freedman is currently a director on the boards of Mandalay Resources Corporation, Irish Residential Properties REIT, and American Hotel Income Properties REIT. She is also currently a director of Canaccord Genuity with her tenure ending this month.

    37 min

  2. 20 JUN

    Exploring a Career in Equity Research with Jeff Fetterly

    Today 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 energy services, transition fuels, and industrial services sectors. He joined Enerflex in 2023 and currently leads corporate development and investor relations for the company. Prior to Enerflex, he was involved in the development of a private single family office. Mr. Fetterly holds a Bilingual Bachelor of Commerce from the University of Alberta and is a CFA Charterholder.  Melina is a fourth year BBA student double majoring in Finance and Human Resources, and is a CFA Level I Candidate set to take the exam in November 2024. Melina plans to specialize in equity research. Her finance journey began in high school with an investment principles class that ignited her passion for financial markets. Currently, she is completing a co-op term at Richmond Equity Management, gaining hands-on experience in the field.

    29 min

  3. 28 MAR

    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.

    33 min

  4. 21 FEB

    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

  5. 19/12/2023

    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.

    36 min

  6. 07/11/2023

    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)

    41 min

  7. 24/10/2023

    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

  8. 25/09/2023

    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.

    37 min
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About

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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