Calgary Connects - A CFA Society Calgary Podcast
Calgary Connects is a podcast by CFA Society Calgary, hosted by Matthew Andrade, CFA. It brings global thought leaders together to share their views on the world of finance, aiming to bring the best financial thought leaders to Calgary so listeners can become more bullish on their future.
Episodes
Rick Rule Part 2 - The Math Behind Gold's Next Move
The math still doesn't math… and Rick Rule still has more insights. Matthew Andrade brings Rick Rule back for a deeper dive into the forces reshaping commodity markets, the true nature of investment risk, and what the next decade holds for extractive industry investors. We pick up where we left off in part one… but goes further, harder, and more personal. Rick unpacks why gold's move from $2,50
Rick Rule Part 1 - What Investors Need to Know About the Coming Inflation Decade
Gold at $5,000. Dollar purchasing power eroding. A $159 trillion debt obligation staring down $167 trillion in private wealth. This episode is for any investment professional who wants to understand where the macro tide is turning — and why your clients need to hear it. This episode features Rick Rule, one of the most respected names in natural resource investing and a 50-year veteran of global
A Conversation With Kim Shannon - Finding Value, Then And Now
Kim Shannon is the Founder and Co-Chief Investment Officer of Sionna Investment Managers in Toronto, Canada, which she founded in 2002 and has grown into one of the largest independent investment firms led by a woman. She has more than 35 years of investment industry experience and previously served as Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada.
A Life Full Of Energy – a conversation with Mike Tims
In this episode, we sit down with Michael Tims to explore the winding, thoughtful path behind his impressive career in finance. Michael J. Tims, C.M., LL.D.(Hon.), CBV, is Vice Chairman of MATCO Investments Ltd., a private investment holding company. He joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Mike served as the longtime Chairm
A Humble Look Into The Future – The 2026 Outlook With Brian Belski
Today, we are joined by Brian Belski of Humilis Investment Strategies, to give us his take on the markets in 2025, and what's to come in 2026. Humilis is led by Brian G. Belski, one of North America's most respected market strategists and a trusted advisor to global investors. Brian previously served as Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Market
The Business of Healthcare with Jeff Davison
Today we're speaking with Jeff Davison. Jeff is the CEO of the Prostate Cancer Centre in Calgary and has helped to lead how we deliver men's health in Alberta. Jeff has more than two decades of experience in a variety of industries, from energy to film to tech to health care. He also served as the Ward 6 councillor on City Council from 2017-2021. Jeff has proven leadership, experience and vision
Entrepreneurship and the Canadian Housing Market with Bob Dhillon
Today we speak with President, Founder, and CEO of Mainstreet Corp., Bob Dhillon. We discuss his journey as an immigrant and finding success in Canada, his perspective on the Canadian housing market, and the opportunities for all Canadians to become entreprenuers.
Insights into the Evolving Landscape of Finance: A Conversation with Margaret Franklin
In this episode, we sit down with Margaret Franklin, CFA, President & CEO of the CFA Institute, for a wide-ranging conversation on the evolving landscape of the investment profession. Margaret shares how the CFA Program has adapted in the wake of COVID-19, the responsibility of Charterholders to their clients and communities, DEI, remote work, and more. Tune in for an insightful discussion with on
Precious Thoughts - A Conversation with Chris Ritchie
Today, we're speaking with Chris Ritchie, President of SilverCrest Metals. Chris Ritchie is a financial markets professional with 15 years of experience in resource-based capital markets, including investment banking, marketing, corporate strategy, network and risk management. Mr. Ritchie earned a B.A from Miami University (Ohio) in 1997 and an MBA in finance from Dalhousie University in 2000.
Trump 2.0 Post-Inauguration - Live Webinar with Lew Lukens
Join Calgary Connects for a special episode featuring Lew Lukens in a follow-up discussion on the Trump administration. Host Matthew Andrade presents a recording of a live webinar from February 25, 2025, where Lukens offers expert insights on the post-inauguration landscape of Trump's second term. This episode builds upon their previous podcast episode, released in November of 2025.
Leading with Impact: Alycia Calvert
What does it take to become a successful leader in today's evolving business landscape? Alycia Calvert, Chair & CEO of EY Canada, joins us to share her journey - and how saying "yes" led her to becoming the first female CEO of a major professional services firm in Canada.
2025 Market Outlook with Ian de Verteuil
Today's episode we talk with Ian De Verteuil, Managing Director and Head, Portfolio Strategy for CIBC Markets, to recap 2024 and discuss what could be next for 2025 in a time of political shifts and turmoil for both the U.S and Canada. Ian de Verteuil has a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for much of the next 30+
Indigenous Finance with Clint Davis
Today we speak with Clint Davis, CEO of Cedar Leaf Capital Inc., the first majority Indigenous-owned investment dealer in Canada. He discusses his Inuit background, the creation of Cedar Leaf, and how Scotiabank is partnering with indigenous communities. Clint has more than 20 years of experience with financial institutions and Indigenous organizations in Canada, driving a strategic vision that
Trump 2.0 – A Conversation With Retired Ambassador Lew Lukens
Today we're speaking with Ambassador (ret.) Lew Lukens who is a San Francisco-based senior partner with Signum Global Advisors, an independent advisory firm at the intersection of policy and markets. He shares his view on what Canada can expect from Trump's second term.
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 a
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
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
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
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 t
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
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 busin
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 a
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 Equit
"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 I
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-yea
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 Decembe
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 distinc
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
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
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 thi
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
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 wher
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 rat
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.
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 ulti
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
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
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.
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.
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 exper
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
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 Scotia
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 abo
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 TE
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, an
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 you
2021 Outlook: Good, Bad, or Ugly?
On 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
Our 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.
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