Calgary Connects - A CFA Society Calgary Podcast

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...

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 co...

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....

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 Chair...

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 Markets,...

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...

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.  

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...

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.  M...

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.  

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.

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+...

Today we speak with Clint Davis, CEO of Cedar Leaf Capital Inc., the first majority Indigenous-owned investment dealer in   Canada. H e 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...

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.

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...

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...

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 Geet...

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...

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...

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 anal...

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 busine...

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...

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 Equiti...

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...

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...