PenderFund

Maria Pacella, SVP and co-manager of Pender Technology Inflection Fund is joined by Natalie Dakers and Norma Biln, role models for any young girl looking for a career in the STEM disciplines. Natalie is the President, CEO and founder of Accel-Rx Health Sciences Accelerator and Norma is the CEO of Augurex. They discuss how they zoned in on how they wanted to channel their interest in the sciences,...

Felix Narhi, Chief Investment Officer and Portfolio Manager at Pender is joined by President and Portfolio Manager David Barr to discuss how Pender minimizes the odds of finding ourselves stuck in a value trap by looking for catalysts in advance. They discuss the criteria that they look for in small and micro-cap stock picking and Pender's long history of identifying catalysts. They also discuss w...

Maria Pacella, Senior Vice President of Private Equity at Pender, is joined by Michelle Scarborough, Managing Director of Strategic Investments and the Women in Technology Venture Fund at the Business Development Bank of Canada. They discuss the challenges and rewards of investing in venture capital enterprises, building bridges, talent spotting, hitting target markets and managing stakeholder exp...

David Barr interviews Michael Lombardi, former NFL executive and author of Gridiron Genius.  Michael shares his experiences as a member of the coaching staff for several NFL teams working alongside head coaches Bill Walsh, Al Davis and Bill Belichick and how these remarkable experiences led to the publication of his book, "Gridiron Genius". Touching on culture and leadership in football strategy,...

David Barr is interviewed by Sarah Wildman, Director of Institutional Relationships at PenderFund. They look back on the past 10 years of Pender, highlighting key events and stories, the Pender culture, and of course, investing. Key Takeaways [01:03] The key events for Pender over the past 10 years. [05:11] The key factors which have contributed to Pender's growth. [05:53] The Pender Edge. What ar...

Maria Pacella sits down with the founder of Clarius Mobile Health, Laurent Pelissier. Laurent has been at the forefront of developing and commercializing cutting-edge ultrasound technology for nearly 20 years. Clarius is an inflection-stage tech company which has developed and commercialized wireless handheld ultrasound scanners which can be used anywhere from a physio office to remote emergency s...

Maria Pacella sits down with the founders of Point Grey Research, a global leader in innovative, high-performance digital cameras. She was joined by Vlad Tucakov, Don Murray and Malcom Steenburgh who share stories from their days at the University of BC to building an organisation of over 300 employees worldwide. They give insights into how Point Grey grew over the years, the challenges they faced...

In this episode Maria Pacella talks to Judi Hess, CEO of Copperleaf Technologies, a Vancouver based venture capital backed firm which has developed decision analytics software for companies around the world managing critical infrastructure. Judi talks about her experience of rising through the ranks, being overlooked for leadership positions, how she arrived in her current role as CEO and how she...

This is the last in the four part series on Disruptive Technology. Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, has been talking with Silicon Valley veteran, Rich Miller. In this last podcast they are joined by Toufic Boubez, VP Engineering at Splunk and a serial entrepreneur and tech industry leader with expertise in disruptive solutions. Havi...

Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, continues her conversation with Rich Miller about data management. Rich has an interesting take on data as an asset that needs nurturing, feeding and care, in order to fulfill its potential. Some companies are well positioned, and some have a way to go, especially against the backdrop of increased re...

In the second of this four part series on disruptive technology, Maria Pacella, Senior VP, Private Equity at Pender, continues her conversation with Rich Miller, a technology expert and Silicon Valley veteran. This time the discussion turns to blockchain – a complex subject which Rich breaks down into understandable concepts. He touches on some of the challenges and opportunities blockchain offers...

Maria Pacella, SVP Private Equity at Pender, interviews Rich Miller, who has had a long and illustrious career in Silicon Valley, being at the forefront of distributed computing and networking technologies that we rely on today for the web. From designing and implementing email under ARPAnet, to creating the early predecessor of Slack, to being involved in General Magic's push to release personal...

In the second of this two part series on risk, David Barr and Felix Narhi move from talking about risk assessment at the company level to risk management at the portfolio level. One of the key aspects is cash management - having cash on hand always helps to make better decisions and, at the end of the day, investing is a probabilistic endeavor so it's all about making the best decisions possible....

In the first of this two part series on risk, David Barr and Felix Narhi take a deep dive into risk assessment at the company level. A primary goal is capital preservation, and this starts with risk assessment. David and Felix discuss the trinity of risk - balance sheet risk, valuation risk and business risk - and discuss their approach to evaluating each of these different types of risk. Understa...

Meet Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, who recently celebrated his third anniversary managing the Fund. On this episode, David Barr, Pender's President, chats with Geoff about his background, and how his previous experiences tie into his outlook on credit markets and his approach to portfolio management. They discuss how he navigates the challenges and opportunitie...

  On June 28, 2018, the Pender Value Fund turned five. In the last of this three part series, David Barr and Felix Narhi, co-managers of the Fund, look back on the investment strategies and how they translated into some of the better ideas in the Fund. They discuss various holdings, their original investment theses, how they played out and ultimately, what they learned that they can use to drive f...

On June 28, 2018, the Pender Value Fund turned five. In this second of three part series, David Barr and Felix Narhi, co-managers of the Fund, discuss fundamental questions relating to what value investing means, and how this concept has evolved over time. Technology has played a key role in improving and driving change in investing, while also impacting more and more industries in subtle but sign...

On June 28, 2018, the Pender Value Fund turned five. In this first   of three part series, David Barr and Felix Narhi, co-managers of the Fund, go way back to explore their investing roots, discussing how they got into investing in the first place, the forces that influenced them early in their careers, some failures and the lessons learned along the way. They delve into how their investment strat...