Calgary Connects - A CFA Society Calgary Podcast

CFA Society Calgary

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!

All Episodes

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.

Nov 12

39 min 6 sec

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 expertise in commercial real estate leasing, investment sales, financing, design-build and hotel & leisure investment. Before entering the Calgary market, Greg spent several years in the Toronto, Ontario market and has worked with clients in major international centers. The Alberta region has consistently been a top financial performer within the company and Greg credits the strength and professionalism of his associates and the allegiance of their clients for this achievement.

Sep 20

20 min 44 sec

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 how to ensure that ethics and critical thinking skills continue to be a part of your core values. Andrew is the CEO of A. Stotz Investment Research, which helps clients create, grow, measure, and protect value, and the co-founder of CoffeeWORKS – Thailand’s leading B2B specialty coffee roaster. He served two terms as President of CFA Society Thailand and during his investment banking career and was voted the #1 financial analyst in Thailand. Andrew is also the Worst Podcast host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others. In addition to his three decades in the financial industry and teaching finance, Andrew has written four books and six online courses. Among them, – the world’s #1 practical valuation online course.

Aug 5

31 min 40 sec

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 Scotiabank, and Dr. Jean-Sébastien Rioux, Associate Professor at the University of Calgary's School of Public Policy and Scientific Director of the International Policy & Trade research division. Hear our panel’s thoughts on how COVID-19 was handled, and what we might expect as we move through the transition to the new state of the world.    

Jun 29

47 min 25 sec

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 about the challenges that often come up in these situations, and how to navigate them successfully, in order to develop harmonious families, accountable leaders and responsible owners. 

May 31

33 min 14 sec

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 TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, The Economist, World of Watson, CES, SIBOS and has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. Throughout their conversation, Brett King and Matthew Andrade talk about the outlook of the industry and the world at large, what changes are, and should be coming, and what part we’re all playing in how finance and fintech affect our future.  What kind of impact have technological developments had so far, and what else is primed for change? Tune in and find out.

Apr 30

35 min 36 sec

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, and female-led businesses, as well some of the differences between male and female entrepreneurs and investors and what that means for businesses.

Mar 31

34 min 30 sec

This episode brings global investing expert David Miller from Quilter Cheviot to speak about how global investing has changed in recent years, the impact low rates and low inflation will have across both developed and emerging markets, and the rising influence of China and India on the investment landscape.

Mar 11

26 min 18 sec

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 younger individuals in this demanding sector and how to build a network and receive mentorship in a remote working environment. Join us on the podcast and let’s connect! Episode recorded on January 7, 2021.

Jan 29

27 min 58 sec

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. 

Dec 2020

43 min 31 sec

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.

Nov 2020

32 min 20 sec