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 Calgary Connects 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.  

Is there a topic you are interested in or a guest speaker you would like to hear more from? Connect with us! We welcome all input and recommendations.

 Episode 5 - Women in Finance

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.

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Meet this episode's guests, Courtney Dragani and Lisa Oldridge, CFA

Courtney Dragani
Courtney is passionate about community building, strategy design and implementation, and the magic that can happen when those worlds come together.  She has wide-ranging expertise in planning, strategy, financial management, project and portfolio management and stakeholder engagement, and thrives off of 'connecting the dots' to enable teams to do great things.  Courtney holds a Bachelor of Commerce from the University of Calgary and an Executive Certificate in Advanced Strategy from the University of British Columbia.

Courtney spent the previous decade in IT in the energy industry, becoming recognized as an impactful leader both inside her company and across several industry associations. She was recognized as a Young Women in Energy award winner in 2017.

Following maternity leave, Courtney took the opportunity to pursue her passion of removing barriers for historically underserved populations – this time focused on building a feminist economy with

The51. She acts at their Director of Operations and leads innovative growth experiments and community programming and education, including acting as Program Lead for the Financial Feminism Investing Lab with the University of Calgary.

Courtney invests in her community through extensive volunteer work. She lives in Calgary with her husband, one-year old daughter, and much-adored border collie.

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​Lisa Oldridge

Lisa (who will also answer to "Mon Mothma") is The51's Investment Director, overseeing dealflow, due diligence and the ramp-up and build-out of The51's investment platform.  

Lisa believes capital markets can and will play a major role in solving the planet's big problems (sorry Milton), that strong culture is a strategic asset, that neither wealth and power are zero-sum games, and that overlaying governance, environmental, and social performance factors over top of rigorous financial analysis isn't just a nice thing to do:  it drives alpha.

Prior to joining The51, Lisa was strategic advisor to boards and companies on governance, strategy, finance, and ESG integration, most recently with Viewpoint Research, a privately funded thought leadership centre dedicated to evidence-based advanced leadership and governance practice. Formerly Principal with a boardside compensation consultant, she advised boards on matters of senior executive performance, compensation, shareholder engagement and related governance. Prior to this, Lisa spent over 15 years in the capital markets, including in institutional equity sales, portfolio manager, and equity research. Ms. Oldridge has over 20 years of crown and non-profit board experience, currently serving on the Calgary Airport Authority Board, and the ICD Calgary Chapter Executive.  She is a CFA charterholder, and holds an MBA (Finance) from the Haskayne School of Business, the SASB (Sustainability Accounting Standards Board) FSA credential, and the Institute of Corporate Directors ICD.D designation.

Off duty, Lisa needs to stay as active as possible so as not to chew the furniture, and can often be found running, riding, backpacking and skiing in and around the mountains, often with (behind) her ridiculously fit husband and three teenage sons (who are all financial feminists).  Aside from her family, she considers her biggest accomplishment to be tackling Big Ed, a double black-diamond downhill in the middle of a six-day mountain bike stage race (she was sobbing the whole way down).  



 Episode 4 - International Investing

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.   



Meet this episode's guest, David Miller

David Miller is a Quilter Cheviot Executive Director and active investment manager. He makes regular appearances on TV and radio and is the author of the prizewinning weekly, Diary of a Fund Manager which now has a global circulation list of over 20,000. 

In a career spanning four decades, he has worked as a stockbroker and then fund manager, advising private individuals throughout, for the last ten years at Quilter Cheviot which is part of Quilter PLC. He read Natural Sciences at Cambridge University and is a committed empiricist, suspicious of economists with theories.


 Episode 3 - Youth in Finance

On this episode 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 a 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.  


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Meet this episode's guests, Connie Colangelo and Sarah Riopelle, CFA

Connie Colangelo

Connie Colangelo joined RBC Wealth Management in 2014 and assumed the role of Vice President, Human Resources, for both the Wealth Management and Insurance segments. In this role, Connie leads a team of HR professionals worldwide who advise business leaders on strategies to best attract, retain and develop human capital to enable profitable growth for the business. 

Connie has been in Human Resources since 1998 and has worked with several businesses in the RBC group. Before joining WM&I she led Human Resources for Investor & Treasury Services. Prior to joining Human Resources, she held variou
s management positions in Retail Banking and Financial Planning. 

Connie holds a BSc (Hons) degree from the University of Toronto.

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Sarah Riopelle, CFA
Since 2009, Sarah has managed the entire suite of RBC Portfolio Solutions which totals $140 billion in assets. Sarah is a member of the RBC GAM Investment Strategy Committee, which sets global strategy for the firm, and the RBC GAM Investment Policy Committee, which is responsible for the investment strategy and tactical asset allocation for RBC Funds' balanced products and portfolio solutions. In addition to her fund management role, she works closely with the firm's Chief Investment Officer, ensuring that all aspects of the investment management function at RBC GAM are running smoothly. She is co-chair of the RBC Wealth Management Diversity Leadership Committee.

Sarah joined RBC Global Asset Management in 2003 as a Senior Analyst within Investment Strategy. From there, she moved to the Canadian Equity team as an analyst and then a portfolio manager. Prior to joining the firm, Sarah worked at RBC Capital Markets in both the Quantitative Research and Investment Strategy groups. She began her career in the investment industry in 1996 after graduating from the University of Ottawa with a Bachelor of Commerce degree, majoring in Finance and International Management. She was awarded the Chartered Financial Analyst designation in 2001.


 Episode 2 - Outlook 2021: 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. 


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Meet this episode's guest, Brian Belski

Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian's group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets. 

In his more than 30 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. 

Brian is frequently quoted in the financial press, including regular appearances on CNBC, Bloomberg, and BNN. Renowned for his accuracy as a strategist, Brian's 2016 forecast for the Canadian stock market fell within 13 points, and missed by merely 63 points in 2019. For the

U.S. stock market, his 2014 forecast was within 9 points, while his 2012 forecast was out by an incredible single point.

Brian has been ranked as a 'Top Gun' analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.


 Episode 1 - 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. Join us on the podcast and let's connect!


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Meet this episode's guest, Mike Quinn

Mike co-founded RP Investment Advisors LP (RPIA) in 2009 and as Chief Investment Officer is responsible for formulating and implementing the firm’s investment strategy across the funds. Mike chairs both the Investment Committee and ESG Committee and sits on the Risk Committee.

Mike is a former Managing Director at RBC Capital Markets and during his 15 years at the bank he held increasingly senior roles, including, managing the global credit trading business and the global structured credit business. Mike brings to RPIA an expert knowledge of the global credit markets coupled with extensive experience of managing credit risk exposures across multi-billion-dollar portfolios. Prior to joining RBC Capital Markets, Mike worked for a leading Toronto-based real estate developer as a Leasing Manager.

Mike holds a BComm from Queen’s University and an MBA from the University of British Columbia. He is a member of the Advisory Board of Smith School of Business and is involved with several charitable organizations most notably sitting on the Advisory Council for Evergreen City Works and as a Board Member for Beat the Streets Toronto.

 Meet Your Host

Matthew Andrade, CFA


​Matthew Andrade is the Managing Director, Public Investments at the Werklund Family Office (WFO), the family office for David Werklund.  He is primarily responsible for the public equities, tradable debt and derivatives portfolio with additional responsibilities for various private equity files and new venture evaluation.

Prior to joining the WFO Matthew was the Chief Investment Officer for a multi-family office based in Calgary.  In this role, Matthew was responsible for investment oversight of the various families' holdings on both a public and private basis.  He also mentored the younger generations on the investment process and assisted in helping them achieve a greater understanding of how their wealth is managed.

Previously, Matthew was Director, Investment Analysis at Kinnear Financial, the family office for James Kinnear, where he was responsible for making asset allocation and security selection recommendations across the public and private holdings of the family.  Prior to this he was Vice President, Transaction Advisory Services at Ernst & Young, having spent over five years with the firm including two and a half years in Aberdeen, UK.  He has worked with clients in the oil and gas, oilfield services and mining sectors across the Middle East, Europe, and North America and has presented to several industry and private equity groups on industry and transaction matters as well as having been published in the media.  Before joining Ernst & Young, Matthew worked for a boutique investment bank
 in Calgary covering the junior oil & gas and metals & mining sectors.  His transaction  experience has included initial public and secondary offerings, private placements, merger & acquisition advisory work on both the buy and sell sides as well as a number of management and leveraged buy-out transactions sponsored by both private equity firms and corporations. 

Matthew holds a Bachelor of Commerce (Honours) from Mount Allison University and is a CFA
 charterholder.  He is a past president of the CFA Society Calgary and is a past Chair of the CFA Institute's Disciplinary Review Committee.


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