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 Calgary Connects Podcast

Episode 2 - Outlook 2021: Good, Bad or Ugly? is now live!

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 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!

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.

 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. 

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.

 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.

 Listen Now

Listen now and stay tuned for upcoming episodes!


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