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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 11 - ESG and the Investment Landscape

​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.

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Meet this episode's guests, Patrick Bryden, CFA and Patrycja Drainville!

Patrick Bryden, CFA
Patrick Bryden joined Scotiabank GBM in Calgary in 2010 and has worked in the securities industry since 1997. Mr. Bryden became Head of Environmental, Social, and Governance (ESG) Research in 2020 and previously ranked first nine times in the annual Brendan Wood International and Greenwich Associates institutional surveys as an energy analyst. Mr. Bryden served on the Natural Gas Expert Group for the Alberta Royalty Review and advised the Province of Alberta on the calibration of its Modernized Royalty Framework. Mr. Bryden has raised more than $145,000 for the Movember Foundation and Ovarian Cancer Canada in his time at Scotiabank GBM. He has a Bachelor of Arts (Honours) degree from the University of Calgary and was awarded the CFA designation in 2001.

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Patrycja Drainville

Patrycja is an award-winning, sustainability and ESG professional in the Canadian business community. She currently works with Scotiabank's Sustainable Finance team to provide ESG advice and solutions to corporate, financial, public sector, and institutional clients and deliver on the bank's commitment to mobilize $100 billion of sustainable financing by 2025. Patrycja has extensive experience advancing sustainability strategy with medium and large North American energy companies leading the way in ESG integration, corporate strategy and reporting opportunities for the sector. She also held the role of Chair, representing the oil and natural gas sector in the development of the Canadian Standards Association's Sustainable & Transition Principles and Taxonomy.

Patrycja holds a Bachelor of Arts degree in Economics from the University of Calgary and is currently working towards her MBA at Dalhousie University specializing in Sustainable Finance. She is board member of the Canadian network of the UN Global Compact, an active mentor and board member of the University of Calgary's sustainability association Fuse Collective and was awarded the 2018 Young Women in Energy Award, recognizing women in the energy industry for their leadership, innovation and community service.

 Episode 10 - Commercial Real Estate in the Evolving Market

On this episode we welcome Greg Kwong, Executive Vice President and Regional Managing Director, Prairies at CBRE to the podcast as he joins us to speak about the state of the commercial real estate market, what’s changed with Covid-19 and trends in the space that investors should be watching.

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Meet this episode's guest, Greg Kwong

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. 

Greg is responsible for the overall management, strategy and direction of CBRE in the Canadian Prairies. With five offices (Calgary, Edmonton, Saskatoon, Regina and Winnipeg) offering market leading commercial real estate services his mandate is to ensure that the company's services are tailored to serve client's needs through a professional and effective approach. Greg is also a member of the CBRE Canadian National Advisory Committee and is actively involved with the CBRE Hotels-Capital Markets team in Canada. 

 Episode 9 - Ethics in Decision Making

​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.

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Meet this episode's guest, Andrew Stotz, CFA

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.

 Episode 8 - Coming Out of COVID

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 School of Public Policy and Scientific Director of the International Policy & Trade research division at the University of Calgary.

Hear our panel's thoughts on how the COVID19 situation was handled, and what we might expect as we move through the transition to the new state of the world.

Meet this episode's guests, Ammar Al-Joundi, Sumit Malhotra and Dr. Jean-Sébastien Rioux

Ammar Al-Joundi
Mr. Al-Joundi was appointed President of Agnico Eagle on April 6, 2015. Having also served previously as the company's Senior Vice-President and Chief Financial Officer, Mr. Al-Joundi has over 20 years of experience in finance and business strategy, and has extensive experience in mining, capital markets and banking.

Prior to his return to become Agnico Eagle's President, Mr. Al-Joundi served as the Chief Financial Officer of Barrick Gold Corporation, as Barrick's Senior Executive Vice President and as its Executive Vice President. Mr. Al-Joundi has held various senior financial roles including Senior Vice President of Capital Allocation and Business Strategy, Senior Vice President of Finance, Executive Director and Chief Financial Officer of Barrick South America and Vice President, Structured Finance at Citibank, Canada. Mr. Al-Joundi is a Professional Engineer who graduated (with distinction) from the University of Toronto in Mechanical Engineering and has an MBA (with honours) from the University of Western Ontario.

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Sumit Malhotra, CFA, CIM

Sumit Malhotra is Senior Vice President and Chief Financial Officer of the Canadian Banking segment at Scotiabank, having been appointed to the position in June 2020.  In this role Sumit is responsible for providing financial and strategic oversight for the Canadian Banking operations of the Bank.  Sumit rejoined Scotiabank in December 2013 as the lead Canadian financial services equity research analyst within GBM, with coverage of the Canadian banking and life insurance sectors, and in aggregate spent 15 years as a sell-side analyst.  Mr. Malhotra has a Bachelor of Commerce degree from the University of Toronto, specializing in management and economics, and is both a CFA and CIM charterholder.

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Dr. Jean-Sébastien Rioux 

Dr. Rioux is an Associate Professor at The School of Public Policy and Scientific Director of the International Policy & Trade research division of the school.

J-S hails from Québec City and is fluently bilingual. He lived in the United States for over ten years, where he obtained a PhD in International Relations at the Florida State University. He was awarded a Canada Research Chair Université Laval in 2001, where he was an associate professor in the political science department.

From February 2006 to August 2008, he was the late Jim Prentice's Chief of Staff in Ottawa. They collaborated on the national bestselling book, Triple Crown: Winning Canada's Energy Future (Toronto: HarperCollins, 2017), published shortly after Mr. Prentice's tragic passing.

J-S moved to Calgary in 2008. After working almost 4 years in the energy industry, he joined The School of Public Policy in September 2012. His interests are in Canadian energy policy and the future of Canadian foreign policy and trade. He is married and the father of three young daughters.

 Episode 7 - The Emotional Side of Succession

This month we were joined on the podcast by Francesco 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.

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. 

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Meet this episode's guest, Francesco Lombardo

Franco Lombardo is the 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.  Franco is a leading global expert on the emotional impact money and wealth has on relationships within family businesses and family office operations.  Overall, Veritage develops harmonious families, accountable leaders and responsible owners. 

Franco is also the co-creator and one of the facilitators of the Scone Project and Maasai Project, which are annual invitation-only, experiential and interactive next-generation leadership development programs for business families.  He has spoken to groups including the Milliken Institute, Institutional Investor, Tiger 21, along with various Young President and Women Presidents Organization chapters and has made appearances on television shows such as Money Talks, The Morning Show and Sky News.

 Episode 6 - Financial Futurism for the 21st Century

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. 

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 at large.  What kind of impact have technological developments had so far, and what else is primed for change? Tune in and find outt.

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Meet this episode's guest, Brett King

Brett King is a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business. 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 more. He has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. He advised the Obama administration on Fintech policy and the Future of Banking and advises regulators and bank CEOs around the world on technology transformation.

King hosts the world's first and #1 ranked radio show on FinTech called "Breaking Banks" (140 countries, 3.6 million listeners). He 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, available in the United States, Canada, UK, Indonesia, and New Zealand.

 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.

​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!

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.

 Listen Now

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Please note that the views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors or its members. CFA Society Calgary does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.