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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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.
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.Listen Now!
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.
Courtney DraganiCourtney 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 (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).
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.
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 various management positions in Retail Banking and Financial Planning. Connie holds a BSc (Hons) degree from the University of Toronto.
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.
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.
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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