Behavioural Finance – All In Our Heads
Calgary Connects - A CFA Society Calgary Podcast
Release Date: 08/03/2022
Insights into the Evolving Landscape of Finance: A Conversation with Margaret Franklin
Calgary Connects - A CFA Society Calgary Podcast
In this episode, we sit down with Margaret Franklin, CFA, President & CEO of the CFA Institute, for a wide-ranging conversation on the evolving landscape of the investment profession. Margaret shares how the CFA Program has adapted in the wake of COVID-19, the responsibility of Charterholders to their clients and communities, DEI, remote work, and more. Tune in for an insightful discussion with one of the most influential voices in global finance.
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Precious Thoughts - A Conversation with Chris Ritchie
Calgary Connects - A CFA Society Calgary Podcast
Today, we’re speaking with Chris Ritchie, President of SilverCrest Metals. Chris Ritchie is a financial markets professional with 15 years of experience in resource-based capital markets, including investment banking, marketing, corporate strategy, network and risk management. Mr. Ritchie earned a B.A from Miami University (Ohio) in 1997 and an MBA in finance from Dalhousie University in 2000. Mr. Ritchie spent just under three years in risk management at Marsh & McLennan and Liberty International before he moved into trading and institutional equity sales at UBS,...
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Trump 2.0 Post-Inauguration - Live Webinar with Lew Lukens
Calgary Connects - A CFA Society Calgary Podcast
Join Calgary Connects for a special episode featuring Lew Lukens in a follow-up discussion on the Trump administration. Host Matthew Andrade presents a recording of a live webinar from February 25, 2025, where Lukens offers expert insights on the post-inauguration landscape of Trump's second term. This episode builds upon their previous podcast episode, released in November of 2025.
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Leading with Impact: Alycia Calvert
Calgary Connects - A CFA Society Calgary Podcast
What does it take to become a successful leader in today’s evolving business landscape? Alycia Calvert, Chair & CEO of EY Canada, joins us to share her journey - and how saying "yes" led her to becoming the first female CEO of a major professional services firm in Canada.
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2025 Market Outlook with Ian de Verteuil
Calgary Connects - A CFA Society Calgary Podcast
Today's episode we talk with Ian De Verteuil, Managing Director and Head, Portfolio Strategy for CIBC Markets, to recap 2024 and discuss what could be next for 2025 in a time of political shifts and turmoil for both the U.S and Canada. Ian de Verteuil has a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for much of the next 30+ years was a top-ranked analyst as measured by various external rating services, including Brendan Wood (BW), Greenwich and Starmine. Over that period, he was a top-ranked analyst in multiple sectors,...
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Indigenous Finance with Clint Davis
Calgary Connects - A CFA Society Calgary Podcast
Today we speak with Clint Davis, CEO of Cedar Leaf financial, the first majority Indigenous-owned investment dealer in Canada. He discusses his Inuit background, the creation of Cedar Leaf, and how Scotiabank is partnering with indigenous communities. Clint has more than 20 years of experience with financial institutions and Indigenous organizations in Canada, driving a strategic vision that advances Indigenous development corporations and businesses, and advising Indigenous communities and development corporations on economic development and capacity building opportunities. ...
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Trump 2.0 – A Conversation With Retired Ambassador Lew Lukens
Calgary Connects - A CFA Society Calgary Podcast
Today we’re speaking with Ambassador (ret.) Lew Lukens who is a San Francisco-based senior partner with Signum Global Advisors, an independent advisory firm at the intersection of policy and markets. He shares his view on what Canada can expect from Trump's second term.
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Activist Investing With Amy Freedman
Calgary Connects - A CFA Society Calgary Podcast
Welcome back to Calgary Connects! In today's episode we're speaking with Amy Freedman of Ewing Morris & Co. Investment Partners about activist investing. Amy joins Matthew to shares about her experiences and what she's learned about shareholder activism. Amy is a corporate governance and public capital markets expert with over 25 years of experience. She is currently an advisor to Ewing Morris and Co. Investment Partners and Longacre Square Partners. Prior to serving as an advisor to Ewing Morris, Amy was a Partner and Head of Engagement Fund Investing at Ewing Morris....
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Exploring a Career in Equity Research with Jeff Fetterly
Calgary Connects - A CFA Society Calgary Podcast
Today we have a special 'student takeover' episode! Mount Royal University student, Melina Illodo, asks Jeff Fetterly what a career is equity research is like, the opportunities, the struggles, and what advice he would give to a student considering a career in this field. Jeff is a seasoned finance and investment professional with 20+ years of experience. He spent over 15 years in capital markets as an equity research analyst, providing analysis and investment recommendations across the energy services, transition fuels, and industrial services sectors. He joined Enerflex in 2023 and...
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Global Experiences from a Woman in Finance with Geeta Kapadia
Calgary Connects - A CFA Society Calgary Podcast
Welcome back to Calgary Connects! This month, in honour of International Women's Day (celebrated on March 8th), Matthew connects with Geeta Kapadia, CFA, to learn from her experience as a woman in finance as well as her experience being a mixed race, first generation Indian American. Additionally, Geeta has lived and worked in the United States, England, Scotland, and India. Join us to hear Geeta's story - her enthusiasm and energy is sure to leave you feeling inspired! Geeta Kapadia is the Chief Investment Officer (CIO) of Fordham University, where she manages the endowment of $1...
info_outlineOn this episode of Calgary Connects, we are pleased to welcome Dr. James Doran to speak about behavioural finance. Dr. Doran and Matthew discuss behavioural biases in investing, meme stocks and their impact on the investing psyche as well as what investors can do to both capitalize on and protect themselves from various biases.
Dr. Doran is a Senior Fellow at the University of New South Wales where he teaches derivatives and financial risk management. He has over 20 years of experience in finance as both an academic and as a practitioner. He is also the author of “The Profit Dilemma.”