The War In Israel with Jan Stuart
Calgary Connects - A CFA Society Calgary Podcast
Release Date: 11/07/2023
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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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_outlineThis special episode features a discussion with Jan Stuart regarding the current situation in the Middle East as it relates to the war in Israel and the implications it holds for both geopolitics as well as the commodities market.
Johannes (Jan) Stuart serves as Global Energy Strategist at Piper Sandler. A self-described oil-geek, Jan and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus.
Previously, Jan spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at the International Energy Agency in Paris.
(Recorded on October 27, 2023)