Insights into the Evolving Landscape of Finance: A Conversation with Margaret Franklin
Calgary Connects - A CFA Society Calgary Podcast
Release Date: 06/11/2025
A Life Full Of Energy – a conversation with Mike Tims
Calgary Connects - A CFA Society Calgary Podcast
In this episode, we sit down with Michael Tims to explore the winding, thoughtful path behind his impressive career in finance. Michael J. Tims, C.M., LL.D.(Hon.), CBV, is Vice Chairman of MATCO Investments Ltd., a private investment holding company. He joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Mike served as the longtime Chairman of Peters & Co., and before that as President & CEO. Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree...
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A Humble Look Into The Future – The 2026 Outlook With Brian Belski
Calgary Connects - A CFA Society Calgary Podcast
Today, we are joined by Brian Belski of Humilis Investment Strategies, to give us his take on the markets in 2025, and what's to come in 2026. Humilis is led by Brian G. Belski, one of North America’s most respected market strategists and a trusted advisor to global investors. Brian previously served as Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets, where he guided portfolio strategy for some of the world’s largest institutional investors and private wealth clients. In his more than 35-year investment career, Brian has held senior strategy...
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The Business of Healthcare with Jeff Davison
Calgary Connects - A CFA Society Calgary Podcast
Today we’re speaking with Jeff Davison. Jeff is the CEO of the Prostate Cancer Centre in Calgary and has helped to lead how we deliver men's health in Alberta. Jeff has more than two decades of experience in a variety of industries, from energy to film to tech to health care. He also served as the Ward 6 councillor on City Council from 2017-2021. Jeff has proven leadership, experience and vision and believes this is vital for the next leader of our city. In this vein he is running to be the next Mayor of Calgary with a focus on Calgary becoming a major entrepreneurial hub as well...
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Entrepreneurship and the Canadian Housing Market with Bob Dhillon
Calgary Connects - A CFA Society Calgary Podcast
Today we speak with President, Founder, and CEO of Mainstreet Corp., Bob Dhillon. We discuss his journey as an immigrant and finding success in Canada, his perspective on the Canadian housing market, and the opportunities for all Canadians to become entreprenuers.
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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. ...
info_outlineIn 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.