CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
Release Date: 10/18/2021
CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
CFA: Careers For All
Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.
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Episode 9: Women in Finance
CFA: Careers For All
Women in Finance
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CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
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CFA: Careers For All
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In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths.
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CFA Career Chats: Paula Meier, CFA
CFA: Careers For All
Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family.
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Hiring Advice
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In this podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job.
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Diversity Matters
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In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance.
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CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.
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CFA Career Chats: Dan Sumner, MA (Econ), CFA
CFA: Careers For All
Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.
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CFA Career Chats: Juliana Wong, BA (Econ) CFA
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Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit facilities. Prior to Concentra, Juliana worked at a Pension Investment Firm and an Asset Management...
info_outlineMark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.
Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon.
Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder.
Mark provides his thoughts on:
0:00 Introduction
2:00 Why major in Economics? Did that education assist in your finance career?
6:00 Did you initially work in an economics related job or start straight in finance?
10:30 Did having an economics education help or hinder you in the CFA Program?
17:10 How has your career progressed since graduating from university?
23:25 What is the difference between a Team Approach and One on One?
32:00 What is the role of a Portfolio Manager?
38:45 What are “Know Your Client” rules and why are they important?
41:45 What “soft” skills are important to develop?
50:30 What complementary “hard” skills are worth adding to your repertoire?
55:45 What industries and/or skills may become important in the next decade?
58:15 What are some considerations when investing in small, resource firms?
1:05:00 How is investing in smaller, private companies different from large, public firms?
1:08:40 What advice would Mark give to his High School or University age self?