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How to Engage Family Before It's Too Late with Matthew Andrade

Safe Space with Francesco Lombardo

Release Date: 11/27/2019

How Can We Do More Things Together with Sonu Bhasin show art How Can We Do More Things Together with Sonu Bhasin

Safe Space with Francesco Lombardo

Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas. She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category. https://www.amazon.in/Inheritors-Stories-Entrepreneurship-Success-ebook/dp/B0767JFKB4 She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business...

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Building Multigenerational Wealth with Tsitsi Mutendi show art Building Multigenerational Wealth with Tsitsi Mutendi

Safe Space with Francesco Lombardo

Tsitsi Mutendi is a Mom, Wife,  (focused on building multigenerational family wealth), , and a . Over her career, she has been a successful   1. Fashion Creative director - Mucha (Original African Couture) Independently owned fashion label to be stocked in Zimbabwe's biggest chain store. 2. Media Professional (Created Zimbabwe's first Glossy Women Empowerment Magazine - Jewel Magazine Zimbabwe), and 3. Magazine Publisher/Editor-In-Chief (Edgars Club Magazine Zimbabwe). And from the experience from growing in these roles in these roles, she is building the following...

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Let Your Children Fail: Key to Family Business Success with Laura Ribe show art Let Your Children Fail: Key to Family Business Success with Laura Ribe

Safe Space with Francesco Lombardo

Laura Ribe is a mother of 3 married into a family involved in a family business. She has lived in Europe and Canada and worked for an airline before becoming a stay at home Mom. She is part of a family set in deep European traditions. On today's podcast episode, Laura shares her eye-opening experience of marrying into a wealthy Family Business. During the conversation, Laura discusses how she has become better and stronger with the learning she has done with Veritage. Laura also shares the benefits and genuine honesty that accompanies operating from a place of Safe Space™.

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Connect with Nature to Find Your Safe Space with Stef Van Dongen show art Connect with Nature to Find Your Safe Space with Stef Van Dongen

Safe Space with Francesco Lombardo

Stef van Dongen is an innovator and impact-driven entrepreneur. His lifework is focused on how humans can live in harmony with nature and each other. Stef has over 18 years of experience in the impact sector. In 2002 he founded the social enterprise group Enviu from the belief that entrepreneurs can play a major role in solving the world’s biggest challenges. Over the years Stef co-founded more than a dozen cutting edge social enterprises and innovation programs in the field of access to financial services, access to food and circular economy. Through his business Pioneers of Our Time, he...

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The Kaleidoscope of Family Business & Finance with Rupert Phelps show art The Kaleidoscope of Family Business & Finance with Rupert Phelps

Safe Space with Francesco Lombardo

Rupert joined Smith & Williamson in 2017 and leads the family office services group. Prior to this, he was the Director of Family Office Services at Savills PLC. Rupert also spent seven years as the Director of Family Office Services at BNY Mellon. Formerly he has been a board member of a single FO, Global Head of Private Banking & Wealth Management at Euromoney, with other senior roles at UBS Global Asset Management and Merrill Lynch. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single family offices and next...

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The Art and Science of Standing out with Jamie Mustard show art The Art and Science of Standing out with Jamie Mustard

Safe Space with Francesco Lombardo

Jamie Mustard is a strategic multimedia consultant and Iconist. His passion is to teach the science and “art of obviousness,” helping professionals, change agents, artists, and businesses confidently and at will make their messages, brands and ideas stand out to their desired audiences. A graduate of the London School of Economics, Jamie’s work is an explanation of the “economics of attention,” based on the primal laws of human perception called Blocks. His work has appeared in Thrive Global, Branding Strategy Insider, Psychology Today, and FLAUNT...

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Accounting & Wealth Management for Family Business with Krista Han show art Accounting & Wealth Management for Family Business with Krista Han

Safe Space with Francesco Lombardo

Krista Han leads Grant Thornton’s Canadian Family Business Services Practice and has been advising business families for more than 20 years in Canada and Australia.  She helps families maximize value and navigate complex issues across the family business system with a focus on family governance, communication and continuity planning.  Krista has developed and delivered content for many audiences, including the Wallace McCain Institute’s ‘ECHO’ program (created to support to the next generation of family business leaders to improve succession success), at the Family Enterprise...

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Changing the Culture and Face of Asset Management with James Benedict show art Changing the Culture and Face of Asset Management with James Benedict

Safe Space with Francesco Lombardo

James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management.   Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors. Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer...

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Leadership in Uncertain Times with Dov Baron show art Leadership in Uncertain Times with Dov Baron

Safe Space with Francesco Lombardo

Dov Baron returns to the show for a Third Time. On top of being Franco's personal mentor and friend, Dov is also one of the worlds leading speakers and teachers of Leadership. Including what he is now referring to Dragon Leadership. Dov Baron is a leadership and corporate cultural strategist who has been named by Inc. magazine as one of the Top 100 Leadership Speakers. He is the host and producer of the “Full Monty Leadership” radio show and a bestselling author. In June 1990 while free rock climbing, Dõv Baron fell approximately 120 feet and landed on his face. The impact shattered most...

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Finding Calm in the Chaos of a Pandemic with Elizabeth Bagger show art Finding Calm in the Chaos of a Pandemic with Elizabeth Bagger

Safe Space with Francesco Lombardo

Elizabeth Bagger is a passionate advocate for family businesses and the Director General at the Institute for Family Business (IFB) in the UK, a membership organization she’s been proud to serve for close to a decade. The IFB works to support and promote the UK family business community by providing members with unique learning and networking opportunities and by lobbying Government as the voice of the family business sector. Prior to joining the IFB, Elizabeth spent almost a decade working for her own family business.

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Matthew Andrade is the Managing Director, Public Investments at the Werklund Family Office, the family office for David Werklund. He is primarily responsible for the public equities, tradable debt and derivatives portfolio with additional responsibilities for various private equity files and new venture evaluation.

Prior to joining Werklund Capital 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 the past president of the CFA Society Calgary and is the past Chair of the CFA Institute’s Disciplinary Review Committee.