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 from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary.

Recognition, among others, includes: a Member of the Order of Canada (2018); a recipient of the King Charles III Coronation Medal (2025); the Founders' Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014) and the Alberta Business Hall of Fame (2021).

The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

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 and research positions at BMO, Oppenheimer & Company, Merrill Lynch, and Piper Jaffray, where his consistency in messaging, coupled with process-driven conclusions, helped shape stock market and investment views for decades.

Renowned for his ability to blend deep fundamental analysis with a clear, long-term perspective, Brian is recognized as one of the most accurate and influential strategists in the industry. He is a frequent contributor to CNBC, Bloomberg, Fox Business News, and BNN, where his market calls are closely followed by investors. Brian's leadership at Humilis anchors the firm's mission: to deliver disciplined investment strategies, differentiated insights, and research that empowers investment decisions defined by conviction and humility.

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 as an affordable city of opportunity for everyone.

Thank you to our presenting sponsor, Aviso, for making conversations like these possible.

The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

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.

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.

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, Canaccord Financial and National Bank Financial. During the past eight years, Mr. Ritchie (through National Bank Financial and Canaccord Genuity) has been a key financial advisor and partner to the previous and current SilverCrest teams through the development of Santa Elena, the sale of the SilverCrest Mines to First Majestic Silver Corp. and the three financings for SilverCrest Metals.

Chris is an avid sportsman, holding national titles in tennis and was a member of the Canadian National Australian Rules Football team.

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.

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.

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, including banking, insurance, consumer products and special situations. In the most recent BW survey, he was ranked as the best Equity Strategist in Canada.

His career has included a period at the CPP Investment Board as Head of Fundamental Research where he was responsible for developing its fundamental research capability and integration with quantitative approaches. Further, he spent two years as Global Head of Research at a Canadian competitor, managing 70+ fundamental and quantitative analysts and its Economics department, with professionals located in Canada, the U.S. and the U.K.

Mr. de Verteuil joined CIBC Capital Markets in 2014. In addition to his involvement with various stock selection, pension and asset management committees, Mr. de Verteuil is focused on thematic research. Hs is responsible for research into a variety of topics, including Macro Fundamental, Quantitative, ESG and ETFs.

Mr. de Verteuil has a B.Sc. in Chemistry from McGill University and an MBA from the University of Western Ontario. He is originally from Trinidad and Tobago, and moved to Canada in 1987.

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. Prior to joining Scotiabank, Clint was Chief Executive Officer of Nunasi corporation, a 100 percent Inuit-owned business development company that seeks to create business ventures that will benefit quality of life for Nunavut Inuit. Prior to joining Nunasi, he was founder and Chief Executive Officer of North35 Capital Partners, and from 2008 to 2012, he was the Chief Executive Officer of the Canadian Council for Aboriginal Business (CCAB) and established the CCAB as the preeminent organization that builds bridges between Indigenous businesses and communities across Canada. Clint proudly served as the Chairperson of the Board of Directors of Nunatsiavut Group of Companies, the development corporation for his own community in Labrador.