Today’s episode of Calgary Connects brings Tyler Mordy, CFA, from Forstrong Global Asset Management to discuss the exchange-traded fund (ETF) space. Tyler leads the firm’s business strategy and oversees a multi-disciplinary investment team deeply committed to macro research and analysis. Encouraging a global perspective enables the team to identify investment themes and trends that lead to distinctive investment strategies.  

Prior to joining Forstrong in 2003, Tyler gained international experience at Deutsche Asset Management in London, UK. A graduate of the University of British Columbia (Mathematics and English Literature), Tyler is a CFA charterholder.  

Welcome back to Calgary Connects! This episode features Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy for Scotiabank Global Banking and Markets, to recap 2022 and discuss what is in store for 2023. 

Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing the top-down perspectives offered by Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.

Welcome back to Calgary Connects. This episode features a discussion with William Hess, Founder & Co-Head of Research at PRC Marco Ltd. William joins Matthew to provide his unique perspective on the political and economic climate in China and how it impacts the global marketplace. 

PRC Macro was established to develop economic information and forecasting services to fill the large analytical gaps that exist with respect to China’s economy. William and his team have over 50 years of on-the-ground experience in China. PRC Marco believes China is a key economic story of the 21st century and recognizes the need to navigate the opaque landscape.

Welcome back to Calgary Connects. Today's episode features John Ewing, CFA, Co-President & Chief Investment Officer at Ewing Morris & Co. Investment Partners. 

John joins Matthew to talk about small cap investing, how it differs from large cap investing, how insights from credit analysis can help evaluate equity investments, how the space looks on a global basis, and what activist investing in this arena looks like.

John co-founded Ewing Morris & Co. Investment Partners in June 2011 with Darcy Morris. Prior to Ewing Morris, John was Director of Research at Burgundy Asset Management where he also served as lead analyst for Burgundy’s Canadian Small Cap Fund. John graduated with distinction from the University of Guelph in 2005 and has also completed the Investment Management Workshop at Harvard Business School. John’s community involvement includes the University of Guelph (Chair of the Investment Committee), Beat The Streets Toronto, and Scouts Canada.

Welcome back to Calgary Connects. Today's episode features Rob Carrick, personal finance columnist with the Globe and Mail. 

Rob joins Matthew to speak about enduring themes in personal finance, housing, inflation, retirement planning, and what’s changed in personal financial planning as a result of the pandemic.

Rob has been writing about personal finance, business, and economics for close to 30 years. He joined The Globe and Mail in late 1996 and quickly recognized the paper's need for more coverage of personal finance. He’s been writing about investing and personal finance ever since.

On this episode of Calgary Connects, we are pleased to welcome Dr. James Doran to speak about behavioural finance. Dr. Doran and Matthew discuss behavioural biases in investing, meme stocks and their impact on the investing psyche as well as what investors can do to both capitalize on and protect themselves from various biases.

Dr. Doran is a Senior Fellow at the University of New South Wales where he teaches derivatives and financial risk management. He has over 20 years of experience in finance as both an academic and as a practitioner. He is also the author of “The Profit Dilemma.”

On this episode of Calgary Connects, we are thrilled to welcome Mike Quinn back to the podcast. Mike Quinn is co-founder of RP Investment Advisors LP. On June 1, 2022, Mike transitions out of his role as Principal, Chief Investment Officer, and moves into an advisory capacity while still maintaining his ownership and investments at the firm. 

Mike and Matthew discuss how the industry and fixed rate environment have changed since Mike's first appearance on the podcast in November 2020. They discuss everything from risk and risk comfort levels, the changes in rates, central banks' strategies and responses, and what the implications of these changes are for investors.

On the latest episode of Calgary Connects we are joined by Tim Pickering, Founder, CIO and Lead Portfolio Manager at Auspice Capital, for a conversation that dives into commodities and commodity investing.

Matthew and Tim discuss what commodities are and how they fit into a portfolio, convergent vs. divergent return streams,  how risk plays into decision making, and much more.

On this episode we are joined by Margaret Franklin, CFA, President and CEO of CFA Institute for a discussion on how the finance industry has evolved in recent years, and how those changes are impacting the future of finance. Marg and Matthew discuss the changes brought about by the COVID-19 Pandemic and whether they are here to stay, how the increased focus on DEI is shaping the industry, and ultimately, where we go from here.

Marg leads CFA Institute and its more than 175,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She has built her career over the course of more than 30 years in the investment and wealth management industries and she is the first female CEO of CFA Institute in its 75 year history.

Since the recording of this episode CFA Institute has released its DEI Code for the US and Canada, explore the DEI Code here.

On this episode of Calgary Connects we are joined by Joel Litman of Valens Research to speak about Uniform Account Adjustments, why the as-reported earnings should never be relied upon, and why he thinks the S&P 500 could see a 30% rally through 2022. Joel Litman is CEO of Valens Research and Chief Investment Strategist of Altimetry Financial Research. Joel’s publications and research are read by tens of thousands every week. For thirty years, he has been a trusted advisor to management teams and institutional, family, and individual investors. 

As Chairman of the UAFRS Council, Litman has spearheaded the global use of Uniform Accounting and financial analysis. He has patented and holds intellectual property in macroeconomic analysis, equity and credit research, and deep forensic financial analysis, utilized by more than 220 of the 300 world's largest investment managers.