Diverse Dividends

Diverse Dividends

By CFASTBusiness
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Diverse Dividends episodes

  • Janet Bannister on Venture Capital, Risk, and Empowering Founders
    In this episode of Diverse Dividends, host Sara Loriot welcomes Janet Bannister, founder of Kijiji and Staircase Ventures, for a candid and inspiring conversation on venture capital, entrepreneurship, and the human side of investing.
    🎧 What You'll Learn in This Episode:
    How Janet transitioned from launching Kijiji to leading a venture capital firm
    Why empathy, trust, and grit matter more than spreadsheets in early-stage investing
    The five-pillar founder support platform at Staircase Ventures—an industry-first
    Janet’s unique take on risk, drawn from both business and competitive athletics
    What she looks for in founders (hint: it’s not just the pitch deck)
    💡 Whether you’re in finance, building a startup, or navigating your own career path, Janet’s insights on leadership, resilience, and deliberate growth will resonate deeply.
    40 min
  • Jon Erlichman: From News Anchor to Financial Storyteller
    In this episode of Diverse Dividends, host Sara Loriot is joined by Jon Erlichman—former BNN anchor, current Bloomberg contributor, and the creator of Ticker Take on YouTube.
    Jon shares his journey from traditional financial media to becoming a leading voice in digital financial literacy. Discover how he uses storytelling, data, and yes—even dancing—to connect with new audiences on platforms like Instagram, TikTok, and YouTube.
    We also discuss:
    + Why content creation matters in modern finance
    + The role of social media in educating the next generation of investors
    + Lessons learned from decades in TV journalism
    + His creative partnership with ETF provider Global X
    +And the legacy he hopes to build through financial education
    Whether you're a finance pro or just curious about markets, this episode will leave you informed—and entertained.
    🎧 Subscribe and leave a review to support the show!
    35 min
  • Global Innovation Meets Local Expertise with Rohit Mehta
    In this eye-opening episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Rohit Mehta, President and CEO of Global X Canada, to explore leadership, innovation, and the changing landscape of ETFs. Rohit shares his unique journey from humble beginnings in finance, the essential qualities that guide his decision-making, and how Global X Canada orchestrated a major rebrand from Horizons ETFs. He also reveals how data-driven insights are shaping product launches and how diversity of thought sparks creative solutions for clients worldwide. Tune in to hear Rohit’s candid perspective on seizing market trends, the “three Ps” powering Global X, and why curiosity is a must for anyone looking to advance in the fast-evolving world of finance.
    38 min
  • Wes Hall’s Unstoppable Journey
    In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Wes Hall, a powerhouse in business, finance, and advocacy. West, known for his roles as the founder of Kingsdale Advisors, the Chancellor of the University of Toronto, and the founder of the Black North Initiative, opens up about his incredible journey from extreme poverty in rural Jamaica to becoming a leader in Canada. Throughout the conversation, West reflects on the resilience and determination that have shaped his career, sharing insights into how he overcame obstacles, including being a minority in predominantly white spaces. Tune in as he discusses the importance of generational thinking, the support he received from mentors, and the impact of diverse leadership in both business and society.
    52 min
  • Maximizing Leadership with Katy Boshart
    In this episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Katy Boshart, President and CEO of Manulife Bank Canada, to explore her unconventional path to leadership. From studying biology and history to leading major financial institutions, Katy shares how curiosity, adaptability, and a maximizer mindset have shaped her career. She discusses the importance of authenticity in leadership, how every role in life—from musician to CEO—contributes to her perspective, and why she believes that leadership isn’t about titles but about impact. Don’t miss this conversation filled with actionable career advice, leadership insights, and inspiration for anyone looking to maximize their potential.
    31 min
  • A Conversation with Heather Cooke, CFA
    In the premiere episode of Diverse Dividends, host Sara Loriot, Institutional Portfolio Manager at CI Global Asset Management and CFA Society Toronto volunteer, introduces the series' mission: spotlighting the trailblazers shaping Canada's finance industry. The episode features Heather Cooke, a distinguished leader with over 30 years of experience spanning institutional client management, investment management, and private wealth management. Join us as Heather shares insights from her illustrious career, lessons learned, and her vision for fostering diversity and innovation in the industry.
    42 min

About Diverse Dividends

From the publisher's feed

Welcome to CFA Society Toronto's Diverse Dividends, the newest series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.