HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Scott Chan joined Canaccord Genuity in July 2010 as a financial services analyst. Previously, Scott worked at an independent investment bank for one year as a small-cap financial services and desk analyst. Scott also worked as a generalist analyst for five years, and at an independent Canadian investment company for three years in special products. He holds an Honours Bachelor of Administrative and Commercial Studies from the University of Western Ontario and an MBA in Investment Management from Concordia's John Molson School of Business. Scott is a CFA charterholder.

John Johnston, Chief Strategist at Davis-Rea Ltd.

*THIS IS A REPLAY OF HIFI RADIO FROM SEPTEMBER 3rd, 2022*

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000. Sustainability

Sustainability Coverage: Ameresco| AMRC-NYSE ESS Tech | GWH-NYSE Fluence Energy | FLNC-NASDAQ MP Materials | MP-NYSE Rivian Automotive | RIVN-NASDAQ Tesla | TSLA-NASDAQ Wallbox N.V. | WBX-NYSE

Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal. He holds a bachelor's degree in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago. Technology,

Media and Telecom Software - Security & Communications: Apple | AAPL-NASDAQ Bandwidth | BAND-NASDAQ BlackBerry | BB-NYSE CalAmp | CAMP-NASDAQ CrowdStrike Holdings | CRWD-NASDAQ Digi International | DGII-NASDAQ Everbridge | EVBG-NASDAQ Impinj | PI-NASDAQ Inseego | INSG-NASDAQ Karooooo Ltd. | KARO-NASDAQ Lantronix | LTRX-NASDAQ MiX Telematics Limited | MIXT-NYSE NAPCO Security Technologies | NSSC-NASDAQ Okta | OKTA-NASDAQ PowerFleet | PWFL-NASDAQ QUALCOMM | QCOM-NASDAQ Sequans Communications S.A. | SQNS-NYSE Sierra Wireless | SWIR-NASDAQ Tenable Holdings | TENB-NASDAQ Twilio | TWLO-NYSE Zscaler | ZS-NASDAQ

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about mortgage rates, inflation & everything else happening in today's market.

Guests:

Frank Leo started in the Real Estate market in the recession of 1990, just as the market went into its worst performance since the great depression. As he endured through his initial year, he continued to refine his plan and system. The nickname of Leo “THE LION” became a household name and a continuous quest for a marketing edge and superiority. Frank began to understand the power of this kind of marketing and advertising exposure. Using many marketing techniques to draw attention to his name and his client’s properties, Frank continued to build the ultimate Real Estate business, constantly improving and never settling for less than the best he could be. What good is the name if you don’t have the goods to back it up?

Drew Donaldson, Founder of Donaldson Capital, has over 15 years of lending and financing experience; both within the residential and construction sectors. Having been named top 15 Mortgage Brokers in Canada in 2020, he continues to serve his clients through a customized approach to each situation. Having helped finance over $5 Billion dollars thus far, he is an expert in securing the best rate and total package for his clients. Donaldson Capital was born out of his desire to address a market need for a full-service firm to assist clients from start to finish. 

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

Michael Graham is a Managing Director and Senior Equity Analyst covering the Internet, Gaming and Digital Assets sectors, and benefits from over 25 years of investment experience. He was a sell-side Internet analyst at Robertson Stephens in the “Internet 1.0” boom of the late 1990s, and he spent five years on the buy-side as a TMT analyst at Columbia Threadneedle. During his career he has helped investors be early in identifying many of the high-growth “Digital Disruptor” Internet companies that have changed the rules in multiple sectors of the economy, including media, retail, gambling, transportation, and financial services, and has helped guide dozens of management teams through the public listing process. Mike joined Canaccord in 2011 and in addition to his analyst responsibilities also serves as the firm’s U.S. Director of Research. Mike is a graduate of the U.S. Military Academy at West Point and former Infantry officer in the Army. He earned an MBA in Finance at the University of North Carolina at Chapel Hill and is a CFA charterholder. Technology, Media and Telecom Internet - AMZN, ABNB, DKNG, LYFT, UBER

Jeff Blanco - Managing Director, Head of F/X • Treasury & F/X Sales at Canaccord Genuity.

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000. Sustainability

Sustainability Coverage: Ameresco| AMRC-NYSE ESS Tech | GWH-NYSE Fluence Energy | FLNC-NASDAQ MP Materials | MP-NYSE Rivian Automotive | RIVN-NASDAQ Tesla | TSLA-NASDAQ Wallbox N.V. | WBX-NYSE

Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal. He holds a bachelor's degree in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago. Technology,

Media and Telecom Software - Security & Communications: Apple | AAPL-NASDAQ Bandwidth | BAND-NASDAQ BlackBerry | BB-NYSE CalAmp | CAMP-NASDAQ CrowdStrike Holdings | CRWD-NASDAQ Digi International | DGII-NASDAQ Everbridge | EVBG-NASDAQ Impinj | PI-NASDAQ Inseego | INSG-NASDAQ Karooooo Ltd. | KARO-NASDAQ Lantronix | LTRX-NASDAQ MiX Telematics Limited | MIXT-NYSE NAPCO Security Technologies | NSSC-NASDAQ Okta | OKTA-NASDAQ PowerFleet | PWFL-NASDAQ QUALCOMM | QCOM-NASDAQ Sequans Communications S.A. | SQNS-NYSE Sierra Wireless | SWIR-NASDAQ Tenable Holdings | TENB-NASDAQ Twilio | TWLO-NYSE Zscaler | ZS-NASDAQ

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

Austin Moeller is a Director and Senior Aerospace and Defense (A&D) analyst with Canaccord Genuity. Austin’s focus is on the Defense Technology and Space sectors. Austin is known for his deep-dive analysis on the Space and Unmanned Systems industries, having previously published extensive industry whitepapers on both subject areas. He joined Canaccord Genuity in 2019. Previously, Austin was a research associate covering the Satellite & Space sector at Quilty Analytics. Prior to that, he was a summer research associate on the A&D team at Hedgeye Risk Management, working under former Pentagon budget architect LtGen. Emerson Gardner, USMC Ret. Austin received his B.S.B.A. in Finance and Global Peace and Security Studies from the University of Central Florida (UCF).

Aerospace and Defense

AeroVironment

Kratos Defense & Security Solutions

Maxar Technologies Inc.

Mercury Systems

Mynaric AG

RADA Electronic Industries

Rocket Lab USA

Terran Orbital

Virgin Galactic Holdings

Virgin Orbit Holdings

VSE Corporation

Martin Roberge has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts.

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

Don Vialoux - who holds a Chartered Market Technician (CMT) designation, is an independent advisor with close to 40 years of experience in the investment industry. He is a past president of the Canadian Society of Technical Analysts and a former technical analyst at RBC Investments. Don and his son Jon publish a regular technical analysis newsletter, Tech Talk, on their website, Timing The Market.

His CMT paper, entitled “Seasonality in Canadian Equity Markets,” was published in the Spring-Summer 1996 edition of the CMT Association Journal. Don also has extensive experience with ETFs and conservative option strategies. In 1990, he wrote a report that was released in the International Federation of Technical Analyst Journal entitled “Profiting from a Combination of Technical and Fundamental Analysis.” The report introduced “The Eight Phases of the Stock Market Cycle,” an investment concept that continues to identify profitable entry and exit points for North American equity markets. He is currently a member of the Toronto Society of Fundamental Analyst’s Derivatives Committee. Don is a frequent contributor to BNN TV.

Javed Mirza - joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.

Guests:

Nick Blitterswyk CEO of UGE - Nick grew up in western Canada where his parents were the caretakers of a nature reserve. Ever since, Nick has been passionate about preserving the awe-inspiring beauty of our earth. Becoming increasingly dissatisfied with the lack of progress we as a society were making, Nick set out to change the way the world views and uses distributed renewable energy. With a youthful vigor about him, Nick has committed himself to promoting a more sustainable future. Nick founded UGE in early 2008 and has grown the company into a premier supplier of distributed renewable energy solutions, with installations for customers throughout the world.

James A (Sandy) McIntyre, Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments Aug 2000 – 2018.

With hosts Wolfgang Klein and Jack Hardill. 

This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio

Matt Bottomley joined Canaccord Genuity in 2015 and is now an analyst covering the cannabis industry (both in Canada and internationally). 

Jamie Carassco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Wealth Management.  

With hosts Wolfgang Klein and Jack Hardill. 

This week, Wolfgang and Jack chat about making intelligent investments with their guest this episode - Chief Investment Strategist Myles Zyblock. 

Guest:

Myles Zyblock - Myles joined Dynamic in 2014 as the Chief Investment Strategist, working closely with the Dynamic Funds portfolio management team. His experience spans across multiple asset classes and geographic regions. Myles is also the Portfolio Manager of Dynamic U.S. Sector Focus Class and Dynamic Global All-Terrain Fund, which are Dynamic’s first rules-based offerings.

Myles is a recognized strategist in North America, regarded for his investment insights that blend the tools of finance and psychology in order to capture major inflection points in financial markets. He has over 25 years of experience in guiding and advising on asset allocation for a diverse set of institutional and retail advisors across North America, Europe and Asia.

He is also a member of the Oversight Committee and sits on the firm’s Asset Mix Group, which collectively govern the construction, due diligence, and monitoring of the Dynamic Private Investment Pools Program.

Prior to joining Dynamic, Myles held a number of similar roles including Chief Investment Strategist at a large Canadian financial institution, the head of the U.S. and global equity teams at a privately-held U.S. financial institution, and led the global equity sector strategy team at a major independent investment research company.

Myles has an M.A. in Economics from Queen’s University and is a CFA charterholder.