Net Learnings

In this episode:

• CFO Tech and the evolution of FP&A.
• Julio’s global list of Fintechs doing incredible things.
• The benefits of “going wide” in your career. 
• The modern challenge of attracting and retaining talent.
• How a 1 year sabbatical in India forever changed Julio’s professional perspective.
• The value of mastering technical skills early in your career.
• And much more!

Julio brings 20 years of finance, investing, and entrepreneurial experience across many countries and continents. This is a must-listen for finance, Fintech, and investing enthusiasts.

Join Kyle as he sits down with Meeyeon Park, VP Content at CFI. 

In this episode:

• Buy-side & sell-side dynamics, including a breakdown of Capital Markets roles.
• The energy on a trading floor.
• The importance of patience in role.
• How and why Meeyeon ended up in corporate training.
• A new game—Lender or Liar?
• Motorcycles vs. Mac trucks.
• And so much more!

This was a fun chat with a ton of interesting perspectives and career insights from a seasoned finance pro.

In this episode we chat with Kyle Kreppenhoffer, Principal at Ashdown Capital—an independent commercial financing broker in Western Canada.

We discuss:

• Pros & cons of a big-name bank vs. a smaller independent firm
• The art of a quick “no”
• Myths about commercial lending
• Common competitive sticking points
• Transitioning from individual contributor to people leader
• Playing the ‘long game’ and building your personal brand
• And so much more!

Check out Kyle’s chat with Bill Vlaad, CEO and Managing Partner of Vlaad & Company, Bay Street’s premier independent executive financial recruitment firm.

In this episode:

• Three characteristics that the most successful financial services professionals share in common.
• Less heralded (but still awesome) career paths in finance.
• Job searching with a rifle vs. a shotgun. 
• Campus recruiting and Bill’s path to IBD (which started in a pulp and paper mill!)
• Why a lack of expertise is often misinterpreted as a lack of passion.
• Expert deployment of the metaphor as a literary device.

This episode is absolutely packed with industry insights and professional wisdom for anyone that wants to reflect seriously on their career.

Join our conversation with Devon Thompson, Managing Director at RBCx.

In this episode:

• A day in the life of a tech banker
• Trends in FinTech and financial services
• Why banks are measured against Apple and Google (not other banks?) 
• Venture debt vs. SaaS lending
• Characteristics of a successful banker
• Leadership, mentorship, and sponsorship

Devon also gives us a career retrospective—and with over 20 years of financial services experience, this episode is packed full of professional wisdom and career advice.

In this episode of Net Learnings we chat with Rohit Mehta, President & CEO of Horizons ETFs—one of Canada’s largest ETFs with $27bn in AUM.

Tune in as we discuss:

• Why Rohit doesn't eat steak for lunch
• ETFs vs. mutual funds
• Emerging trends in the ETF space & sources of future innovation
• What career progression looks like in the fund world (spoiler alert: sometimes it starts in the mail room)
• Tips to advance your career and transition into leadership
• Why it’s important to stop and smell the roses once in a while 
• And so much more…

This episode has more juice than a double-leveraged ETF. We hope you enjoy the conversation!

We chat with Pete Moore, Founder & Managing Partner of Integrity Square - a boutique investment banking and consulting firm.

In this episode, we discuss:

• What it’s like to do business and invest in HALO (Health, Active Lifestyle & Outdoors) - a $4.7 trillion category with tailwinds.
• How managers/leaders get cooked in a crock pot, not a microwave.
• The advantages of developing a narrowly-focused capital allocation strategy around industry or sector specializations.
• What it’s like to make seven figures investing in long-dated OTM options and then lose it all on an internet venture.
• More sports analogies than you’ll know what to do with... And so much more!

This episode has more ups and downs than a game of pickleball but with way more business stories, career insights, and hilarious anecdotes.

In the latest episode of Net Learnings, host Kyle Peterdy engages in an enlightening conversation with Rob Pulkys from Waratah Capital Advisors. Rob, with his vast experience in the trading industry, provides a deep dive into the complexities of the trading world and the evolving dynamics of the market. 

Rob emphasizes the importance of passion, communication, and detail orientation as the absolute must-have skills for anyone in the trading game. He also discusses the role of artificial intelligence and machine learning in trading, highlighting how these technologies are enabling traders to "skip the human" in certain scenarios, thereby changing the dynamics of the market.

In this episode:

• How trading is like a puzzle (but where people keep stealing your pieces!)
• “Must have” skills for aspiring traders
• How sell-side and buy-side dynamics have evolved
• What it was like on a trading desk during the GFC and the Coronavirus pandemic
• Who is TINA? 
• And so much more!

In this episode of Net Learnings, we share a thought-provoking conversation with guest Kristi Miller; Managing Partner at Krystal Growth Partners (KGP), a boutique private equity firm in Western Canada. 

Kristi shares a ton of wisdom by opening the book on her illustrious 25+ years of financial services experience. They discuss a wide range of topics, including entrepreneurship; KGP’s unique value proposition(s); what good governance looks like in the private, middle market; how Kristi thinks about mentorship; and a step-by-step walk down the entire capital stack. 

This episode is a must-listen for people that provide financial services to small and middle market operators, as well as anyone interested in private equity, entrepreneurship, and/or making better capital allocation decisions!

In this episode of Net Learnings, we sit down with Koert VandenEnden, CFO at Kardium - a medical device company based in Vancouver, Canada. Koert has over 20 years of accounting and finance experience, ranging from public practice at KPMG to a variety of roles in technology and life sciences.

Koert talks at length about his career and he kindly shares insights on financial stewardship, what it’s like to work on large transactions (like capital raises and mergers), how he thinks about mentorship, and some great career advice for folks earlier in their journeys.

Join us for a wide-ranging conversation, rich with wisdom from a seasoned finance pro with an impressive track record of success at every stop.