PenderFund

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respectively of the recently launched Pender Bond Universe Fund. They discuss the new Fund, introduce Emily and highlight her experience, and talk about the current credit market and where both managers see opportunities.

In this episode, David Barr welcomes PenderFund’s newest portfolio manager, Don Walker to the team to manage the Pender Small/Mid Cap Dividend Fund. They discuss all things small cap Canada including the current environment and where they see opportunities right now, their differentiated approach to managing small cap equity as well as Don’s new fund.

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund to provide the quarterly fixed income update. They look back on the last quarter, on 2019 as a whole, and anticipate the challenges and opportunities that await the Fund in 2020.

Sarah Wildman, Director of Institutional Family Office Wealth Services, is joined by David Barr and Felix Narhi to provide their quarterly equity update, with a twist. They are in the perfect position to not only reflect on the last quarter, but to look back on all of 2019, while looking forward to what 2020 might hold for Pender.

Sarah Wildman, Director of Institutional Relationships and Eric Tse, Vice President of Retail Sales look back on the many podcasts we recorded in 2019. They showcase excerpts from discussions on Pender’s funds and how we navigate markets, and highlight conversations with our many guests who shared insights on entrepreneurship and leadership, culture and investing in China.

Maria Pacella is joined by Christy Wyatt, CEO and member of the board of directors at Absolute Software. They discuss Christy's education at the College of Geographic Sciences, her career as a software engineer and her rise to executive leadership positions at Palm, Sun Microsystems, Apple, Motorola, Citigroup, Good Technology and Dtex. Christy talks us through her journey that saw her named one of Inc. Magazine's Top 50 Women Entrepreneurs of America, while providing advice for balancing a successful career and a fulfilling family life. She also touches on how diversity is one of the key benefits of being a truly global organisation.

Sarah Wildman is joined by Geoff Castle and Parul Garg, Portfolio Manager and Associate Portfolio Manager of the Pender Corporate Bond Fund. They discuss their thirteen-step decision-making checklist for analysing securities for inclusion in the portfolio.

Felix Narhi is joined by Rui Ma and Ying-Ying Lu, co-hots of Pandaily’s TechBuzz China podcast, who are both seasoned China-watchers with years of experience working in the China technology space. Felix recently joined their TechBuzz China Investor Trip to various cities in China, where they visited a number of public and private companies. In this episode, they discuss investing in Chinese companies, the intricate nuances of daily life that only a visit can highlight and the significant implications these have on investing in China.

David Barr is joined by Felix Narhi, Chief Investment Officer and Portfolio Manager on the equity side, and Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund who come together to discuss current markets and the opportunity we see for our balanced fund, the Pender Strategic Growth and Income Fund.

Sarah Wildman is joined by Geoff Castle for the Pender Quarterly Fixed Income Update Podcast. They discuss negative interest rates, rate reset preferred shares, current contributors to the Pender Corporate Bond Fund and the potential occurrence of another economic recession.