PenderFund

Maria Pacella, SVP and co-manager of Pender Technology Inflection Fund is joined by Natalie Dakers and Norma Biln, role models for any young girl looking for a career in the STEM disciplines. Natalie is the President, CEO and founder of Accel-Rx Health Sciences Accelerator and Norma is the CEO of Augurex. They discuss how they zoned in on how they wanted to channel their interest in the sciences, and how they made a successful career happen for themselves. They also talk about some of the obstacles they had to overcome, how they have honed their leadership style and other things they have learned.

Felix Narhi, Chief Investment Officer and Portfolio Manager at Pender is joined by President and Portfolio Manager David Barr to discuss how Pender minimizes the odds of finding ourselves stuck in a value trap by looking for catalysts in advance. They discuss the criteria that they look for in small and micro-cap stock picking and Pender's long history of identifying catalysts. They also discuss which books David has been reading lately.

Sarah Wildman, Director of Institutional Relationships, is joined by David Barr and Felix Narhi to provide an early quarterly equity update. With investor sentiment turning more fearful, concerns over trade wars and political unrest we wanted to bring our update forward to address these global events and their effect on current markets, while providing an update on our portfolios.

Maria Pacella, Senior Vice President of Private Equity at Pender, is joined by Michelle Scarborough, Managing Director of Strategic Investments and the Women in Technology Venture Fund at the Business Development Bank of Canada. They discuss the challenges and rewards of investing in venture capital enterprises, building bridges, talent spotting, hitting target markets and managing stakeholder expectations. They also discuss what Michelle has been reading lately.

Sarah Wildman is joined by Geoff Castle for the first of the Pender Quarterly Fixed Income Update Podcasts. Geoff is the portfolio manager of the Pender Corporate Bond Fund. They discuss the current fixed income environment, negative rates, the preferred shares market, current investment stories and current market risks. Geoff also shares what he’s reading this summer.

Sarah Wildman is joined by David Barr and Felix Narhi for the first of the Pender Quarterly Update Podcasts. David and Felix are both are analysts and portfolio managers of the Pender Value Fund. David also manages the Pender Small Cap Opportunities Fund, and Felix, the US All Cap Equity and Strategic Growth and Income mandates. They discuss the current equity environment, contribution, M&A, current investment stories and more. They also share what books are on their summer reading lists.

David Barr interviews Michael Lombardi, former NFL executive and author of Gridiron Genius. Michael shares his experiences as a member of the coaching staff for several NFL teams working alongside head coaches Bill Walsh, Al Davis and Bill Belichick and how these remarkable experiences led to the publication of his book, "Gridiron Genius". Touching on culture and leadership in football strategy, Michael shares how the importance of building teams in the NFL relates to the business world today.

David Barr is interviewed by Sarah Wildman, Director of Institutional Relationships at PenderFund. They look back on the past 10 years of Pender, highlighting key events and stories, the Pender culture, and of course, investing.

Key Takeaways

[01:03] The key events for Pender over the past 10 years.

[05:11] The key factors which have contributed to Pender's growth.

[05:53] The Pender Edge. What are the three core components?

[10:47] "There are two types of companies in the market: Those with problems and those that will have problems."

[13:30] The core characteristics of Pender's clientele.

[17:30] Michael Lombardi's Gridiron Genius – How this applies to Pender when evaluating companies to invest in.

[23:47] David's must-read books on investing, building a business, leading teams and decision making.

Maria Pacella sits down with the founder of Clarius Mobile Health, Laurent Pelissier. Laurent has been at the forefront of developing and commercializing cutting-edge ultrasound technology for nearly 20 years. Clarius is an inflection-stage tech company which has developed and commercialized wireless handheld ultrasound scanners which can be used anywhere from a physio office to remote emergency service calls. Laurent and Maria talk about his entrepreneurial journey, what he hoped to achieve when he founded Clarius, the problems the company is trying to solve and the breakthroughs they have made.

Maria Pacella sits down with the founders of Point Grey Research, a global leader in innovative, high-performance digital cameras. She was joined by Vlad Tucakov, Don Murray and Malcom Steenburgh who share stories from their days at the University of BC to building an organisation of over 300 employees worldwide. They give insights into how Point Grey grew over the years, the challenges they faced and the tough decisions that had to be made, until it was eventually acquired by FLIR Integrated Imaging Solutions in 2016.