PenderFund

In this episode Maria Pacella talks to Judi Hess, CEO of Copperleaf Technologies, a Vancouver based venture capital backed firm which has developed decision analytics software for companies around the world managing critical infrastructure. Judi talks about her experience of rising through the ranks, being overlooked for leadership positions, how she arrived in her current role as CEO and how she still sees instances of gender bias in the workplace today. Maria asks her about who inspired and influenced her, what she learned along the way, and the advice she has for women generally in business and in leadership positions, "When you're offered a leadership position say, "Yes."".

In this episode David Barr sits down with Amar Pandya, Senior Investment Analyst and Associate Portfolio Manager, to discuss the Canadian equity market. They discuss the opportunities, mis-priced securities and compounders vs close the discount businesses.

They talk about their approach to the energy sector and also the unknowable risks that keep them up at night. Throughout they highlight various portfolio holdings as they discuss where they see growth in Canadian compounders today.

David Barr interviews Maria Pacella, Pender’s SVP Private Equity, on the trends she sees in private equity in 2019. They discuss this from the investment angle, highlighting financing and exit strategies on both sides of the border, also touching on the impact of uncertainty and volatility on private equity. They also looks at trends from the technology perspective. What’s going to be of interest in 2019, the problems and challenges and which sectors will take a lead in adoption?

In this episode, David Barr and Felix Narhi discuss the equity key themes from 2018. Volatility was a big factor in the markets and consequently, in how they managed the Pender Value Fund and their other equity portfolios. They talk about strategies from market cycles which Felix has nicknamed “needle in the haystack investing” and “tide goes out investing”. They highlight a few stock picks from the last year as well as looking ahead to what 2019 may bring.

*Any reference to stocks/ stock prices are as of the date of recording, December 21st 2018.

In this episode David Barr and Geoff Castle discuss the key themes and events from credit markets during 2018. They talk about the Pender Corporate Bond Fund positioning during a changing environment, some non-traditional credit picks in the portfolio and why Geoff finds them attractive. They discuss interest rates and inflation, recycling old ideas and how the Pender investment team works as a whole, in terms of sharing information and ideas across sectors and asset classes. They also look forward to 2019 and some of the challenges they may, or may not, face. Geoff talks about how he looks at securities with these potential outcomes in mind.

This is the last in the four part series on Disruptive Technology. Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, has been talking with Silicon Valley veteran, Rich Miller. In this last podcast they are joined by Toufic Boubez, VP Engineering at Splunk and a serial entrepreneur and tech industry leader with expertise in disruptive solutions. Having discussed blockchain and big data, this podcast turns to edge computing, the Internet of Things, anomaly detection and machine learning.

Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, continues her conversation with Rich Miller about data management. Rich has an interesting take on data as an asset that needs nurturing, feeding and care, in order to fulfill its potential. Some companies are well positioned, and some have a way to go, especially against the backdrop of increased regulation. Rich provides insights around how AI machine learning can be applied to data analysis and predictions, and touches on the difference between data science and data engineering. He gives an example of the challenges and outcomes of a recent project.

In the second of this four part series on disruptive technology, Maria Pacella, Senior VP, Private Equity at Pender, continues her conversation with Rich Miller, a technology expert and Silicon Valley veteran. This time the discussion turns to blockchain – a complex subject which Rich breaks down into understandable concepts. He touches on some of the challenges and opportunities blockchain offers, with some insights on which sectors will be early to adopt, why they will want to lead and not follow and possible approaches.

Maria Pacella, SVP Private Equity at Pender, interviews Rich Miller, who has had a long and illustrious career in Silicon Valley, being at the forefront of distributed computing and networking technologies that we rely on today for the web. From designing and implementing email under ARPAnet, to creating the early predecessor of Slack, to being involved in General Magic's push to release personal communicators, Rich has alternated between being a consultant to tech companies and being involved in tech startups. He shares some great insights into the industry and lessons learned from his experiences, as well as his predictions for the future applications of technology. Tune in to find out more.

In the second of this two part series on risk, David Barr and Felix Narhi move from talking about risk assessment at the company level to risk management at the portfolio level. One of the key aspects is cash management - having cash on hand always helps to make better decisions and, at the end of the day, investing is a probabilistic endeavor so it's all about making the best decisions possible. Felix and David also discuss concentration, sector diversification and alignment. Circle of competence makes another reappearance with a significant role to play in risk assessment at the portfolio level as well.