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Calgary Connects - A CFA Society Calgary Podcast

Auteur(s): CFA Society Calgary
  • Résumé

  • Calgary Connects is a podcast by CFA Society Calgary, hosted by Matthew Andrade, CFA, where we bring global thought leaders together to share their views on the world of finance. Our goal is to bring the best financial thought leaders to Calgary so we can all become more bullish on our future. Let's connect!
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Épisodes
  • Global Experiences from a Woman in Finance with Geeta Kapadia
    Mar 28 2024

    Welcome back to Calgary Connects!

    This month, in honour of International Women's Day (celebrated on March 8th), Matthew connects with Geeta Kapadia, CFA, to learn from her experience as a woman in finance as well as her experience being a mixed race, first generation Indian American. Additionally, Geeta has lived and worked in the United States, England, Scotland, and India. Join us to hear Geeta's story - her enthusiasm and energy is sure to leave you feeling inspired!

    Geeta Kapadia is the Chief Investment Officer (CIO) of Fordham University, where she manages the endowment of $1 billion in assets and oversees all aspects of the portfolio management process. Prior to joining Fordham in August 2022, she was the Associate Treasurer of Investments at Yale New Haven Heath System, where she led the team responsible for managing over $5 billion in system assets. She is a CFA Charterholder and serves as Board President of Chester Country Family Academy.

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    33 min
  • Democratizing Financial Insights with Genevieve Roch-Decter
    Feb 21 2024

    Today's episode features a special face-to-face conversation between Matthew and Genevieve Roch-Decter, CFA. Genevieve is the CEO of GRIT, a financial media company democratizing access to institutional insights for the masses. She founded GRIT after realizing that only the top 1% were receiving the best insights. 

    Genevieve joined us in Calgary at the 47th Annual Forecast Dinner. While in Calgary, her and Matthew sat down to discuss the inception of GRIT, why democratizing access to financial insights has become such a passion for her, and more. Join us to learn all about Genevieve's career journey!

    Genevieve is a CFA Charterholder with a Level 1 Chartered Market Technician (CMT) designation. She and her content have been featured on FOX, Bloombert, VICE, CNN, The Globe & Mail, The National Post, and BNN. Outside of her professional pursuits, Genevieve is an avid skier, tennis player, golfer, and wake surfer. 

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    34 min
  • 2024 Market Outlook (Hugo Ste-Marie Returns)
    Dec 19 2023

    Today's episode brings back Hugo Ste-Marie from Scotiabank Global Banking and Markets (GBM) to recap 2023 and dive into what’s in store for 2024. What most surprised Hugo about the markets in 2023 and what surprised him the least? What can we expect in 2024?

    Hugo leads the Scotiabank GBM portfolio strategy team, which uses macroeconomic trends, equity market fundamentals, and quantitative models to determine optimal asset-mix, global-equity, and sector-allocation strategies, complementing the top-down perspectives offered by Scotiabank Economics, as well as the bottom-up research of sector-specific analysts.

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    36 min

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