by CFA Society Calgary
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!
Language
🇺🇲
Publishing Since
11/24/2020
Email Addresses
1 available
Phone Numbers
0 available
April 7, 2025
<p class="whitespace-pre-wrap break-words">Join Calgary Connects for a special episode featuring Lew Lukens in a follow-up discussion on the Trump administration. Host Matthew Andrade presents a recording of a live webinar from February 25, 2025, where Lukens offers expert insights on the post-inauguration landscape of Trump's second term. This episode builds upon their previous podcast episode, released in November of 2025.</p> <p class="MsoNormal"> </p>
March 7, 2025
<p><span data-olk-copy-source="MessageBody">What does it take to become a successful leader in today’s evolving business landscape? Alycia Calvert, Chair & CEO of EY Canada, joins us to share her journey - and how saying "yes" led her</span> to becoming the first female CEO of a major professional services firm in Canada.</p>
January 17, 2025
<p><span style="font-size: 12pt;">Today's episode we talk with Ian De Verteuil, <span lang="EN-US" style= "font-family: Arial, sans-serif; color: black;" xml:lang= "EN-US">Managing Director and Head, Portfolio Strategy for CIBC Markets,</span> to recap 2024 and discuss what could be next for 2025 in a time of political shifts and turmoil for both the U.S and Canada.</span></p> <p style="background: white;"><span style= "font-size: 12pt; font-family: Arial, sans-serif; color: black;">Ian de Verteuil has a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for much of the next 30+ years was a top-ranked analyst as measured by various external rating services, including Brendan Wood (BW), Greenwich and Starmine. Over that period, he was a top-ranked analyst in multiple sectors, including banking, insurance, consumer products and special situations. In the most recent BW survey, he was ranked as the best Equity Strategist in Canada.</span></p> <p style="background: white;"><span style= "font-size: 12pt; font-family: Arial, sans-serif; color: black;">His career has included a period at the CPP Investment Board as Head of Fundamental Research where he was responsible for developing its fundamental research capability and integration with quantitative approaches. Further, he spent two years as Global Head of Research at a Canadian competitor, managing 70+ fundamental and quantitative analysts and its Economics department, with professionals located in Canada, the U.S. and the U.K.</span></p> <p style="background: white;"><span style= "font-size: 12pt; font-family: Arial, sans-serif; color: black;">Mr. de Verteuil joined CIBC Capital Markets in 2014. In addition to his involvement with various stock selection, pension and asset management committees, Mr. de Verteuil is focused on thematic research. Hs is responsible for research into a variety of topics, including Macro Fundamental, Quantitative, ESG and ETFs.</span></p> <p style="background: white;"><span style= "font-size: 12pt; font-family: Arial, sans-serif; color: black;">Mr. de Verteuil has a B.Sc. in Chemistry from McGill University and an MBA from the University of Western Ontario. He is originally from Trinidad and Tobago, and moved to Canada in 1987.</span></p> <p> </p> <p> </p>
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