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Calgary Connects - A CFA Society Calgary Podcast

Calgary Connects - A CFA Society Calgary Podcast

著者: CFA Society Calgary
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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! 個人ファイナンス 経済学
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  • Down, Set, Hike!
    2026/10/20

    Doing nothing was the bigger risk… and that's why the Fed raised rates into an energy shock it can't control.

    Matthew Andrade sits down with Ian Pollick, Managing Director and Global Head of FICC Strategy at CIBC Capital Markets, and one of Canada's most closely followed voices on interest rates.

    With US 10-year yields pushing past 5%, their conversation moves from the Fed's September hike and the Bank of Canada's conditional tightening bias to historically wide Canada–US yield spreads, pressure on the Canadian dollar, and AI borrowing crowding out other bond issuers.

    Pollick's through-line is clear-eyed and data-driven: starting points matter, the bond market now belongs to price-sensitive investors, and higher rates may be making the economy more resilient, not less.

    For finance professionals and investors rethinking the 60/40 portfolio, this conversation is an essential read on where rates go next.

    Listen For:

    1:09 Why did the Fed hike rates into an energy price shock?

    11:18 Is the Bank of Canada moving toward its own rate hike?

    14:46 Why does Ian Pollick think higher rates may strengthen the economy?

    19:57 Does the 60/40 portfolio still work when stock-bond correlation breaks?

    33:15 What is Ian Pollick's 2027 rate outlook, and what could break it?

    CONNECT WITH GUEST: IAN POLLICK, Managing Director & Head, FICC Strategy | Fixed Income, Currency & Commodities | CIBC Capital Markets

    LinkedIn | Website

    CONNECT WITH US

    Matthew Andrade on LinkedIn | Calgary Connects website

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    37 分
  • Inside Personal Protection with Bob Morrison, Sec-Tech UK
    2026/08/11

    The wealthiest person in the household is rarely the one in danger… it's the spouse and the children who become the targets.

    Matthew Andrade sits down with Bob Morrison, Managing Director of personal protection firm Sec-Tech UK and a two-decade veteran of close protection for ultra-high-net-worth families.

    Their conversation moves from kidnap-and-ransom prevention and the realities of express and tiger kidnapping to cyber scams, travel risk, and the quiet, discreet security that protects a family without turning a home into a fortress.

    Morrison's through-line is disciplined and practical: prevention beats reaction, education beats hardware, and the goal is always to walk away without a scratch.

    For the finance professionals and wealthy families, this conversation is an essential, clear-eyed perspective on protecting what matters most.

    Listen For:

    1:23 Why is the wealthy principal often the safest person at home?

    8:35 Why do high-net-worth families only buy security after an incident?

    13:00 How does Morrison make security training appeal to reluctant teenagers?

    17:39 What do express kidnapping and tiger kidnapping mean for executives?

    25:32 What is Bob Morrison's golden rule for surviving any threat?

    CONNECT WITH GUEST: BOB MORRISON, FOUNDER & CEO | BESPOKE SECURITY SOLUTIONS

    LinkedIn | Website | Email

    CONNECT WITH US

    Matthew Andrade on LinkedIn | Calgary Connects website

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    32 分
  • Leading Element Fleet Management Through Change with Laura Dottori-Attanasio
    2026/07/14

    Half the companies that operate vehicle fleets still try to manage them alone…and that gap is reshaping an entire industry.

    Matthew Andrade sits down with Laura Dottori-Attanasio, President and CEO of Element Fleet Management, the world's largest pure-play automotive fleet manager.

    As electrification, connected vehicles, and shifting client expectations reshape fleet strategy, Dottori-Attanasio brings a banker's risk discipline to a business in transformation.

    This is a conversation about career-defining stretch assignments, the discipline of not over-investing too early, and building a purpose-driven culture through constant change.

    Listeners walk away with a sharper investment lens on mobility, and a leadership playbook for navigating industry disruption without losing the plot.

    Listen For:

    7:06 What drew a chief risk officer from banking into fleet management leadership?

    9:05 How do electrification and connected vehicles reshape fleet strategy today?

    10:31 Do clients value cost reduction more, or the actionable insights fleet data provides?

    22:14 How does Element keep culture and purpose steady through constant change?

    30:33 When should leaders apply Bezos's one-way versus two-way door framework?

    CONNECT WITH GUEST: Laura Dottori-Attanasio, President & Chief Executive Officer, Element Fleet Management

    LinkedIn | Website

    CONNECT WITH US

    Matthew Andrade on LinkedIn | Calgary Connects website

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    35 分
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