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Wealth Professional: Getting exposure to innovation away from the public markets

"What we offer is exposure to companies that the average investor wouldn't otherwise see. It could be that one of these could be the next Google or Amazon. It’s going to be a low ratio of those that make it to that unicorn status, but some can." Maria Pacella, spoke with James Burton from Wealth […]

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Profiles in Credit – David Dodge

A journey through a distinguished career in Canadian economics. Geoff Castle is joined by former Bank of Canada Governor, David Dodge. They discuss a number of critical economic events that occurred during his seven-year term including 9/11, the commodities boom in the mid 2000s and the early stages of the 2008 financial crisis along with […]

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Lauren Templeton – Templeton & Phillips Capital Management

The benefits (and obstacles) of learning the importance of investing at a young age. David Barr meets Lauren Templeton, Founder and President of Templeton & Phillips Capital Management. They discuss Lauren’s early interest in investing, her family ties to Sir John M. Templeton, value investing and how to engage the next generation of investors.

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Profiles in Credit – Morley Conn

Opportunities and inefficiencies in the Canadian convertibles market. Geoff Castle talks with Morley Conn, Director of Equity Hybrids at Scotiabank Global Banking and Markets. Together they take a deep dive into the convertibles market to uncover the opportunities, inefficiencies and features of convertibles, as well as swapping war stories.

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John Mihaljevic – Manual of Ideas & MOI Global

Unique perspectives from the hub of the global value investing community. David Barr catches up with John Mihaljevic, chairman of MOI Global and managing editor of The Manual of Ideas. They discuss value investing, the history of MOI global, technology businesses and small and micro-cap investing.

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Profiles in Credit – Professor Edward Altman

Lessons from the Father of the Altman Z-Score. Geoff Castle interviews Edward Altman, Professor Emeritus of Finance at NYU’s Stern School of Business. They discuss Professor Altman’s background in distressed credit, the Altman Z-Score, Professor Altman’s recent paper which assesses default and bankruptcy rates and conditions before and after COVID.

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