Discussions with a rising star in Canadian economics. Geoff Castle welcomes Frances Donald, Global Chief Economist at Manulife Investment Management. They discuss Frances’ role and how she got her start in economics, her three-phased approach to navigating the COVID-19 pandemic along with modern monetary theory and the sustainability of credit spreads.
From hardware to software: providing a whole solution. David Barr chats with Bill Wignall, President and CEO of Sangoma Technologies. They discuss Bill’s nine years at the helm of Sangoma, starting from his initial goals for the company and how they have achieved the growth they have, including migrating away from hardware and declining market […]
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 […]
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.
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.
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.
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.
Focusing on what we’re good at during tough times. David Barr chats with Savneet Singh, President and CEO of PAR Technology Corp., a holding in several of Pender’s equity mandates for over a year. They discuss software as a platform, entrepreneurship, corporate culture and the transformation of PAR since Savneet became CEO.
Has this ship sailed or are we just warming up? Geoff Castle, is joined by Parul Garg and Amar Pandya to discuss the current market conditions that have led to some interesting opportunities in distressed credit. They look back at prior dislocations, including 2016, as well as the risks associated with investing in distressed credit […]
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