Calgary Connects - A CFA Society Calgary Podcast

Hosted by CFA Society Calgary

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Aug 2026

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About the show

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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August 11, 2026Episode 5131 min

Inside Personal Protection with Bob Morrison, Sec-Tech UK

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

July 14, 2026Episode 5034 min

Leading Element Fleet Management Through Change with Laura Dottori-Attanasio

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

May 5, 2026Episode 4934 min

Rick Rule Part 2 - The Math Behind Gold's Next Move

The math still doesn't math… and Rick Rule still has more insights. Matthew Andrade brings Rick Rule back for a deeper dive into the forces reshaping commodity markets, the true nature of investment risk, and what the next decade holds for extractive industry investors. We pick up where we left off in part one… but goes further, harder, and more personal. Rick unpacks why gold's move from $2,500 to $5,000 was catch-up, not a bubble, why volatility is opportunity in disguise, and why the biggest risk most investors face is their own psychology. For CFA professionals and high net worth investors seeking a macro framework that goes well beyond the headlines, this conversation delivers. Listen For 1:01 Is gold in a bubble right now, or is the bull market just getting started? 13:46 Could governments ban private gold ownership again and how real is that risk today? 20:39 Has the mining industry finally learned how to build mines, or is capital destruction still the norm? 33:57 How has Rick Rule's definition of risk changed over 50 years in the resource business? 39:53 What is Rick Rule most excited and… most worried about heading into the next decade? The 2026 Rule Symposium The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

April 28, 2026Episode 4846 min

Rick Rule Part 1 - What Investors Need to Know About the Coming Inflation Decade

Gold at $5,000. Dollar purchasing power eroding. A $159 trillion debt obligation staring down $167 trillion in private wealth. This episode is for any investment professional who wants to understand where the macro tide is turning — and why your clients need to hear it. This episode features Rick Rule, one of the most respected names in natural resource investing and a 50-year veteran of global commodity markets. Host Matthew Andrade guides Rick through a rare career retrospective from bouncer on Vancouver's Skid Row to financing legends like Adolph Lundin, building Silver Standard and Pan American Silver from the ground up, and partnering with Eric Sprott to create one of Canada's most influential resource investment platforms. The conversation then shifts to the macro forces shaping today's markets: the structural destruction of dollar purchasing power, the arithmetic of US debt that "don't math," and why Rick believes gold, silver, and hard assets will be essential to any resilient portfolio over the next decade. Listen For 00:35 How did a bouncer on Vancouver's Skid Row become one of Canada's top resource financiers? 11:53 What does the collapse of the '80s commodity boom teach investors about leverage and hubris? 17:50 How did Rick Rule build a 20-year winning streak by buying what no one else would touch? 30:49 Where are we in the gold and silver cycle right now, and is gold ahead of itself? 32:58 Why does Rick Rule believe the US dollar faces a 75% decline in real purchasing power? The 2026 Rule Symposium The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

April 13, 2026Episode 4759 min

A Conversation With Kim Shannon - Finding Value, Then And Now

Kim Shannon is the Founder and Co-Chief Investment Officer of Sionna Investment Managers in Toronto, Canada, which she founded in 2002 and has grown into one of the largest independent investment firms led by a woman. She has more than 35 years of investment industry experience and previously served as Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim serves on several boards, including the Canadian Coalition for Good Governance (where she chaired the Governance Committee), the Brandes Center/Institute, the Ontario Arts Foundation, and United Corporation. She has received numerous awards, including Morningstar Fund Manager of the Year, the RBC Canadian Woman Entrepreneur Award, and the Women's Executive Network Canada's Most Powerful Women: Top 100 Award twice in both 2007 and 2017. The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

January 27, 2026Episode 461 hr 2 min

A Life Full Of Energy – a conversation with Mike Tims

In this episode, we sit down with Michael Tims to explore the winding, thoughtful path behind his impressive career in finance. Michael J. Tims, C.M., LL.D.(Hon.), CBV , is Vice Chairman of MATCO Investments Ltd., a private investment holding company. He joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Mike served as the longtime Chairman of Peters & Co., and before that as President & CEO. Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary. Recognition, among others, includes: a Member of the Order of Canada (2018); a recipient of the King Charles III Coronation Medal (2025); the Founders' Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014) and the Alberta Business Hall of Fame (2021). The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

December 19, 2025Episode 4546 min

A Humble Look Into The Future – The 2026 Outlook With Brian Belski

Today, we are joined by Brian Belski of Humilis Investment Strategies, to give us his take on the markets in 2025, and what's to come in 2026. Humilis is led by Brian G. Belski, one of North America's most respected market strategists and a trusted advisor to global investors. Brian previously served as Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets, where he guided portfolio strategy for some of the world's largest institutional investors and private wealth clients. In his more than 35-year investment career, Brian has held senior strategy and research positions at BMO, Oppenheimer & Company, Merrill Lynch, and Piper Jaffray, where his consistency in messaging, coupled with process-driven conclusions, helped shape stock market and investment views for decades. Renowned for his ability to blend deep fundamental analysis with a clear, long-term perspective, Brian is recognized as one of the most accurate and influential strategists in the industry. He is a frequent contributor to CNBC, Bloomberg, Fox Business News, and BNN, where his market calls are closely followed by investors. Brian's leadership at Humilis anchors the firm's mission: to deliver disciplined investment strategies, differentiated insights, and research that empowers investment decisions defined by conviction and humility.

October 7, 2025Episode 4435 min

The Business of Healthcare with Jeff Davison

Today we're speaking with Jeff Davison. Jeff is the CEO of the Prostate Cancer Centre in Calgary and has helped to lead how we deliver men's health in Alberta. Jeff has more than two decades of experience in a variety of industries, from energy to film to tech to health care. He also served as the Ward 6 councillor on City Council from 2017-2021. Jeff has proven leadership, experience and vision and believes this is vital for the next leader of our city. In this vein he is running to be the next Mayor of Calgary with a focus on Calgary becoming a major entrepreneurial hub as well as an affordable city of opportunity for everyone. Thank you to our presenting sponsor, Aviso, for making conversations like these possible. The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

July 29, 2025Episode 4338 min

Entrepreneurship and the Canadian Housing Market with Bob Dhillon

Today we speak with President, Founder, and CEO of Mainstreet Corp., Bob Dhillon. We discuss his journey as an immigrant and finding success in Canada, his perspective on the Canadian housing market, and the opportunities for all Canadians to become entreprenuers.

June 11, 2025Episode 4235 min

Insights into the Evolving Landscape of Finance: A Conversation with Margaret Franklin

In this episode, we sit down with Margaret Franklin, CFA, President & CEO of the CFA Institute, for a wide-ranging conversation on the evolving landscape of the investment profession. Margaret shares how the CFA Program has adapted in the wake of COVID-19, the responsibility of Charterholders to their clients and communities, DEI, remote work, and more. Tune in for an insightful discussion with one of the most influential voices in global finance.