Surfacing facts and revealing truths is a never-ending quest for us at Veritas.

In each episode of our Fact Finding series, we go on the ground to speak to industry professionals in an unscripted candid video format to discover how we can make better investment decisions. 

In this series and in everything we do, we believe that facts empower investors and that better information leads to better investment decisions.


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Table of contents for 2022:

Episode 101: The Puzzle of the Markets (free to view)
David LePoidevin, Senior Investment Advisor, and Senior Portfolio Manager, at Canaccord Genuity Wealth Management

Episode 100: When things aren't going right, what do you do?
Joe Mauko, Ultramarathoner, cyber security sales specialist and board member of our affiliated Veritas Foundation

Episode 99: The Future of Work and The Office (free to view)
Dr. Linda Duxbury, Chancellor's Professor, Management at Sprott School of Business, Carleton University

Episode 98: The Energy Re-Mix: Can Canada Get it Right? (free to view)
Kirk Morrison, Professional Engineer, Energy & Resource Sector

Episode 97: The Nefarious Underbelly of Canada's Real Estate Market
Sam Cooper, Investigative Journalist

Episode 96: How Investors Can Manage The Next Age of Uncertainty
Stephen Poloz, Former Governor of the Bank of Canada

Episode 95: Mortgages Market Sticker Shock
Albert Collu, President and CEO of Marathon Mortgage Corp.

Episode 94: Perfect Personal Portfolios (free to view)
Steve Foerster, Professor of Finance at the Ivey Business School at Western University

Episode 93: A Cautious Investor Who is Licking His Chops
John Ruffolo, founder and managing partner of Maverix Private Equity

Episode 92: How To Build a Business People Will Fall in Love With
Brian Scudamore, Entrepreneur, Founder 1-800-GOT-JUNK? and Author

Episode 91: Why Bitcoin Isn't Digital Gold (free to view)
Bob Seeman, Managing Partner CyberCurb, Senior Advisor Endeavor, Author, Attorney, Electrical Engineer & Entrepreneur

Episode 90: Autos: Staring Into a Disruptive Future
Flavio Volpe, President of the Automotive Parts Manufacturers Association

Episode 89: Risk Management: Contrasting Modern Portfolio Theory and Value Investing
Dr. George Athanassakos, Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School

Episode 88: Putin's Impact on Investors and Governance
Alissa Kole, Managing Director of Govern 

Episode 87: What it Takes to be a Successful Entrepreneur
Al Guarino, Entrepreneur and Board Member

Episode 86: Building the BCA Franchise
Bashar Al-Rehany, former CEO of BCA Research Inc. and Executive Director of EuroMoney

Episode 85: Fostering Positive Indigenous Relations
Rebekah Wilson, Reconciliation Coordinator at the Nuclear Waste Management Organization 

Episode 84: Building Canada’s Leading Family Office 
Tom McCullough, Co-Founder, Chairman, and CEO of Northwood Family Office

Episode 83: Tapping into the Instincts to be Healthier and Outperform (free to view)
Dr. Stacy Irvine, Founder and Co-Owner of Totum Life Science

Episode 82: How Investors Need To Think About Risk
Ron Dembo, Risk Management Entrepreneur and Consultant

Skip to 2021



 

Fact-Finding Series
2022

(subscribers only)





 

November 16, 2022
Episode 101: The Puzzle of the Markets
David LePoidevin, Senior Investment Advisor, and Senior Portfolio Manager, at Canaccord Genuity Wealth Management

We held this recent video conference below for our clients that we thought others may also find insightful.

Please enjoy complimentary access to the replay below and feel free to share with others.

With 35 years of experience in the industry, David LePoidevin is a top-ranked investment advisor, managing a portfolio of more than $2 billion in assets. As a Senior Investment Advisor, and Senior Portfolio Manager, at Canaccord Genuity Wealth Management, Vancouver, he was ranked #1 in this year's Globe Advisor Canada's Top Wealth Advisors 2022. Highlights:
•  Advisor platforms and advice for advisors: "My advice to young people would be to make sure that it's your business, and make sure that you are acquiring the clients." He also covered topics such as how to talk clients out of panic selling, tips on gathering new clients and why he thinks the future is bright for independent research and advice versus robo-investing.
•  Market cycles: We are coming out of a forty-year bull market for bonds. "We went to zero bonds two years ago." He discussed inflation, money supply, gold, deficits, consequences of pandemic government stimuli, and why he is negative on bonds and companies that aren't cash flow positive.
•  Opportunities in the markets now: "I think we've had three fixed income opportunities in my career of thirty-five years, and I'd say, this is the fourth." Details about preferred share opportunities he sees now.

 

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.

 


 





 

October 20, 2022
Episode 100: When things aren't going right, what do you do?
Joe Mauko, Ultramarathoner, cyber security sales specialist and board member of our affiliated Veritas Foundation

Joe discussed his personal transformation, from being broken spiritually and financially, followed by a cancer diagnosis, to running ultramarathons across the Atacama Desert (250km self-supported) to advancing his career in cybersecurity sales and raising a family. When things aren't going right, what do you do? Highlights:
•  Stop trying to hit a home run and just get on base: "You've got to take a base hit when you can, and you've got to celebrate success at each milestone. Each success is a success, any way you slice it."
•  Start writing your own headlines: "Think about how you would like the world to view you."
•  Why do I run? "I run because the more I run, the more I sell. When I'm at my fittest, at my optimal health, I perform my best."
•  Preparation: "You gotta prepare for the worst-case scenario." That way when things are going right, you're prepared.
•  Defining yourself in and out of the office: "I don't have a degree in computer science. I have no formal education in this field. I redefined myself as this consummate athlete as a metaphor, as the guy who is always in training."
•  Age 40 in 2011 after a cancer diagnosis and other tragedies at home: "I started gaining weight. I started drinking. I was medicating with food and alcohol. I got up to two hundred and fifty pounds... I cried in desperation. I prayed to God in front of the mirror, and I was looking for answers, and I was like, 'What do I do?' And my wife said, and I remember having this breakdown in front of the mirror, she said, 'Well, why don't you start running?' [I said] I hate running. It's stupid. Who likes to run?'
•  Systemize and Prioritize Health, Mind, Heart and Soul: "I started working on these areas in my life, not just running, but working on my mind-set, my heart-set, and my soul-set as well as my health-set. I saw exponential creativity and maximum output. I started outperforming my peers."


 





 

September 28, 2022
Episode 99: The Future of Work and The Office
Dr. Linda Duxbury, Chancellor's Professor, Management at Sprott School of Business, Carleton University

We held this recent video conference below for our clients that we thought others may also find insightful.

Please enjoy complimentary access to the replay below and feel free to share with others.

Dr. Linda Duxbury studies balancing work and family in the public, private, and not-for-profit sectors; generational differences in work values; the impact of office technology on employee well-being, work role overload and workforce change. She has also been studying the impact of COVID-19 on employee well-being since March 2020. 
She wrote Something's Got to Give: Balancing Work, Childcare and Eldercare with Christopher Higgins and published a study with several other academics in 2021: Work, Family, Life during the Pandemic (see her full bio).
Anthony and Dr. Duxbury discussed:
•  Quiet quitting (a term she loathes): "Since when is it a horrible thing to have employees who just want to come in and do their job? But that's not enough anymore." Many companies have increased profits in recent years by getting people to do extra jobs.  The pandemic was a watershed event. People were grumpy, cranky, stressed out, and overworked going into the pandemic. A lot of people are not prepared to dedicate their lives to their employers when they don't feel supported.
•  Productivity: "People say they've been more productive at home, but that just comes from working more hours, not productivity gains." Regardless of where people work, 60% of 30,000 people report high job stress and 33% report high levels of burnout. The reality is that employers have too many priorities or don't have enough employees. "Workloads have to be addressed."
•  Solutions at a time of rising salaries and labour shortages: Don't assume that your most productive and critical employees will stay. "What we have to do is stop treating our employees like a cost and recognize that they're your only true assets." Innovation, creativity and customer service are all critical to business success and are all employee driven.

 

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.

 


 





 

September 13, 2022
Episode 98: The Energy Re-Mix: Can Canada Get it Right?
Kirk Morrison, Professional Engineer, Energy & Resource Sector

We held this recent video conference below for our clients that we thought others may also find insightful.

Please enjoy complimentary access to the replay below and feel free to share with others.

Carbon neutrality by 2050 is such a big, talked-about goal that we wanted to speak to an on-the-ground expert in the field who can help us understand if we can get there and what it means for investors. 
Kirk Morrison is a professional engineer with 40 years of experience in the energy and resources, environmental and infrastructure industries. He is currently completing a business case for the energy re-mix in Canada for the Canadian Energy & Climate Nexus, as well as developing (and investing in) a green hydrogen project in SE Alberta (Project Portal, Cariboo LCF), and a 15,000 MWh pump storage project in Northern Ontario (Steep Rock Energy, SC Investments). He just completed a trip across Canada looking at how Canadians are working towards cleaner energy (you can read his posts about it on LinkedIn). See his full bio.
Anthony and Kirk covered:
•  Targets: Kirk has calculated that Canada needs to spend $3.4 trillion to be carbon neutral by 2050. "I think we can get to net zero, but I think 2050 is pretty optimistic. Energy costs will need to increase." 
•  Under-planning: Canada is the seventh largest consumer of renewable energy in the world, but only about one-third of the work required to get to net zero is being done now. "For example, to bring on all the clean generation we've got to bring on three gigawatts a year. We're doing about one gigawatt right now. We need to bring on 15,000 EV charging stations per year. We're doing about 1,000."
•  Investment returns: It takes a lot of time to build infrastructure and regulatory approvals are slow. Some commodity prices don't make sense yet from a return on investment perspective. "There's lots of capital out there. There's lots of equity. There's lots of debt, but the initial development capital is tough to get." The government has a role to provide seed capital.

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.

 


 





 

August 16, 2022
Episode 97: The Nefarious Underbelly of Canada's Real Estate Market
Sam Cooper, Investigative Journalist

Sam Cooper is an award-winning investigative journalist and author of Wilful Blindness: How a Criminal network of narcos, tycoons and Chinese Communist Party agents infiltrated the West. He has presented his findings on corruption, money laundering and transnational crime to law enforcement agencies, legal and financial professionals, and academics, internationally. See his full bio.
In this 45-minute video conference, Anthony and Mr. Cooper discussed:
•  Origins: How a deal was made back in 1982 where the Chinese Communist Party would get business assistance from the Hong Kong tycoon elites to invest internationally and these high-level businessmen with underground financial connections would get assistance and protection from the Chinese Communist Party. "I found this was very influential to investment trends in Canada in banking, real estate and of course, casinos."
•  The Vancouver model and how money gets out of China: How drug money in Canada has been laundered through loans to Chinese "whale" gamblers visiting Vancouver government-run casinos. The gambling loans are then paid back later to triad organized crime in China. "The flow of funds through this underground banking system is off the charts." 
•  How this money laundering flows into real estate: "I was reliably informed that in Vancouver real estate, for every dollar that's spent, 30 cents of that dollar or 30% of Vancouver's real estate market can be ultimately tied to funds from mainland China."
•  Canadian regulator complacency: "I'm talking about a volume of cases and evidence, powerful and sensitive cases that Fintrac has knowledge of, that never make it anywhere near a real police investigation, let alone a judicial prosecution." How Canada's Charter of Rights has become a powerful defence tool.
•  How Canadian Banks receive money transfers from Hong Kong currency exchanges: "It would be prudent for Canadian investors to be curious and skeptical about the integrity of our financial institutions, because I believe there are more bombshells to come out."


 





 

June 28, 2022
Episode 96: How Investors Can Manage The Next Age of Uncertainty
Stephen Poloz, Former Governor of the Bank of Canada 

Few have a better view of the Canadian economy than a former Governor of the Bank of Canada. Stephen Poloz was the 9th Governor and before that, he spent 14 years at Export Development Canada as Chief Economist, Head of Lending and finally as President and CEO. He also spent four years at BCA Research, as Managing Editor of the International Bank Credit Analyst. Mr. Poloz is now a Special Advisor at Osler Hoskin & Harcourt and recently wrote the book The Next Age of Uncertainty: How the World Can Adapt to a Riskier Future. See his full bio.
In the 96th episode of our Fact-Finding Series, Anthony and Mr. Poloz discussed:
•  What surprised him most about his time as Governor.
•  New uncertainties causing rising volatility: Demographics, wealth inequalities, job disruption, high debt, global warming and polarization of politics.
•  Canadian demographics and economic growth: "Even if we have a good immigration level, that only can give us 1% economic growth. That's not very much so we've got to work harder to get higher productivity and generate higher growth here in Canada. It means interest rates will stay low too. We're going to have a bump in interest rates, of course. That's a cyclical thing. But once that's over, the trend will be for low, real interest rates."
•  The outlook for investors: "Stagflation is probably the best that we can hope for now. Stagflation without a recession. So investors need to think about what stagflation does to the markets and which stocks are going to do okay in that setting."
•  Inflation and oil, transitory inflation, house prices and more.


 




 

June 22, 2022
Episode 95: Mortgages Market Sticker Shock
Albert Collu, President and CEO of Marathon Mortgage Corp.

Albert Collu is the President and CEO of Marathon Mortgage Corp. and a return guest to our Fact-Finder Series. He has served on the Advisory Group for RECO (Real Estate Council of Ontario), as Chair of Independent Mortgage Brokers Association and as a Director for Mortgage Professionals Canada. See his full bio.
In episode 95 of our Fact-Finding video conference series, Albert and Anthony discussed:
•  How the market has changed in the last two to three months: "I'm going to use the word miserable, particularly with the important segment, first-time homebuyers."
•  The sticker shock of mortgage renewals today: "We are seeing situations where people are renewing at triple what they were at five years ago." 
•  What is making him nervous: "The rate of change." Perhaps the Bank of Canada could have started moving rates up gradually in 2021 when they saw home prices hit records.
•  Where are the dangers in the private lending market?
•  His outlook for house prices.

For Albert's other appearances, see April 21, 2021 Episode 60: The White-Hot Cdn. Residential Mortgage Market and April 15, 2020
Episode 2: On the ground in Canada's mortgage industry


 

 




 

June 17, 2022
Episode 94: Perfect Personal Portfolios
Steve Foerster, Professor of Finance at the Ivey Business School at Western University

We held this recent video conference for our clients that we thought others may also find helpful in navigating the difficult markets.

Please enjoy complimentary access to the replay below and feel free to share with others.

Steve Foerster is a Professor of Finance at the Ivey Business School at Western University. He received a Ph.D. from the Wharton School, University of Pennsylvania and has obtained the Chartered Financial Analyst designation. He has published over 50 articles in journals, such as the Journal of Financial Economics, the Journal of Finance and Financial Analysts Journal. Professor Foerster’s most recent book is In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest (with Andrew Lo, MIT Sloan School). He has also written two textbooks and over 100 case studies and technical notes in the areas of investments and financial management. See his full bio.
In episode 94, Professor Foerster and Anthony discussed:
•  Three P’s of investments: Principles, Process, and Path (you can also follow along on the book's website);
•  The seven Principles for investors to follow and develop the Perfect Portfolio;
•  The Struggles of the 60/40 portfolio: "Sometimes, just when we want the benefits of diversification, they're not always there because we have assets becoming correlated. But I think that's where staying the course really, really helps."
•  Is there one perfect portfolio? "There is a portfolio that is perfect for each of us at a particular point in time. It's not going to be something that is never going to change. Clearly, as we go through different life cycles, then your portfolio should change."

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.

 


 




 

May 26, 2022
Episode 93: A Cautious Investor Who is Licking His Chops
John Ruffolo, founder and managing partner of Maverix Private Equity

John Ruffolo is one of Canada's best-known technology investors and is the founder and managing partner of Maverix Private Equity, which he launched after a traumatic truck accident left him paralyzed. With its inaugural fund of US$500 million, Maverix invests in health and wellness, financial services, transportation and logistics, live, work, play and learn, and retail.
Before Maverix, he was the founder of OMERS Ventures. He is also the Co-Founder and Vice-Chair of the Council of Canadian Innovators (see his full bio). John is a return guest, as he joined us early in the pandemic (before his accident) when he was advising the Canadian government on how to respond to the crisis (Episode 4: The shape of the recovery for the Canadian technology sector and economy).
In this appearance, Anthony and John discussed:
•  Investment cycles and investment entry points;
•  A look back at why 2011 was a great time to start OMERS Ventures.
•  Why the private equity party was already over in 2015: "I started to sniff that it wasn't quite overly funded, but the quality deal flow started to flatten."
•  The impact of the pandemic: "The pandemic did not change a thing. It acted as an accelerant." "2019 was already high valuations. 2020 and 2021, were god, stupid beyond imagination." 
•  Why he sees this downturn as not a blip, but rather a reversion back to the long-term, pre-pandemic mean.
•  What happens next: "What you're going to see is a lot of the private equity firms that were sitting on the sidelines, like we were, are now licking their chops."
•  The potential for further downside, the chances of recession and opportunities;
•  What investments Maverix is making now and what stocks to buy and avoid coming out of a recession.

John Ruffolo also described surviving the traumatic accident, his rehab and his incredible comeback. The CEO of the hospital told him, "I told one of your friends that it was a one in a million chance of getting past the first 48 hours." John is back riding a Peloton and a recumbent bike on the road. 


 

05252022




 

May 25, 2022
Episode 92: How To Build a Business People Will Fall in Love With
Brian Scudamore, Entrepreneur, Founder 1-800-GOT-JUNK? and Author

At just 19 years old, serial entrepreneur and author Brian Scudamore pioneered the industry of professional junk removal with 1-800-GOT-JUNK?, a company which now has annual revenues of $600 million. He has scaled that success into two more home-service brands, WOW 1 DAY PAINTING and Shack Shine, under the O2E Brands banner. He is also the author of WTF?! (Willing to Fail): How Failure Can Be Your Key to Success, and BYOB: Build Your Own Business, Be Your Own Boss
Anthony and Brian discussed:
•  How he started 1-800-GOT-JUNK: "I sat my dad down and it wasn't a great conversation because he said, 'What are you doing? You're leaving school to become a full-time junk man?'" 
•  What's the magic that makes it grow? "We focus on branding. Our trucks are mobile billboards. We keep our trucks clean and shiny. We're in the junk removal business, but you never get a second chance to make a first impression."
•  Why do some entrepreneurs fail? Why did Brian's attempt to build the fourth business in moving fail?
•  Marketing: "We show up in a louder, fun, prouder way and people connect with our brands. People buy brands that they love, that they can connect with."
•  Investment and business opportunities;


 




 

May 5, 2022
Episode 91: Why Bitcoin Isn't Digital Gold
Bob Seeman, Managing Partner CyberCurb, Senior Advisor Endeavor, Author, Attorney, Electrical Engineer & Entrepreneur

We held this recent video conference for our clients that we thought others may also find helpful in navigating the difficult markets.

Please enjoy complimentary access to this replay and feel free to share with others.

Mr. Seeman is the author of multiple books on exposing Bitcoin (Bitcoin: The Coinmen; Bitcoin: Unlicensed Gambling; Bitcoin: The Mother of all Scams: Lies, manipulation and gambling; Bitcoin: The New Gambling Addiction), as well as another book: Ransomware Risk Mitigation for the Board (see his full bio).
Anthony and Mr. Seeman spoke about Bitcoin and its future, including:
•  The linkage between cybercrimes and Bitcoin;
•  Investment performance: "Bitcoin is gambling. It's not an investment. It's not even an asset. It has no cash flow or utility."
•  Lack of regulation: "Major Bitcoin holders manipulate the market, not just on a daily or hourly basis, but on a microsecond basis. There is no disclosure."
•  Fallacies of Bitcoin: "It doesn't meet any of the criteria of money." 
•  Correlation to the stock market: Is it digital gold?
•  Supply of new Bitcoin into the market;
•  Will any cryptocurrencies become fiat currencies?
•  Financially illiterate retail traders buying on credit;
•  How does this end?

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.

 


 




 

April 26, 2022
Episode 90: Autos: Staring Into a Disruptive Future
Flavio Volpe, President of the Automotive Parts Manufacturers Association

This was Flavio Volpe's second appearance on our Fact Finders, as he was a guest in the early days of the pandemic when the audio industry was shut down for 60 days during lockdowns (Episode 6: Getting Back to Work in a Changed World).
In this 56-minute, Anthony and Mr. Volpe covered:
•  Lost production in 2020 & 2021 & 2022: Where did the semiconductors go? "We're about 25% down from capacity. Not because demand is not there, but because we just can't get enough of those cars made."
•  When will supply chain issues ease? 
•  Cost increases: Spot steel is up 3x from its trough. Logistics and fuel prices are up sharply, but the cost of parts has not risen because of fixed long-term contracts. "We're seeing a thinning of balance sheets." Top-tier suppliers, such as Magna, Linamar and Martinrea, are in better shape because they diversify contract exposure across product lines and geographies.
•  Demand: "If I want a new car, am I willing to pay a new car price for a used car? That's where the prices are."
•  Globalization?: "I think we're going to have 25 years of, 'Are you with the US/EU/Japan sphere (the West) or are you with the Chinese sphere?' The Chinese sphere is a formidable opponent."
•  China's advantage: "They've jumped ahead of everybody in the electrification of the transportation fleet."Electric car challenges: "We're about to enter the most disruptive period ever from a technology point of view." What is a reasonable target for 100% zero-emission new fleet sales? What are the challenges of EVs and what other alternatives are there to reduce emissions?
•  Canada's electric auto industry: "Watch where they're putting the batteries. That's where they will make the cars."
•  Tesla: Will it stay ahead of the industry and become a mass producer, or will Tesla become a Napster? 
•  Project Arrow: How the APMA's all-Canadian concept vehicle is showcasing advanced Canadian technology.


 




 

March 24, 2022
Episode 89: Risk Management: Contrasting Modern Portfolio Theory and Value Investing
Dr. George Athanassakos, Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School 

Dr. George Athanassakos (see his full bio) recently published the book Value Investing: From Theory To Practice, which views stock picking from an academic and value investing perspective (he gave us a preview of this book in Episode 48: A Firm believer in stock picking). As mentioned in the video, he is also organizing the Ben Graham Centre's 2022 Virtual Value Investing Conference on April 20 and a live seminar, Value Investing and the Search for Value, from May 30 to June 3, 2022. 
In this 68-minute episode, Dr. Athanassakos and Anthony covered:
•  How to evaluate systematic and non-systematic risk.
•  Why value investors reject tenets of modern portfolio theory.
•  Portfolio diversification: "Diversification fails you when you need it most."
•  Measuring risk: "The problem is that risk in real life does not look like a game of roulette. The return distribution curve does not look like a bell curve. Our world is more like a poker game when whatever we observe around us affects the odds."
•  What do value investors want? "For value investors, avoiding losses is the key. They would rather minimize risk than maximize returns."
•  Why so many investors underperform the market: "Portfolio managers underperform not because they lack stock picking ability but rather because institutional factors force them to over diversify."


 




 

March 22, 2022
Episode 88: Putin's Impact on Investors and Governance
Alissa Kole, Managing Director of Govern

Alissa Kole, Managing Director of Govern, is an advisor to institutional investors and governments on corporate governance. She was born in Ukraine (she recently wrote about this in The Globe: The day I became Ukrainian), can read Russian, and formerly worked at the Organisation for Economic Co-operation and Development. Her time there included an evaluation of the governance of Russian companies as part of Russia’s request to join the organization (Russia’s request didn’t proceed after Putin invaded Crimea in 2014). Ms. Kole is a return Fact-Finding guest (Episode 15: A new reality for institutional investing) and runs a show on YouTube called Governance Dialogues (see her full bio). Alissa and Anthony covered:
•   Economic sanctions on Russia: What has been done, and how effective are they?
•   Corporations pulling out of Russia and nationalization of their assets: “Will Putin nationalize? Absolutely he will.”
•   Will businesses return to Russia once the war is resolved? “In the long term, I believe that Western investors and brands will go back to make money in Russia as they do in other parts of the world where the human rights record is far from rosy.”
•   Are we losing our way with ESG? “Corporate boards are today carrying responsibilities that are way beyond what corporate boards should carry.”
•   How does the situation in Ukraine get resolved, and what are the consequences economically and globally?


 




 

March 8, 2022
Episode 87: What it Takes to be a Successful Entrepreneur
Al Guarino, Entrepreneur and Board Member

Al Guarino is a current owner of multiple private companies, a board member of a public technology company listed on the Venture Exchange, and a member of the Veritas Independent Advisory Board (see his full bio). He is a former Partner at Arthur Andersen LLP who transitioned to being a successful entrepreneur. He has founded or is a partner in several privately held businesses that collectively employ almost 500 people. Anthony and Al covered:
•   What it takes to be a successful entrepreneur: “I believe that if you have entrepreneurial skills, if you have analytical thinking, if you are disciplined, if you are able to manage human resources and get the most out of them, then you can run any business.”
•   What are the key attributes to look for before making an acquisition? What are the clues a business is undermanaged? Why is it so important to evaluate management? “You can have a run on a company very quickly, once the outside market realizes that the founder is gone and there’s turmoil in the company. Things happen, really, really fast.”
•   The factors that make acquirers walk away from a deal: “If the market reputation is down in the dumps, then it takes a lot of time and a lot of investment to grow.”
•   How to lead as an executive and entrepreneur during a time of crisis: Avoid “paralysis by analysis.” If you want to be an entrepreneur, you need to figure out how to be more nimble in your decision-making.”


 




 

February 16, 2022
Episode 86: Building the BCA Franchise
Bashar Al-Rehany, former CEO of BCA Research Inc. and Executive Director of EuroMoney

Mr. Al-Rehany was the CEO of Dow Jones Markets Canada Inc. from 1996 to 1998 and Bridge Information Services Canada CEO from 1998 to 2002. He then led BCA Research Inc. from 2003 to 2021 as CEO. He was also an Executive Director, Member of the Board of Directors at EuroMoney. He is now a consultant and member of our Veritas Independent Advisory Board (full bio).
Anthony and Bashar covered:
•   His career after emigrating from Kuwait following the Iraqi invasion;
•   Building the world’s largest independent equity research organization with BCA Research: When he took over BCA Research, he talked to customers for the first 90 days. “The most important thing is talking to your customers.”
•   How hiring the right people is the key to success in capital markets: “The key in our industry is that love of the markets. You respect the financial markets. You love to be in the financial markets and that differentiates you from a regular analyst taking it as a job.”
•   How MiFID II changed the industry: “In my mind, MiFID II was one of the harshest regulations that governments have come up with.” How he restructured BCA in response and made hard decisions.
•   What makes a great analyst, whether it is sell-side or buy-side?
•   The future of the investment research industry. 


 



 

February 8, 2022
Episode 85: Fostering Positive Indigenous Relations
Rebekah Wilson, Reconciliation Coordinator at the Nuclear Waste Management Organization 

With a Métis background, Ms. Wilson facilitates communications between organizations, and the Canadian Indigenous peoples (see her full bio). As we learned during her passionate presentation, understanding the difficult truths of our pasts will ensure continued positive steps Canadians and businesses can make to improve our relations. 
Ms. Wilson helped us understand that we all need to play a part. She covered:
•   The history of Indigenous Relations: She recommends watching Doctrine of Discovery: Stolen Lands, Strong Heart by The Anglican Church of Canada. She provided perspectives on The Indian Act (1876), Treaties, the Residential School System, the Sixties Scoop, the Grassy Narrows Mercury Contamination, and Long-Term Boil Water Advisories.
•   Why Indigenous people mistrust industries. “Historically, [industries] have come in and said, ‘We’re going to do this and you don’t get a choice. This is the land we’ve chosen to do this on. You don’t have a choice.’ A great example of this if we’re thinking about nuclear is Bruce Power.” 
•   What we can do as part of the financial services community to facilitate discussions and relations: What are the solutions? “I think one of the things that communities are really struggling with, in most communities in Canada, is housing.” They also struggle with clean water access and health care during the pandemic. “Oftentimes, communities just want to be heard. They just want somebody to hear their plight and understand that they are struggling, that essentially these communities are living in conditions that are very similar to a third-world country.”


 


 

February 3, 2022
Episode 84: Building Canada’s Leading Family Office 
Tom McCullough, Co-Founder, Chairman, and CEO of Northwood Family Office

Mr. McCullough Co-Founder, Chairman, and CEO of Northwood Family Office, one of Canada’s leading family office wealth managers. The award-winning Northwood manages $2.2 billion of investments, $9 billion of family net worth, and was recently sold to CI Financial Corp. Mr. McCullough is the co-author of two books: Family Wealth Management, and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. He is also an adjunct professor in the MBA program at the University of Toronto’s Rotman School of Management, where he teaches The Management of Private Wealth (see his full bio).
Anthony and Mr. McCullough discussed:
•   How he started his career at Dominion Securities and founded Northwood with his partner Scott Hayman;
•   What makes a successful family office? How have family offices evolved? 
•   How has the pandemic affected Northwood? “We’ve been fortunate.” Northwood had 20 staff at the beginning of the pandemic and now has 32, partly to respond to demand and partly to prepare for growth.
•   Why did you sell to CI? Why did CI come to the top of the list? 
•   Growth opportunities: There are 11,000 families in Canada with more than $30 million. “We’re now the leading family office in Canada, and we’ve only got about 80 families out of that 11,000.”
•   Mr. McCullough’s latest book on the top questions that families ask about wealth: “I think the most common questions are ones to do with kids. It’s very interesting. There’s this dichotomy that people work very hard to create wealth to pass on to their children. But then, on the other hand, they’re worried about the effect this money is going to have on their children.” 
Tom then took several questions from the audience, such as what he thinks about the future of financial advice, how he coaches families on risk and others.


 


 

January 27, 2022
Episode 83: Tapping into the Instincts to be Healthier and Outperform
Dr. Stacy Irvine, Founder and Co-Owner of Totum Life Science

We held this recent video conference for our clients that we thought others may also find helpful in navigating the difficult markets.

Please enjoy complimentary access to this replay and feel free to share with others.

Dr. Irvine is the Founder and Co-Owner of Totum Life Science, a national leader in sports medicine with five locations in Toronto. Her formal education includes a degree in Kinesiology, a master’s degree in Exercise Physiology and a Doctorate of Chiropractic. She is also the author of Your Better Instincts: Uncover Your Inner Power to Improve Health, Happiness and Performance (see her full bio). 
Anthony and Dr. Irvine discussed:
•  What human instincts do we share that make it difficult to adapt to a pandemic?
•  Why the quality of your relationships is more important than wealth in order to have good health.
•  How to improve your good instincts.
•  What are three things people could do now to improve their health and performance as we come out of the pandemic?

 

If you would like to get to know Veritas better, please sign up for our free News and Insights Newsletter. Or contact Sales to find out how to become a subscriber.


 


 

January 13, 2022
Episode 82: How Investors Need To Think About Risk
Ron Dembo, Risk Management Entrepreneur and Consultant

Dr. Ron Dembo is one of the world’s leading authorities on risk management. He is probably best known as the founder and CEO of Algorithmics Inc., which grew to be the world’s largest enterprise risk-management software company. More recently, Dr. Dembo has founded Riskthinking.AI, a company dedicated to the science-based measurement of climate change financial risk. He is also the author of several books, including his latest, Risk Thinking… in an uncertain world (see his full bio).
Anthony and Dr. Dembo discussed:
•   His background: How he transitioned from being a professor at Yale to taking a short-term job at Goldman Sachs and later how he started Algorithmics. What is his best advice in running a business?
•   What the financial industry gets wrong in making forecasts: Dr. Dembo discussed how The Shaw Festival took out pandemic insurance several years ago. “You don’t forecast that Covid is going to happen. You generate scenarios. Could it happen? Yes. If it does happen, what will happen to you?” The Canadian government has made several mistakes in not thinking about pandemic risk. “The trouble is that in many government situations, decisions are made on forecasting [rather than risk thinking].”
•   Why Canada is so vulnerable to climate risk: Many of the country’s primary sources of revenues – fishing, forestry, agriculture and oil – may be impacted. “There is a possibility that we will be violently affected. What would you do if you were running this government? You’d say, ‘We have to hedge that.’” 
•   The challenges of ESG: The weakest part is the E, as it is difficult to measure environmental risk. “It’s a very thing technical thing. It’s not trivial.” ESG scores are all over the map. 
•   How to create ESG scores that are more actionable for investors: “What we need is regulation that makes sure that when you see a score, you know it’s appropriately calculated in that there’s something behind that. Today we don’t have that.” 
•   The pandemic: “Until we vaccinate the world, the odds that we’re going to get another pandemic are very high.”


 



Table of contents for 2021:

Episode 81: Shaping the Business Leaders of Tomorrow
Susan Christoffersen, Dean and the William A. Downe BMO Chair, Professor of Finance at Rotman

Episode 80: Steady Advice from a Seed-Stage Venture Capitalist
Lance Laking, Managing Director – MaRS Investment Accelerator Fund (IAF)

Episode 79: Practical Advice For Real Estate Investors
Patrick Francey, CEO The Real Estate Network

Episode 78: Understanding Canada’s Economic Future
Former Bank of Canada Governor and now Senior Advisor at Bennett Jones LLP

Episode 77:  The Shakeup Of the Short-Term Rental and Airbnb Market 
Julie Van Der Lugt, Principal at ManageAir, a short-term property rental manager

Episode 76: Hot-Button Economic Topics Heading Into The Election
David Macdonald, Senior Economist at the Canadian Center for Policy Alternatives

Episode 75: Reading Bay Street's Tarot Cards
Liz Worth, Tarot Card Reader, Teacher and Author

Episode 74: The Battle Scars Of A Short Seller
With Marc Cohodes, a private investor

Episode 73: Optimizing Human Performance During The Pandemic
Dr. Valerie Helena Franc ND

Episode 72: Up & Down Bay St. 
Bill Vlaad, founder and CEO of the recruitment firm Vlaad and Co.

Episode 71: Commercial Real Estate Market Re-Heating  (free to view)
Alan MacKenzie, CEO JLL Canada

Episode 70: The Future of Oil In Historical Perspective 
Graham Taylor, Professor Emeritus in the Department of History at Trent University

Episode 69: Bottlenecks and Constraints of the Global Supply Chain
Robert Lewis-Manning, President of the Chamber of Shipping

Episode 68: Rail Mergers & The Ghost of Hunter Harrison
Howard Green, journalist and author of the book Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison

Episode 66: A Closer Look At Toronto Housing
Michael Kalles, President Harvey Kalles Real Estate Ltd.

Episode 65: Sustained Inflationary Pressures
Philip Grant, Associate Publisher Grant’s Interest Rate Observer, Editor Almost Daily Grant’s Commentary

Episode 64: Building and Evaluating Corporate Cultures
Tony Gareri, CEO and Chief of WOW, Roma Moulding

Episode 63: How Investors Can Navigate The Next Era of Corporate Governance
Peter Dey, Chairman of Paradigm Capital, former Chairman of the OSC and co-author of 360 Degree Governance

Episode 62: Wisdom on Investing and Life from a Legend
Pierre Lassonde, Chair Emeritus and co-founder of Franco-Nevada

Episode 61: Audit quality and the pandemic - what investors need to know
Carol Paradine, CEO Canadian Public Accountability Board (CPAB)

Episode 60: The White-Hot Cdn. Residential Mortgage Market
Albert Collu, President and CEO of Marathon Mortgage Corp.

Episode 59: The Future of Accounting
Nick Anderson, Member of the International Accounting Standards Board

Episode 58: Investing Like A Gardener
Mark Cullen, Entrepreneur, gardener and spokesperson

Episode 57: Defending Freedoms
John Carpay, President of the Justice Centre for Constitutional Freedoms

Episode 56: Cannabis & Psychedelics: The Science Behind the Story
Hance Clarke, Director of Pain Services, Medical Director of the
Pain Research Unit at the Toronto General Hospital

Episode 55: Inside this unstoppable Canadian housing market (free to view)
John Zinati, real estate lawyer at Zinati Kay

Episode 54: How Do You Value a Dot-Com Today?
Tom Strezos, Senior Business Advisor in the Valuations Group at Grewal Guyatt LLP

Episode 53: The future of Canada's capital markets
Maureen Jensen, Former Chair and CEO of the Ontario Securities Commission

Episode 52: Financial statement manipulation is a slippery slope
Chris Mathers, Crime and Risk Consulting Services

Episode 51: Professional Skepticism for ESG and Sustainability Ratings
Charles Cho, Professor of Accounting & Erivan K. Haub Chair, Schulich School of Business, York University – Business & Sustainability

Episode 50: Electric Vehicle Irrational Exuberance?
Dimitry Anastakis, LR Wilson/RJ Currie Chair in Canadian Business History, Professor - Rotman School of Management – University of Toronto History Department

Skip to 2020



 

2021


December 8, 2021
Episode 81: Shaping the Business Leaders of Tomorrow
Susan Christoffersen, Dean and the William A. Downe BMO Chair, Professor of Finance at Rotman

In episode 81 of our Fact-Finding Series, Anthony and Professor Christoffersen (see her full bio) discussed:
•   Academic research into fund fees: Her research into how high fees attract fund flows but harm investment performance, as well changes to the industry in recent years to make fees more transparent. “You’ve seen huge changes, which I think are positive.” There are people, like at Veritas, who have skills in identifying good stocks. There are also investment advisors who can identify good mutual funds. “But these kinds of incentives undermine the credibility of it, and so we need to remove those kinds of disincentives that are not necessarily working in the best interest of the consumer.”
•   Diversity: Pathways to bring students and staff with more diversity to Rotman and make the experience at the school more inclusive. “I think one of the things that we have as a university is teaching people how to debate and understand, even if people have different opinions. I don’t think there’s ever a time more important than now for us to learn how to hear people from diverse backgrounds and hear different voices.”
•   Sustainability: Rotman’s role in training business leaders to lead sustainability.
•   Remote learning: The school adapted to the pandemic and offers a hybrid between remote and in-person education but still finds it critical to bring people together. “The students craved coming back.”
•   Philanthropy: We want to align donors with the vision of the school. “Our professor salaries are very competitive, and it’s a very competitive environment. For us to go head to head with our 


 


November 23, 2021
Episode 80: Steady Advice from a Seed-Stage Venture Capitalist
Lance Laking, Managing Director – MaRS Investment Accelerator Fund (IAF)

In episode 80 of our Fact-Finding Series, Anthony and Mr. Laking (see his full bio) discussed:
•   How the MaRS IAF fund works: It has investments in 115 companies and has deployed $80 million of capital. “The portfolio [at the macro level, not in direct returns] has had liquidity events in excess of $1.5 billion, so it’s been a very frothy, active sort of tech market.” The fund looks at about 400 investments per year and invests in about 10 to 15 of them.
•   Advice for entrepreneurs: Don’t focus too much on market statistics or projected hockey-stick growth. Instead, focus on the raw opportunity. What problem can the venture solve, and why does the venture have a unique solution? “Then demonstrate a degree of confidence and ability in execution.”
•   Advice for investors: The venture asset class comes with a high degree of risk. “We mitigate the risk with our diligence and our confidence and our study on the business model.” We look for external validations of the business, such as early customers. A critical avenue of questions is to ask entrepreneurs how they will handle risk.
•   Investment themes for the future: The future of work, digital health, artificial intelligence, sustainable energy storage. Be careful of companies that bolt AI onto their names that aren’t actually based on AI. The new MaRS 4th fund and why MaRS invests in convertible debentures at the seed stage. 
 


 


November 17, 2021
Episode 79: Practical Advice For Real Estate Investors
Patrick Francey, CEO The Real Estate Network

Mr. Francey is an entrepreneur, host of The Everyday Millionaire podcast and CEO of the Real Estate Investment Network (see his full bio). In episode 79 of our Fact-Finding Series, Anthony and Mr. Francey discussed:
•   What should real estate investors do now? With prices up sharply, real estate investors need to be clear on what their goals are. “As a real estate investor, we don’t really care so much about where we were or even where we are today. We want to look into the future. We want to know where real estate is going.”
•   Investing for the long-term: We guide our investors to look at economic fundamentals that will drive real estate demand in the future. For instance, we advised our clients to invest in places like Hamilton and Barrie 15 years ago. “People were going, why would I invest in Steel Town? Are you crazy? But 15 years later, we get to look back and say a lot of members of our community are very wealthy today because they understood and took the guidance.”
•   Economic factors to look for: Regional GDP growth, immigration, jobs, infrastructure, transportation, work-from-home, and more. “Here is the thing that people don’t understand right now. COVID was a catalyst. It was actually a fork in the road. I’ve got lots of data to support that real estate is going to do things that it’s never done before.”
•   Where are the opportunities now?  What kinds of renters are emerging today? Where are the opportunities for positive cash flow? “We are creating a nation of renters.” Affordability is an issue, but there is nothing the government is going to do about it.
•   What could derail the Canadian housing market? “The risk lies with people speculating [and over leveraging], thinking that real estate only ever goes up without any downtimes, which is not the truth.”


 


September 30, 2021
Episode 78: 
Understanding Canada’s Economic Future
David Dodge, Former Bank of Canada Governor and now Senior Advisor at Bennett Jones LLP

In episode 78 of our Fact-Finding Series, Anthony and Mr. Dodge (see his full bio) discussed:
•   What happened during the pandemic: The initial surprise was the depth of the shock, which was followed by the speed of the recovery. 
•   What’s next: How do we deal with the level of government debt, climate change, productivity, and an aging society. Where are interest rates going? 
•   Canada’s energy conundrum: “We need the foreign earnings that we’re going to get from oil and gas. We absolutely need those foreign earnings to be able to buy the green equipment (windmills, electric motors, batteries, smart electric grid equipment) which we don’t produce in this country.” What happens when investors don’t invest in carbon energy? Skepticism for ESG ratings.
•   Productivity: Canada has not figured out how to commercialize its digital skills as well as other countries have. 

Mr. Dodge was a return guest. See his first appearance: Episode 49: A strategic reboot for Canada 


 


September 28, 2021
Episode 77: 
The Shakeup Of the Short-Term Rental and Airbnb Market 
Julie Van Der Lugt, Principal at ManageAir, a short-term property rental manager

In Episode 77 of our Fact-Finding Series, Anthony and Ms. Van Der Lugt (see her full bio) covered: 
•   How the short-term rental market has evolved: Differences between the Toronto and Florida markets, the two markets she has managed properties in since 2013. 
•   Regulation: How regulation in Toronto works, reducing it from a saturated 23,000 short-term rentals to 3,500 over the past two years. How her clients have fared in pivoting.
•   The future of Airbnb: The economics of what Airbnb charges tenants and guests and possible strategic directions for the future. 
•   Work-from-home (or work-from-anywhere): She sees clients traveling (property owners and guest tenants) to work from anywhere for long periods. 
•   The economics of short and mid-term rentals and the realities of recent high condo prices for investors


 


 

September 9, 2021
Episode 76: Hot-Button Economic Topics Heading Into The Election
David Macdonald, Senior Economist at the Canadian Center for Policy Alternatives

In Episode 76 of our Fact-Finding Series, Anthony and Mr. Macdonald (see his full bio) discussed: 
• Employment: Summer job gains may take a step backward again if lockdowns or economic restraints happen again. Where might we lose jobs again versus what sectors are still showing job growth? What happens when job subsidies end in October?
• Economic policies: What are the parties planning? 
• Economic growth: Q2-2021 GDP growth was negative due to the surge in house prices, fewer renovations and the auto sector chip shortage. Meanwhile, shutdowns and supply chain issues have created growth problems globally.
• Government debt: “The federal debt has gone up substantially, but what’s interesting is that the straight-up interest costs, not the rate, but the dollar value that’s being spent on interest, has actually fallen.”
• Housing: What are the parties planning? Will they put substantial restrictions on foreign buyers? What would be the impact of a house flippers tax? 
• Childcare: The impact of expensive childcare and school closures during lockdowns on the workforce, particularly women. 
• Inflation and interest rates: The most recent reading was almost 4%, but many prices fell during lockdowns in 2020. “Prices are playing catch-up as we saw no inflation in 2020.” 

This was Mr. Macdonald's second appearance. See his first: Episode 42: How Will The Stimulus Programs Affect Canadians - Today and Tomorrow


 


August 24, 2021
Episode 75: Reading Bay St.'s Tarot Cards
Liz Worth, Tarot Card Reader, Teacher and Author

In our Fact-Finding Series, we often seek guests who are “off Bay Street” and can teach us something about human behavior that will make us better investors. As Anthony said in the video conference, Liz Worth, a Toronto-based tarot reader (see her full bio), is about as far off Bay Street as we could go. They discussed:
• How tarot reading works: It’s intuitive but still logical and rational.  “It’s a creative process when you’re looking at tarot cards. You’re really reading artwork. That’s what it is. It’s a tarot deck of 78 cards, full of different pictures, and you’re trying to figure out how to put language around those pictures and find meaning in them. It is a skill and a language; this is where it becomes a science due to its structure and process.”
• The human factor in tarot reading: “It’s very, very hard sometimes to discern what is a passing thought, what is a distraction, what is a bias, what is a judgment versus what is your intuition telling you. We’re humans, and we can have a whole range of stuff going on in our heads and in our hearts at any given time, and sometimes those things can feel even contradictory, and we could be very confused about something.”
• Parallels with investing: How the same card can mean different things to different people – similar to how the same stock can fit one investor’s mandate, but not another.


 


August 18, 2021
Episode 74: The Battle Scars Of A Short Seller
With Marc Cohodes, a private investora

There are few better to talk to about the art and science of short selling than Marc Cohodes (see his full bio). The former General Partner of Rocker Partners/ Copper River from 1985-2009 now runs his own money from his farm called Alder Lane. Anthony and Marc discussed:
• Why, during the depths of the market panic last year, he turned the bullish;
• Why he has backed off short selling recently but why he still wants to expose frauds;
• What makes a good short seller and a good short?
• Why shorting has diminished right now;
•  Chinese stocks, market cycles, the Canadian housing market, long and short ideas, and more.


 


August 11, 2021
Episode 73: Optimizing Human Performance During The Pandemic
Dr. Valerie Helena Franc ND

In Episode 73 of our Fact-Finding Series, Anthony and Dr. Franc (see her full bio) discussed: 
• Health is paramount. If you don’t have health, you can’t invest properly because you can’t think straight.
• Personal tests: Each body has its own biochemistry that changes over time. There are plenty of new ways to get tested to optimize your health, such as fasting insulin, food sensitivities, hormonal testing, sleep cycles and a newer test is called genetic testing.
• Age: “You should feel as energetic and healthy and vibrant at 50 at 60 at 70 as you do at 20 and 30. 
• Your immune system during lockdowns: Many people have let their health slide during the pandemic; however, it’s never been more important to have all the right vitamins and minerals to have a strong immune system. This is especially important for leaders during a time of fear: “If you don’t feel rooted and grounded yourself, if you’re not optimal, you can’t be a light for others.”
• Vaccines and COVID: You can take steps to help support the vaccines and decrease some of the side effects. 
• Is coffee healthy for you?


 


June 30, 2021
Episode 72: Up & Down Bay St. 
Bill Vlaad, founder and CEO of the recruitment firm Vlaad and Co.

aIn episode 72 of our Fact-Finding Series, Anthony and Mr. Vlaad (see his full bio) discussed:
• What employees should think about before they jump to look for greener pastures.
• Ideas for employers to retain talent and what employees value most.
• How to deal with the post-pandemic back-to-work challenge. 
• Trends in both the buy-side and sell-side hiring and compensation.

 


 


June 29, 2021
Episode 71: Commercial Real Estate Market Re-Heating 
Alan MacKenzie, CEO JLL Canada

Our Fact-Finding Video Conferences are for our clients, but from time to time we share one widely. We would like to share episode 71 with Alan MacKenzie who helps us understand commercial real estate market conditions in the second year of the pandemic.

In Episode 71 of our Fact-Finding Series, Anthony and Mr. MacKenzie (see full bio) discussed real estate market conditions in Canada, including: 
• Industry conditions before the pandemic: There was too much capital chasing too few income streams;
• Booming demand for industrial because of eCommerce fulfillment: Vacancy rate falling;
• Multi-family market and the effect of immigration: “Investors in this market are trying to buy up that product as fast as they possibly can.”
• Retail: Market activity has picked back up over the last 30 days;
• Office: Transactions in this market are bouncing back as well; Why vacancy rates are artificially high and will fall;
• Where are the best opportunities in the sector? For entrepreneurs, the best spreads and value is in Alberta retail. For institutions, the best opportunities are in developing industrial properties and multi-family.


 


June 23, 2021
Episode 70: The Future of Oil In Historical Perspective 
Graham Taylor, Professor Emeritus in the Department of History at Trent University

Professor Taylor is the author of several books on Canadian business, including Imperial Standard: Imperial Oil, Exxon and the Canadian Oil Industry from 1880. In Episode 70 of our Fact-Finding Series, Anthony and Professor Taylor (full bio) discussed:
• The boom & bust history of oil in Canada and globally;
• How the U.S. government broke up Rockefeller’s Standard Oil early last century;
• The rise of OPEC in the 1970s;
• How Exxon abandoned alternative energy decades ago and denied climate change;
• The speed at which alternative energy can replace fossil fuels;
• What could drive the price of oil in the future?


 


June 22, 2021
Episode 69: Bottlenecks and Constraints of the Global Supply Chain
Robert Lewis-Manning, President of the Chamber of Shipping 

In episode 69 of our Fact-Finding Series, Anthony and Mr. Lewis-Manning (full bio) discussed:
• Trade distortion during the pandemic: Shutdowns, changing consumer habits and capacity constraints. 
•  After the pandemic: “It’s going to take time to build capacity that reflects a new trading environment.” 
•  Global bottlenecks and Canadian constraints: Problem of empty containers and constraints continuing well into 2022.
• More: Inflation, significant events, environmental pressures, onshoring realities and vertical integration.


 


June 24, 2021
Episode 68: Rail Mergers & The Ghost of Hunter Harrison
Howard Green, journalist and author of the book Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison

In Episode 68 of our Fact-Finding Series, Anthony and Mr. Green discussed the book and Mr. Green’s relationship with Mr. Harrison over the years (see Mr. Green's full bio). They also discussed Canadian National Railway's current play for Kansas City Railroad, including
• Politics: Why the political time might be right for more consolidation.
• Surface Transportation Board: It’s hard to predict which way the STB will rule.
• The Railway Oligopoly: What is the ideal number?
• What to watch: Lobbying.
• What happens next: Other mergers and players that may enter the picture.


 


June 2, 2021
Episode 66: A Closer Look At Toronto Housing
Michael Kalles, President Harvey Kalles Real Estate Ltd.

In Episode 66 of our Fact-Finding Series, Anthony and Mr. Kalles discussed (see his full bio):
• Mr. Kalles’ decision during the depths of the 1994 recession to “go big or go home” with the family’s real estate brokerage business. “Where everyone else was pulling back, we were expanding.” The company’s expansion since then, including into mortgages.
• What surprised you most about Toronto housing over the last year? “What surprised me is how resilient the real estate market is in Toronto.” Despite much lower unit sales during the early days of the pandemic, even distressed sellers received stable prices.
• What do you see today for GTA house prices? “April was a screaming hot month.”
• Demand continues to outstrip supply: Government’s recognize they have to expedite the business process. Toronto prices are severely unaffordable. The pressures of higher rates on incomes.
• Immigration hasn’t picked back up again yet. “We’re still under-building. What do I see? Higher demand.”


 


May 26, 2021
Episode 65: Sustained Inflationary Pressures
Philip Grant, Associate Publisher Grant’s Interest Rate Observer, Editor Almost Daily Grant’s Commentary

In Episode 65 of our Fact-Finding Series, Anthony and Mr. Grant (see his full bio) discussed:
• Inflation: “We at Grant’s are anticipating sustained inflationary pressures.” Key indicators include 1) Commodity prices, 2) Housing, 3) Consumer sentiment, and 4) Wage pressure.
• Equities valuations, Crypto Dangers, Stretched Bonds; 
• Opportunities: 1) Pockets of value in the U.K. and Japan; 2) Shipping stocks; and 3) Gold: “We believe that monetary policies, in general, have been irresponsible. It’s extremely irresponsible right now with the Fed running their most aggressive [quantitative easing] in the face of a hot economy with declining unemployment. We expect gold to go significantly higher.”


 


May 25, 2021
Episode 64: Building and Evaluating Corporate Cultures
Tony Gareri, CEO and Chief of WOW, Roma Moulding

In Episode 64 of our Fact-Finding Series, Anthony and Mr. Gareri discussed (see his full bio):
• How Roma first started and growing up in the family business.
• How the Global Financial Crisis of 2008-2009 shook up the company and how a book by the late Tony Hsieh of Zappos changed everything. The book was about how employee happiness led to customer happiness, which he doubted until he paid for a tour of Zappos and its culture. “I paid money to spend three days in another company to see the magic that they do, and I walked away just blown away."
• How culture is important in investing. “Yes, P&L is very important, but I also look towards who’s the leader of the company.”
• Deciding how to differentiate your business: “Anybody today can make anything. Google commoditized the world. The only differentiator is how you’re going to make people feel. The only way in which you can make someone feel something is if you, in turn, have remarkable people.”
• Leadership and hiring during the pandemic and what will make businesses stronger on the other side.


 


May 12, 2021
Episode 63: How Investors Can Navigate The Next Era of Corporate Governance
Peter Dey, Chairman of Paradigm Capital, former Chairman of the OSC and co-author of 360 Degree Governance

In Episode 63 of our Fact-Finding Series, Anthony and Mr. Dey discussed (see his full bio):
• How corporate governance has evolved since the original “Dey Report” in the 1990s;
• The most pressing guidelines proposed in the new report;
• What sector is leading the charge for new governance standards in Canada and why is this important;
• How to tell when a company is using ESG to whitewash deeper problems in the business:
• How institutional investors should think about investing in sectors such as oil & gas that get labelled as environmentally unsustainable;
• Whether companies and boards should have diversity quotas.


 


May 4, 2021
Episode 62: Wisdom on Investing and Life from a Legend
Pierre Lassonde, Chair Emeritus and co-founder of Franco-Nevada

In Episode 62 of our Fact-Finding Series, Anthony and Mr. Lassonde discussed (see his full bio):
• How Mr. Lassonde got his start at Beutel Goodman and founded Franco-Nevada with Seymour Schulich, who was President of Beutel Goodman at the time. They took it public with $2 million in 1985 and it is worth $34 billion today.
• The secret to success is in the people: “People is everything. Good people make good things happen.”
• When to invest in gold companies from a risk/reward standpoint and why Marathon Gold (TSX:MOZ) is at that point, in his opinion.
• How to invest in the gold industry: Identifying a good gold company and a bad one.
• Why he owns 12%-13% of Prime Mining (TSXV: PRYM).
• How he got involved with Enghouse (TSX: ENGH) and why that has been another successful investment.
• His outlook for gold, the U.S. dollar and inflation. “I really believe you're going to see US$2,400 gold sometime in the next, I’d say 18 months.”


 


April 27, 2021
Episode 61: Audit quality and the pandemic - what investors need to know
Carol Paradine, CEO Canadian Public Accountability Board (CPAB)

In Episode 61 of our Fact-Finding Series, Anthony and Ms. Paradine discussed (see her full bio):
• The importance of auditing to the confidence in capital markets;
• The methodology behind CPAB’s recently released 2020 Annual Audit Quality Assessments Report and key findings;
• How the report focuses on areas where problems are likely to be found,” which means it isn’t statistically representative of all auditing in the country. Nevertheless, it found that 29% of the files had a significant inspection finding. “We are concerned about poor inspection results at several of the annually inspected firms, and we are conducting disciplinary panels.”
• How one of the four big accounting firms has repeat problems, why that firm is not publicly disclosed and what improvements are being made to fix problems;
• What investors should focus on in financial statements;
• What has changed in auditing during the pandemic?
• Auditing issues with cannabis, crypto, fraud and going concern evaluations.


 


April 21, 2021
Episode 60: The White-Hot Cdn. Residential Mortgage Market
Albert Collu, President and CEO of Marathon Mortgage Corp.

In Episode 60 of our Fact-Finding Series, Anthony and Mr.Collu covered (see is full bio):
• Why the doom-and-gloom forecasts for deferral cliffs were so wrong: “The forecasts for what would happen in the housing market couldn’t have been any further from what’s actually going on. In fact, everything you have seen up until this moment sort of blows away any economic model that we’ve ever come across, with the exception of supply and demand.”
• Why the mortgage market is white-hot: “If you had said to me a year ago that we would have to go on a massive hiring spree just to keep up with demand, I probably would have looked at you a little funny.”
• Access to capital and legislation to cool the market: Any time there is tightening legislation, it drives more lending into the private market.
• Predictions for the future, including comments on legislation, immigration and the downtown exodus: “[A year from now] we’re going to sit here still all scratching our heads wondering, how the heck is it possible that the market is still this white-hot.”

Please also see Mr. Collu’s new book: Catapulting Change: Mindful Leadership To Launch Organizations and People. He was also a guest of our Fact-Finding series a year ago: Episode 2: On the ground in Canada’s mortgage industry.

 


 


April 20, 2021
Episode 59: The Future of Accounting
Nick Anderson, Member of the International Accounting Standards Board

In episode 59 of our Fact-Finding Series, Anthony and Mr. Anderson discussed (see his full bio):
•   Key lessons from the past year: What investors need to continue to focus on, especially with businesses under stress from the pandemic.
•   Climate change and sustainability reporting: Impacts of climate-related impairments, as well as calls for a new IFRS sister board on sustainability. 
•   Disclosure requirements: A new effort to find the right balance between providing too much information and not the right information in financial statements. 
•   Supply-chain financing: How this form of debt financing should be reflected in financial statements now and how there will be new proposals for better disclosure coming soon. 
•   Non-GAAP metrics transparency: The latest on a proposal to bring non-GAAP items into the financial statements and, therefore, under accounting standards, including items beyond the income statement. 

Mr. Anderson was a return guest. See his first appearance: Episode 20: How the International Accounting Standards Board is responding to the pandemic

 


 


April 14, 2021
Episode 58: Investing Like A Gardener
Mark Cullen, Entrepreneur, gardener and spokesperson

In episode 58 of our Fact-Finding Series, Anthony and Mr. Cullen (see his full bio) discussed:
•   His latest book, written with his son Ben, called Escape to Reality: How the World is Changing Gardening, and Gardening is Changing the World.
•   As the former owner of Weall & Cullen garden centers, Mr. Cullen talks about how his family got into the gardening businesses, its challenges and successes, and eventually why he sold.
•   Practical advice about what makes a successful entrepreneur and investor.
•   A letter Mr. Cullen wrote his financial advisor Syl Apps (son of the Maples Leafs’ captain) called Investing Advice for 2011. The letter covers what gardening has taught Mr. Cullen about investing, including patience, how everything has a life cycle, and harvesting. 

 


 


April 6, 2021
Episode 57:  Defending Freedoms
John Carpay, President of the Justice Centre for Constitutional Freedoms

The Justice Centre for Constitutional Freedoms is a federally-registered charity that defends citizens’ freedoms. As the founder and president of the centre, John has devoted his legal career to defending constitutional freedoms through litigation and education. (see his full bio). It has ongoing or pending court actions in five provinces to end Charter-violating lockdowns.

In episode 57 of our Fact-Finding Series, Mr. Carpay and Anthony discussed:
• Restrictions of freedoms: How Canada has restricted our freedoms more in the past 12 months than in WWII? 
• Free-Speech: How universities are meant to support debate and free-speech are becoming a thing of the past.

 


 


March 31, 2021 
Episode 56: Cannabis & Psychedelics: The Science Behind the Story
Hance Clarke, Director of Pain Services, Medical Director of the
Pain Research Unit at the Toronto General Hospital

In episode 56 of our Fact-Finding Series, Mr. Clarke (see his full bio) and Anthony discussed what trends investors need to pay attention to in pain management, including:
• Cannabis: How Canada went down the wrong path? What is the science behind the story? What lies ahead for the regulators? What about foreign markets? Who wins, who loses?
 • Psychedelics: What is the medical evidence and the regulatory path supporting psychedelics? What do you think happens with this industry and what kind of companies will win? 

 


 


March 30, 2021 
Episode 55: Inside this unstoppable Canadian housing market
John Zinati, real estate lawyer at Zinati Kay

Our Fact-Finding Video Conferences are for our clients, but from time to time we share one widely. We would like to share episode 55 with John Zinati who helped us understand residential real estate market conditions one year into the pandemic.

With more than 23,000 real estate transactions completed, Mr. Zinati has a unique perspective on the market with a view into buyers, sellers and financing. In episode 55 of our Fact-Finding Series, Mr. Zinati (see his full bio) and Anthony discussed :
• What is the mentality of buyers/sellers/financiers in today’s market?
• How does the past year compare with the previous 35 years?
• Where is the financing coming from now, and how has that changed from previous years?
• The condo market softened in 2020, while detached housing skyrocketed. What is happening now?
• What key metrics are you watching to monitor the health of the housing market?

 


 


March 24, 2021
Episode 54: How Do You Value a Dot-Com Today?
Tom Strezos, Senior Business Advisor in the Valuations Group at Grewal Guyatt LLP

In episode 54 of our Fact-Finding series, Mr. Stezos  (see his full bio) and Anthony discussed:
• The “crazy and loopy” valuations of the dot-com bubble of 2000 and the ensuing crash in which the Nasdaq lost 80% of its value in the next 2.5 years as investors returned to using cash flows to value companies.
• Mr. Strezos wrote an article 20 years ago for The Lawyers Weekly on valuing a Dot-com, in which he tried to place a value on the then-struggling Amazon. The video discusses his methodology then and how investors might value Amazon today.
• What are investors missing as they value tech companies today? When a private company is going public, what should potential shareholders of the public entity look at before investing?

 


 


February 4, 2021
Episode 53: The future of Canada's capital markets
Maureen Jensen, Former Chair and CEO of the Ontario Securities Commission

In episode 53 of our Fact-Finding series, Ms. Jensen (see her full bio) and Anthony discussed:
•   Her career and journey to be head of the OSC, and her accomplishments as the head;
•   Women in capital markets;
•   Why Canada desperately needs a national securities regulator and why it has been a hopeless effort to get one;
•   How difficult it is to regulate Bitcoin and why this will be a growing problem for taxation and with criminals;
•   The “unbelievable amounts of bureaucracy” in Canada – something she tried hard to cull during her tenure but that is a much bigger problem than the securities industry.

 


 


January 26, 2021
Episode 52: Financial statement manipulation is a slippery slope
Chris Mathers, Crime and Risk Consulting Services

In episode 52 of our Fact-Finding series, Mr. Mathers (see his full bio) and Anthony discussed:
•   How the pandemic has changed criminality and organized crime;
•   Why cybercrime is on the rise and how working-from-home is fueling this fire; 
•   What to look for when evaluating a management team so that you the investor aren’t being led astray.
.


 


January 20, 2021
Episode 51: Professional Skepticism for ESG and Sustainability Ratings
Charles Cho, Professor of Accounting & Erivan K. Haub Chair, Schulich School of Business, York University – Business & Sustainability

In episode 51 of our Fact-Finding series, Professor Cho (see his full bio) and Anthony discussed:
•   The latest trends in ESG and Sustainability Reporting, including what investors need to be on the lookout for.
•   How reporting standards need to consider materiality in both financial and non-financial terms;
•   How society needs to rethink the concept of a corporation’s beneficiaries: investors or society at large.

 


 


January 13, 2021
Episode 50: Electric Vehicle Irrational Exuberance?
Dimitry Anastakis, LR Wilson/RJ Currie Chair in Canadian Business History, Professor - Rotman School of Management – University of Toronto History Department

In episode 50 of our Fact-Finding series, Professor Anastakis (see his full bio) and Anthony discussed:
•   Electric vehicles (EVs) constitute only about 3% of North American auto sales, yet Tesla’s hyper-growth is seen as a validation of the EV’s arrival. 
•   In 1900, electric vehicles constituted nearly 40% of American car purchases, so EV’s are having their second historical moment. What lessons we can take from its first?
•   Similarities between Henry Ford and Elon Musk.
•   Why Professor Anastakis thinks legacy auto and auto-parts companies are undervalued by investors, including Canadian auto parts companies Magna and Linamar.


 

2020


December 15, 2020
Episode 49: A strategic reboot for Canada to get going
David Dodge, Senior Advisor Bennett Jones LLP and former Governor of the Bank of Canada


The economic backdrop heading into 2021; What Canada should do to improve our economic positioning with the Biden administration; The danger in the federal government building up excessive debt; How to address Canada’s productivity problem; Why China's currency will overtake the U.S. dollar as the global currency this decade (see his full bio).


December 9, 2020
Episode 48: A Firm believer in stock picking
George Athanassakos, Founder & Managing Director-Ben Graham Centre for Value Investing at Ivey
(The slides in this video are not to be copied or redistributed in any form)
(see his full bio)

December 3, 2020
Episode 47: Understanding legal rights and freedoms during the pandemic
Joanna Baron, Executive Director, The Canadian Constitution Foundation
(see her full bio)

December 1, 2020
Episode 46: Revolutionizing Canada's payments system
Doug Kreviazuk, Executive Director, PayTechs of Canada
(see his full bio)

November 25, 2020
Episode 45: Wisdom of a short seller
Carson Block, Muddy Water Research
(see his full bio)

October 22, 2020
Episode 44: Investment implications for how Toronto is going to change from the pandemic
Joe Berridge, Partner Urban Strategies Inc.
Or read a brief write-up of the session
(see his full bio)

October 14, 2020
Episode 43: Truths about the state of Toronto's condo market
Avi Levinson, Vice President Sales, Royal York Property Management
Or read a brief write-up of the session
(see his full bio)

September 24, 2020
Episode 42: How Will The Stimulus Programs Affect Canadians - Today and Tomorrow
David MacDonald, Senior Economist at Canadian Center for Policy Alternatives
(see his full bio)

September 17, 2020
Episode 41: What consumer stocks will do best in a coming recession
Kathleen Wong, Veritas Consumer Staples & Consumer Discretionary Analyst
(see her full bio)

September 16, 2020
Episode 40: How should investors use ESG scores?
Elizabeth Demers, Professor at University of Waterloo, School of Accounting and Finance and co-author of ESG Didn't Immunize Stocks Against the COVID-19 Market Crash
(see her full bio)

September 10, 2020
Episode 39: Understanding how antitrust law can affect stock market winners and losers
John Pecman, Senior Business Advisor in the Antitrust/Competition & Marketing group at Fasken and former Commissioner of Competition at Competition Bureau Canada
(see his full bio)

August 27, 2020
Episode 38: A Review of the Green Party Platform
Dimitri Lascaris, Green Party of Canada & Former Class Action Lawyer at Siskinds LLP
(see his full bio)

August 25, 2020
Episode 37: Waste Management Industry: Digging Through the Dirt on GFL
Darryl McCoubrey, Veritas Utilities Analyst
(see his full bio)

July 29, 2020
Episode 36: Positioning for the next phase of the pandemic
Brad Dunkley, Co-Founder, Chief Investment Officer & Chief Risk Officer of Waratah Capital Advisors
(see his full bio)

July 23, 2020
Episode 35: Telecoms: Silver lining in hard times
Desmond Lau, Veritas Information Technology Analyst
(see his full bio)

July 16, 2020
Episode 34: Canadian Oil Coming Back Into Vogue?
Jeffrey Craig, Veritas Energy Analyst
Or read a brief write-up of the session
(see his full bio)

July 9, 2020
Episode 33: Where to look for signs of optimism in industrials
Dan Fong, Veritas Industrials Analyst
Or read a brief write-up of the session
(see his full bio)

July 7, 2020
Episode 32: Create order out of chaos and thrive in the post-pandemic age
Nicky Billou, entrepreneur consultant and host of The Thought Leader Revolution Podcast
Or read a brief write-up of the session
(see his full bio)

June 25, 2020
Episode 31: Housing price head fake coming
Ben Rabidoux, President of North Cove Advisors Inc.
Or read a brief write-up of the session
(see his full bio)

June 24, 2020
Episode 30: Infrastructure risks have increased significantly
Darryl McCoubrey, Veritas Utilities & Infrastructure Analyst
Or read a brief write-up of the session
(see his full bio)

June 23, 2020
Episode 29: Digging into the strengths and weaknesses of Canada's economic recovery
Michael Rothe, President and CEO of the Canadian Finance & Leasing Association
Or read a brief write-up of the session
(see his full bio)

June 18, 2020
Episode 28: Exploring trends and investment opportunities in the agriculture industry
Kent Willmore, President, AG Invest Properties Canada, a manager of farmland investments.
Or read a brief write-up of the session
(see his full bio)

June 17, 2020
Episode 27: The long-term value proposition of cryptocurrencies
Anthony Di lorio, Founder & CEO of Decentral and Co-Founder of Ethereum, the world's second-largest cryptocurrency platform.
(see his full bio)

June 11, 2020
Episode 26: What investors need to know about auditing during the pandemic
Ken Charbonneau, Chair of the Canadian Audit and Assurance Board
Or read a brief write-up of the session
(see his full bio)

June 10, 2020
Episode 25: Navigating the REITs sector for the best value
Howard Leung, Veritas REITs & Technology and Accounting & Special Situations Analyst
Or read a brief write-up of the session
(see his full bio)

June 4, 2020
Episode 24: Exploring the details of CMHC's housing market forecast
Aled ab lorwerth, Deputy Chief Economist, Canada Mortgage & Housing Corporation
Or read a brief write-up of the session
(see his full bio)

June 3, 2020
Episode 23: Why you shouldn't pay 50 times sales for Shopify
Chris Silvestre, Veritas Accounting & Special Situations Analyst
Or read a brief write-up of the session

June 2, 2020
Episode 22: Facing the reality of massive debt burdens
Jasmine Pickel, Ontario Director, Canadian Taxpayers Federation
Or read a brief write-up of the session
(see her full bio)

May 28, 2020
Episode 21: On the ground in Toronto's downtown real estate market
Natalka Falcomer, Founder, Managing Partner - Groundworks and Executive Vice President Corporate Development at Chestnut Park Real Estate Limited, Brokerage
Or read a brief write-up of the session
(see her full bio)

May 27, 2020
Episode 20: How the International Accounting Standards Board is responding to the pandemic
Nick Anderson, Member - International Accounting Standards Board
Or read a brief write-up of the session
(see his full bio)

May 26, 2020
Episode 19: Ten things that keep a Chief Accountant up at night
Cameron McInnis, Chief Accountant - Ontario Securities Commission
Or read a brief write-up of the session
(see his full bio)

May 21, 2020
Episode 18: An in-depth look at credit vulnerabilities across the Big Six
Nigel D'Souza, Veritas Financial Services Investment Analyst
Or read a brief write-up of the session
(see his full bio)

May 20, 2020
Episode 17: Why it's time for boards and investors to think differently to get through the pandemic
David R Beatty, Chair David & Sharon Johnston Center for Corporate Governance Innovation, Professor of Strategy, Rotman School of Management University of Toronto
Or read a brief write-up of the session
(see his full bio)

May 19, 2020
Episode 16: Navigating the next risks for investors
Philip Grant, Associate Publisher Grant's Interest Rate Observer, Editor Almost Daily Grant's Commentary
Or read a brief write-up of the session
(see his full bio)

May 14, 2020
Episode 15: A new reality for institutional investing
Alissa Kole Amico, Managing Director, Govern
Or read a brief write-up of the session
(see her full bio)

May 13, 2020
Episode 14: The Coming Consumer Credit Tsunami
Scott Terrio, Manager, Consumer Insolvency at Hoyes Michalos
Or read a brief write-up of the session
(see his full bio)

May 12, 2020
Episode 13: The shock to the housing system
Ron Butler, Mortgage Broker at Butler Mortgage
Or read a brief write-up of the session
(see his full bio)

May 7, 2020
Episode 12: How the mortgage market is faring
Rob McLister, Founder RateSpy.com and Co-Founder intelliMortgage Inc.
Or read a brief write-up of the session
(see his full bio)

May 6, 2020
Episode 11: Focus on Vancouver housing
Steve Saretsky, Broker, Saretsky Real Estate Group in Vancouver
Or read a brief write-up of the session
(see his full bio)

May 5, 2020
Episode 10: How investors can assess financial reporting during the pandemic
Linda Mezon, Chair of the Canadian Accounting Standards Board
Or read a brief write-up of the session
(see her full bio)

April 30, 2020
Episode 9: The state of the rent crisis
Roelof van Dijk, Director of Market Analytics, Canada, CoStar Group.
Or read a brief write-up of the session
(see his full bio)

April 29, 2020
Episode 8: Sleuthing out house price vulnerabilities
John Pasalis, President and Broker of Record of Realosophy Realty Inc. Brokerage
Or read a brief write-up of the session
(see his full bio)

April 28, 2020
Episode 7: Looking at the horizon for construction after the lockdown
Richard Lyall, President Residential Construction Council of Ontario
Or read a brief write-up of the session
(see his full bio)

April 23, 2020
Episode 6: Getting back to work in a changed world
Flavio Volpe, President, Automotive Parts Manufacturers' Association
Or read a brief write-up of the session
(see his full bio)

April 22, 2020
Episode 5: Inside the federal government's response to the pandemic
Francesco Sorbara, Member of Parliament
Or read a brief write-up of the session
(see his full bio)

April 21, 2020
Episode 4: The shape of the recovery for the Canadian technology sector and economy
John Ruffolo, Co-Founder and Vice-Chair, Council of Canadian Innovators
Or read a brief write-up of the session
(see his full bio)

April 16, 2020
Episode 3: Volatility strategies for a more volatile market
Bill Webb & Ryan Marr of Waypoint Investment Partners
Or read a brief write-up of the session
(see his full bio)

April 15, 2020
Episode 2: On the ground in Canada's mortgage industry
Albert Collu: M3 Financial Group - President Mortgage Operations
Or read a brief write-up of the session
(see his full bio)

April 14, 2020
Episode 1: Positioning bond portfolios for offence and defence
Philip Mesman: Picton Mahoney - Partner, Lead Portfolio Manager and Head of Fixed Income
Or read a brief write-up of the session
(see his full bio)