PODCAST · business
The Finance Podcast
by Maura Amaya
This is a student-run podcast dedicated to the mentorship of students pursuing a career in finance. This show is a conversational exploration of stories, career development, ideas, methods, and strategies used by leading industry professionals.
Episodes
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Episode 26. Prerna Mathews - VP ETF Product Strategy at Mackenzie Investments
My guest this week is Prerna Mathews. Prerna is a subject matter expert on ETFs and is responsible for the development and execution of Mackenzie’s ETF business strategy. Her team is responsible for initiating product development and shelf management activities and managing ETF capital markets…
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Episode 25. Matthew Leblanc - Regional Vice President at IG Wealth Management
My guest is Matthew Leblanc, regional vice president at IG Wealth Management. Matt started his career as a consultant in 2011 before becoming a division director. He’s also led the creation of a new regional office in Dorval and now holds the title of Regional Vice President. Over the years at…
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Episode 24. Eliot Freeston - Investment Banking Managing Director at Moelis & Company
My guest this week is Eliot Freeston. Eliot Freeston is a Managing Director at Moelis & Company where he specializes in M&A advisory. Mr. Freeston has over 15 years of investment banking experience, executing public and private buy-side, sell-side and special committee assignments across a broad...
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Episode 23. Lesley Marks - Chief Investment Officer (Equities) at Mackenzie Investments
My guest on this episode is Lesley Marks, Chief Investment Officer (Equities) of Mackenzie Investments. Ms. Marks joined Mackenzie earlier this year but is a seasoned investment leader with more than 25 years of experience across asset and wealth management, including 22 years at the Bank of...
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Episode 22. Rick McCreary - Deputy Chair Investment Banking for TD Securities
My guest this week is Rick McCreary. Rick has over 35 years of experience in the resource sector both as a principal in executive and board roles with various corporates and a financial advisor in investment banking. On the corporate side, Rick started his career with Gulf Canada as an…
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Episode 21. Charles Hadid - Investment Banking Managing Director for Credit Suisse
My guest this week is Charles Hadid. Mr. Hadid is a Managing Director for Credit Suisse in the Global Consumer Sector, focusing on the food and beverage industry. Before joining Credit Suisse, Mr. Hadid started his career with Citi in their investment banking division. Charles Hadid is an…
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Episode 20. Charles Huot - Executive Director Institutional Equity Sales at Morgan Stanley
My guest this week is Charles Huot. Charles has over 20 years of experience in institutional equity sales, eight years with Morgan Stanley and 16 years with Bank of Montreal and Credit Suisse. He worked from different locations, amongst them Montreal, Toronto and New York. Charles joined Morgan...
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Episode 19. Neil Constable - Head of Quantitative Research and Investments at Fidelity Investments
My guest this week is Neil Constable, he is the Head of Quantitative Research and Investments at Fidelity at their Boston Office. In this role, Mr. Constable is responsible for leading the QRI team within Asset Management, overseeing quant research for Fixed Income and Equity, and Fidelity’s...
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Episode 18. Ryan Oldham - Portfolio Manager in the Equity Division at Fidelity Investments
My guest this week is Ryan Oldham, a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more...
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Episode 17. Claire Sturgess - Investment Banking Managing Director at RBC Capital Markets
My guest this week is Claire Sturgess. Claire joined RBC Capital Markets' Global Investment Banking team in 2001. Claire is responsible for investment banking coverage of clients in the Consumer and Industrial sector, with a specific focus on Food and Beverages, Distribution, Business Services…
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Episode 16. Jean-Philippe Blais - Managing Director at BMO Capital Markets Heading the North American FX Trading Team
JP Blais is a Managing Director at BMO Capital Markets heading the North American FX trading team, based in Toronto. In his role, JP is responsible for overseeing the bank’s global exposure in FX products, daily trading of BMO’s largest and most active forward book and participating in strategic...
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Episode 15. Shaun Finnie - Senior Managing Director for Evercore Partners
My guest this week is Shaun Finnie. Shaun is a Senior Managing Director and Head of the Oil and Gas Acquisition and Divestiture advisory business for Evercore Partners. Prior to joining Evercore, Mr. Finnie was most recently a Managing Director and Head of Mergers and Acquisitions for Scotia...
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Episode 14. Jonathan Kamel - Associate at Oaktree Capital Management
Jonathan Kamel is an associate at Oaktree Capital Management in the Distressed Opportunities division at the New York office. He is one of 13 U.S. investment professionals in Oaktree’s $19 billion flagship fund. His experience extends to investment strategy focused on distressed/stressed and...
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Episode 13. Roy Kabla - Managing Director and Global Co-Head of Houlihan Lokey’s TMT Group (Investment Banking)
Mr. Kabla is Managing Director and Global Co-Head of Houlihan Lokey’s Technology, Media & Telecom (TMT) Group, co-leading a team responsible for driving the firm’s Corporate Finance effort in the sector. He has experience across a broad range of investment banking solutions and has been involved…
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Episode 12. Jonathon Ennis - AVP, Senior Associate Analyst at Mackenzie Investments
Jon joined Mackenzie Investments in 2008, working in the Portfolio Operations department before joining the Fixed Income Team in 2010 as an Associate Investment Analyst. He has developed research coverage across a range of sectors such as Real Estate, Utilities, Infrastructure, Homebuilders,...
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Episode 11. Front Row Ventures - Venture Capitalism
Front Row Ventures is the first student-run venture capital fund entirely managed by students that only invests in student-led startups across Canada. Powered by Real Ventures, FRV is now expanding across Canada; from Quebec to Ontario, BC, Prairies, and Maritimes. Behind our Deals. Women…
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Episode 10. James McKenna - Managing Director at RBC Capital Markets
James is a Managing Director and Head of the Canadian Communications, Media and Technology Group within RBC’s Investment Banking group. He has 20 years of capital markets experience, primarily focused on M&A, equity and debt financing for technology, media and communications companies. He has led…
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Episode 9. Brett House - Vice-President and Deputy Chief Economist
Brett House is the Vice-President and Deputy Chief Economist at Scotiabank. Prior to joining Scotiabank in October 2016, Brett was Chief Economist at an alternative investment management start-up in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund....
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Episode 8. Sophia Bennaceur - COO Morgan Stanley Montreal
Welcome to another episode of The Finance Podcast, where I explore the professional journey of individuals who have successfully built careers in the financial industry. Bennaceur joined Morgan Stanley Technology center Montreal in 2016 as the Chief Operating Officer. Sophia started her Financial...
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Introduction Episode: The Finance Podcast
Hello everyone! This is The Finance Podcast powered by The McGill Investment Club. This show is a conversational exploration of stories, career development, ideas, and strategies used by leading industry professionals. Tune in! Disclaimer The only purpose of this podcast is to educate and to...
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Episode 7. Maria Jelescu Dreyfus - CEO of Ardinall Investment Management
Maria is the Chief Executive Officer and Founder of Ardinall Investment Management, an investment firm focused on energy infrastructure that she started in 2017. Prior to Ardinall Investment Management, Ms. Dreyfus spent 15 years at Goldman Sachs, where she most recently served as a Portfolio...
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Episode 6. Marc Novakoff - Asset Management
Marc Novakoff currently leads Jarislowsky Frasers’ Emerging Markets Equity strategies and research group, as well as co-manages the Global Equity portfolio. He is also a member of the Investment Strategy Committee for JFL. Marc joined the firm in 2003 as a Research Analyst and became a Partner in...
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Episode 5. Maxime Ménard - CEO Jarislowsky Fraser
Maxime Ménard is the president, CEO, and member of the Board of Directors and Management Committee at Jarislowsky Fraser. Jarislowsky Fraser is one of Canada's leading investment firms. The firm manages the portfolios of pension funds, foundations and endowments, corporations and individuals in...
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Episode 4. Julie McGill - Private Equity
Julie McGill, a Vancouver based private equity investor. Julie joined Fulmer Capital Partners as the managing partner in 2016. Fulmer is a boutique private equity firm focused on small to medium sized enterprises in Western Canada. Prior to that, she was a Director at CAI Capital Management, a...
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Episode 3. Keigan Ashall - Sales & Trading
Keigan Ashall is currently an associated director for National Bank Financial. NBF is the sixth largest commercial bank in Canada servicing over two million clients. Prior to this, he worked as a product manager in the Equity and Derivatives group at NBF, where he created and developed structured...
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Episode 2. Daniel Dupont - Asset Management
Hello and welcome everyone. This show is a conversational exploration of stories, career development, ideas, methods, and strategies used by leading industry professionals. My guest this week is Daniel Dupont, currently a portfolio manager at Fidelity investments, where he manages over $11B in...
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Episode 1. Martin-Pierre Roussel - Investment Banking
Martin-Pierre Roussel is the current managing director of head of investment banking Quebec at National Bank Financial. He started his IB career more than 21 years ago after completing an undergraduate degree in Finance at HEC Montreal. Over the years, he advised a number of corporate and...
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ABOUT THIS SHOW
This is a student-run podcast dedicated to the mentorship of students pursuing a career in finance. This show is a conversational exploration of stories, career development, ideas, methods, and strategies used by leading industry professionals.
HOSTED BY
Maura Amaya
CATEGORIES
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Frequently Asked Questions
How many episodes does The Finance Podcast have?
The Finance Podcast currently has 27 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Finance Podcast about?
This is a student-run podcast dedicated to the mentorship of students pursuing a career in finance. This show is a conversational exploration of stories, career development, ideas, methods, and strategies used by leading industry professionals.
How often does The Finance Podcast release new episodes?
The Finance Podcast has 27 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Finance Podcast?
You can listen to The Finance Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Finance Podcast?
The Finance Podcast is created and hosted by Maura Amaya.
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