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Best PenderFund Capital Management Ltd podcasts we could find (updated April 2020)
Best PenderFund Capital Management Ltd podcasts we could find
Updated April 2020
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PenderFund discusses our approach to investing "The Pender Way" to protect and grow capital. We cover a range of topics including managing risk, being patiently opportunistic and finding an investment edge. We share our opinions, and interview guests from inside and outside the industry.
 
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show series
 
In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, sits down with Geoff Castle and Emily Wheeler, Portfolio Manager and Associate Portfolio Manager respectively of the recently launched Pender Bond Universe Fund. They discuss the new Fund, introduce Emily and highlight her experience, and talk about the curren…
 
In this episode, David Barr welcomes PenderFund’s newest portfolio manager, Don Walker to the team to manage the Pender Small/Mid Cap Dividend Fund. They discuss all things small cap Canada including the current environment and where they see opportunities right now, their differentiated approach to managing small cap equity as well as Don’s new fu…
 
Maria Pacella is joined by Christy Wyatt, CEO and member of the board of directors at Absolute Software. They discuss Christy’s education at the College of Geographic Sciences, her career as a software engineer and her rise to executive leadership positions at Palm, Sun Microsystems, Apple, Motorola, Citigroup, Good Technology and Dtex. Christy tal…
 
Felix Narhi is joined by Rui Ma and Ying-Ying Lu, co-hots of Pandaily’s TechBuzz China podcast, who are both seasoned China-watchers with years of experience working in the China technology space. Felix recently joined their TechBuzz China Investor Trip to various cities in China, where they visited a number of public and private companies. In this…
 
Maria Pacella, SVP and co-manager of Pender Technology Inflection Fund is joined by Natalie Dakers and Norma Biln, role models for any young girl looking for a career in the STEM disciplines. Natalie is the President, CEO and founder of Accel-Rx Health Sciences Accelerator and Norma is the CEO of Augurex. They discuss how they zoned in on how they …
 
Felix Narhi, Chief Investment Officer and Portfolio Manager at Pender is joined by President and Portfolio Manager David Barr to discuss how Pender minimizes the odds of finding ourselves stuck in a value trap by looking for catalysts in advance. They discuss the criteria that they look for in small and micro-cap stock picking and Pender’s long his…
 
Sarah Wildman, Director of Institutional Relationships, is joined by David Barr and Felix Narhi to provide an early quarterly equity update. With investor sentiment turning more fearful, concerns over trade wars and political unrest we wanted to bring our update forward to address these global events and their effect on current markets, while provi…
 
Maria Pacella, Senior Vice President of Private Equity at Pender, is joined by Michelle Scarborough, Managing Director of Strategic Investments and the Women in Technology Venture Fund at the Business Development Bank of Canada. They discuss the challenges and rewards of investing in venture capital enterprises, building bridges, talent spotting, h…
 
Sarah Wildman is joined by Geoff Castle for the first of the Pender Quarterly Fixed Income Update Podcasts. Geoff is the portfolio manager of the Pender Corporate Bond Fund. They discuss the current fixed income environment, negative rates, the preferred shares market, current investment stories and current market risks. Geoff also shares what he’s…
 
Sarah Wildman is joined by David Barr and Felix Narhi for the first of the Pender Quarterly Update Podcasts. David and Felix are both are analysts and portfolio managers of the Pender Value Fund. David also manages the Pender Small Cap Opportunities Fund, and Felix, the US All Cap Equity and Strategic Growth and Income mandates. They discuss the cu…
 
David Barr interviews Michael Lombardi, former NFL executive and author of Gridiron Genius. Michael shares his experiences as a member of the coaching staff for several NFL teams working alongside head coaches Bill Walsh, Al Davis and Bill Belichick and how these remarkable experiences led to the publication of his book, “Gridiron Genius”. Touching…
 
Maria Pacella sits down with the founder of Clarius Mobile Health, Laurent Pelissier. Laurent has been at the forefront of developing and commercializing cutting-edge ultrasound technology for nearly 20 years. Clarius is an inflection-stage tech company which has developed and commercialized wireless handheld ultrasound scanners which can be used a…
 
Maria Pacella sits down with the founders of Point Grey Research, a global leader in innovative, high-performance digital cameras. She was joined by Vlad Tucakov, Don Murray and Malcom Steenburgh who share stories from their days at the University of BC to building an organisation of over 300 employees worldwide. They give insights into how Point G…
 
In this episode Maria Pacella talks to Judi Hess, CEO of Copperleaf Technologies, a Vancouver based venture capital backed firm which has developed decision analytics software for companies around the world managing critical infrastructure. Judi talks about her experience of rising through the ranks, being overlooked for leadership positions, how s…
 
In this episode David Barr sits down with Amar Pandya, Senior Investment Analyst and Associate Portfolio Manager, to discuss the Canadian equity market. They discuss the opportunities, mis-priced securities and compounders vs close the discount businesses. They talk about their approach to the energy sector and also the unknowable risks that keep t…
 
David Barr interviews Maria Pacella, Pender’s SVP Private Equity, on the trends she sees in private equity in 2019. They discuss this from the investment angle, highlighting financing and exit strategies on both sides of the border, also touching on the impact of uncertainty and volatility on private equity. They also looks at trends from the techn…
 
In this episode, David Barr and Felix Narhi discuss the equity key themes from 2018. Volatility was a big factor in the markets and consequently, in how they managed the Pender Value Fund and their other equity portfolios. They talk about strategies from market cycles which Felix has nicknamed “needle in the haystack investing” and “tide goes out i…
 
In this episode David Barr and Geoff Castle discuss the key themes and events from credit markets during 2018. They talk about the Pender Corporate Bond Fund positioning during a changing environment, some non-traditional credit picks in the portfolio and why Geoff finds them attractive. They discuss interest rates and inflation, recycling old idea…
 
This is the last in the four part series on Disruptive Technology. Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, has been talking with Silicon Valley veteran, Rich Miller. In this last podcast they are joined by Toufic Boubez, VP Engineering at Splunk and a serial entrepreneur and tech industry l…
 
Maria Pacella, SVP, Private Equity and Portfolio Manager of the Pender Technology Inflection Fund, continues her conversation with Rich Miller about data management. Rich has an interesting take on data as an asset that needs nurturing, feeding and care, in order to fulfill its potential. Some companies are well positioned, and some have a way to g…
 
In the second of this four part series on disruptive technology, Maria Pacella, Senior VP, Private Equity at Pender, continues her conversation with Rich Miller, a technology expert and Silicon Valley veteran. This time the discussion turns to blockchain – a complex subject which Rich breaks down into understandable concepts. He touches on some of …
 
Maria Pacella, SVP Private Equity at Pender, interviews Rich Miller, who has had a long and illustrious career in Silicon Valley, being at the forefront of distributed computing and networking technologies that we rely on today for the web. From designing and implementing email under ARPAnet, to creating the early predecessor of Slack, to being inv…
 
In the second of this two part series on risk, David Barr and Felix Narhi move from talking about risk assessment at the company level to risk management at the portfolio level. One of the key aspects is cash management - having cash on hand always helps to make better decisions and, at the end of the day, investing is a probabilistic endeavor so i…
 
In the first of this two part series on risk, David Barr and Felix Narhi take a deep dive into risk assessment at the company level. A primary goal is capital preservation, and this starts with risk assessment. David and Felix discuss the trinity of risk - balance sheet risk, valuation risk and business risk - and discuss their approach to evaluati…
 
Meet Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, who recently celebrated his third anniversary managing the Fund. On this episode, David Barr, Pender’s President, chats with Geoff about his background, and how his previous experiences tie into his outlook on credit markets and his approach to portfolio management. They discus…
 
On June 28, 2018, the Pender Value Fund turned five. In the last of this three part series, David Barr and Felix Narhi, co-managers of the Fund, look back on the investment strategies and how they translated into some of the better ideas in the Fund. They discuss various holdings, their original investment theses, how they played out and ultimately…
 
On June 28, 2018, the Pender Value Fund turned five. In this second of three part series, David Barr and Felix Narhi, co-managers of the Fund, discuss fundamental questions relating to what value investing means, and how this concept has evolved over time. Technology has played a key role in improving and driving change in investing, while also imp…
 
On June 28, 2018, the Pender Value Fund turned five. In this first of three part series, David Barr and Felix Narhi, co-managers of the Fund, go way back to explore their investing roots, discussing how they got into investing in the first place, the forces that influenced them early in their careers, some failures and the lessons learned along the…
 
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