Calgary Connects - A CFA Society Calgary Podcast

About Calgary Connects - A CFA Society Calgary Podcast

Calgary Connects is a podcast by CFA Society Calgary, hosted by Matthew Andrade, CFA, where we bring global thought leaders together to share their views on the world of finance. Our goal is to bring the best financial thought leaders to Calgary so we can all become more bullish on our future. Let's connect!

Publisher

CFA Society Calgary

Category

business · education

Language

en

Explicit

No

First episode

24 Nov 2020

Latest episode

11 Aug 2026

Latest episodes

50 episodes in the feed.

1. 

   11 Aug 2026

   Inside Personal Protection with Bob Morrison, Sec-Tech UK

   The wealthiest person in the household is rarely the one in danger… it's the spouse and the children who become the targets. Matthew Andrade sits down with Bob Morrison, Managing Director of personal protection firm Sec-Tech UK and a two-decade veteran of close protection for ultra-high-net-worth families. Their conversation moves from kidnap-and-ransom prevention and the realities of express and tiger kidnapping to cyber scams, travel risk, and the quiet, discreet security that protects a family without turning a home into a fortress. Morrison's through-line is disciplined and practical: prevention beats reaction, education beats hardware, and the goal is always to walk away without a scratch. For the finance professionals and wealthy families, this conversation is an essential, clear-eyed perspective on protecting what matters most. Listen For: 1:23 Why is the wealthy principal often the safest person at home? 8:35 Why do high-net-worth families only buy security after an incident? 13:00 How does Morrison make security training appeal to reluctant teenagers? 17:39 What do express kidnapping and tiger kidnapping mean for executives? 25:32 What is Bob Morrison's golden rule for surviving any threat? CONNECT WITH GUEST: BOB MORRISON, FOUNDER & CEO | BESPOKE SECURITY SOLUTIONS LinkedIn | Website (https://sectech-uk.com/) | Email (bob.morrison@sectech-uk.com) CONNECT WITH US Matthew Andrade on LinkedIn | Calgary Connects website

2. 

   14 Jul 2026

   Leading Element Fleet Management Through Change with Laura Dottori-Attanasio

   Half the companies that operate vehicle fleets still try to manage them alone…and that gap is reshaping an entire industry. Matthew Andrade sits down with Laura Dottori-Attanasio, President and CEO of Element Fleet Management, the world's largest pure-play automotive fleet manager. As electrification, connected vehicles, and shifting client expectations reshape fleet strategy, Dottori-Attanasio brings a banker's risk discipline to a business in transformation. This is a conversation about career-defining stretch assignments, the discipline of not over-investing too early, and building a purpose-driven culture through constant change. Listeners walk away with a sharper investment lens on mobility, and a leadership playbook for navigating industry disruption without losing the plot. Listen For: 7:06 What drew a chief risk officer from banking into fleet management leadership? 9:05 How do electrification and connected vehicles reshape fleet strategy today? 10:31 Do clients value cost reduction more, or the actionable insights fleet data provides? 22:14 How does Element keep culture and purpose steady through constant change? 30:33 When should leaders apply Bezos's one-way versus two-way door framework? CONNECT WITH GUEST: Laura Dottori-Attanasio, President & Chief Executive Officer, Element Fleet Management LinkedIn | Website (https://www.elementfleet.com/) CONNECT WITH US Matthew Andrade on LinkedIn | Calgary Connects website

3. 

   5 May 2026

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

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

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 18 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

0

Engagement

68