CFA Society Saskatchewan Podcasts
CFA: Careers For All
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10 episodes
Updated Daily
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Podcast Overview
CFA Society Saskatchewan Podcasts
Language
🇺🇲
Publishing Since
6/2/2021
1 verified contact email on file for CFA: Careers For All
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Recent Episodes
October 18, 2021
CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
<p>Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.</p> <p>Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon.</p> <p>Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder. </p> <p>Mark provides his thoughts on:</p> <p>0:00 Introduction</p> <p>2:00 Why major in Economics? Did that education assist in your finance career?</p> <p>6:00 Did you initially work in an economics related job or start straight in finance?</p> <p>10:30 Did having an economics education help or hinder you in the CFA Program?</p> <p>17:10 How has your career progressed since graduating from university?</p> <p>23:25 What is the difference between a Team Approach and One on One?</p> <p>32:00 What is the role of a Portfolio Manager?</p> <p>38:45 What are “Know Your Client” rules and why are they important?</p> <p>41:45 What “soft” skills are important to develop?</p> <p>50:30 What complementary “hard” skills are worth adding to your repertoire?</p> <p>55:45 What industries and/or skills may become important in the next decade?</p> <p>58:15 What are some considerations when investing in small, resource firms?</p> <p>1:05:00 How is investing in smaller, private companies different from large, public firms?</p> <p>1:08:40 What advice would Mark give to his High School or University age self?</p>
September 13, 2021
Episode 9: Women in Finance
<p><strong>Women in Finance</strong></p> <p>Veronica Gamracy, Robin Koroluk, and Juliana Wong join Jordan Wilson to discuss women’s issues in finance.</p> <p><strong>Veronica Gamracy</strong> is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations. </p> <p><strong>Robin Koroluk</strong> is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management. Robin entered the industry about a decade ago.</p> <p><strong>Juliana Wong</strong> is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets.</p> <p>During the podcast, we discuss:</p> <p>0:00 Introduction</p> <p>3:00 How has the finance industry evolved for women over the years?</p> <p>13:25 Is there a “wage gap” and how can women reach more senior positions?</p> <p>19:25 Should people take a narrow focus early on in a career?</p> <p>23:40 Is the CFA exam curriculum all about “financial advising” or are there more areas of study?</p> <p>33:25 How is the CFA Institute doing in emphasizing “diversity” in the work force?</p> <p>39:40 What are some career growth areas for CFA professionals?</p> <p>49:35 What are the changing “dynamics” in the finance workforce and on teams?</p> <p>55:35 What advice would you offer people listening to this podcast?</p>
July 5, 2021
CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
<p><strong>CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM</strong></p> <p>Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues.</p> <p>Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations. </p> <p>She holds a BFA (Saskatchewan) in Studio Art, an MBA (McGill) in International and Corporate Finance, and a Chartered Financial Analyst designation. Veronica also holds CIMA (Certified Investment Management Analyst) and CIPM (Certificate in Performance Measurement) certificates. </p> <p>Veronica has served on the boards of several charitable organizations, provincial crown corporations, and industry councils, including past service as Director and President of CFA Society Saskatchewan. Currently, Veronica represents Saskatchewan on the Board of the CFA Societies Canada.</p> <p>In our lengthy conversation, Veronica provides her thoughts on:</p> <p>00:00 Introduction</p> <p>2:00 Where is Veronica from and what led to an interest in finance and investing?</p> <p>8:00 How did industry experience help with finance and what lessons did Veronica learn in industry?</p> <p>13:00 When did Veronica pursue her CFA designation and what did she learn from that experience?</p> <p>18:10 How do the MBA and CFA designations compare?</p> <p>28:50 Should one enter the CFA Program as soon as possible or wait a few years?</p> <p>34:20 What does Veronica do as a Portfolio Manager and Investment Advisor?</p> <p>43:40 What is an affluent investor? How do they differ other individual clients?</p> <p>49:45 How do affluent investor needs differ from institutions and corporate clients?</p> <p>54:45 What are the CIMA and CIPM programs? How do they fit with a CFA designation?</p> <p>1:03:30 What non-technical “soft” skills are important in Veronica’s job?</p> <p>1:12:00 What does Veronica look for in new hires?</p> <p>1:20:15 What are Veronica’s thoughts on women in finance and changes over time?</p> <p>1:28:00 What skills does Veronica think will be needed by future finance graduates?</p> <p>1:35:00 Is the corporate world adjusting to allow for better work-life balance?</p> <p>1:38:45 What advice would Veronica give to her High School or University age self?</p>
10 total episodes available
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