PenderFund
by PenderFund Capital Management LtdPenderFund’s Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.
Copyright: © Copyright PenderFund Capital Management Ltd. All rights reserved. June 2018.
Episodes
Episode 93 – Quarterly Equity Update
34m · PublishedIn this episode Geoff Scott, Senior Vice President Investments, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager of the Pender Global Focused Fund and Pender Strategic Growth and Income Fund. They revisit last quarter’s performance and the headwinds faced, especially in small cap and tech sector equity. They discuss the trinity of risk, being balance sheet risk, valuation risk and business risk, and in particular the team’s thoughts about valuation risk, which has decreased in the last year and made for an interesting investment environment.
Episode 92 - International Women’s Day 2022
34m · PublishedIn this episode Maria Pacella, Managing Partner of Pender Ventures celebrates International Women’s Day 2022 by taking a listen back to some of the “best bits” from our podcasts featuring Judi Hess, Natalie Dakers, Norma Biln, Jacqueline Ovens, Christy Wyatt, Michelle Scarborough and Alison Nankivell. These excerpts have been specifically selected to impart timeless advice and guidance to women looking to take the next step in their career, possibly into a leadership position, or to start their entrepreneurial journey.
Profiles in Credit - Stan Manoukian
41m · PublishedIn this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Stan Manoukian, founder of Independent Credit Research LLC. Together they discuss Stan’s background, his experiences with distressed debt and the motivation that led him to start his own firm. Stan also discusses in depth the lessons he has learned throughout his career and how he applies them to distressed debt investing. Finally, Stan shares his perspectives on a variety of topics from credit cycles, as they relate to distressed credit investing and the opportunity with reorg equities.
Wils Theagene - Caisse de dépôt et placement du Québec
38m · PublishedIn this episode Kenndal McArdle, Principal, Pender Ventures chats with Wils Theagene, Senior Director Private Equity CDPQ - Equity 25^3 Fund. Kenndal and Wils talk about diversity within venture capital and the private asset class, discuss how EQ25^3 is leveraging diversity as a vector of development and expansion, the social issues surrounding diversity and the challenges that underrepresented entrepreneurs face when seeking funding or access to resources. Kenndal and Wils also discuss ESG in depth and how CDPQ has become a leader in this domain, and Wils offers his advice and opinions on how companies can do a better job when it comes to diversifying and empowering their EDI committees to make meaningful impacts.
Episode 89 – Quarterly Fixed Income Update
34m · PublishedIn this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Parul Garg, Associate Portfolio Manager of the Fund. They look back at market and fund performance in 2021, discuss factors and variables that have influenced market conditions and talk in depth about their thinking and process, which helped the team achieve positive returns in 2021. The team also looks ahead to the challenges and opportunities for 2022 and discuss what they have in their sights for this year. The podcast ends with a book recommendation and some economic observations from Parul after her recent travels.
Mark Longo - Osler, Hoskin & Harcourt LLP
46m · PublishedEpisode 87 – Quarterly Liquid Alternatives Update
21m · PublishedIn this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund & Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together they look back at fund for the quarter, discuss merger arbitrage and provide some insight into volatility and the taper tantrum we have seen in early 2022. The team also discusses how the funds are being positioned to handle a variety of scenarios and Justin talks about using leverage in his fund. The podcast ends with a book question.
Episode 86 – Quarterly Equity Update
25m · PublishedIn this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager of the Pender Global Focused Fund and Pender Strategic Growth & Income Fund. Together, they co-manage the Pender Value Fund. They look back on 2021 as a whole and provide their approach to 2022.
Episode 85 – Exiting The Year With “A Year Of Exits”
36m · PublishedIn our final episode for the year, Felix Narhi is joined by David Barr, Maria Pacella and Amar Pandya for a year end discussion on exits. The team looks back at the year through the lens of our record-breaking list of exits, with 11 public and 6 private liquidity events. They reveal some of the secret sauce and we learn why Maria has started to believe in unicorns. The team provides some in depth analysis on a few of the events and discuss where they see the M&A and IPO environment heading in the new year.
Profiles in Credit - Catching Up With Callum Thomas
50m · PublishedIn this episode Geoff Castle, Fixed Income Portfolio Manager, picks up his conversation with Callum Thomas, founder and head of research of Topdown Charts. They revisit Callum’s predictions from March 2021 to see what went right and what came out as a surprise. They also talk in depth about inflation, the impact of COVID on a variety of sectors, the sudden shift in the Chinese real estate market and finally Callum provides some insight into where he thinks the market is headed in 2022. Callum also provides his outlook and thoughts for a post pandemic world. The podcast ends with a data series that Callum recommends listeners follow.
PenderFund has 113 episodes in total of non- explicit content. Total playtime is 67:40:45. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on May 5th, 2024 23:40.