PenderFund

In this episode Tony Rautava, Associate, Pender Ventures is joined by David Barr, Pender’s CEO and Portfolio Manager, Brian Claire, former CEO of One45 and Derek Hemmes, Founder and Board Member of One45. Together they take a stroll down memory lane and talk about the early days of One45, the idea that launched the company, when they knew they had product market fit, the challenges they faced, the lessons they learned as they build the company for not just one but three acquisitions. Listen out for Brian’s recruitment and promotion stories!

In 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 revisit last quarter’s equity fund performance, looking at key contributors and discuss some of the holdings in detail. The podcast ends with a book recommendation.

In 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, Sharon Wang, Senior Equity Analyst and Tracy Tidy, Equity Analyst. They look back on what happened in the quarter, some key contributors to the Fund, positioning and a few key characteristics of companies poised to scale up, leaning on Sharon’s expertise in the tech space and Tracy’s in-depth knowledge of the food sector.

In 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 Emily Wheeler, Associate Portfolio Manager of the Pender Bond Universe Fund (PBUF). They look back at the last quarter’s performance, the rising rate environment and investing in areas that look uninvestable. The team also provides examples of holdings that were considered uninvestable but have performed well. The podcast ends with book recommendations from Geoff and Emily.

In this episode Geoff Scott, Senior Vice President, Investments, chats with Amar Pandya, Portfolio Manager of the Pender Alternative Arbitrage Fund. Together they will introduce the Fund and dive into the investing strategies behind the Fund, the opportunities that Amar sees on the horizon and the overall Fund positioning. They also explore the risk management and return strategies for the Fund, in particular Pender’s unique expertise and track record in identifying and analyzing M&A catalysts. Amar closes the podcast with a book recommendation.

In this episode Geoff Scott, Senior Vice President, Investments, chats with Justin Jacobsen, Portfolio Manager of the Pender Alternative Absolute Return Fund. Together they discuss Justin’s background in investing, his shift from equity to credit and introduce the Pender Alternative Absolute Return Fund. Geoff and Justin dive into the investing strategies behind the Fund, the opportunities that Justin sees on the horizon and the current market environment. They also explore the details of some of the external variables the Fund may be subjected to and talk about the risk management and return strategy for the Fund. The podcast ends with two book recommendations from Justin.

In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Stephen Foerster, Professor of Finance at Western University’s Ivey School of Business. They discuss Stephen’s thoughts on a variety of topics as laid out in latest book, In Pursuit of the Perfect Portfolio. The book features contributions from a star-studded cast of luminaries who have shaped the investing industry, including six Nobel laureates. Geoff and Stephen dive into detail on the many themes in the book.

In this episode Kenndal McArdle, Principal, Pender Ventures chats with Carlo Perez, Founder and CEO of Swift Medical Inc. Kenndal and Carlo talk about the series of decisions and choices that led Carlo down the path of entrepreneurship and the eureka moment that led him to launch Swift Medical. Carlo also provides some background on his upbringing and how his proclivity for programming and engineering combined with many of his family being in the medical profession gave him an edge. They also discuss the medical challenges Swift is tackling, the challenges of building the business, how entrepreneurship is a constant learning process and the opportunity that lies ahead of the company.

In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Stephanie Andrew, founding partner of Women’s Equity Lab (WEL). They discuss Stephanie’s background, the history behind the formation of WEL, the success it has achieved so far and the direction it is headed in. They also talk diversity issues, the benefits of having women in leadership roles and the quantifiable difference it has made in the way WEL is investing in women. Stephanie also provides some insight into the success it has achieved with its process and how it is inspiring more women to create chapters in different countries.

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associate Portfolio Manager. They look back at the last quarter’s performance, the shift in credit markets and talk about risk buckets, drivers of return and the new opportunities they are excited for.