Brendan T.N. Caldwell, B.Sc., M.A., CFA

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 3, 2022

With COVID changing the way that corporations are functioning, you believe that strategy and execution are important now more than ever. Why strategy and execution?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 16, 2021

Let’s discuss Globalization and what it means today.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 18, 2021

Flying is new and foreign to people since COVID-19. How was your experience?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

August 18, 2021

We’re in election mode again. What are your thoughts?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

August 17, 2021

With all of the geopolitical events occurring, Afghanistan, for example, how do you believe it will affect the markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

June 3, 2021

Why are credit spreads going to widen?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

May 27, 2021

What changes have you made at work during COVID lockdowns?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 29, 2021

You said you were speaking to a young woman in her twenties and her thought is that after COVID, we’ll be experiencing the roaring 20’s. What is her thought process?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 22, 2021

You recently placed full page ads in both national newspapers on April 14th and 15th, 2021. Why was this important to you?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 9, 2021

“Stocks are a one sided romance”, would you tell us what that means?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 8, 2021

I heard you speaking about Money Ball and the markets recently. Would you elaborate?

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 26, 2021

Given where we are in the world, what’s the next big thing?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 24, 2021

You are re-reading The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb. What is your best takeaway?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 9, 2021

There are so many news stories telling us that we have saved so much money during lockdowns, but when the stores open up people are lined up to spend their cash.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

February 26, 2021

Let’s talk about Bitcoin and cryptocurrencies. They have been in the news as of late and everyone now feels like they need to get in.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

February 19, 2021

Reddit’s Wall Street Bets has created a lot of hype on GameStop, but Blackberry has also been part of the trendy herd trading. What are your thoughts?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 6, 2021

Have the markets become totally disconnected from the economy?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 23, 2020

There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 16, 2020

There have been some articles in the papers regarding the government bailout money used to pay dividends to shareholders. What are your thoughts?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 3, 2020

Gold and cryptocurrency. The oldest store of value and the newest have much in common.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 25, 2020

So many events in the world this year have been out of our control. What hope can you point to for investors in the future?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 11, 2020

There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 4, 2020

Last night was an epic, nail biter Presidential election. What does this mean for markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 28, 2020

Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 14, 2020

We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

September 30, 2020

Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

September 23, 2020

How would you answer the question: “Why is government debt bad?”
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

September 2, 2020

Let’s talk about gold, since everyone is.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

July 29, 2020

Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

July 15, 2020

The interest rate curve has been steepening. What does that mean for the investor?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

July 8, 2020

You have been working at the office throughout this crisis. What perspective has this given you on the markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

June 17, 2020

Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

May 27, 2020

How are you positioning your clients’ portfolios now and going forward?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

May 20, 2020

What are your thoughts on stagflation?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

May 15, 2020

What is the challenge and opportunity of investing in these COVID-19 markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

May 6, 2020

What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 29, 2020

Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 22, 2020

There seems to be a bit of a calm with investors and things don’t seem to be as bad as they were two weeks ago. Have you had the same experience with your clients?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

April 15, 2020

We have never experienced this and we’re trying to navigate through the COVID-19 pandemic. What are you telling your clients to help them get through these unprecedented times?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 25, 2020

What do you mean by “Our business is not what people think it is”?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

March 3, 2020

It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

February 25, 2020

For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 28, 2020

We’re already 3 weeks into 2020 & people have focused on their goals. What are you most excited about in 2020? What gives you the power to make a difference to your clients?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 16, 2020

Please explain downside capture and why does it matter to investors?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 17, 2019

You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 11, 2019

The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 4, 2019

The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 19, 2019

I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 30, 2019

What can you tell me about fees and the role of the Investment Advisor?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 8, 2019

What excites you about the markets these days, especially pre-election?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

September 5, 2019

Now that the summer months are over, what are you most looking forward to this fall regarding the markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

July 30, 2019

Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

July 23, 2019

You love to go sailing. How does that help you navigate the markets?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

June 25, 2019

Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?

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