Brendan T.N. Caldwell, B.Sc., M.A., CFA
What do you mean by “Our business is not what people think it is”?
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A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.
Brendan T.N. Caldwell, B.Sc., M.A., CFA
President, CEO, & CIO
Brendan Caldwell is the President & CEO of Caldwell Investment Management Ltd (“CIM”). The mutual funds for which Brendan acted as lead portfolio manager have won 5 Lipper Awards for CIM in recent years. He is also co-portfolio manager of Caldwell’s major exchange related investments, including Urbana Corporation and the Caldwell Growth Opportunities Trust.
Brendan earned his B.Sc. from Trinity College at the University of Toronto in 1991 and his M.A. in English Literature from the University of London, England, in 1992. Brendan has held his Chartered Financial Analyst (“CFA”) designation since 1995.
Prior to joining Caldwell in 1995, Brendan worked for a major Canadian mutual fund company and then a bank-controlled investment dealer. His securities exchange memberships have included Toronto, New York, the Chicago Board Options Exchange, the Kansas City Board of Trade and the American Stock Exchange (AMEX).
Brendan is a Fellow of the Canadian Securities Institute and a member of the Toronto Society of Financial Analysts, as well as the CFA Institute. Often interviewed for his insights into current economic issues and in regards to Caldwell’s role as an active investor in global securities exchanges, Brendan is a regular financial commentator and an industry consultant on numerous media outlets.
Brendan is the Honorary Lieutenant-Colonel of the Queen’s Own Rifles of Canada, our nation’s oldest rifle regiment. He is a member of the Church of Messiah, the Institute of Evangelism at Wycliffe College, the Corporation of Trinity College, Upper Canada College Council of 1829, the Board of Trustees of the Bishop Strachan School and the Campaign Cabinet for Neshama Playground, Canada’s first accessible playground for children with all abilities. Brendan is a Director of the Caldwell Foundation whose recent activities included a partnership with Free the Children to create the Caldwell Leadership Centre, a base for building schools in Rajasthan, India. Brendan received the Queen’s Diamond Jubilee Medal in 2012 for his long record of philanthropy and volunteer service.
Married to Sandra since 1993, Brendan and his wife are the parents of four children. Brendan’s favorite way to relax is tree-planting and is building an arboretum in Fairvalley, Ontario.
| 00:10 | Well we wrote in the civilian world and people are asking us about the markets whether we're at a party or synagogue or church or wherever we are. People come up and want to talk about the market because they think that's the the interesting part of our business and maybe for some of us who are in the investment profession that's what it is. |
| 00:31 | But whatever whether it's interesting or not it's not the part that we actually have any control over. We can't make the market go up or down 2000 points or really have any impact on it but we can control is our own emotions and our behaviors as we look to figure out what the right thing to do is how we talk to clients and prospective clients how we market ourselves and our business how we develop a strategy for how are our books should grow our businesses should grow over the coming years with all of the changes both in the world and the regulatory environment in which we exist. |
| 01:08 | So it's really not about the markets going up and down. That's just part of the water that we swim in what is what matters is what we do about it. Thank you. |