Podcasts Archives | Page 19 of 48 | Caldwell Investment Management Ltd.

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?

Thomas S. Caldwell, C.M.

Chairman

January 21, 2020

Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

January 21, 2020

I have heard around this time of year, families gather around the dinner table, and stock tips are discussed, and then money tends to go into the stock market. This tendency was described by someone I saw on TV and it’s called seasonality. How can someone profit from seasonality?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

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?

Thomas S. Caldwell, C.M.

Chairman

January 15, 2020

We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?

Thomas S. Caldwell, C.M.

Chairman

January 6, 2020

Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

January 6, 2020

It seems to me that the U.S. and China are having more disagreements over protection of human rights, intellectual property and disputes over trade. When do you think a trade deal will come so investors like me can feel more at ease?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Thomas S. Caldwell, C.M.

Chairman

January 2, 2020

Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?

Thomas S. Caldwell, C.M.

Chairman

December 23, 2019

In the olden days, when a stock reached $100+ the company would split the stock. These days, stocks are soaring past $300. Why are we no longer seeing stock splits?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

December 17, 2019

You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?

Funds Jennifer manages:

Caldwell Balanced Fund

Caldwell Canadian Value Momentum Fund

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

President and CEO

December 17, 2019

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

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?

Thomas S. Caldwell, C.M.

Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?

William Chin, MBA

I have heard around this time of year, families gather around the dinner table, and stock tips are discussed, and then money tends to go into the stock market. This tendency was described by someone I saw on TV and it’s called seasonality. How can someone profit from seasonality?

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

Please explain downside capture and why does it matter to investors?

Thomas S. Caldwell, C.M.

We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?

Thomas S. Caldwell, C.M.

Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?

William Chin, MBA

It seems to me that the U.S. and China are having more disagreements over protection of human rights, intellectual property and disputes over trade. When do you think a trade deal will come so investors like me can feel more at ease?

Thomas S. Caldwell, C.M.

Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?

Thomas S. Caldwell, C.M.

In the olden days, when a stock reached $100+ the company would split the stock. These days, stocks are soaring past $300. Why are we no longer seeing stock splits?

Jennifer Radman, CFA

You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?

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

You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?

Want to hear something good?

Sign up for updates