Podcasts Archives | Page 24 of 48 | Caldwell Investment Management Ltd.

Thomas S. Caldwell, C.M.

Chairman

June 18, 2019

You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?
Thomas S. Caldwell, C.M.

Chairman

June 11, 2019

What do you say to investors when they ask why their portfolio is not mirroring the markets?
Thomas S. Caldwell, C.M.

Chairman

June 4, 2019

You always talk about Lombardi time. What exactly is it?
Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

May 28, 2019

You just read “The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How” by Daniel Coyle. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Thomas S. Caldwell, C.M.

Chairman

May 28, 2019

What are the top 3 things that influence markets and cause them to change?
Thomas S. Caldwell, C.M.

Chairman

May 21, 2019

In your Success Dictionary, under the word “invest”, you say “invest in yourself, your business and your career.” This is important and applies to everyone. Can you please elaborate?
Morgan Pampe, MFIN, CFA

Portfolio Manager

May 14, 2019

What are you looking for when investing in a company?
Thomas S. Caldwell, C.M.

Chairman

May 14, 2019

Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important?
William Chin, MBA

Portfolio Manager & Chief Technical Analyst

May 6, 2019

I keep hearing about how the stock market is volatile and expensive, but, at the same time, how the Canadian economy has to overcome many challenges: housing, high debt levels, trade wars and our deteriorating status among international investors. As a retail investor, how do I navigate these choppy waters?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Thomas S. Caldwell, C.M.

Chairman

May 6, 2019

What are the benefits of investing with an Investment Advisor, rather than through an app?
Thomas S. Caldwell, C.M.

Chairman

April 30, 2019

When you are at an event, what is the reoccurring question you’re asked regarding investing?

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