The Finance Podcast

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The Finance Podcast

This show is a conversational exploration of stories, career development, ideas, methods, and strategies used by leading industry professionals.

25/03/2022

Evercore is hosting an information session for their Summer 2023 Energy Investment Banking Internship Program.

My Future Information Session Registration Link: https://caps.myfuture.mcgill.ca/students/index.php?mode=form&id=e6c063a0d5cfda27281a1e7f5e740d49&s=event&ss=is
Evercore Application Link: https://evercore.tal.net/vx/lang-en-GB/mobile-0/appcentre-1/brand-6/xf-61abc8ce0d6f/candidate/so/pm/1/pl/2/opp/1180-2023-Investment-Banking-Summer-Analyst-Program-New-York-Houston-Menlo-Park-Chicago/en-GB

Information Session:
Evercore's Houston team is hosting a virtual information session for Sophomores (U1 students) at McGill. The session will include an overview of the Firm and our Summer Analyst program. We will leave time for Q&A and networking with Evercore representatives. This session will be held on Zoom.

Topic:
Summer 2023 opportunities for Bachelor level students

Please register on myFuture. The session will be on Zoom.
Evercore is looking to hire students for Summer 2023, students graduating in December 2023 or Spring 2024.

Session:
Mar 28, 2022, 6:00 – 7:00 PM

Registration Deadline:
March 27, 2022

Attending the session:

McGill Alumni:

Cedric Hamilton-Bourezg
Zhao Kang (ZK) Chen
Alessio Marcogliese
Jason Ravinsky

Additional attendees:
Shaun Finnie (Senior Advisor)
Greg Suellentrop (Vice President)

Meeting link will be sent the morning of March 28th if you have registered on myfuture. The session will be held on Zoom.

03/01/2022

My guest on this episode is Lesley Marks, Chief Investment Officer (Equities) of Mackenzie Investments. Ms. Marks joined Mackenzie earlier this year but is a seasoned investment leader with more than 25 years of experience across asset and wealth management, including 22 years at the Bank of Montreal. She was a CIO in both Wealth Management and Asset Management at BMO and, prior to that, had an extensive successful track record as a portfolio manager of Canadian equity portfolios. Ms. Marks is also an active volunteer in her community, channelling her efforts towards causes she is passionate about. She is an Audit and Risk Committee Member for Kids Help Phone, an Advisory Board member for the Institute for Sustainable Finance and the Chair of a Foundation board. Ms. Marks is a CFA charter holder, holds an MBA from the Richard Ivey School of Business and a BCom from Queen’s University.

25/10/2021

The Finance Podcast is looking for a new host! After founding the podcast over two years ago and hosting multiple guests, will be passing on the torch to a new host! Alongside the .club, The Finance Podcast and its new host will continue to interview industry professionals! Do you have what it takes to be the new host? Swipe to find out!

06/09/2021

This week’s newsletter was our best one yet! Remember to subscribe to receive the latest information on career opportunities and more! The best 1 minute investment you’ll make towards building your career! Begin your journey with us! Begin with the MSTS!

10/05/2021

My guest this week is Charles Huot. Charles has over 20 years of experience in institutional equity sales, eight years with Morgan Stanley and 16 years with Bank of Montreal and Credit Suisse. He worked from different locations, amongst them Montreal, Toronto and New York.

Charles joined Morgan Stanley in 2013 as the relationship manager for Quebec-based Institutional accounts, specifically all the significant Pension funds, Mutual funds and insurance companies like CDPQ, PSP, Fiera, and CN Investment trust. He works in the Equity Division and regularly interacts with Investment Banking Division. Charles' main task is to advise large institutions on their investments and to make sure they buy or sell stocks at the right price.

In 2021, Charles will take on additional responsibilities within Morgan Stanley by collaborating on the expansion of Shareworks, a new Morgan Stanley division that offers intuitive solutions that help realize the full potential of stock plan compensation. It is a customizable solution for companies to empower their employees by making their finances a wellness source.

Mr. Huot earned a Bachelor of Business Administration from UQAM as well as Accounting from McGill University.

Charles is the father of three teenagers and enjoys practicing various sports in his free time, especially cycling, which he excelled at, at a younger age.

Recorded on March 19, 2021

10/05/2021

EPISODE 20!!! What an amazing episode! Tune in on Apple podcasts, Spotify and more!!

30/03/2021

A great read on investing! How are you fighting your behavioural biases when it comes to investing?

30/03/2021

One of the many views to investing!! Tune in to Episode #19 !!!

29/03/2021

My guest this week is Neil Constable, he is the Head of Quantitative Research and Investments at Fidelity at their Boston Office. In this role, Mr. Constable is responsible for leading the QRI team within Asset Management, overseeing quant research for Fixed Income and Equity, and Fidelity’s Advanced Data and Analytics group. QRI is responsible for the management and development of new quantitative strategies and solutions while providing high-quality quantitative support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. Fidelity Investments, the American multinational financial services corporation, is one of the largest privately-held asset managers globally with 4.9 trillion dollars of assets under management and a combined total customer asset value of 6.7 trillion.

His specialties include Global Quantitative Equities and Fixed Income, Developed and Emerging Markets, Asset Allocation, Equity Derivatives and Volatility.

Before joining Fidelity last year, Mr. Constable spent 13 years at GMO, founded by the renowned value investor Jeremy Grantham, as a Partner and Head of Global Equity.

Mr. Constable earned a Bachelor of Science from the University of Calgary. He then went on to complete a master’s degree in Applied Mathematics at the University of Cambridge. In addition to receiving his Doctorate Degree in Physics at McGill University, Mr. Constable was an MIT Post-Doctoral Fellow in Theoretical and Mathematical Physics.

Recorded on March 12, 2020

28/03/2021

Plan on breaking into Quantitative Finance? Listen to EPISODE 19!!

26/03/2021

EPISODE 19!!! Investing as a Quant!

25/03/2021

EPISODE 19 IS OUT!!!

23/03/2021

My guest this week is Ryan Oldham, a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.

Prior to assuming his current position, Mr. Oldham was responsible for research that opportunistically searched for the best ideas across the Canadian market from 2013 to 2018. Previously, Mr. Oldham served as co-manager of Fidelity Select Natural Gas Portfolio from 2012 to 2013, and as manager of the fund from 2010 to 2012. He also covered the research of large-cap domestic and Canadian/International exploration and production companies from 2007 to 2013.

Mr. Oldham earned his Bachelor of Commerce degree from Concordia University’s John Molson School of Business and his Master of Business Administration degree from McGill University. He is also a CFA charter holder.

Recorded on November 13

23/03/2021

EPISODE 18 is all about being a good investor! The key? Understand businesses well! If you can understand a company, its business strategy, its management, and its financials, you are on your way to becoming a good investor!

11/03/2021

How do you protect yourself against downside investment risk? EPISODE 18 🙌

10/02/2021

EPISODE 18!! If you’re interested in Asset Management this episode is a MUST! This is one of our best episodes yet! Ryan shared multiple anecdotes that provide insight on how he built his career! It’s light, it’s fun, it’s interesting! Hope you enjoy!

24/01/2021

EPISODE 17 !!! Claire joined RBC Capital Markets' Global Investment Banking team in 2001. Claire is responsible for investment banking coverage of clients in the Consumer and Industrial sector, with a specific focus on Food and Beverages, Distribution, Business Services and Packaging. Claire has worked on a wide range of IPOs, equity and debt financings and mergers and acquisitions assignments for clients such as Brookfield Asset Management and Brookfield Infrastructure Partners, Clearwater Seafoods, Information Services Corporation, High Liner Foods, Ritchie Bros. and Teranet. During her tenure at RBC, Claire has also acted as a member of the RBC Capital Markets’ Diversity Council, Co-Chair of the Women in Capital Markets’ Return to Bay Street program and is one of the Executive Sponsors of RFuture, a program designed to support and encourage the firm’s next generation of leaders. Claire is a current Director and former Chair of the Conn Smythe Foundation and a Member of the Board of Governors of Branksome Hall. Claire has an MBA from the Richard Ivey School of Business at the University of Western Ontario and also holds a BA (Hons.) from McGill University.

24/01/2021

Are you the right fit for IB?

23/01/2021

From a summer internship to a full time analyst!!!

21/01/2021

Our latest episode with Claire Sturgess is a MUST LISTEN 🤓

14/01/2021

JP Blais is a Managing Director at BMO Capital Markets heading the North American FX trading team, based in Toronto. In his role, JP is responsible for overseeing the bank’s global exposure in FX products, daily trading of BMO’s largest and most active forward book and participating in strategic planning for the trading team. JP works closely with the management team to maximize the efficiency of our FX trading operation while striking to refine our customer offering.

JP has been a part of BMO’s FX team since 2005, holding various positions, he notably spent five years (2010-2015) in London where he successfully increased BMO’s footprint in the European FX market.

JP has a Bachelor of Commerce from McGill University and a Master of Business Administration from the University of Chicago.

Recorded on December 3, 2020

14/01/2021

The best career is one that you are passionate about!

05/01/2021

The reality of a career in IB! Follow for more!

05/01/2021

What to expect as an IB analyst 🤓 a lot of

05/01/2021

What do expect as an IB analyst 🤓

04/12/2020

Our latest guest is Shaun Finnie. Shaun is a Senior Managing Director and Head of the Oil and Gas Acquisition and Divestiture advisory business for Evercore Partners. Prior to joining Evercore, Mr. Finnie was most recently a Managing Director and Head of Mergers and Acquisitions for Scotia Waterous in the U.S. Prior to that, he was an oil and gas banker at Goldman Sachs and began his career as a corporate lawyer specializing in oil and gas transactions.

30/11/2020

Our latest episode is LIVE on all platforms!! Make sure to TUNE IN!!!!

15/11/2020

Started on the sell-side and transitioned to the buy-side 📈Learn more on why the buy-side was a better fit for our guest! EPISODE 14 is filled with insight for students trying to break into finance or for individuals trying to break into the buy-side 📊

15/09/2020

EPISODE #13 !!! Yes the unemployment rate is high, firms want to decrease expenses, and the industry is highly competitive. You can still get a job!!!

14/09/2020

TUNE IN TO OUR LATEST EPISODE!!!! Episode #13 !!! This episode is filled with insight for students who are trying to make an impression on future employers! We also tackle the current market and economic environment! As well, we look at professional accomplishments and the tools behind it! Enjoy the show!

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EPISODE 19 IS OUT!!! #finance #stocks #invest #investment #quant #markets #financialmathematics #financialmarkets #investor #investors #career #careergoals #student #mcgill

EPISODE #12 is out! We had the pleasure of hosting Jonathon Ennis, associate analyst in the Fixed Income team at Mackenzie Investments! Interesting topics are covered in this episode! How will graduates secure a job as they enter this tight labour market? The yields on fixed income securities remain low, is there nowhere else to go but into risky security assets? Are the large levels of corporate debt worrisome as companies take on higher debt loads given the opportunity that low interest rates provides? All of these questions and more are answered on this latest #episode !!! Enjoy the show!!!

Who are the winners of this coronavirus crisis?

Are you betting on a U shaped recovery? V shaped recovery? Perhaps a W shaped recovery? Let us know why! #economy #markets

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