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更新頻度:
every 40 days
平均音声長:
38 minutes
ゲストインタビュー
英語
アメリカ合衆国
16 エピソード
2025年1月2日から
episodic

最新エピソード 🔗

In Season 2, Episode 4 of Diverse Dividends, host Laura Sebesta, CFA sits down with Lesley Marks, CFA, Chief Investment Officer, Equities at Mackenzie Investments, for a candid conversation about career growth, leadership and the changing investment industry. Lesley reflects on beginning her caree…

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What defines a successful investment career beyond performance? Host Anton Almazov speaks with Brian Madden, Chief Investment Officer at First Avenue Investment Counsel and a member of CFA Society Toronto’s Board of Directors, about the experiences that have shaped his nearly 30-year career. Bria…
In this special episode of Diverse Dividends, we bring you a powerful conversation originally recorded during CFA Society Toronto’s inaugural Black History Month event. Hosted by Sara, VP, Institutional Strategy & Partnerships at CI, the discussion features two accomplished leaders in Canadian …
In the Season 2 premiere of *Diverse Dividends*, host Sara Loriot sits down with Kristina Fanjoy, Chief Financial Officer at CPP Investments, for a conversation that goes far beyond the numbers. With a mandate that impacts over 22 million Canadians, CPP Investments plays a critical role in shaping…
In this episode of Diverse Dividends, we sit down with Fred Pinto, CFA, CEO of CFA Society Toronto, to talk about his career journey. Fred shares how the CFA charter shaped his early credibility, how community involvement accelerated his career, and how the Society supports thousands of finance pro…
In Episode 11, Jonathan Durocher, President of National Bank Financial Wealth Management, joins Sara Loriot, CFA, to discuss authentic leadership, financial literacy, and the human side of wealth management in the AI era. Hear how compounding, curiosity, and empathy can shape careers and communitie…
In this episode of Diverse Dividends, host Sara Loriot, CFA sits down with Tanya van Biesen, CEO of VersaFi (formerly Women in Capital Markets), to explore how finance can become a more inclusive and performance-driven industry. They discuss: + VersaFi’s bold rebrand and mission to support over 4…
In this episode of Diverse Dividends, Sara Loriot speaks with Joanna Simon, Regional Director at Scotiabank, about her unconventional career path from anthropology to international wealth management. Joanna shares how curiosity, resilience, and people-first leadership have guided her journey across…
From senior roles in Colombia to starting over in Toronto, Rafael España shares what it takes to relaunch a finance career in a new country. In this episode, he reflects on cultural adaptability, why specialization matters, and how CFA Society Toronto helped him grow his network and perspective. Wh…
This week, we welcome Sean Etherington, President of CI Assante Wealth Management, to Diverse Dividends. From building a thriving wealth business to co-founding Motionball, Sean shows what it means to lead with intention. Host Sara Loriot, CFA, explores his path, his leadership style, and how meani…
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