The Finance Podcast

My guest is Matthew Leblanc, regional vice president at IG Wealth Management. Matt started his career as a consultant in 2011 before becoming a division director. He’s also led the creation of a new regional office in Dorval and now holds the title of Regional Vice President. Over the years at IG, Matt has supported a diverse clientele of professionals, business owners, and entrepreneurs aiming to provide financial planning experti...

My guest this week is Eliot Freeston. Eliot Freeston is a Managing Director at Moelis & Company where he specializes in M&A advisory. Mr. Freeston has over 15 years of investment banking experience, executing public and private buy-side, sell-side and special committee assignments across a broad range of industries. His expertise has led him to advise on numerous high-profile, strategic M&A transactions with an emphasis...

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 ...

My guest this week is Rick McCreary. Rick has over 35 years of experience in the resource sector both as a principal in executive and board roles with various corporates and a financial advisor in investment banking.

On the corporate side, Rick started his career with Gulf Canada as an exploration geophysicist later working with the Noranda-Falconbridge Group in engineering, technology development, and metals marketing; and most re...

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...

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 pr...

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 wa...

My guest this week is Claire Sturgess. 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 su...

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 whil...

My guest this week 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 o...

Jonathan Kamel is an associate at Oaktree Capital Management in the Distressed Opportunities division at the New York office. He is one of 13 U.S. investment professionals in Oaktree’s $19 billion flagship fund. His experience extends to investment strategy focused on distressed/stressed and special situations, with a flexible mandate to invest across capital structures and industries, as well as in public and private markets.

Prio...

Mr. Kabla is Managing Director and Global Co-Head of Houlihan Lokey’s Technology, Media & Telecom (TMT) Group, co-leading a team responsible for driving the firm’s Corporate Finance effort in the sector. He has experience across a broad range of investment banking solutions and has been involved in over $200 billion of M&A and capital structure assignments in the media, entertainment, and communications industries. Mr. Kabl...

Jon joined Mackenzie Investments in 2008, working in the Portfolio Operations department before joining the Fixed Income Team in 2010 as an Associate Investment Analyst. He has developed research coverage across a range of sectors such as Real Estate, Utilities, Infrastructure, Homebuilders, Building Products, Forestry & Paper, Printing & Publishing, Healthcare & Pharma, Aerospace & Defense, and Airlines. 

He h...

James is a Managing Director and Head of the Canadian Communications, Media and Technology Group within RBC’s Investment Banking group. He has 20 years of capital markets experience, primarily focused on M&A, equity and debt financing for technology, media and communications companies. He has led a number of transactions for some of the largest companies in Canada including BCE, TELUS, Corus, Cineplex and Sierra Wireless. Prior...

Brett House is the Vice-President and Deputy Chief Economist at Scotiabank. Prior to joining Scotiabank in October 2016, Brett was Chief Economist at an alternative investment management start-up in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist...

Welcome to another episode of The Finance Podcast, where I explore the professional journey of individuals who have successfully built careers in the financial industry. Bennaceur joined Morgan Stanley Technology center Montreal in 2016 as the Chief Operating Officer. Sophia started her Financial Services career in Paris working for JP Morgan’s middle office on the arbitrage desk. Before joining Morgan Stanley, Sophia has worked fo...

Hello everyone! This is The Finance Podcast powered by The McGill Investment Club. This show is a conversational exploration of stories, career development, ideas, and strategies used by leading industry professionals. Tune in! 

Disclaimer 

The only purpose of this podcast is to educate and to inform. It is by no means a substitute for professional guidance by qualified experts. This podcast ...