PenderFund

Apr 23 2024 15
PenderFund Podcast artwork

PenderFund’s Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.

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Deploying Generative AI: Predictions, Surprises, Strategies and Shortages

Apr 23 2024 34 mins  
Maria Pacella, Managing Partner of Pender Ventures gets an in-depth status report on Generative AI in this fascinating conversation with Duncan Stewart, Director of Technology, Media and Telecommunications (TMT) Research at Deloitte Canada. Duncan’s research includes travelling the world for real-time, face to face updates from companies in every sector to unravel TMT and report

Profiles in Credit – The Annual Sit Down - Geoff Castle and Callum Thomas

Dec 14 2023 48 mins  
In this episode Geoff Castle, Lead Portfolio Manager of Pender’s Fixed Income portfolios, hosts Callum Thomas, founder and head of research of Topdown Charts for their annual podcast. Subtitle: Building puzzles. Geoff and Callum reflect on 2023 and review which of their December 2022 calls were right, and which were early. They look ahead to 2024 and really dive into a wide ra

FundFest Panel: How Investors Can Support Exits

Sep 14 2023 43 mins  
Moderated by David Dufresne, Partner, CMD Capital chats with Maria Pacella, Managing Partner of Pender Ventures, Anne Phan, VP, Corporate Development at Wealthsimple and Brent Holliday, Founder & CEO of Garibaldi Capital Advisors. They discuss the final phase of the venture cycle. Subtitle: Creating liquidity through exits.

Profiles in Credit - Winnie Cisar - Part Two

Sep 07 2023 39 mins  
Subtitle: "A rolling loan gathers no loss" Geoff and Winnie jump right into discussing how to navigate credit markets in the current climate. There’s a lot to cover as they touch on the latest remarks from the Fed, public vs private debt, dealer inventories, maturity walls, what the rest of 2023 might hold and more, closing with Winnie’s book recommendation.

Profiles in Credit – Sabrina Fox

May 17 2023 37 mins  
We are happy to bring you the latest installment in Pender’s Profiles in Credit podcast series, hosted by Geoff Castle, Lead Portfolio Manager of Pender’s Fixed Income. In this episode, Geoff is joined by Sabrina Fox, Founder of Fox Legal Training and Parul Garg, Associate Portfolio Manager, also jumps with her questions. The group covered Sabrina’s road to her current positi

Greg Malpass - Traction on Demand

May 11 2023 44 mins  
We are delighted to welcome Greg Malpass, founder of Traction on Demand, to the podcast studio, with host, Maria Pacella, managing partner of Pender Ventures. With Traction on Demand having been acquired by SalesForce in 2022, Greg can reflect on the journey to build and sell Traction, creating a “best place to work in Canada” culture, his proudest moments and his new venture.

Bottom of the iceberg

May 08 2023 16 mins  
Welcome to Part Three of this six-part series on investing in stressed and distressed debt in which Parul Garg and Geoff Castle cover the complexities of stressed and distressed credit investing, the risks and rewards, the current opportunity and their history and experience in this area. Highlights Capital priority for credit investors—a key advantage over equity invest

A dragon in the basement

May 01 2023 22 mins  
In this series, Parul and Geoff will cover the complexities of stressed and distressed credit investing, the risks and rewards, the current opportunity and their history and experience in this area. In Part Two of this six-part series on investing in stressed and distressed debt, Geoff and Parul continue the conversation. They cover: The opportunity set they are seeing and cycli

“The Spigot is Open”

Apr 21 2023 18 mins  
Introducing a new six-part series on investing in distressed debt. Parul Garg and Geoff Castle have been investing in this part of credit markets since 2015 and see an opportunity emerging. The cycle created by the transition in monetary policy and the squeeze from higher interest rates now favours stressed and distressed credit investing. In this series, Parul and Geoff will cover

Profiles in Credit – Focusing on 2023 with Geoff Castle and Callum Thomas

Dec 15 2022 52 mins  
Subtitle: Actionable insights from a sea of economic and market data. Geoff and Callum reflect on 2022 and look ahead to 2023. Geoff and Callum revisit their prior conversation and discuss how their understanding of the market has evolved over the year and what 2023 may bring. As is tradition, Geoff and Callum also do a deep dive on a variety of topics with a focus on recession, t