PenderFund

Dec 05 2024 78 ep. 39 mins 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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Profiles in Credit: The Annual Sit Down - Market cycles, manias, and opportunities

Dec 05 2024 49 mins  
Geoff and Callum revisit the big themes in 2024 and tally which of their 2023 calls went right. They look ahead to 2025 and beyond and discuss the current market cycle, and where opportunities are in global small caps, Treasuries, commodities and the commercialization of space. A must-listen for professional and regular investors alike.

PMC-Sierra – The importance of innovation, adaptability and resilience

Oct 01 2024 52 mins  
This is the first in a new Pender Ventures podcast series reflecting the scale-up stories of some of the great Canadian technology companies. We kick off with the story of PMC-Sierra, a pioneering and leading semiconductor chipset supplier that specialized in the design and development of integrated circuits for networking, telecommunications and data storage. Maria Pacella, Mana

The role of a public credit strategy in a diversified— and fortified— fixed income portfolio

Sep 13 2024 23 mins  
In this discussion, hosted by Rita Silvan, Parul Garg, Pender’s distressed credit expert in default securities, reorganizations and recapitalizations, discusses the impending catalysts for generating meaningful alpha in distressed debt in the next 3-to-5 years, and how a public credit strategy complements investing in private credits. She explains the various approaches to creati

Distressed Credit Markets: An Inside Look at the Pender Credit Opportunities Fund

Jul 04 2024 26 mins  
In a candid conversation, Parul Garg, hosted by Rita Silvan, provides an in-depth overview of the Pender Credit Opportunities Fund. Known for its strategic focus on distressed and stressed credits in public fixed income markets, the Fund leverages its nimble approach to capitalize on unique opportunities often overlooked by larger funds. Parul explains the Fund's investment strateg

Navigating Public Stressed and Distressed Credit Investing in Today’s Markets

Jun 14 2024 27 mins  
Welcome to the PenderFund podcast! In today's episode, we delve into the intricate world of public distressed credit investing. Join Rita Silvan, Director of Content Strategy at PenderFund Asset Management, as she speaks with Parul Garg, a specialist in stressed and distressed public holdings within the Pender Credit Opportunities Fund and the Pender Corporate Bond Fund. With ove

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