Defense Strategy, Global Tension & Investor Implications In this episode of the Pender Podcast, Laura Baker, Associate Client Portfolio Manager, is joined by Retired Vice Admiral Mark Norman to discuss Canada’s evolving defense landscape and why it matters in today’s geopolitical and investment environment. Drawing on decades of military leadership and policy experience, the conversation […]
We are pleased to welcome back Duncan Stewart, Director of TMT Research at Deloitte Canada, for Pender Ventures’ annual Technology, Media, and Telecommunications (TMT) update. Hosted by Maria Pacella, Managing Partner at Pender Ventures, this wide-ranging conversation explores Deloitte’s 2026 TMT Predictions and what they mean for investors, operators, and policymakers. Duncan shares insights on […]
Navigating Macro Uncertainty, Thematics, and Standout Performers In this episode, Laura Baker, Associate Client Portfolio Manager, is joined by Amar Pandya, Portfolio Manager, and Ruben Gomez Garcia, Equity Analyst, to break down the major themes, trends, and standout moments from Q3 2025 across Pender’s small/mid cap portfolios. The team discusses resilience in the face of […]
Inside the fund’s first year: lessons, opportunity sets, and 2026 themes Celebrating one year of the Pender US Small/Mid Cap Equity Fund. In this episode, Laura Baker sits down with Aman Budhwar to reflect on the Fund’s first year, the investment framework behind its early consistency, and how Aman is navigating opportunity and risk across […]
Re-acceleration, rotations, and macro turning points. In this annual conversation, Geoff Castle, Lead Portfolio Manager, Fixed Income sits down with Callum Thomas, Head of Research at Topdown Charts to look back on last year’s big macro calls, then look ahead to 2026. They cover the case for a global growth re-acceleration, why bonds might still […]
A Market Isn’t Always Just One Thing Forever In this episode, Laura Baker, Associate Portfolio Manager at Pender, sits down with Lead Portfolio Manager, Fixed Income Geoff Castle, Portfolio Manager Emily Wheeler and Associate Portfolio Manager Parul Garg to discuss the recent recognition of two of Pender’s fixed income funds with 2025 LSEG Lipper Fund […]
Isaac Souweine hosts Brice Scheschuk, Managing Partner at Globalive Capital. Brice is an active private technology investor in Canada with firsthand founder experience as the co-founder of Wind Mobile (now Freedom Mobile) in 2008. In this podcast he talks to Isaac about his “play your own game” framework, a thought exercise for founders that shifts […]
GenAI, machine learning, cloud computing and chips galore. Where business leaders are investing. Maria Pacella, Managing Partner of Pender Ventures hosts Duncan Stewart, director of TMT Research, Deloitte Canada for a second time. Duncan is a globally recognized expert on the forecasting of consumer and enterprise technology, media and telecommunication trends and is co-author of […]
Market cycles, manias, and opportunities. 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 Treasuries, commodities and the commercialization of space. A must-listen for professional and regular investors […]
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