Show notes
Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more. Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon. Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder. Mark provides his thoughts on: 0:00 Introduction 2:00 Why major in Economics? Did that education assist in your finance career? 6:00 Did you initially work in an economics related job or start straight in finance? 10:30 Did having an economics education help or hinder you in the CFA Program? 17:10 How has your career progressed since graduating from university? 23:25 What is the difference between a Team Approach and One on One? 32:00 What is the role of a Portfolio Manager? 38:45 What are “Know Your Client” rules and why are they important? 41:45 What “soft” skills are important to develop? 50:30 What complementary “hard” skills are worth adding to your repertoire? 55:45 What industries and/or skills may become important in the next decade? 58:15 What are some considerations when investing in small, resource firms? 1:05:00 How is investing in smaller, private companies different from large, public firms? 1:08:40 What advice would Mark give to his High School or University age self?