Net Learnings
Net Learnings
CFI
Net Learnings is the podcast that keeps finance and banking professionals ahead of the curve. With a unique focus on career growth and practical advice—plus the occasional war story—the show invites listeners to tap into the minds of leaders and experts at some of the world's most notable financial services firms and enterprises.
Navigating ESG: an Insider’s Perspective on ESG Careers with Noah Miller
Join Kyle for a chat with Noah Miller, Co-Founder & Chief Advisory Officer at Rho Impact. They discussed:Noah’s super winding career pathHow military service informed his perspectives on governance and trainingThe employment landscape for ESG enthusiastsWhich geographies & sectors have a lot of opportunitiesESG’s “PR problem”Why climate literacy is becoming table stakes for business professionalsAnd much more!This episode is a must listen for people that are keen to take on more ESG responsibilities within their organizations.
Nov 14, 2023
45 min
FP&A Evolved: How Diverse Experiences Foster Innovation, with Abacum’s Julio Martinez
In this episode:CFO Tech and the evolution of FP&A.Julio’s global list of Fintechs doing incredible things.The benefits of “going wide” in your career. The modern challenge of attracting and retaining talent.How a 1 year sabbatical in India forever changed Julio’s professional perspective.The value of mastering technical skills early in your career.And much more!Julio brings 20 years of finance, investing, and entrepreneurial experience across many countries and continents. This is a must-listen for finance, Fintech, and investing enthusiasts.
Nov 2, 2023
47 min
Capital Markets Career Chat: The Path Less Traveled, with Meeyeon Park
Join Kyle as he sits down with Meeyeon Park, VP Content at CFI. In this episode:Buy-side & sell-side dynamics, including a breakdown of Capital Markets roles.The energy on a trading floor.The importance of patience in role.How and why Meeyeon ended up in corporate training.A new game—Lender or Liar?Motorcycles vs. Mac trucks.And so much more!This was a fun chat with a ton of interesting perspectives and career insights from a seasoned finance pro.
Oct 17, 2023
49 min
Inside Commercial Credit: Relationships, Brand Building, and Playing the Long Game
In this episode we chat with Kyle Kreppenhoffer, Principal at Ashdown Capital—an independent commercial financing broker in Western Canada.We discuss:Pros & cons of a big-name bank vs. a smaller independent firmThe art of a quick “no”Myths about commercial lendingCommon competitive sticking pointsTransitioning from individual contributor to people leaderPlaying the ‘long game’ and building your personal brandAnd so much more!
Oct 3, 2023
52 min
A View From the Street: Career Insights with Finance Recruiting Expert Bill Vlaad
Check out Kyle’s chat with Bill Vlaad, CEO and Managing Partner of Vlaad & Company, Bay Street’s premier independent executive financial recruitment firm.In this episode:Three characteristics that the most successful financial services professionals share in common.Less heralded (but still awesome) career paths in finance.Job searching with a rifle vs. a shotgun. Campus recruiting and Bill’s path to IBD (which started in a pulp and paper mill!)Why a lack of expertise is often misinterpreted as a lack of passion.Expert deployment of the metaphor as a literary device.This episode is absolutely packed with industry insights and professional wisdom for anyone that wants to reflect seriously on their career.
Sep 19, 2023
55 min
Inside Tech Banking: Innovation in Financial Services with Devon Thompson
Join our conversation with Devon Thompson, Managing Director at RBCx.In this episode:A day in the life of a tech bankerTrends in FinTech and financial servicesWhy banks are measured against Apple and Google (not other banks?) Venture debt vs. SaaS lendingCharacteristics of a successful bankerLeadership, mentorship, and sponsorshipDevon also gives us a career retrospective—and with over 20 years of financial services experience, this episode is packed full of professional wisdom and career advice.
Sep 5, 2023
38 min
New Horizons: The Fund Industry, ETF Innovation, and Career Wisdom with Rohit Mehta
In this episode of Net Learnings we chat with Rohit Mehta, President & CEO of Horizons ETFs—one of Canada’s largest ETFs with $27bn in AUM.Tune in as we discuss:Why Rohit doesn't eat steak for lunchETFs vs. mutual fundsEmerging trends in the ETF space & sources of future innovationWhat career progression looks like in the fund world (spoiler alert: sometimes it starts in the mail room)Tips to advance your career and transition into leadershipWhy it’s important to stop and smell the roses once in a while And so much more…This episode has more juice than a double-leveraged ETF. We hope you enjoy the conversation!
Aug 22, 2023
37 min
The HALO Effect: Financing the World of Wellness with Pete Moore
We chat with Pete Moore, Founder & Managing Partner of Integrity Square - a boutique investment banking and consulting firm.In this episode, we discuss:What it’s like to do business and invest in HALO (Health, Active Lifestyle & Outdoors) - a $4.7 trillion category with tailwinds.How managers/leaders get cooked in a crock pot, not a microwave.The advantages of developing a narrowly-focused capital allocation strategy around industry or sector specializations.What it’s like to make seven figures investing in long-dated OTM options and then lose it all on an internet venture.More sports analogies than you’ll know what to do with... And so much more!This episode has more ups and downs than a game of pickleball but with way more business stories, career insights, and hilarious anecdotes.
Aug 8, 2023
47 min
The Long & Short Of It: Hedge Funds, Trading, & Career Insights with Rob Pulkys
In the latest episode of Net Learnings, host Kyle Peterdy engages in an enlightening conversation with Rob Pulkys from Waratah Capital Advisors. Rob, with his vast experience in the trading industry, provides a deep dive into the complexities of the trading world and the evolving dynamics of the market. Rob emphasizes the importance of passion, communication, and detail orientation as the absolute must-have skills for anyone in the trading game. He also discusses the role of artificial intelligence and machine learning in trading, highlighting how these technologies are enabling traders to "skip the human" in certain scenarios, thereby changing the dynamics of the market.In this episode:How trading is like a puzzle (but where people keep stealing your pieces!)“Must have” skills for aspiring tradersHow sell-side and buy-side dynamics have evolvedWhat it was like on a trading desk during the GFC and the Coronavirus pandemicWho is TINA? And so much more!
Jul 25, 2023
32 min
Private Equity Insights: A Trip Down the Capital Stack With Kristi Miller
In this episode of Net Learnings, we share a thought-provoking conversation with guest Kristi Miller; Managing Partner at Krystal Growth Partners (KGP), a boutique private equity firm in Western Canada. Kristi shares a ton of wisdom by opening the book on her illustrious 25+ years of financial services experience. They discuss a wide range of topics, including entrepreneurship; KGP’s unique value proposition(s); what good governance looks like in the private, middle market; how Kristi thinks about mentorship; and a step-by-step walk down the entire capital stack. This episode is a must-listen for people that provide financial services to small and middle market operators, as well as anyone interested in private equity, entrepreneurship, and/or making better capital allocation decisions!
Jul 11, 2023
44 min
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