Mktg Head at Leith Wheeler, host of CFA Institute podcast, Enterprising Investor, award-winning freelance journalist, ex-CBC producer, dad. Opinions my own.
Vancouver, Canada
Joined September 2011
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I had a great chat about the return of #dividends with Portfolio Manager and author Daniel Peris for the latest episode of the @CFAinstitute #GuidingAssets #podcast
🎙️Dive into finance in the #GuidingAssets podcast episode: "The Ownership Dividend" Discover the paradigm shift in dividend thinking for U.S. investors. 📈💰 #Investing
🔗 Listen Here: cfainst.is/3I0flx8
I had a chance recently to talk #AI with @MorningstarInc CEO Kunal Kapoor, CFA. Worth a listen.
Kunal Kapoor, CFA, CEO of @MorningstarInc, discusses the rise of AI and its role in financial markets on this episode of Guiding Assets.
Download the latest podcast ➡️ cfainst.is/3I0flx8
#AIFinance #GuidingAssets #FinancialMarkets
Working on a piece about scams like the "Grandparent" fraud and the endless threatening CRA phone calls. What ones stand out to you as particularly egregious or dangerous?
I had a great chat with Dan McGoey last week about real assets for the latest episode of @CFAinstitute #GuidingAssets podcast.
Tune in to the latest #GuidingAssets podcast with host Mike Wallberg, CFA, and Dan McGoey, CFA, as they discuss real assets.
Download ➡️ cfainst.is/3I0flx8 or where ever you get your podcasts.
#guidingassets #InvestmentIndustry #realassets
I saw this post from @CommFdnsCanada yesterday, 5 min after disputing a claim in the elevator from a colleague who said I'm always smiling.
We are grateful for the support of our National #VitalSigns partner! @Leithwheeler ’s understanding of the value of data-driven and community-grounded research is improving community well-being. #VitalSignsWeek
Mike Wallberg retweeted
In his Revisionist History podcast, @Gladwell
delves into "transactive memory," a heartbreaking but real concept for clients who've lost their spouse. Including both partners in planning is a kindness to the surviving spouse, writes @MikeWallberg www2.leithwheeler.com/the-ri…
I couldn't agree more!
It has been an incredible 5 years and we couldn't be happier working with such a dedicated and passionate group of people - both @CommFdnsCanada and in all the member #communityfoundations across Canada! #DataRocks
Mike Wallberg retweeted
Listen in as Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector.
Download the latest Guiding Assets podcast ➡️ cfainst.is/3I0flx8
#guidingassets #luxury #eft
What a great week I spent with community foundation leaders from across Canada! Thanks to @CommFdnsCanada and @TorontoFdn for hosting, and congrats to Barbara from @WestVanFdn!
Congratulations Barbara on winning @Leithwheeler 's #VitalSigns Scavenger Hunt! The competition was stiff, but Barbara came ahead and won a pair of Bose noise cancelling headphones!
Canadian charitable foundations are facing a bigger investment hurdle to meet the federal govt's new 5% Disbursement Quota (up from 3.5%). Portfolio asset mixes will need to be revisited...
New rules for registered #charities are now in effect, including Disbursement Quota bump from 3.5% to 5.0% of investable assets. We partnered with @NLawGlobal's @BlatchfordLaw @BryanMillman to produce a brief primer on the legal & portfolio implications: www2.leithwheeler.com/prepar…
Mike Wallberg retweeted
2022 #HaikuInvitational Best British Columbia
a painting
in a puddle . . .
cherry blossoms
elehna de sousa
Salt Spring Island, British Columbia
Haiku Invitational presented by @Leithwheeler.
#Haiku #CherryBlossoms
Mike Wallberg retweeted
“Career is not the only thing that defines you. Do more- for yourself, for your family & in the service of others. Indeed, it has been through many of the things I've done outside of work that I've developed my EQ, honed leadership skills & had the most impact.” #can40under40
I had the pleasure of interviewing Samara Cohen for the latest #GuidingAssets podcast. Check it out to hear her vision of the next leg in the evolution of #ETFs and Index Products. link.chtbl.com/guidingassets
@CFAinstitute
Samara Cohen, Managing Director and Chief Investment Officer of ETF Index Investments for BlackRock, shares her thoughts on what the future holds for ETFs in today’s volatile market. Listen now. link.chtbl.com/guidingassets
Hey! Here’s a thing I do now, hosting this podcast for @CFAinstitute. I’m meeting great ppl, like these 2 who joined me to talk about the changing drivers of investor trust. Check it out! @AdriennePenta #GaryDeMoss
How has investors' trust in financial services evolved? Listen here 🎧 link.chtbl.com/guidingassets
#GuidingAssets #podcast #CFAInstitute
Mike Wallberg retweeted
What a day to take in the #cherryblossoms at @VanDusenGdn for @OfficialVCBF's Sakura Days Japan Fair! While you're there, check out the gingko walks and #haiku sticks, supported by @Leithwheeler, and get your haiku on!
Excited to head back to my journalism roots to host Guiding Assets, @CFAinstitute's reboot of global investment podcast, Take 15! Can't wait to share my conversations with leading minds in finance - subscribe here: link.chtbl.com/guidingassets
Our celebrated #podcast Take 15 returns this spring with a brand new name, a brand new host, but the same engaging conversations. Be sure to listen wherever you get your podcasts 🎧 link.chtbl.com/guidingassets
"Workers’ longevity is not a problem but an opportunity. To benefit from these individuals’ experience and energy... your org'n must be 'age ready' — which means building infrastructure and systems to support & engage them." @HarvardBiz #Management
ow.ly/nKTn50Inbhl
I've loved @Radiolab for yrs, but I'd never made it back to episode #1. With @JadAbumrad's well-earned but sad-for-the-rest-of-us departure, this replay shows why it was destined for great things, esp @ 26:04+ (on "The First Radiolab" on the link).
Before we say goodbye to @JadAbumrad, we wanted to go back to the very beginning, when "Radio Lab" said "Hello, world!" Listen here: bit.ly/3e3Pe8g
If you're in the market for global equity ideas, my brilliant @LeithWheeler colleague #VirginiaAu takes @MorningstarCDN through 3 of her current favourites.
In part 3 of her video series with @MorningstarCDN, #VirginiaAu talks about some of her favourite international stocks right now: Global Payments, Hays, and AstraZeneca.
www2.leithwheeler.com/mornin…
With @KarishmaRuth. #global #equity #investing
