Global Innovation Meets Local Expertise with Rohit Mehta

Global Innovation Meets Local Expertise with Rohit Mehta

In this eye-opening episode of Diverse Dividends, host Sara Loriot, CFA, sits down with Rohit Mehta, President and CEO of Global X Canada, to explore leadership, innovation, and the changing landscape of ETFs. Rohit shares his unique journey from humble beginnings in finance, the essential qualities that guide his decision-making, and how Global X Canada orchestrated a major rebrand from Horizons ETFs. He also reveals how data-driven insights are shaping product launches and how diversity of thought sparks creative solutions for clients worldwide. Tune in to hear Rohit’s candid perspective on seizing market trends, the “three Ps” powering Global X, and why curiosity is a must for anyone looking to advance in the fast-evolving world of finance.

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Avsnitt(15)

Beyond the Benchmark with Brian Madden, CFA, CFP

Beyond the Benchmark with Brian Madden, CFA, CFP

What defines a successful investment career beyond performance? Host Anton Almazov speaks with Brian Madden, Chief Investment Officer at First Avenue Investment Counsel and a member of CFA Society To...

7 Aug 32min

Celebrating Black Excellence in Finance

Celebrating Black Excellence in Finance

In this special episode of Diverse Dividends, we bring you a powerful conversation originally recorded during CFA Society Toronto’s inaugural Black History Month event. Hosted by Sara, VP, Institution...

22 Juni 1h 4min

From Purpose to Performance with Kristina Fanjoy, CFO at CPP Investments

From Purpose to Performance with Kristina Fanjoy, CFO at CPP Investments

In the Season 2 premiere of *Diverse Dividends*, host Sara Loriot sits down with Kristina Fanjoy, Chief Financial Officer at CPP Investments, for a conversation that goes far beyond the numbers. With...

1 Apr 42min

Leading with Purpose with Fred Pinto

Leading with Purpose with Fred Pinto

In this episode of Diverse Dividends, we sit down with Fred Pinto, CFA, CEO of CFA Society Toronto, to talk about his career journey. Fred shares how the CFA charter shaped his early credibility, how ...

9 Dec 202534min

Compounding Leadership with Jonathan Durocher on Building Wealth, Wisdom, and Impact

Compounding Leadership with Jonathan Durocher on Building Wealth, Wisdom, and Impact

In Episode 11, Jonathan Durocher, President of National Bank Financial Wealth Management, joins Sara Loriot, CFA, to discuss authentic leadership, financial literacy, and the human side of wealth mana...

7 Nov 202536min

Tanya van Biesen, VersaFi on Driving Change in Finance

Tanya van Biesen, VersaFi on Driving Change in Finance

In this episode of Diverse Dividends, host Sara Loriot, CFA sits down with Tanya van Biesen, CEO of VersaFi (formerly Women in Capital Markets), to explore how finance can become a more inclusive and ...

3 Okt 202534min

Joanna Simon: Leading with Authenticity in Global Wealth

Joanna Simon: Leading with Authenticity in Global Wealth

In this episode of Diverse Dividends, Sara Loriot speaks with Joanna Simon, Regional Director at Scotiabank, about her unconventional career path from anthropology to international wealth management. ...

5 Sep 202541min

Rafael España on Rebuilding a Finance Career in Canada

Rafael España on Rebuilding a Finance Career in Canada

From senior roles in Colombia to starting over in Toronto, Rafael España shares what it takes to relaunch a finance career in a new country. In this episode, he reflects on cultural adaptability, why ...

8 Aug 202526min

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