Market Open

Iress Opens the Market at the CSE Media Centre

Video

The CSE was excited to welcome Iress to the CSE Media Centre for the first Market Open of the new year on January 9th, 2020.

Iress is a technology company that provides software to the financial services industry, with a focus on financial advice, trading and market data, financial advice, investment management, mortgages, superannuation, life and pensions, and data intelligence. Iress’s solutions are used by more than 9,000 businesses and 500,000 users globally, and the company has a team of 1,950 people based in Asia-Pacific, North America, Africa, and Europe.

“It means a great deal for Iress to open the market here at the CSE. We’ve been vendor partners with the CSE for more than fifteen years,” said Andrew Jappy, Managing Director at Iress.

“Iress essentially is a software technology firm. We deliver solutions – trading solutions, routing solutions, best market router [solutions], smart order router solutions – to Canadian brokerage firms primarily. We’ve done that for many years. We were here as the multiple markets initiated in 2007,” he remarked. “So in Canada, within Iress, we would certainly be viewed as a centre of knowledge and excellence for multi-markets and trading. And we also have some wealth and quotation work stations, and those are some more recent offerings to the street in Canada.”

Joining Andrew at the Market Open were Group Executive Simon New and other key members of the Iress team.

View the podcast on this Market Open featuring Andrew Jappy here.

For more details about the CSE Media Centre, including information on upcoming Market Opens, please visit the CSE website, or follow us on social media.

#HashtagFinance, Podcasts

Mo Lidsky on How to Find Conflict-Free Financial Advice (and Avoid Snake Oil!)

Audio

CSE’s Phillip Shum recently sat down with Mo Lidsky, CEO of Prime Quadrant, to discuss the market perspectives he has earned through advising 120 ultra-high net-worth families comprising $15 billion in assets under management.

In this discussion, Mo shares how his own challenge in obtaining unbiased, conflict-free investment advice led him to start Prime Quadrant (0:57), why his firm is applying a “super protective” mindset during these rising markets (5:09), his common principles and best practices for investing (10:39), and why it is potentially dangerous to apply recency bias when investing in fixed income products (14:42).

Listen until the end to hear how Mo’s own encounter with a fraudster led him to research and write his new book, “Selling Snake Oil” (19:03), and how he has leveraged his family office network to support his philanthropic efforts every year at the Prime Quadrant Conference (24:14).

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Ian Tennant on How to Earn Investor Attention with Your Next Press Release

Audio

CSE’s Phillip Shum recently caught up with Ian Tennant, Co-Founder and Director of Newsfile Corp., to reflect on the company’s origins starting 20 years ago.

In this chat, Ian shares how the Sarbanes-Oxley Act presented an opportunity for a new, national newswire service (1:04), his tips to maximize the most important real estate of a press release (4:00), and the key ingredients to reaching both Canadian and US investors (8:09).

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Helen Bilhete on How to Build Courage in Sales and Stand Out on Bay Street

Audio

CSE’s Grace Pedota recently caught up with Helen Bilhete, Head of Corporate Development at Newsfile, to discuss her recent experience at the “boutique” newswire service and her other career endeavors, including acting.

During this chat, Helen shares her perspective on how newswire services work a lot like courier systems (3:10), the journey she underwent to build courage and success in sales (8:55), and the distinct benefits of not being afraid to “stand out” on Bay Street (12:34).

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The 2019 CSE Year in Review with James, Barrington, and Phil

Audio

CSE’s James Black recently joined his colleagues Barrington Miller and Phillip Shum to reflect on another eventful year at the Exchange for Entrepreneurs.

This special episode includes a wide-ranging discussion on the many highlights from 2019. The team discusses the numerous global destinations that the CSE covered throughout the year (1:53), the fascinating intersection between public cannabis companies and famous athletes (7:11), and the memorable events that left a lasting impression (11:25).

Listen until the end to hear James, Barrington, and Phil’s insights from interviewing over 80 entrepreneurs on the #HashtagFinance podcast, and the inspiration generated by the newly launched Market Open at the CSE Media Centre in Toronto (27:53).

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Market Open

Happy Holidays Market Open at the CSE Media Centre

Video

On December 19th, the Canadian Securities Exchange team gathered at the CSE Media Centre to participate in the final Market Open of 2019.

After breakfast, team members had a chance to jingle the opening bell, show off some of the finest festive styles of the season, reflect on the many milestones the CSE has achieved in 2019, and look to all of the incredible adventures in store for 2020.

We would like to take this opportunity to thank all of our listed companies, partners, and supporters for helping us make achievement, innovation, and entrepreneurship some of the hallmarks of the year. We’re incredibly proud of everything the CSE has accomplished, and are excited to debut even more fantastic initiatives in the new year. Stay tuned!

For more details about the CSE Media Centre, including information on upcoming Market Opens, please visit the CSE website, or follow us on social media.

#HashtagFinance, Podcasts

John Clarke on the Final Mile Delivery Solution – Just in Time for the Holidays

Audio

CSE’s James Black recently sat down with John Clarke, VP of Sales and Marketing at PUDO Inc. (CSE:PDO), to discuss the challenges presented by eCommerce through the “final mile” of fulfillment (1:46), the environmental impact of limiting missed deliveries (5:43), and the unique challenges of urban versus suburban delivery (8:03).

Listen until the end to hear about John’s experience at Google, what it means to bring a “scrappy” mentality to sales, and how big etailers like Amazon and Walmart stand to benefit from a final mile solution like PUDO Point.

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Joel Shacker on Three Key Reasons Mota is Cultivating Cannabis in Colombia

Audio

CSE’s Barrington Miller recently sat down with Joel Shacker, CEO of Mota Ventures Corp. (CSE:MOTA), to discuss the company’s newly-listed cannabis cultivation business in Colombia.

In this discussion, Joel shares the three core reasons why Colombia is one of the ideal countries in the world for cannabis cultivation (2:04), the linguistic meaning behind the name “Mota” (6:07), and Joel’s many tips on what to eat while in Colombia (7:08).

Listen until the end to hear his perspective on what it means to work as a young CEO in a foreign country and Mota’s future plans to potentially expand the business beyond CBD.

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Market Open

PUDO Inc. Opens the Market at the CSE Media Centre

Video

The CSE proudly welcomed PUDO Inc. (CSE:PDO) for a Market Open at the CSE Media Centre on December 10th, 2019. 

Headquartered in Canada, PUDO Inc. operates as a courier and integrated express package distribution company. It is currently North America’s only carrier-neutral parcel pick-up and drop-off technology and logistics network, offering pick-up and delivery of letters, small packages, and documents. PUDO members, participating e-commerce retail customers, and any business sector with a home-based workforce can pick up their parcels from easily accessible locations with extended hours, such as convenience stores, gas stations, or grocery stores, at any time, including evenings and weekends.

“To open the market today is an absolute privilege. Being with this group of senior management here that I well know, and the CSE has been a privilege to know, and I’m really proud to be here for four years. And hopefully it’ll continue for another 40 years,” said CEO Frank Coccia.

“It’s not easy to do what we’ve done, and open up a national network as we have, and we brought in professionals to help us go to market with this program. We were a little bit ahead of our time when we launched in 2015, as ecommerce is now becoming a much more mature market. The team is just growing day in, day out. And I think the biggest satisfaction we get as a team with our network is the smiles that we put on the owners of our convenience stores, which are typically ma & pa shops that are working 18 hours a day, and they’re family-run businesses, and we’re bringing foot traffic back into their stores. And it absolutely brings us so much joy.”

Joining Coccia at the Market Open was John Clarke, VP of Sales and Marketing at PUDO.

View the podcast on this Market Open featuring John Clarke here.

For more details about the CSE Media Centre, including information on upcoming Market Opens, please visit the CSE website, or follow us on social media.

 

#HashtagFinance, Podcasts

Michael Caridi on How Walmart Might Hold Your Answer for Pain Management

Audio

CSE’s Barrington Miller recently sat down with Michael Caridi, Chairman of Tree of Knowledge International Corp. (CSE:TOKI), to discuss the company’s journey from its early days as an X Games sponsor to now being a fixture in Walmart-based pain clinics.

In this discussion, Michael shares how the company’s strategic alliance with Jack Nathan Medical is helping steer patients toward opioid alternatives (1:10), the reasons why education is a key differentiator in the industry (5:10), and how one innovation they have developed applies nanotechnology utilizing CBD and gold particles to treat tumors through ultrasound (7:27).

Listen until the end to learn what surprised Michael in the cannabis space in 2019 and the life changing epilepsy treatments he has witnessed in Brazil.

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