Played
-
Julie McGill, a Vancouver based private equity investor. Julie joined Fulmer Capital Partners as the managing partner in 2016. Fulmer is a boutique private equity firm focused on small to medium sized enterprises in Western Canada. Prior to that, she was a Director at CAI Capital Management, a North American focused leveraged buy-out fund focused on the mid-market.
Julie’s professional journey is not a common one, prior to entering the PE industry Julie spent many years in accounting firms. Over the years she has acquired a multitude of skills and experience to help her understand what it takes to successfully acquire and scale a private company; everything from the technical skills of accounting, tax, and business valuation, to the softer skills required to develop the relationships, network and experience to navigate a company’s growth journey.
In addition to her current role, Julie continues to put her passion to engage more women in equity investing by encouraging them to roll up their sleeves and dive in. She is currently working with several like-minded women in Vancouver to found the Vancouver chapter of the Women’s Equity Lab. WEL is an angel investment group whose purpose is to bring together female accredited investors to pool capital and expertise. They expect the formal launch of the chapter later this fall.
-
JP Blais is a Managing Director at BMO Capital Markets heading the North American FX trading team, based in Toronto. In his role, JP is responsible for overseeing the bank’s global exposure in FX products, daily trading of BMO’s largest and most active forward book and participating in strategic planning for the trading team. JP works closely with the management team to maximize the efficiency of our FX trading operation while striking to refine our customer offering.
JP has been a part of BMO’s FX team since 2005, holding various positions, he notably spent five years (2010-2015) in London where he successfully increased BMO’s footprint in the European FX market.
JP has a Bachelor of Commerce from McGill University and a Master of Business Administration from the University of Chicago.
Recorded on December 3, 2020
-
My guest this week is Charles Hadid. Mr. Hadid is a Managing Director for Credit Suisse in the Global Consumer Sector, focusing on the food and beverage industry. Before joining Credit Suisse, Mr. Hadid started his career with Citi in their investment banking division. Charles Hadid is an engineer by training; he completed his Bachelor of Engineering at McGill University.
-
Hello everyone! This is The Finance Podcast powered by The McGill Investment Club. This show is a conversational exploration of stories, career development, ideas, and strategies used by leading industry professionals. Tune in!
Disclaimer
The only purpose of this podcast is to educate and to inform. It is by no means a substitute for professional guidance by qualified experts. This podcast is provided on the understanding that it does not constitute financial or other professional advice or services. Instead, we encourage you to discuss your career options as well as financial undertakings with professionals who specialize in wealth, securities, and asset management (or any other field of financial services). The information, opinions, and recommendations presented in this podcast are for general information only and any reliance on the information provided in this podcast is done at a personal and individual risk. This podcast should not be considered professional advice. Guests who speak in this podcast express their own opinions, experiences and conclusions. The views expressed on this platform are personal opinions only, and should not be construed as financial advice for your given situation or from a given institution. While all attempts are made to present accurate information, it may not be appropriate for specific circumstances and information may become outdated over time. No firm nor any company providing financial support endorses or opposes any particular view and or tools discussed on this podcast. This podcast is available for private, non-commercial use only. Advertising which is incorporated into, placed in association with, or targeted towards the content of this podcast is forbidden. This podcast may not be edited, modified, or redistributed. McGill Students The Finance Podcast (MGS Finance) has no liability for any personal activities in connection with this podcast or for personal use of this podcast in connection with personal Web sites, computers or playing devices. Moreover, McGill The Finance Podcast makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. McGill University expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, reliance on, or inability to use, this podcast or the information presented in this podcast.
