In this episode, we sit down with Michael Tims to explore the winding, thoughtful path behind his impressive career in finance.

Michael J. Tims, C.M., LL.D.(Hon.), CBV, is Vice Chairman of MATCO Investments Ltd., a private investment holding company. He joined MATCO after a 33-year career at Peters & Co. Limited, a Canadian investment firm specializing in energy. Mike served as the longtime Chairman of Peters & Co., and before that as President & CEO.

Mike holds a Bachelor of Commerce degree (with Distinction; Gold Medalist) from the University of Calgary. He holds an MBA degree from Harvard Business School; and he received an honorary Doctor of Laws degree from the University of Calgary.

Recognition, among others, includes: a Member of the Order of Canada (2018); a recipient of the King Charles III Coronation Medal (2025); the Founders' Award from the Fraser Institute (2018); the Woodrow Wilson Award (Canada Institute) for Corporate Citizenship (2016); a Lifetime Achievement Award from the Oil & Gas Council (2015); and induction into the Canadian Investment Industry Hall of Fame (2014) and the Alberta Business Hall of Fame (2021).

The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

Today, we are joined by Brian Belski of Humilis Investment Strategies, to give us his take on the markets in 2025, and what's to come in 2026.

Humilis is led by Brian G. Belski, one of North America's most respected market strategists and a trusted advisor to global investors. Brian previously served as Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets, where he guided portfolio strategy for some of the world's largest institutional investors and private wealth clients. In his more than 35-year investment career, Brian has held senior strategy and research positions at BMO, Oppenheimer & Company, Merrill Lynch, and Piper Jaffray, where his consistency in messaging, coupled with process-driven conclusions, helped shape stock market and investment views for decades.

Renowned for his ability to blend deep fundamental analysis with a clear, long-term perspective, Brian is recognized as one of the most accurate and influential strategists in the industry. He is a frequent contributor to CNBC, Bloomberg, Fox Business News, and BNN, where his market calls are closely followed by investors. Brian's leadership at Humilis anchors the firm's mission: to deliver disciplined investment strategies, differentiated insights, and research that empowers investment decisions defined by conviction and humility.

Today we're speaking with Jeff Davison. Jeff is the CEO of the Prostate Cancer Centre in Calgary and has helped to lead how we deliver men's health in Alberta. Jeff has more than two decades of experience in a variety of industries, from energy to film to tech to health care. He also served as the Ward 6 councillor on City Council from 2017-2021. Jeff has proven leadership, experience and vision and believes this is vital for the next leader of our city. In this vein he is running to be the next Mayor of Calgary with a focus on Calgary becoming a major entrepreneurial hub as well as an affordable city of opportunity for everyone.

Thank you to our presenting sponsor, Aviso, for making conversations like these possible.

The views expressed by the speaker(s) do not necessarily reflect the views or policies of CFA Society Calgary, its Board of Directors, its members, Richmond Equity, or Aviso. CFA Society Calgary, Richmond Equity, and Aviso do not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.