Viewpoint - A TD Securities Podcast

Join the conversation as Vince Valentini, Managing Director, Equity Research, TD Cowen, and Greg Williams, Director, Equity Research, TD Cowen, together with host Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, explore the evolving North American communications industry landscape. From market maturation to emerging technologies like AI and 5G, they analyze key themes impacting cable, satellite and telco sectors, offering valuable insights for investors navigating this dynamic industry.

This podcast was recorded on May 6, 2024.

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

Uncover the strategies that have elevated a career and influenced our business today. In this episode, we celebrate International Women's Day, as Lisa Casey, Managing Director and Global Head of Business Management & One TD Partnership Initiatives, TD Securities, discusses her 16-year journey in finance with host, Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities. Lisa reveals her passion for math and science, expressing her attraction to the dynamic world of finance. Attributing her enduring success to trust-filled relationships with colleagues and clients, she explores how the collaborative spirit also drives the One TD initiative for comprehensive client solutions.

This podcast was recorded on February 26, 2024.

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

While commodity prices remain strong, the combination of high interest rates and relatively low investor interest in certain commodities may be limiting access to capital. Michael Faralla, Managing Director and Head of Global Mining, Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, examine the unique ecosystem Canada has carved out in fostering capital formation, M&A activity across the industry, and geopolitical risks in countries processing the rare minerals used for energy transition. Listen in as they discuss the upcoming PDAC mineral exploration and mining convention, sharing their own memories and envisaging initial conversations that may ultimately become deals.

This podcast was recorded on January 31, 2024.

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

Following a difficult year for financial institutions, what might be in store for 2024? Geoff Bertram and Jim Spencer, Managing Directors and Co-Heads, Global Financial Institutions, Investment Banking, TD Securities, discuss with host Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities, what commonly happens following a crisis year, when M&As might accelerate and how banks focusing on balance sheet optimization can more soundly weather an economic downturn.

This podcast was recorded on January 9, 2024.

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

Amy West, Managing Director and Global Head of ESG Solutions, TD Securities asks John Miller, Managing Director, ESG and Sustainability Policy, TD Cowen Washington Research Group and Carl Elia, Vice President and Director, Global Infrastructure Investments, TD Asset Management why 'ESG' is such a polarizing term. Parties on both sides of the political spectrum in Canada and the U.S. benefit from carbon capture and other sustainability initiatives. Listen in as we examine what could be driving the push against ESG, uncover how sustainable investments engage opportunities rather than excluding high returns and discuss the future of environmental, social and governance finance.

This podcast was recorded on November 6, 2023.

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.