CFA Society San Francisco Podcast
49 episodes - English - Latest episode: about 1 month ago -Hear insights from finance and investment industry experts on our monthly podcast! You'll hear from interesting individuals across industry sectors on career advancement, industry trends, fintech, board involvement, and more.
This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.
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Episodes
Emerging Markets w/ Pooja Malik, CFA - Founding Partner, Nipun Capital
March 26, 2024 07:00 - 12 minutes - 8.52 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Pooja Malik, CFA, Founding Partner and Managing Member at Nipun Capital. Nipun Capital is a specialized asset management firm that focuses on alpha extraction from Asia and emerging markets. Pooja founded Nipun based on the outlook that Asia ex-Japan equity markets would double in size from 2010 to 2030 as a portion of global market cap. She is a strong advocate for sustainability and impact inves...
New Financial Research Trends w/ Dr. Julian Vogel - Assistant Professor of Finance, San Jose State University
February 27, 2024 08:00 - 14 minutes - 9.96 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University. Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries and regions across Europe and the United States. In his research and teaching, he focuses on corporate finance - especially capital structure - corporate payout po...
Insurance Portfolios w/ Nadia Patel, CFA - Executive Director, PAG
January 30, 2024 08:00 - 13 minutes - 9.09 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds. Prior to joining PAG, Nadia served as director and head of west coast distribution for BlackRock’s Financial Institutions Group, where she was responsible for overseeing the firm’s investment ...
Insurance Portfolios w/ Nadia Patel, CFA - Executive Director, Pacific Alliance Group
January 30, 2024 08:00 - 13 minutes - 9.09 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds. Prior to joining PAG, Nadia served as director and head of west coast distribution for BlackRock’s Financial Institutions Group, where she was responsible for overseeing the firm’s investment ...
Generative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, Accenture
November 28, 2023 08:00 - 22 minutes - 15.4 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization. He is an active member of CFA Society San Francisco and serves as co-chair on the Member Programming Advisory Council (MPAC). Listen to the full interview, where Don disc...
Entrepreneurship w/ Michael Firestone, CFA - Managing Partner, Fire Capital Management
October 31, 2023 07:00 - 19 minutes - 13.3 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advisory, and private foundation investment & impact OCIO services. In addition to his leadership and management responsibilities, Michael serves as lead Client Advisor,...
Forex Markets w/ Jennie Chen - Managing Director at X1 Asset Management LLC
September 26, 2023 07:00 - 9 minutes - 6.36 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Jennie Chen, Managing Director at X1 Asset Management LLC - an algorithm driven alternative investment firm specializing in spot Forex. At X1, Jennie plays a key role in developing and managing client-risk-profile specific investment strategies with quantitative portfolio optimization, dynamic risk mitigation, and algo-driven capital allocation. Prior to X1, she was a management consultant at PwC...
Alternative Investing w/ Steve Biggs, CFA, CFP, CAIA - Head of Alternative Investing at The Mather Group
August 29, 2023 07:00 - 11 minutes - 8.26 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group. Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Pr...
Corporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at Zscaler
May 31, 2023 07:00 - 7 minutes - 5.2 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco. In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She is an active member of the CFA Society San Francisco Young Leaders Council (YLC). Listen to the full interview, where Liz discusses all things treasury including ...
RIA Trends w/ Lily Taft, CFA - Portfolio Manager at Main Street Research
April 25, 2023 07:00 - 19 minutes - 13.4 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research. Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related to managing, executing, and implementing trading strategies. Listen to the full interview, where Lily discusses R...
Mobile Gaming w/Stan Rudoi, CFA - VP, Growth & Analytics at Pollen VC
March 28, 2023 07:00 - 15 minutes - 10.8 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stan Rudoi, CFA, Vice President of Growth and Analytics at Pollen VC. Stan is an expert in finance, product management, and marketing, with a focus on the mobile gaming, fintech, and SaaS industries. At Pollen VC, Stan plays a key role in developing cutting-edge revenue-based lending products, managing client relationships, and leading the design of specialized financial models, calculators, and d...
China Update w/Nick Borst, CFA - VP & Director of China Research at Seafarer Capital
February 28, 2023 08:00 - 12 minutes - 8.58 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China. Nicholas moderated the "U.S. & China Economic Conflict: Implications for Investors and the Business Community" webinar from October 2022. List...
China Update w/Nicholas Borst, CFA; VP & Director of China Research, Seafarer Capital
February 28, 2023 08:00 - 12 minutes - 8.58 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China. Nicholas moderated the "U.S. & China Economic Conflict: Implications for Investors and the Business Community" webinar from October 2022. List...
ETFs w/ Dominic Bilotti, CFA, CFP - VP & Regional Consultant at State Street Global Advisors / SPDR ETFs
January 31, 2023 08:00 - 12 minutes - 8.35 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dominic Bilotti, CFA, CFP, Vice President and Regional Consultant with State Street Global Advisors/SPDR ETFs. Dominic works with Broker Dealer Financial Advisors regarding portfolio construction, business development, and client messaging. He is an active CFA Society San Francisco member and sits on the Society's Young Leaders Council, guiding programming for young professionals in the greater Ba...
ETFs w/ Dominic Bilotti, CFA, CFP; VP & Regional Consultant, State Street Global Advisors / SPDR ETFs
January 31, 2023 08:00 - 12 minutes - 8.35 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dominic Bilotti, CFA, CFP, Vice President and Regional Consultant with State Street Global Advisors/SPDR ETFs. Dominic works with Broker Dealer Financial Advisors regarding portfolio construction, business development, and client messaging. He is an active CFA Society San Francisco member and sits on the Society's Young Leaders Council, guiding programming for young professionals in the greater Ba...
VC & Tech w/John Ailanjian, CFA - Partner & CIO at Next Play Capital
November 29, 2022 08:00 - 39 minutes - 27 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with John Ailanjian, CFA, General Partner and CIO for Next Play Capital. John has been instrumental in expanding the firm’s quantitative models to screen and perform due diligence on company investments. He also plays an integral role in the programming and education of Next Play Capital’s Fellowship program. Prior to joining Next Play Capital, John was the CEO and Founder of Aspen Highland Management...
John Ailanjian, CFA; Partner & CIO; Next Play Capital
November 29, 2022 08:00 - 39 minutes - 27 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with John Ailanjian, CFA, General Partner and CIO for Next Play Capital. John has been instrumental in expanding the firm’s quantitative models to screen and perform due diligence on company investments. He also plays an integral role in the programming and education of Next Play Capital’s Fellowship program. Prior to joining Next Play Capital, John was the CEO and Founder of Aspen Highland Management...
Chris Browne, CFA; CIO & Partner; Democracy Investments
October 25, 2022 07:00 - 31 minutes - 21.7 MBOn this month’s episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Christopher Browne, CFA, Chief Investment Officer and Partner at Democracy Investments. The Democracy International Fund assesses democratic factors in countries and allocates based on these criteria with the intention of increasing economic growth for democratic countries. Prior to joining Democracy Investments, Chris was a Solutions Portfolio Manager for Franklin Templeton Investments, w...
Sovereign Wealth Funds w/ Chris Browne, CFA - CIO & Partner; Democracy Investments
October 25, 2022 07:00 - 31 minutes - 21.7 MBOn this month’s episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Christopher Browne, CFA, Chief Investment Officer and Partner at Democracy Investments. The Democracy International Fund assesses democratic factors in countries and allocates based on these criteria with the intention of increasing economic growth for democratic countries. Prior to joining Democracy Investments, Chris was a Solutions Portfolio Manager for Franklin Templeton Investments, w...
Career Transitions w/ Yanrong Chen, PhD - Business Analyst; EasyAUM
September 27, 2022 07:00 - 40 minutes - 28 MBOn the September episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Yanrong Chen, PhD, Business Analyst at EasyAUM. Yanrong is a current Level III candidate in the CFA Program. Prior to moving into finance, Yanrong was a history lecturer at KU Leuven in Belgium and was a post-doc researcher at the University of San Francisco. Her research was on communication between Europe and East Asia during early modern globalization. Already a published author and ...
Yanrong Chen, PhD; Business Analyst; EasyAUM
September 27, 2022 07:00 - 40 minutes - 28 MBOn the September episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Yanrong Chen, PhD, Business Analyst at EasyAUM. Yanrong is a current Level III candidate in the CFA Program. Prior to moving into finance, Yanrong was a history lecturer at KU Leuven in Belgium and was a post-doc researcher at the University of San Francisco. Her research was on communication between Europe and East Asia during early modern globalization. Already a published author and ...
Volunteerism & Alts w/ Octavio Sandoval, CFA, CAIA - Director of Investments; Illumen Capital
August 23, 2022 07:00 - 28 minutes - 19.3 MBOn the Season 3 premiere of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Octavio Sandoval, CFA, CAIA, Director of Investments at Illumen Capital. Illumen Capital is an alternative investment firm, working to reduce racial and gender bias and help its managers identify, evaluate, and invest in entrepreneurs who have been overlooked and underestimated. Prior to Illumen Capital, Octavio was a leader at MassMutual Life Insurance Company in building the emerging f...
Octavio Sandoval, CFA, CAIA; Director of Investments; Illumen Capital
August 23, 2022 07:00 - 28 minutes - 19.3 MBOn the Season 3 premiere of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Octavio Sandoval, CFA, CAIA, Director of Investments at Illumen Capital. Illumen Capital is an alternative investment firm, working to reduce racial and gender bias and help its managers identify, evaluate, and invest in entrepreneurs who have been overlooked and underestimated. Prior to Illumen Capital, Octavio was a leader at MassMutual Life Insurance Company in building the emerging f...
Message from John Jordan, CFA, Society Incoming President
June 28, 2022 07:00 - 6 minutes - 4.45 MBHear from Society Board President-Elect, John Jordan, CFA in this special featured episode of the CFA Society San Francisco Podcast. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn. The information contained in this podcast does not co...
Data Analytics w/ Lana Ariue, CFA - Sr. Manager, Insights & Intelligence; Splunk
May 24, 2022 07:00 - 23 minutes - 15.9 MBOn the Season 2 Finale of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lana Ariue, CFA, Senior Manager of Insights and Intelligence at Splunk. Splunk is a software firm, specializing in data visualization and machine learning. Prior to her transition into the Technology industry, she held positions at various asset management firms including BlackRock, Franklin Templeton, and Parnassus. Listen to the full interview, where Lana discusses business intelligence...
Lana Ariue, CFA; Sr. Manager, Insights & Intelligence; Splunk
May 24, 2022 07:00 - 23 minutes - 15.9 MBOn the Season 2 Finale of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lana Ariue, CFA, Senior Manager of Insights and Intelligence at Splunk. Splunk is a software firm, specializing in data visualization and machine learning. Prior to her transition into the Technology industry, she held positions at various asset management firms including BlackRock, Franklin Templeton, and Parnassus. Listen to the full interview, where Lana discusses business intelligence...
Reggie Sanders, CFA, CAIA; Managing Director of Investments; W.K. Kellogg Foundation
April 26, 2022 07:00 - 38 minutes - 26.2 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Reggie Sanders, CFA, CAIA, Managing Director of Investments at W.K. Kellogg Foundation, and Board Member of Rock the Street, Wall Street. He was previously Manager of Pension Investments for Eastman Kodak Company. Mr. Sanders is a graduate of Florida A&M University and Harvard Business School, where he was a Robert A. Toigo Fellow. He currently sits on the State of Michigan Investment Board and on...
Endowments & Foundations w/ Reggie Sanders, CFA, CAIA - Managing Director of Investments; W.K. Kellogg Foundation
April 26, 2022 07:00 - 38 minutes - 26.2 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Reggie Sanders, CFA, CAIA, Managing Director of Investments at W.K. Kellogg Foundation, and Board Member of Rock the Street, Wall Street. He was previously Manager of Pension Investments for Eastman Kodak Company. Mr. Sanders is a graduate of Florida A&M University and Harvard Business School, where he was a Robert A. Toigo Fellow. He currently sits on the State of Michigan Investment Board and on...
Start Ups & VC w/ Stephen Perkins, CFA - Founder & Portfolio Manager, Toronado Fund
March 22, 2022 07:00 - 33 minutes - 23 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stephen Perkins, CFA, founder and Portfolio Manager at Toronado Capital Management. Stephen was President of the Society from 2014 to 2015. Throughout most of his career as a growth equity investor, he has focused on smaller capitalization public equity investments. Listen to the full interview below, where Stephen discusses entrepreneurship, venture capital, interviewing and talent acquisition, ...
Stephen Perkins, CFA; Founder & Portfolio Manager, Toronado Fund
March 22, 2022 07:00 - 33 minutes - 23 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stephen Perkins, CFA, founder and Portfolio Manager at Toronado Capital Management. Stephen was President of the Society from 2014 to 2015. Throughout most of his career as a growth equity investor, he has focused on smaller capitalization public equity investments. Listen to the full interview below, where Stephen discusses entrepreneurship, venture capital, interviewing and talent acquisition, ...
Sanem Alkan; Sr. Advisor; St. Jude Children's Research Hospital
February 23, 2022 01:00 - 39 minutes - 27.1 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Sanem Alkan, Sr. Advisor with St. Jude Children's Research Hospital. Sanem has led and developed a number of innovative ventures in several sectors, including finance, risk management, technology, and social impact. She has also held several board director and council member roles throughout her career, including as President/CEO of a tech startup (Social Genius) and Council Member at the Juilliard...
Nonprofits w/ Sanem Alkan - Sr. Advisor, St. Jude Children's Research Hospital
February 23, 2022 01:00 - 39 minutes - 27.1 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Sanem Alkan, Sr. Advisor with St. Jude Children's Research Hospital. Sanem has led and developed a number of innovative ventures in several sectors, including finance, risk management, technology, and social impact. She has also held several board director and council member roles throughout her career, including as President/CEO of a tech startup (Social Genius) and Council Member at the Juilliard...
Social Investing w/ Will Brokaw, CFA - Co-Founder & Co-CEO, Vesti Social
January 25, 2022 08:00 - 31 minutes - 22 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and cryp...
Will Brokaw, CFA; Co-Founder & Co-CEO, Vesti Social
January 25, 2022 08:00 - 31 minutes - 22 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and cryp...
Emi Yoshikawa, CFA; VP of Corporate Strategy & Operations, Ripple
November 23, 2021 08:00 - 28 minutes - 19.7 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Emi Yoshikawa, CFA, VP of Corporate Strategy and Operations at Ripple. Emi is responsible for the company’s corporate strategy and business operations as well as joint venture partnerships. She also serves as a board member of MoneyTap, Inc., which builds a next-gen payments platform by leveraging distributed ledger technology. She is also an adjunct professor at Kyoto University’s Graduate School...
Emi Yoshikawa, CFA; VP of Corporate Strategy & Operations, Ripple
November 23, 2021 08:00 - 28 minutes - 19.7 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Emi Yoshikawa, CFA, VP of Corporate Strategy and Operations at Ripple. Emi is responsible for the company’s corporate strategy and business operations as well as joint venture partnerships. She also serves as a board member of MoneyTap, Inc., which builds a next-gen payments platform by leveraging distributed ledger technology. She is also an adjunct professor at Kyoto University’s Graduate School...
Blockchain & Crypto w/ Emi Yoshikawa, CFA - VP of Corporate Strategy & Operations, Ripple
November 23, 2021 08:00 - 28 minutes - 19.7 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Emi Yoshikawa, CFA, VP of Corporate Strategy and Operations at Ripple. Emi is responsible for the company’s corporate strategy and business operations as well as joint venture partnerships. She also serves as a board member of MoneyTap, Inc., which builds a next-gen payments platform by leveraging distributed ledger technology. She is also an adjunct professor at Kyoto University’s Graduate School...
Matthew O'Hara, CFA; Head of Portfolio Management & Research, Unison
October 26, 2021 14:00 - 25 minutes - 17.7 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Matthew O'Hara, CFA, Head of Portfolio Management and Research at Unison. Matt is responsible for all investments at Unison Investment Management and its associated research. Prior to Unison, Matt was running the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with a global reach and over $300B in assets. Listen to the full interview, where Matt share...
PropTech & Career Transitions w/ Matt O'Hara, CFA - Head of Portfolio Management & Research, Unison
October 26, 2021 14:00 - 25 minutes - 17.7 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Matthew O'Hara, CFA, Head of Portfolio Management and Research at Unison. Matt is responsible for all investments at Unison Investment Management and its associated research. Prior to Unison, Matt was running the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with a global reach and over $300B in assets. Listen to the full interview, where Matt share...
Board Service w/ Elsie Fletcher, CFA - Board Member & Financial Services Executive
September 28, 2021 13:00 - 27 minutes - 18.9 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Elsie Fletcher, CFA, a C-suite financial services leader with expertise in institutional and high net worth investment management. Elsie currently serves on the Board of Directors for Prime Genomics and Clear-Cut Medical as well as on the Advisory Committee of Access Alts Asia. She served on the Society's Board of Directors as President for the 2016 fiscal year. Listen to the full interview, where...
Elsie Fletcher, CFA; Board Member & Financial Services Executive
September 28, 2021 13:00 - 27 minutes - 18.9 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Elsie Fletcher, CFA, a C-suite financial services leader with expertise in institutional and high net worth investment management. Elsie currently serves on the Board of Directors for Prime Genomics and Clear-Cut Medical as well as on the Advisory Committee of Access Alts Asia. She served on the Society's Board of Directors as President for the 2016 fiscal year. Listen to the full interview, where...
Meet Your Society Leadership: Leading Through Uncertain Times
September 10, 2021 23:00 - 22 minutes - 15.3 MBOn this special episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Society Board members, Joyce Li and Jane Leung, and CEO, Anne O’Brien. Along with serving as President of the Society Board, Joyce Li currently is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Society Treasurer, Jane Leung, is the Chief Investment Officer at Silicon Valley Bank. Listen to the full interview, where you will hear directly from Society leaders on...
LinkedIn & Financial Journalism w/ Devin Banerjee, CFA - Financial Journalist & Editor-at-Large, LinkedIn
August 24, 2021 15:00 - 30 minutes - 20.9 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Devin Banerjee, financial journalist and editor at large at LinkedIn. Previously, Devin oversaw Bloomberg’s coverage of North American dealmaking, including the private equity industry, corporate M&A, capital markets, and shareholder activism. Listen to the full interview, where you will hear about Devin's career in financial journalism, LinkedIn best practices, and how he gives back by helping ...
Devin Banerjee, CFA; Financial Journalist & Editor-at-Large, LinkedIn
August 24, 2021 15:00 - 30 minutes - 20.9 MBOn this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Devin Banerjee, financial journalist and editor at large at LinkedIn. Previously, Devin oversaw Bloomberg’s coverage of North American dealmaking, including the private equity industry, corporate M&A, capital markets, and shareholder activism. Listen to the full interview, where you will hear about Devin's career in financial journalism, LinkedIn best practices, and how he gives back by helping ...
Lauren Mathias, CFA; SVP, Callan - Global Manager Research Group
July 27, 2021 15:00 - 29 minutes - 20.1 MBIn this month’s Meet a Member podcast, we had the pleasure of speaking with Lauren Mathias, Senior Vice President and Non-U.S. Equity Investment Consultant in Callan’s Global Manager Research group. Lauren also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms. She is co-chair of Callan’s Inclusion Committee and is a shareholder of the firm. Join us for this compelling discussion, where they discuss La...
Joyce Li, CFA, Incoming Society President
June 25, 2021 18:00 - 6 minutes - 4.51 MBHear from the incoming CFA Society San Francisco president in this special edition of our podcast. Joyce Li, CFA is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Hear her story and join us in welcoming the 2021-2022 CFA Society San Francisco Board of Directors. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worl...
Saira Malik, CFA; CIO, Nuveen - Global Equity Division
June 22, 2021 17:00 - 24 minutes - 16.5 MBIn this month’s Meet a Member podcast, we had the pleasure of speaking with Saira Malik, Chief Investment Officer for Nuveen’s $420 billion Global Equity Division. Saira is a CFA charterholder and CFA Society San Francisco member. She is a frequent guest on many financial news programs such as CNBC, Bloomberg and Fox Business and has been ranked as one of the “Top 100 Most Influential Women in US Finance” by Barron’s. Join us for this compelling discussion, where we discuss Saira's thought...
Paul Perez, CFA; Sr. Advisor (Emeritus); Delegate Advisors LLC
May 25, 2021 16:00 - 31 minutes - 22 MBThis week, Tanya Suba–Tang, membership manager with CFA Society San Francisco, sits down with Paul Perez, emeritus Senior Advisor at Delegate Advisors LLC. Paul is a CFA Society San Francisco member and has been named on Hispanic Business Magazine's list of “The 100 Most Influential Hispanics”. Listen in on this interview, where they discuss how Paul’s humble background and unconventional start in the industry has played a role in shaping his career, the two charities he champions, and influ...
Sylvia Kwan, CFA, CAIA; CIO, Ellevest; CIO & Founder, SimplySmart Asset Management, Inc.
April 26, 2021 21:00 - 29 minutes - 20.3 MBIn this week's Meet a Member segment, we had the pleasure of speaking with fellow member and industry leader, Sylvia Kwan, CFA, CAIA. In this conversation between Sylvia and Tanya, they discuss various topics from diversity in the industry, workplace changes due to the COVID pandemic to the future of the investment community. Listen to the full interview here. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning an...