With over 20 years of experience managing $100B+ portfolios at firms like BlackRock, Pooja provides a masterclass on alpha extraction in modern Asian markets. In this follow-up to her 2024 appearance, Pooja discusses how the AI theme has moved beyond the "obvious winners" to impact the entire power supply chain. She also shares her quantitative perspective on why the volatility of Indian and Chinese equities is trending downward, creating a new paradigm for global allocators.

In this episode, we cover:

• The AI Bubble in Asia: Why retail investors are buying anything remotely linked to power and data centers.
• Risk Reversal: Why US debt and political uncertainty are shifting risk perceptions toward developed markets.
• Sovereign Powerhouses: A look at the distinct economic visions of India, China, and Saudi Arabia.
• The Benchmarking Gap: Why EM drives 60% of global GDP but only 10% of equity benchmarks.

Katie breaks down why the energy sector is seeing a massive breakout while traditional tech leaders are struggling. She also shares her "go-to" toolkit for navigating a corrective tape, including how indicators like the VIX and key support levels help professional investors stay on the right side of a trend. From the breakout in energy to the shifting momentum in mega-cap tech, this conversation is a deep dive into the mechanics of market transitions.

The episode explores:

1. The Dynamics of Sector Rotation: Interpreting the wide performance spread between energy’s long-term breakouts and the recent underperformance in technology.
2. Sentiment as a Contrarian Gauge: How to utilize transactional indicators like the VIX and the Fear & Greed Index to identify market extremes.
3. The Art of Support Discovery: How to recognize potential areas of buying pressure and the technical signals that suggest a corrective phase is maturing.
4. Trend Following vs. Predictive Analysis: Why technical analysis focuses on maintaining alignment with existing trends rather than setting rigid price targets.
5. Intermarket Relationships: Understanding how high-risk asset classes can serve as informational signals for broader equity market posturing.

Whether you are managing risk or looking for the next intermediate-term catalyst, this conversation offers actionable insights into keeping the trends on your side.

Key topics covered include:

1. The Rise of Private Credit: How the disintermediation of banks has created a gap for direct lending and private credit to fill.
2. Emerging Opportunities for 2026: Why asset-backed lending, real estate debt, and infrastructure debt are becoming essential for income-oriented investors and retirees.
3. Breaking the 60/40 Mold: The catalyst behind the 20–25% growth in the interval fund market and the push to include alternatives in 401(k) plans.
4. The "Tangibility" Factor: Why wealth managers are turning to real assets like data facilities and infrastructure to help educate first-time alternative investors.

Whether you’re an institutional investor, advisor, or finance professional, this episode provides a forward-looking perspective on how private markets could transform portfolio construction in the years ahead.

Companies mentioned in this episode:

1. XA Investments
2. CFA Society San Francisco

Benjamin offers a global perspective on earnings growth, highlights where investors may be overlooking meaningful opportunities outside the U.S., and explains why AI-driven sectors have widened the gap between headline indexes and the rest of the market. They also explore the disconnect between lagging economic data and real-time market behavior, the implications of shifting capital expenditure trends, and what a “Goldilocks environment” really means for long-term investors.

The conversation closes with grounded, practical guidance—why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in a noisy, fast-moving economy.

Listeners will also hear practical guidance on why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in an erratic economy.

Tune in for an insightful conversation that moves beyond the noise to provide actionable strategies for navigating today's complex global economy, managing risk, and making sound decisions in a period of economic uncertainty.

Asad breaks down the surge in AI investment since 2022, the rapid growth in infrastructure spending, and why scaling laws and vertical integration are redefining the economics of innovation. He explains why AI may be overhyped in the short term but underappreciated in the long run and highlights key areas of opportunity—from drug discovery and automation to AI-driven productivity efficiencies.

Listeners will also hear practical advice for finance professionals on adopting AI tools, maintaining essential analytical skills, and leveraging AI as a powerful productivity advantage.

Tune in for a strategic financial perspective on AI’s impact on finance, investment strategy, and the future of work.

Whether you’re a student preparing for your first finance role, a professional considering a career change, or a seasoned leader eager to give back, this conversation offers practical insights and inspiration for navigating the journey from classroom to career.

As the conversation unfolds, Mirzaee introduces the three primary ways in which Mercer supports its clients: through Outsourced Chief Investment Officer (OCIO) services, advisory roles, and direct investment assistance. The OCIO model, in particular, stands out as a rapidly expanding service that allows organizations to share fiduciary duties with Mercer, thereby enhancing their investment capacity while benefiting from the expertise and resources that Mercer brings to the table. Mirzaee articulates how this collaborative approach not only alleviates the burden on organizations with limited internal investment capabilities but also fosters a deeper understanding of their unique investment needs, particularly in a landscape characterized by increasing market volatility.

Transitioning to the contemporary challenges that endowments and foundations face, Mirzaee provides a thorough analysis of the macroeconomic factors influencing investment strategies. He discusses the repercussions of shifting interest rates, demographic trends, and legislative changes that affect funding structures for educational institutions and other nonprofits. Notably, Mirzaee highlights the impending demographic cliff, projecting a significant decline in the number of graduating high school seniors, which poses a substantial risk to the enrollment and funding stability of many educational organizations. Furthermore, he addresses the impact of recent tax reforms on charitable giving, noting that changes to the deductibility of donations could influence donor behavior and subsequently alter the financial landscape for nonprofits. Through this comprehensive discourse, Mirzaee underscores the complexities of navigating the investment landscape for endowments and foundations, ultimately providing valuable insights into the strategies that may be employed to mitigate these challenges and capitalize on emerging opportunities.

In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places.

Ken shares insights from his experience at Parnassus, WCM Investment Management, and Dodge & Cox, covering everything from managing risk in international markets to integrating sustainability principles without compromising returns. Listeners will gain valuable context on how to navigate today’s geopolitical and economic challenges while maintaining a long-term perspective.

Whether you’re an international equity enthusiast, a values-driven investor, or simply want to learn from a seasoned global strategist, this episode offers clarity and conviction in an increasingly complex investing environment. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IPOs. 

Discover how companies manage cap tables, why secondary transactions differ from traditional venture funding, and how market sentiment has shaped growth from the post-2008 era through today's innovation boom. 

Whether you're an employee holding private stock, an investor seeking new opportunities, or a finance professional tracking market evolution, this episode delivers the insights you need to understand one of the fastest-evolving frontiers in finance.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenges. 

The traditional investment paradigm has long separated profit-seeking activities from philanthropic endeavors—but that's changing rapidly. Josh explains how younger investors are rejecting this binary approach, instead seeking investments that generate returns while creating positive outcomes for society and the environment. This shift coincides with extraordinary market opportunities in sectors addressing urgent needs like renewable energy infrastructure, affordable housing, and innovative private equity structures.

We dive deep into the compelling risk-return profiles of impact investments that challenge common misconceptions. Renewable infrastructure investments typically deliver 12-14% returns with half the volatility of public markets. Affordable housing can achieve 15% IRRs with remarkably stable tenancy and recession-resistant characteristics. These aren't concessionary investments—they're powerful portfolio diversifiers that happen to create meaningful positive change.

The conversation explores how artificial intelligence is dramatically reshaping energy demands, creating unprecedented opportunities in sustainable infrastructure. By 2030, US data centers alone will become the sixth-largest energy consumer globally, driving massive capital deployment toward renewable energy solutions.

Whether you're an experienced investor or just beginning to explore how your portfolio can reflect your values, this episode provides actionable insights into an investment approach that refuses to compromise between purpose and profit. Listen now to discover how private market impact investments could transform your portfolio while helping address society's most pressing challenges.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial assets.

What makes this transition particularly fascinating is how differently these beneficiaries approach investing. Women typically view investing as a means to achieving specific financial goals rather than simply beating market benchmarks. Both women and younger generations seek investments that align with personal values and generate positive social and environmental impact alongside financial returns. There's also growing skepticism about the traditional 60-40 portfolio, with younger investors gravitating toward alternative investments, private markets, and technology-enabled platforms that offer greater personalization and control.

Financial firms hoping to thrive during this transition must adapt accordingly. Beyond upgrading technology infrastructure to meet digital-first expectations, companies need to develop highly personalized offerings, expand beyond conventional stock-bond allocations, and create frameworks that help clients align investments with personal values. As Sylvia wisely advises, regardless of market conditions, success still comes down to fundamentals: create a well-diversified long-term plan and stick with it through inevitable volatility. Ready to prepare for this unprecedented wealth transfer? Listen now to gain invaluable insights that could reshape your approach to wealth management.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors. 

Hear from Rick Rikoski, Chief Economist at Democracy Investments and CEO and Chief Scientist of Hadal, as he highlights the significant demographic shifts occurring across the continent, notably the soaring population of Nigeria, which has nearly tripled within the last few decades. As we look to the future, Africa is projected to grow by an astounding 2.4 billion people by 2100, making it a focal point for investors aiming to tap into a burgeoning consumer base. This demographic change is essential as it indicates a rising demand for goods, services, and investment in infrastructure.

The podcast also emphasizes the expansion of financial markets and highlights how nations like China are playing an influential role through initiatives like the Belt and Road Initiative. By investing in African infrastructure and financial systems, they're shaping the business landscape and creating pathways for international trade. The conversation navigates through the fabric of African economies, touching on the historical context of economic activity, often driven by resource extraction, and the evolving landscape that is shifting toward a diverse array of industries. 

Listeners will gain valuable insights into how global dynamics are shifting towards Africa, emphasizing the necessity for market reforms and infrastructure improvements to facilitate a more favorable investment climate. Join us during this episode, as we explore whether the future of global investment lies in the frontier markets of Africa.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this CHATS segment of the "Financial Perspectives" podcast, Walter Pritchard shares his remarkable career pivot from chemistry to finance, exploring the critical decisions that shaped his career path and the skills needed for successful transitions. In our conversation, Walter offers valuable insights on the differences between corporate environments and the importance of communication, adaptability, and professional networking.

This discussion delves into the intricacies of corporate communication, particularly within Investor Relations and Corporate Development. Walter emphasizes the art of distilling complex information for diverse audiences, ensuring clarity and consistency in messaging. He highlights the role of the CFA program in his career, discussing its impact on credibility and opportunities in finance. 

With personal anecdotes and lessons learned, Walter shares the importance of aligning one's skills and interests with career paths, the role of feedback and mentorship, and the nuanced decisions between pursuing an MBA or continuing with the CFA program. Join us for a thought-provoking conversation packed with insights into career growth, professional development, and investor relations.

CHATS is a monthly segment, featuring audio recordings from our previous webinars. This month's episode was originally recorded in October 2024.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Join us for a compelling conversation that not only examines the current landscape of medical technology but also peeks into the future. Kate Jackson Hobbs shares why, despite these incredible innovations, the healthcare industry remains hesitant to embrace new technologies. From the need for thorough vetting to the divide between those with access to cutting-edge tools and those without, this episode uncovers the realities behind the slow adoption of technology in healthcare. With a focus on economic utility and the evolution of tech-enabled tools, this discussion promises to be an eye-opener for anyone interested in the future of healthcare and AI.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this CHATS segment of the "Financial Perspectives" podcast, we delve into secrets behind sustaining family wealth with Victor Haghani, author of "The Missing Billionaires." During this previously recorded webinar discussion, we unravel why many Gilded Age millionaires failed to see their fortunes grow into billions, despite a century of favorable investment conditions. Through personal stories, including his own family's lost wealth, we explore the pitfalls that can lead to the dissipation of fortunes and highlight essential strategies for preserving wealth across generations. Prepare to rethink the way you view strategic financial planning and the lessons history can teach us about investments.

Join us as we tackle the complex world of asset allocation and market volatility, with a special focus on concentrated stock positions, like those in Tesla. Understand the balance between risk and return through practical applications of the Merton share formula and the Kelly criterion. We'll guide you through the nuances of managing a portfolio that reflects your risk tolerance and market conditions, offering valuable insights into strategic portfolio management. It's an episode packed with actionable advice for investors aiming to navigate uncertain markets effectively.

Tax efficiency and alternative investments are hot topics in wealth management, and we shed light on these often-misunderstood areas. Discover how tax regimes influence asset allocation for taxable versus tax-exempt investors, and what role diversification plays in managing risk. We question the real value of alternative investments such as private equity and hedge funds, while emphasizing the importance of moving from concentrated positions to diversified portfolios. Victor and James White's new book serves as a cornerstone in our exploration of risk management, offering guidance on achieving financial independence with confidence.




CHATS is a monthly segment, featuring audio recordings from our previous webinars. This month's episode was originally recorded in December 2023.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this episode of "Financial Perspectives: Chats", we hear from acclaimed investigative reporter, Zeke Faux, and LinkedIn’s Senior Managing Editor, Devin Banerjee, as they unravel the complex world of crypto, shedding light on its meteoric rise and subsequent challenges. Zeke shares his investigative journey into Tether, a stablecoin cloaked in mystery, and how it led him to question the very substance of the crypto industry. As we explore Bitcoin's symbolic role in El Salvador and the unpredictable fallout from Samuel Bankman-Fried's trial, this conversation underscores the volatile nature of the digital frontier and its implications on global finance.

From the troubling reality of scams to the stagnant value of Bitcoin amidst ambiguous practical applications, Zeke highlights the darker side of digital assets. Despite blockchain technology’s touted potential, skepticism looms large over its revolutionizing promises without clear use cases.

The episode charts a course through the murky waters of crypto, contrasting the speculative nature of these currencies with the enduring stability of traditional monetary systems. Through engaging anecdotes and incisive analysis, we dissect the real-world applications of crypto, offering a critical reflection on past economic crazes while pondering the uncertain future of this volatile industry.



CHATS is a monthly segment, featuring audio recordings from our previous webinars. This month's episode was originally recorded in October 2023.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims to alleviate anxieties and identify the positive impacts money can have on life. 

This episode promises to redefine your understanding of wealth management, highlighting the significance of truly listening to clients. Learn how Jonathan and his team build meaningful connections that go beyond numbers, and explore how addressing the root causes of financial stress can lead to peace and financial security.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

For this month's CHATS segment, financial historian Edward Chancellor leads us on a captivating exploration into the evolution of interest rates, showcasing their pivotal role from ancient civilizations to the capitalist era. Chancellor uncovers how the disdain for usury transformed into a tool for economic development. Hear how iconic figures like John Maynard Keynes have shaped modern economic policies with their advocacy for low interest rates and why Chancellor believes the balance of interest rates is crucial for guiding economic behavior.

We also journey through history to understand the impact of low interest rates on financial stability, drawing parallels from John Law's 18th-century France to today's financial crises. Chancellor dissects how artificially low rates have historically spurred speculative bubbles and risky financial behavior, leading to economic turmoil. By reflecting on events like the global financial crisis and the Latin American debt bubble, we unravel how low interest rates incentivize yield chasing and can misalign with growth, becoming a catalyst for instability.

As we navigate the implications of prolonged low interest rates today, we scrutinize the resilience of financial markets despite central banks' interest rate hikes. Chancellor sheds light on the unexpected optimism in the investment landscape, fueled by AI innovations and government interventions. We delve into the intricacies of central banks' policies, questioning the effectiveness of inflation targets and considering how technological advancements could naturally lead to deflation. This episode is an enlightening journey through the complexities of interest rates and their profound impact on economic landscapes throughout history.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

In this episode, Andrew offers a comprehensive look at active investment strategies by focusing on tax efficiency, flexibility, and the ability to adapt to market changes. Additionally, he underscores the untapped potential within the semiconductor and software sectors, painting a vivid picture of the diverse opportunities available. He shares real-world insights, such as leveraging winners like NVIDIA, to illustrate the tangible benefits active management can bring to your financial portfolio.

Discussing his unique approach to equity growth portfolios -from the significance of maintaining the correct mindset to the art of balancing portfolio positions - Andrew explains how avoiding over-diversification and applying unconventional strategies can lead to long-term wealth. This episode promises to provide valuable insights for those seeking to optimize their investment portfolios and achieve long-term market success.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated market. They delve into the intricacies of market concentration and investment strategies, offering a comprehensive analysis of today's market heavyweights, the "Magnificent Seven" (MAG7) stocks. 

Additionally, the episode touches on the broader implications, including potential regulatory and geopolitical challenges, for these tech giants and how these factors might shape their future performance. Inker sheds light on the enduring principles of value investing amidst a market dominated by mega-cap growth stocks, emphasizing that the fundamental principles of value investing remain robust and that there will come a time when active management will once again look attractive against a cap-weighted benchmark. 

Don't miss this engaging discussion that promises to enrich your understanding of market concentration and investment strategies.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

For business owners, Sanem unveils advanced strategies like charitable remainder trusts, donor-advised funds, and corporate foundations, which not only offer tax benefits but also bolster legacy planning and business reputation. She provides a wealth of resources for those eager to deepen their knowledge in this evolving field, including books, organizations, and certification programs. Tune in and transform your approach to philanthropy and impact investing on this month's Financial Perspectives episode.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this episode of Financial Perspectives: Chats, we'll discuss how donor-advised funds (DAFs) revolutionizing the philanthropic landscape in America. Join us as we sit down with Alyssa Heath - Chief Operating Officer & Director of Social Impact at Fire Capital Management – and Pamela Doherty - Senior Director of Gift Planning at The San Francisco Foundation to explore the mechanics and impact of DAFs. 

Holding nearly $230 billion in assets and boasting an annual payout rate of over 20%, DAFs are changing the way donors think about charitable giving. Discover why these funds are gaining attention and how they are becoming a cornerstone in modern philanthropy. We delve into potential regulatory changes and their broader implications, while also discussing strategic approaches for wealth advisors to integrate philanthropy into client conversations. 

Whether you're a seasoned donor, a wealth advisor, or simply curious about the future of philanthropy, this episode offers a comprehensive look at how DAFs are engaging multiple generations and reshaping charitable giving.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Sami shares tactical strategies for maintaining equity exposure, ensuring your portfolio remains robust and aligned with your benchmarks. The episode also dives deep into the complexities of managing hedge funds, private equity, and real estate. Sami highlights the importance of measuring illiquidity exposure accurately, considering factors like unfunded commitments and spending needs. 

Whether you're managing an endowment, foundation, or family office, this episode is packed with valuable tips from a seasoned expert on optimizing your investments for long-term success.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.

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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Curious about the CFA Society San Francisco podcast, Financial Perspectives? Hear all about the exciting changes coming to Financial Perspectives this season, straight from the show's creators. 

Listen in as Tanya Suba-Tang - our seasoned host - and Lindsey Helman - the show's producer - take you through the evolution of the podcast and what's in store for the upcoming season. Discover why we decided to rebrand and what that means for you, our valued listeners.

In this special episode, Tanya and Lindsey reveal the enhancements planned for season five, ensuring that the podcast remains a treasure trove of insights for everyone—from students to individual investors to C-suite executives. Whether you're new to the show or just discovering us, this episode promises a fresh look at how Financial Perspectives will continue to enrich your listening experience and industry knowledge. Don't miss out on the exciting journey ahead!

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Dr. Matthew Faulkner, CFA - Finance Professor at San José State University and Trustee for the City of San José Pension Fund - discusses bridging the gap between financial theory and real-world practice on our latest episode of the CFA Society San Francisco podcast. 

Join our show's host, Tanya Suba-Tang - Membership Director at CFA Society San Francisco - as she delves into Dr. Faulkner's compelling journey from academia to practical application. Dr. Faulkner's perspective and experiences highlight the importance of collaboration between academics and practitioners, emphasizing the unique contributions each group can make to the field of finance and paving the way for future financial innovations.

Whether you're an academic, a practitioner, or someone considering a career in finance, this episode is packed with valuable insights on leveraging both theoretical and practical knowledge to make more informed financial decisions.


Meet Dr. Matthew Faulkner

Dr. Matthew Faulkner, CFA is a Finance Professor at San José State University where he teaches undergraduate and graduate students in corporate finance and business valuation. His research interests intersect corporate finance and behavioral finance to understand why and how companies and management make decisions while his private consulting work is in valuation. 

In addition to his academics, he is a Trustee for the City of San José pension fund, serves as a FINRA arbitrator, and a volunteer with CFA Institute. Dr. Faulkner holds a bachelor’s degree in finance from UNC-Wilmington, an MBA in international finance and investments from the University of Valencia, Spain, and UNCW, and a doctoral degree from Florida Atlantic University.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund. 

Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational telecommunications company, that collaborates with startups, investors, researchers and other partners to bring innovation to the group’s operations around the world. He started his career as an early employee at Google and also held an intrapreneurial role at The Walt Disney Company. Alex holds both a Bachelor’s and a Master’s degree in Computer Science and an MBA from The University of Chicago Booth School of Business.

Listen to the full interview, where Alex discusses leveraging generative AI within private equity. Our conversation delves into the transformative impact of AI on small and medium-sized businesses within the private equity market, and how it's shaking up traditional approaches to due diligence, operational efficiency, and beyond. Alex shares his experiences and strategies for harnessing AI to drive business growth, enhance investor expertise, and unlock new avenues for value creation. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Heidi Ridley, CFA, Co-Founder and CEO of Radiant Global Investors, on ESG 3.0 and its application to small cap investing. Radiant is a female-owned, independent asset management firm focused on active equity strategies and thematic listed-impact investment solutions for institutional and wealth management clients.

Prior to establishing Radiant, Heidi spent 18 years at AXA Investment Managers, rising to Global Chief Executive of Rosenberg Equities, and serving on the AXA Rosenberg Group and AXA IM Management Boards. Under her direction, Rosenberg Equities substantially added to its reputation by becoming the first ESG-integrated quantitative equity investor to be focused on the intersection of ESG insights and advanced factor solutions.

She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the UC Berkeley HAAS School of Business, an Advisory Board member for DiversityQ, and a member of the Stewardship Council for the ACT Standard of Corporate Culture created by City Hive UK. Heidi is a champion of ESG investing and a two-time finalist for Woman of the Year in asset management.

Listen to the full interview, where Heidi discusses ESG 3.0 and the next evolution in investing.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 investing which she integrates into Nipun’s investment process with the goal of outperforming benchmarks and delivering above average market returns. She has over 20 years of asset management experience, with a focus on portfolio management and research.

Prior to Nipun, Pooja was a Managing Director at Barclays Global Investors (BGI)/BlackRock in the Active/Scientific Equities group, where she led teams that managed various long-only and long-short portfolios in excess of $100 billion for institutional investors. Pooja graduated from Delhi University and received an MBA from Indian Institute of Management, Bangalore. She holds the Chartered Financial Analyst designation and has earned the CFA Institute Certificate in ESG Investing.

Listen to the full interview, where Pooja discusses emerging markets.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 policy, diversity, and corporate governance, as well as investments, and capital markets and institutions.

Listen to the full interview, where Julian discusses new trends in financial research.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 management relationships and activities with insurers. She serves as the Chair of Finance on the board for Pivotal, a Silicon Valley non-profit that supports foster youth to realize their educational and career goals and ensure their equitable access to opportunity.

Listen to the full interview, where Nadia discusses trends impacting insurance investment portfolios. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 discusses all things generative AI including large language models such as chatGPT and the impact of AI on careers.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, Portfolio Manager, and Investment Strategist. Prior to founding FCM, he served as Portfolio Manager and Managing Director at Fiduciary Trust International, a HNW wealth management and trust company. 

Listen to the full interview, where Michael discusses entrepreneurship and starting his own investment management firm.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, covering technology, financial, and healthcare sectors.

She is an active member of CFA Society San Francisco and serves on the Member Programming Advisory Council (MPAC). 

Listen to the full interview, where Jennie discusses all things foreign exchange markets including fintech, algorithm-based trading, and alternative investing.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 Principal of Wells Capital Management.

He is is an active member of CFA Society San Francisco and serves as Co-Chair for the Member Programming Advisory Council (MPAC). 

Listen to the full interview, where Steve discusses alternative investing and private markets.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 career opportunities for CFA charterholders and roles within corporate treasury.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 RIA trends in wealth management and client relationships. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 dashboards. He advises and invests in mobile companies, helping them optimize capital efficiency, select debt funding partners, fundraise, and develop user acquisition strategies.

Listen to the full interview, where Stan discusses mobile gaming and venture capital.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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.

Listen to the full interview, where Nicholas discusses all things China including recent economic policies, opportunities for investors, and stock volatility.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 Bay Area. 

Listen to the full interview, where Dominic discusses the history and future of ETFs, as the US's first ETF celebrates its 30th year.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, an entity that provided investment advisory services to several high-net-worth families. John currently serves as a Board Member at CFA Society San Francisco and as an Alumni Board Member at Serra High School. He also serves as an Advisor for the Special Olympics of Northern California and several startups, including Obivi, Lightbrite, and Lumen Global Investments.

Listen to the full interview, where John discusses tech innovations and their impact on global markets, staying afloat through market shockwaves, and venture as an asset class. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, where he advised institutions and family offices on multi-asset portfolio construction. Before his employment at Franklin Templeton, Chris was a fixed-income portfolio manager at California Investment Trust (now Shelton Capital), where he managed all fixed income for the firm. He received his MBA in International Business from Thunderbird, the American Graduate School of International Management, and has a BA in English from the University of California – Santa Barbara.

Listen to the full interview, where Chris discusses how capital flow can potentially impact a country’s political environment. 

This episode discusses ESG, international equity indexes, impact investing, ETFs, the spread of democracy, and sovereign wealth funds.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 translator in her academic field, Yanrong took a career shift by self-studying finance and software engineering. In addition to pursuing the CFA designation, she is acquiring technical skills in data analysis, quants, and product management. She believes in perpetual learning. That commitment is driving her new career to take off in the industry. 

Listen to the full interview, where Yanrong discusses mid-career industry changes, her experience taking the CFA exam, and how the CFA Program helped her transition into the finance industry. 

This episode discusses career transitions and the CFA Program exam.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 fund manager program, which allocated $50 million to a wide variety of BIPOC-led funds that invest in BIPOC-led startups. He earned a BS in Applied Economics & Management at Cornell University and holds an MBA from MIT Sloan School of Management. Octavio formerly served on the alumni advisory council of the Knowledge Is Power Program (KIPP). 

Listen to the full interview, where Octavio discusses alternative investing and the impact of diversity, equity, and inclusion. 

This episode discusses alternative investing, diversity and inclusion, professional designations, volunteerism, and education.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Hear from Society Board President-Elect, John Jordan, CFA in this special featured episode of the CFA Society San Francisco Podcast.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, data analytics, professional designations, and career transitions.

This episode discusses professional designations, SQL, career transitions, business intelligence, data visualization, data analysis, and the CFA designation.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 the Investment Advisory Committee of the Harry and Jeanette Weinberg Foundation.  

Listen to the full interview below, where Reggie discusses the impact of diversity, equity, and inclusion and its foundational role in finding success. 

This episode discusses diversity, equity, and inclusion, investing, pensions, endowments, and career growth.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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, and career growth.

This episode discusses entrepreneurship, career development, hedge funds, interviewing,  start ups, talent acquisition, and venture capital.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 School and New York University. 

Listen to the full interview, where Sanem discusses career growth and her insights into working with nonprofits.

This episode discusses career development, hedge funds, high-net-worth investing, start ups, and nonprofit fund management.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 crypto and follow friends and experts’ verified portfolios, trades and models. Before Vesti, he worked in equity research and earned the CFA designation.

Listen to the full interview, where Will shares his insights into social investing, ESG, young entrepreneurship, and market accessibility.

This episode discusses Angel Investing, Cryptocurrency, Entrepreneurship, ESG Fintech, Social Networking, and Start-Ups. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 of Advanced Integrated Studies in Human Survivability (GSAIS) as well as a founding core member of its Blockchain Research Center and is driving blockchain research collaboration between industry and academia.

Listen to the full interview, where Emi shares her insights into the future of Blockchain technology, cryptocurrency, and transitioning into Fintech.

This episode discusses Fintech, career transitions, investment management, career development, Blockchain, and cryptocurrency.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 shares his insights into career sector transitions, Unison's innovative mortgage solutions, and technology in the investment industry.

This episode discusses Fintech, career transitions, investment management, and career development.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 shares her experience sitting on both non-profit and for-profit boards, how to navigate industry career changes, the importance of networking, and tips for those looking to join a board of directors. 

This episode discusses board involvement, networking, and career development.
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If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 the challenges and opportunities that the Society embraced, and continues to discover, during the pandemic. 

This episode discusses non-profit leadership, business during the COVID-19 pandemic, and business innovation.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

On 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 students make their way into a career in finance. 

This episode discusses career development, social media, and financial journalism.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

In 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 Lauren shares what she’s learned from overseeing the Callan Connects program and co-chairing of Callan’s Inclusion Committee as well as her experience balancing life while working from home during the pandemic.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Hear 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.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

In 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 thoughts surrounding women in the industry and the importance of mentorship.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

This 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 influenced his thoughts on diversity and inclusion in the industry. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

In 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.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


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 constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.