“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens.
Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights.
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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Lindsey Helman is the Managing Director of Marketing and Brand Strategy at CFA Society San Francisco and producer of the “Financial Perspectives” podcast. As producer, she develops the publication and promotional strategy, manages the show’s branding, and serves as the audio editing creator. In addition, Lindsey is responsible for graphic design, brand management, data analysis and reporting, outreach marketing, social media, and web design for the Society.