Financial Perspectives: Insights from Investment Professionals
“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.
Episodes
48 episodes
Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD
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 Financ...
•
Season 5
•
Episode 6
•
14:27
CHATS: Navigating Careers in Finance: Transitioning to Investor Relations
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 tran...
•
48:12
AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs
Explore the groundbreaking world of medical technology and artificial intelligence with Kate Jackson Hobbs, Vice President at T. Rowe Price. By tuning in to this episode, you'll gain insights into how AI is revolutionizing healthcare, leading t...
•
Season 5
•
Episode 5
•
12:11
CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk
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 m...
•
49:21
CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall
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 ris...
•
44:46
Financial Therapy: Transforming Wealth Management with Jonathan Steele
Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio th...
•
Season 5
•
Episode 4
•
11:23
CHATS: Interest Rates Through Time A Story of Stability and Chaos
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 uncover...
•
54:49
Dynamic Equity Growth Strategies for Market Success with Andrew Graham
This month on Financial Perspectives, we had the pleasure of speaking with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - to delve into equity growth strategies and active management. In this episode,...
•
Season 5
•
Episode 3
•
11:34
CHATS: MAG7 vs. Active Management: Performance in Concentrated Markets
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 th...
•
Season 5
•
42:13
Innovative Strategies for Smart Philanthropy and Impact Investing with Sanem Alkan
Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 19...
•
Season 5
•
Episode 2
•
19:31
CHATS: Philanthropy in Wealth Management & The Impact of Donor-Advised Funds
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 I...
•
44:28
Transforming Capital Allocation for Long-Term Gains with Sami Mesrour, CFA
Unlock capital allocator hacks and discover the secrets to optimizing long-term oriented pools of capital with our special guest - Sami Mesrour, CFA - partner at Jasper Ridge and Board President of CFA Society San Francisco. In this episode, Sa...
•
Season 5
•
Episode 1
•
17:43
A New Perspective: Season Five Unveiled
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 se...
•
Season 5
•
7:18
Bridging Theoretical & Practical Finance: The Transfer of Knowledge w/ Dr. Matthew Faulkner
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 ...
•
Season 4
•
Episode 10
•
9:28
Leveraging Generative AI within Private Equity: Insights from Alex Chitea, CFA, Founder and Managing Partner of Funston Capital
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 le...
•
Season 4
•
Episode 9
•
14:11
ESG 3.0 w/ Heidi Ridley, CFA - Co-Founder & CEO, Radiant Global Investors
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, ...
•
Season 4
•
Episode 8
•
18:40
Emerging Markets w/ Pooja Malik, CFA - Founding Partner, Nipun Capital
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 e...
•
Season 4
•
Episode 7
•
12:21
New Financial Research Trends w/ Dr. Julian Vogel - Assistant Professor of Finance, San Jose State University
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 fr...
•
Season 4
•
Episode 6
•
14:27
Insurance Portfolios w/ Nadia Patel, CFA - Executive Director, PAG
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 ...
•
Season 4
•
Episode 5
•
13:09
Generative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, Accenture
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, bi...
•
Season 4
•
Episode 4
•
22:20
Entrepreneurship w/ Michael Firestone, CFA - Managing Partner, Fire Capital Management
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 H...
•
Season 4
•
Episode 3
•
19:20
Forex Markets w/ Jennie Chen - Managing Director at X1 Asset Management LLC
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. ...
•
Season 4
•
Episode 2
•
9:11
Alternative Investing w/ Steve Biggs, CFA, CFP, CAIA - Head of Alternative Investing at The Mather Group
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 thro...
•
Season 4
•
Episode 1
•
11:58
Corporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at Zscaler
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. ...
•
Season 3
•
Episode 9
•
7:27
RIA Trends w/ Lily Taft, CFA - Portfolio Manager at Main Street Research
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 a...
•
Season 3
•
Episode 8
•
19:20
