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.
Financial Perspectives: Insights from Investment Professionals
Volunteerism & Alts w/ Octavio Sandoval, CFA, CAIA - Director of Investments; Illumen Capital
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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.
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