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| Episode | Date |
|---|---|
|
Navigating Concentrated Stock Risk in a Tech-Driven Market
|
May 26, 2026 |
|
The Sustainability Standard: How Climate Risk Is Rewriting Finance
|
Apr 28, 2026 |
|
AI, Junk Rallies, and Policy: Why Emerging Markets are Surging w/ Pooja Malik
|
Mar 31, 2026 |
|
Keeping Trends on Your Side: A Technical Approach to 2026 Markets w/ Katie Stockton
|
Feb 24, 2026 |
|
Beyond 60/40: Private Markets on the Rise
|
Jan 27, 2026 |
|
Decoding Today's Markets: Signals, Shifts, and Smart Positioning w/ Benjamin Armellini
|
Nov 25, 2025 |
|
Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik
|
Oct 28, 2025 |
|
Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast
|
Sep 30, 2025 |
|
Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee
|
Aug 26, 2025 |
|
Insights into International Equity Strategy
|
May 27, 2025 |
|
From IPO to Liquidity: The Evolution of Secondary Markets
|
Apr 29, 2025 |
|
CHATS: Impact Investing: Reshaping Private Markets
|
Apr 08, 2025 |
|
Navigating the Great Wealth Transfer: Reshaping Wealth Management
|
Mar 25, 2025 |
|
Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD
|
Feb 25, 2025 |
|
CHATS: Navigating Careers in Finance: Transitioning to Investor Relations
|
Feb 11, 2025 |
|
AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs
|
Jan 28, 2025 |
|
CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk
|
Jan 07, 2025 |
|
CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall
|
Dec 10, 2024 |
|
Financial Therapy: Transforming Wealth Management with Jonathan Steele
|
Nov 26, 2024 |
|
CHATS: Interest Rates Through Time A Story of Stability and Chaos
|
Nov 20, 2024 |
|
Dynamic Equity Growth Strategies for Market Success with Andrew Graham
|
Oct 29, 2024 |
|
CHATS: MAG7 vs. Active Management: Performance in Concentrated Markets
|
Oct 08, 2024 |
|
Innovative Strategies for Smart Philanthropy and Impact Investing with Sanem Alkan
|
Sep 24, 2024 |
|
CHATS: Philanthropy in Wealth Management & The Impact of Donor-Advised Funds
|
Sep 10, 2024 |
|
Transforming Capital Allocation for Long-Term Gains with Sami Mesrour, CFA
|
Aug 27, 2024 |
|
A New Perspective: Season Five Unveiled
|
Jul 30, 2024 |
|
Bridging Theoretical & Practical Finance: The Transfer of Knowledge w/ Dr. Matthew Faulkner
|
Jun 25, 2024 |
|
Leveraging Generative AI within Private Equity: Insights from Alex Chitea, CFA, Founder and Managing Partner of Funston Capital
|
May 28, 2024 |
|
ESG 3.0 w/ Heidi Ridley, CFA - Co-Founder & CEO, Radiant Global Investors
|
Apr 30, 2024 |
|
Emerging Markets w/ Pooja Malik, CFA - Founding Partner, Nipun Capital
|
Mar 26, 2024 |
|
New Financial Research Trends w/ Dr. Julian Vogel - Assistant Professor of Finance, San Jose State University
|
Feb 27, 2024 |
|
Insurance Portfolios w/ Nadia Patel, CFA - Executive Director, PAG
|
Jan 30, 2024 |
|
Generative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, Accenture
|
Nov 28, 2023 |
|
Entrepreneurship w/ Michael Firestone, CFA - Managing Partner, Fire Capital Management
|
Oct 31, 2023 |
|
Forex Markets w/ Jennie Chen - Managing Director at X1 Asset Management LLC
|
Sep 26, 2023 |
|
Alternative Investing w/ Steve Biggs, CFA, CFP, CAIA - Head of Alternative Investing at The Mather Group
|
Aug 29, 2023 |
|
Corporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at Zscaler
|
May 31, 2023 |
|
RIA Trends w/ Lily Taft, CFA - Portfolio Manager at Main Street Research
|
Apr 25, 2023 |
|
Mobile Gaming w/Stan Rudoi, CFA - VP, Growth & Analytics at Pollen VC
|
Mar 28, 2023 |
|
China Update w/Nick Borst, CFA - VP & Director of China Research at Seafarer Capital
|
Feb 28, 2023 |
|
ETFs w/ Dominic Bilotti, CFA, CFP - VP & Regional Consultant at State Street Global Advisors / SPDR ETFs
|
Jan 31, 2023 |
|
VC & Tech w/John Ailanjian, CFA - Partner & CIO at Next Play Capital
|
Nov 29, 2022 |
|
Sovereign Wealth Funds w/ Chris Browne, CFA - CIO & Partner; Democracy Investments
|
Oct 25, 2022 |
|
Career Transitions w/ Yanrong Chen, PhD - Business Analyst; EasyAUM
|
Sep 27, 2022 |
|
Volunteerism & Alts w/ Octavio Sandoval, CFA, CAIA - Director of Investments; Illumen Capital
|
Aug 23, 2022 |
|
Message from John Jordan, CFA, Society Incoming President
|
Jun 28, 2022 |
|
Data Analytics w/ Lana Ariue, CFA - Sr. Manager, Insights & Intelligence; Splunk
|
May 24, 2022 |
|
Endowments & Foundations w/ Reggie Sanders, CFA, CAIA - Managing Director of Investments; W.K. Kellogg Foundation
|
Apr 26, 2022 |
|
Start Ups & VC w/ Stephen Perkins, CFA - Founder & Portfolio Manager, Toronado Fund
|
Mar 22, 2022 |
|
Nonprofits w/ Sanem Alkan - Sr. Advisor, St. Jude Children's Research Hospital
|
Feb 23, 2022 |
|
Social Investing w/ Will Brokaw, CFA - Co-Founder & Co-CEO, Vesti Social
|
Jan 25, 2022 |
|
Blockchain & Crypto w/ Emi Yoshikawa, CFA - VP of Corporate Strategy & Operations, Ripple
|
Nov 23, 2021 |
|
PropTech & Career Transitions w/ Matt O'Hara, CFA - Head of Portfolio Management & Research, Unison
|
Oct 26, 2021 |
|
Board Service w/ Elsie Fletcher, CFA - Board Member & Financial Services Executive
|
Sep 28, 2021 |
|
Meet Your Society Leadership: Leading Through Uncertain Times
|
Sep 10, 2021 |
|
LinkedIn & Financial Journalism w/ Devin Banerjee, CFA - Financial Journalist & Editor-at-Large, LinkedIn
|
Aug 24, 2021 |
|
Lauren Mathias, CFA; SVP, Callan - Global Manager Research Group
|
Jul 27, 2021 |
|
Joyce Li, CFA, Incoming Society President
|
Jun 25, 2021 |
|
Saira Malik, CFA; CIO, Nuveen - Global Equity Division
|
Jun 22, 2021 |
|
Paul Perez, CFA; Sr. Advisor (Emeritus); Delegate Advisors LLC
|
May 25, 2021 |
|
Sylvia Kwan, CFA, CAIA; CIO, Ellevest; CIO & Founder, SimplySmart Asset Management, Inc.
|
Apr 26, 2021 |