Financial Perspectives

By CFA Society San Francisco

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Category: Investing

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Episodes: 61

Description

“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.

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