CFA Society San Francisco Podcast
By CFA Society San Francisco
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Category: Investing
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Subscribers: 3
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Episodes: 33
Description
Hear insights from finance and investment industry experts on our monthly podcast! You'll hear from interesting individuals across industry sectors on career advancement, industry trends, fintech, board involvement, and more.
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 |
|---|---|
|
ESG 3.0 w/ Heidi Ridley, CFA - Co-Founder and CEO of 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 |