“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.
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“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.
Send us a message! In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places. Ken shares insights from his experience at Parnassus, WCM Investment Management, and Dodge & Cox, covering everything from managing risk in international markets to integra...
Send us a message! The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IPOs. Discover how companies manage cap tables, why secondary transactions differ from traditional venture funding, and how market sentiment ha...
Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenges. The traditional investment paradigm has long separated profit-seeking activities from philanthropic endeavors—but that's changing rapidly...
Send us a message! The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer. Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many...
Send us a message! 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 Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors. Hear from Rick Rikoski, Chief Economist at Democracy Investments and C...
Send us a message! 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 transitions. In our conversation, Walter offers valuable insights on the differences between corporate environments and the importance of communication, adaptability, and professional networking. This discussion delves into the intricacie...
Send us a message! 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 to life-saving advancements in robotic-assisted surgeries and disease monitoring. These advancements are not just reshaping patient care but are also setting new benchmarks in medical practices across the globe. Join us for a co...
Send us a message! 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 many Gilded Age millionaires failed to see their fortunes grow into billions, despite a century of favorable investment conditions. Through personal stories, including his own family's lost wealth, we explore the pitfalls that can lead...
Send us a message! 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 rise and subsequent challenges. Zeke shares his investigative journey into Tether, a stablecoin cloaked in mystery, and how it led him to question the very substance of the crypto industry. As we explore Bitcoin's symbolic role in El Sal...
Send us a message! 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 theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, like Maslow's hierarchy of needs, to focus on individual well...
Send us a message! 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 uncovers how the disdain for usury transformed into a tool for economic development. Hear how iconic figures like John Maynard Keynes have shaped modern economic policies with their advocacy for low interest rates and why Chancellor believes...
Send us a message! 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, Andrew offers a comprehensive look at active investment strategies by focusing on tax efficiency, flexibility, and the ability to adapt to market changes. Additionally, he underscores the untapped potential within the semiconductor and sof...
Send us a message! 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 the realities of today's concentrated market. They delve into the intricacies of market concentration and investment strategies, offering a comprehensive analysis of today's market heavyweights, the "Magnificent Seven" (MAG7) stocks.&nb...
Send us a message! 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 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (SDGs), blended finance, and venture philanthropy. Learn how to merge financial returns with social impact, leveraging strategic p...
Send us a message! 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 Impact at Fire Capital Management – and Pamela Doherty - Senior Director of Gift Planning at The San Francisco Foundation to explore the mechanics and impact of DAFs. Holding nearly $230 billion in assets and boasting an annual ...
Send us a message! 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, Sami shares key tips and innovative strategies that promise to revolutionize how we approach long-term capital allocation. He delves into several critical areas of portfolio management, including strategic factor allocation, using deriv...
Send us a message! 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 seasoned host - and Lindsey Helman - the show's producer - take you through the evolution of the podcast and what's in store for the upcoming season. Discover why we decided to rebrand and what that means for you, our valued listeners. In th...
Send us a message! 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 San Francisco podcast. Join our show's host, Tanya Suba-Tang - Membership Director at CFA Society San Francisco - as she delves into Dr. Faulkner's compelling journey from academia to practical application. Dr. Faulkner's pers...
Send us a message! 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 led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational telecommunications company, that collaborates with startups, investors, researchers and other p...
Send us a message! 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, independent asset management firm focused on active equity strategies and thematic listed-impact investment solutions for institutional and wealth management clients. Prior to establishing Radiant, Heidi spent 18 years at AXA Investm...
“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.
