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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.
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20 episode terbaru dari 63
- Opportunity Zones 2.0: What Real Estate Investors Need to Know · 10 mnt · Musim 7 Episode 2Opportunity Zone investing is entering a new phase, with renewed tax incentives and a real estate market that looks very different from the program’s early years. In this episode…
- The New Rules of Finance: Regulation, AI, Crypto, and Markets · 24 mnt · Musim 7 Episode 1Financial regulation is changing quickly, with developments in technology, corporate law, and public policy reshaping the environment in which investors and financial…
- Navigating Concentrated Stock Risk in a Tech-Driven Market · 12 mnt · Musim 6 Episode 9In the season 6 finale of Financial Perspectives, Tanya Suba-Tang sits down with King Lip, CFA, CMT - Chief Strategist at BakerAvenue Wealth Management - to explore the…
- The Sustainability Standard: How Climate Risk Is Rewriting Finance · 16 mnt · Musim 6 Episode 8In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Rachel Gee, Manager of FS Climate Change and Sustainability Services at EY, to examine how sustainable…
- AI, Junk Rallies, and Policy: Why Emerging Markets are Surging w/ Pooja Malik · 14 mnt · Musim 6 Episode 7The global investment landscape has shifted dramatically since 2024. In this episode, Pooja Malik, CFA - Founding Partner and CIO at Nipun Capital - returns to Financial…
- Keeping Trends on Your Side: A Technical Approach to 2026 Markets w/ Katie Stockton · 14 mnt · Musim 6 Episode 6In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, to pull back the curtain…
- Beyond 60/40: Private Markets on the Rise · 12 mnt · Musim 6 Episode 5In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Kimberly Flynn, CFA - founder and president of XA Investments - to discuss the rapidly changing…
- Decoding Today's Markets: Signals, Shifts, and Smart Positioning w/ Benjamin Armellini · 12 mnt · Musim 6 Episode 4In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces…
- Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik · 9 mnt · Musim 6 Episode 3In this episode of Financial Perspectives, host Tanya Tang sits down with Asad Malik, CFA, Head of ML Finance & Infrastructure Strategy at Google, to discuss how artificial…
- Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast · 15 mnt · Musim 6 Episode 2In this episode of Financial Perspectives, host Tanya Suba-Tang - Membership Director at CFA Society San Francisco - sits down with Jaycob Arbogast, CFP, MBA - Director of the…
- Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee · 17 mnt · Musim 6 Episode 1Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee…
- Insights into International Equity Strategy · 22 mnt · Musim 5 Episode 9Send 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…
- From IPO to Liquidity: The Evolution of Secondary Markets · 16 mnt · Musim 5 Episode 8Send 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…
- CHATS: Impact Investing: Reshaping Private Markets · 37 mntSend 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…
- Navigating the Great Wealth Transfer: Reshaping Wealth Management · 13 mnt · Musim 5 Episode 7Send 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…
- Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD · 14 mnt · Musim 5 Episode 6Send 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…
- CHATS: Navigating Careers in Finance: Transitioning to Investor Relations · 48 mntSend 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…
- AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs · 12 mnt · Musim 5 Episode 5Send 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…
- CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk · 49 mntSend 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…
- CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall · 45 mntSend 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…
