Send a message to the Financial Perspectives podcast and receive a shout out!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...

Send a message to the Financial Perspectives podcast and receive a shout out!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 mark...

Send a message to the Financial Perspectives podcast and receive a shout out!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 fi...

Send a message to the Financial Perspectives podcast and receive a shout out!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. Holdi...

Send a message to the Financial Perspectives podcast and receive a shout out!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 mana...

Send us a message and receive a shout out!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 val...

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 perspective and experienc...

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 partners to bring inn...

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 Investment Managers, rising ...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Pooja Malik, CFA, Founding Partner and Managing Member at Nipun Capital. Nipun Capital is a specialized asset management firm that focuses on alpha extraction from Asia and emerging markets. Pooja founded Nipun based on the outlook that Asia ex-Japan equity markets would double in size from 2010 to 2030 as a portion of global market cap. She is a strong advocate for sustainability and impact...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University. Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries and regions across Europe and the United States. In his research and teaching, he focuses on corporate finance - especially capital structure - corporate payout...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds. Prior to joining PAG, Nadia served as director and head of west coast distribution for BlackRock’s Financial Institutions Group, where she was responsible for overseeing the firm’s investment...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization.  He is an active member of CFA Society San Francisco and serves as co-chair on the Member Programming Advisory Council (MPAC). Listen to the full interview, where Don...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advisory, and private foundation investment & impact OCIO services. In addition to his leadership and management responsibilities, Michael serves as lead Client...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Jennie Chen, Managing Director at X1 Asset Management LLC - an algorithm driven alternative investment firm specializing in spot Forex.  At X1, Jennie plays a key role in developing and managing client-risk-profile specific investment strategies with quantitative portfolio optimization, dynamic risk mitigation, and algo-driven capital allocation. Prior to X1, she was a management consultant at PwC,...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group.  Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco.  In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She is an active member of the CFA Society San Francisco Young Leaders Council (YLC).  Listen to the full interview, where Liz discusses all things treasury including...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research. Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related to managing, executing, and implementing trading strategies. Listen to the full interview, where Lily discusses RIA...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stan Rudoi, CFA, Vice President of Growth and Analytics at Pollen VC. Stan is an expert in finance, product management, and marketing, with a focus on the mobile gaming, fintech, and SaaS industries. At Pollen VC, Stan plays a key role in developing cutting-edge revenue-based lending products, managing client relationships, and leading the design of specialized financial models, calculators, and...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China. Nicholas moderated the "U.S. & China Economic Conflict: Implications for Investors and the Business Community" webinar from October...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dominic Bilotti, CFA, CFP, Vice President and Regional Consultant with State Street Global Advisors/SPDR ETFs. Dominic works with Broker Dealer Financial Advisors regarding portfolio construction, business development, and client messaging. He is an active CFA Society San Francisco member and sits on the Society's Young Leaders Council, guiding programming for young professionals in the greater Bay...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with John Ailanjian, CFA, General Partner and CIO for Next Play Capital. John has been instrumental in expanding the firm’s quantitative models to screen and perform due diligence on company investments. He also plays an integral role in the programming and education of Next Play Capital’s Fellowship program.  Prior to joining Next Play Capital, John was the CEO and Founder of Aspen Highland Management,...

On this month’s episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Christopher Browne, CFA, Chief Investment Officer and Partner at Democracy Investments. The Democracy International Fund assesses democratic factors in countries and allocates based on these criteria with the intention of increasing economic growth for democratic countries. Prior to joining Democracy Investments, Chris was a Solutions Portfolio Manager for Franklin Templeton Investments,...

On the September episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Yanrong Chen, PhD,  Business Analyst at EasyAUM. Yanrong is a current Level III candidate in the CFA Program.  Prior to moving into finance, Yanrong was a history lecturer at KU Leuven in Belgium and was a post-doc researcher at the University of San Francisco. Her research was on communication between Europe and East Asia during early modern globalization. Already a published author and...