Description
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 management relationships and activities with insurers. She serves as the Chair of Finance on the board for Pivotal, a Silicon Valley non-profit that supports foster youth to realize their educational and career goals and ensure their equitable access to opportunity.
Listen to the full interview, where Nadia discusses trends impacting insurance investment portfolios.
CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.
This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.
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