On the Season 3 premiere of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Octavio Sandoval, CFA, CAIA, Director of Investments at Illumen Capital. Illumen Capital is an alternative investment firm, working to reduce racial and gender bias and help its managers identify, evaluate, and invest in entrepreneurs who have been overlooked and underestimated.  Prior to Illumen Capital, Octavio was a leader at MassMutual Life Insurance Company in building the emerging...

Hear from Society Board President-Elect, John Jordan, CFA in this special featured episode of the CFA Society San Francisco Podcast.

On the Season 2 Finale of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lana Ariue, CFA, Senior Manager of Insights and Intelligence at Splunk. Splunk is a software firm, specializing in data visualization and machine learning.  Prior to her transition into the Technology industry, she held positions at various asset management firms including BlackRock, Franklin Templeton, and Parnassus. Listen to the full interview, where Lana discusses business intelligence,...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Reggie Sanders, CFA, CAIA, Managing Director of Investments at W.K. Kellogg Foundation, and Board Member of Rock the Street, Wall Street. He was previously Manager of Pension Investments for Eastman Kodak Company.  Mr. Sanders is a graduate of Florida A&M University and Harvard Business School, where he was a Robert A. Toigo Fellow. He currently sits on the State of Michigan Investment Board and...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stephen Perkins, CFA, founder and Portfolio Manager at Toronado Capital Management. Stephen was President of the Society from 2014 to 2015. Throughout most of his career as a growth equity investor, he has focused on smaller capitalization public equity investments.  Listen to the full interview below, where Stephen discusses entrepreneurship, venture capital, interviewing and talent acquisition,...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Sanem Alkan, Sr. Advisor with St. Jude Children's Research Hospital. Sanem has led and developed a number of innovative ventures in several sectors, including finance, risk management, technology, and social impact. She has also held several board director and council member roles throughout her career, including as President/CEO of a tech startup (Social Genius) and Council Member at the Juilliard...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources  - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Emi Yoshikawa, CFA, VP of Corporate Strategy and  Operations at Ripple. Emi is responsible for the company’s corporate strategy and business operations as well as joint venture partnerships. She also serves as a board member of MoneyTap, Inc., which builds a next-gen payments platform by leveraging distributed ledger technology. She is also an adjunct professor at Kyoto University’s Graduate School...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Matthew O'Hara, CFA, Head of Portfolio Management and Research at Unison. Matt is responsible for all investments at Unison Investment Management and its associated research. Prior to Unison, Matt was running the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with a global reach and over $300B in assets. Listen to the full interview, where Matt shares...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Elsie Fletcher, CFA, a C-suite financial services leader with expertise in institutional and high net worth investment management. Elsie currently serves on the Board of Directors for Prime Genomics and Clear-Cut Medical as well as on the Advisory Committee of Access Alts Asia. She served on the Society's Board of Directors as President for the 2016 fiscal year. Listen to the full interview, where...

On this special episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Society Board members, Joyce Li and Jane Leung, and CEO, Anne O’Brien.  Along with serving as President of the Society Board, Joyce Li currently is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Society Treasurer, Jane Leung, is the Chief Investment Officer at Silicon Valley Bank. Listen to the full interview, where you will hear directly from Society leaders...

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Devin Banerjee, financial journalist and editor at large at LinkedIn.  Previously, Devin oversaw Bloomberg’s coverage of North American dealmaking, including the private equity industry, corporate M&A, capital markets, and shareholder activism. Listen to the full interview, where you will hear about  Devin's career in financial journalism, LinkedIn best practices, and how he gives back by...

In this month’s Meet a Member podcast, we had the pleasure of speaking with Lauren Mathias, Senior Vice President and Non-U.S. Equity Investment Consultant in Callan’s Global Manager Research group.  Lauren also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms. She is co-chair of Callan’s Inclusion Committee and is a shareholder of the firm. Join us for this compelling discussion, where they discuss...

Hear from the incoming CFA Society San Francisco president in this special edition of our podcast. Joyce Li, CFA is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Hear her story and join us in welcoming the 2021-2022 CFA Society San Francisco Board of Directors.

In this month’s Meet a Member podcast, we had the pleasure of speaking with Saira Malik, Chief Investment Officer for Nuveen’s $420 billion Global Equity Division. Saira is a CFA charterholder and CFA Society San Francisco member. She is a frequent guest on many financial news programs such as CNBC, Bloomberg and Fox Business and has been ranked as one of the “Top 100 Most Influential Women in US Finance” by Barron’s.  Join us for this compelling discussion, where we discuss Saira's thoughts...

This week, Tanya Suba–Tang, membership manager with CFA Society San Francisco, sits down with Paul Perez, emeritus Senior Advisor at Delegate Advisors LLC. Paul is a CFA Society San Francisco member and has been named on Hispanic Business Magazine's list of “The 100 Most Influential Hispanics”. Listen in on this interview, where they discuss how Paul’s humble background and unconventional start in the industry has played a role in shaping his career, the two charities he champions, and...

In this week's Meet a Member segment, we had the pleasure of speaking with fellow member and industry leader, Sylvia Kwan, CFA, CAIA. In this conversation between Sylvia and Tanya, they discuss various topics from diversity in the industry, workplace changes due to the COVID pandemic to the future of the investment community. Listen to the full interview here.