Shows
Guardians of Finance with Matt McLaughlinCraig Cimoroni, CFA – Head of Business Development and Investor Relations at Elizabeth Park Capital ManagementIn this episode, we talk with Craig Cimoroni, Head of Business Development and Investor Relations at Elizabeth Park Capital Management. Craig was born and raised on the east side of Cleveland and returned to the area immediately following college. He's worked for several well-known companies in Northeast Ohio and is very active in his local community and with the CFA Society Cleveland, where he is a past President. We dive into all of these experiences and more during the podcast. Thanks for listening, and we hope you enjoy the episode with Craig Cimoroni. Connect with Craig here: Crai...2025-04-1533 min
CFA Society India PodcastFrom Our Archives: Active Value Investing in a Market that Goes Nowhere | Vitaliy Katsenelson, CFAIn this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market...2025-03-2052 min
Enterprising InvestorOlivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve CurrencyIn this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," which Olivier co-authored. Olivier shared insights from the survey report, and Mark provided a historical perspective on reserve currencies and events that have triggered shifts away from dominant currencies in the past. This engaging conversation provides valuable insights into the complexities of US debt, the...2024-12-1732 min
Financial Perspectives: Insights from Investment ProfessionalsTransforming Capital Allocation for Long-Term Gains with Sami Mesrour, CFASend 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 derivatives prudently, and the integration of illiquid assets. Sami shares tactical strategies for maintaining equity exposure, ensuring your portfolio remains robust a...2024-08-2817 min
Fill The Gap: The Official Podcast of the CMT AssociationEpisode 40: Janine Guenther, CMT, CFAIn the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT and CFA designations, Guenther provided a nuanced perspective on navigating today's complex market dynamics.Throughout the hour-long discussion, Guenther emphasized her holistic approach to investment analysis, integrating technical indicators with rigorous fundamental research. Drawing on her experience from roles at BMO Capital Markets and CIBC World...2024-06-021h 11CFA Society India PodcastRules-based Long-Term Investing: Quant for Fundamental Study | Chetan Ganatra, CFAIn this episode, Kislay Upadhyay, CFA is joined by Fidelity India’s Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies.
They discuss:
• Integrating data and narratives
• Creating & testing hypothesis
• Data appropriateness & caution
• Security selection via rule-based approaches
• Diversification for quant strategies
• Position sizing & churn (portfolio turnover)
• Importance of understanding economic & fundamental rationale
• Proper backtesting techniques
__________________________________________________
DISCLAIMER :This podcast represents the views and opinions of the originally fea...2024-05-3050 min
Financial Perspectives: Insights from Investment ProfessionalsLeveraging Generative AI within Private Equity: Insights from Alex Chitea, CFA, Founder and Managing Partner of Funston CapitalSend 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 partners to bring innovation to the group’s operations around the world. He started his career as an early employee at Google and als...2024-05-2814 min