Shows
Enterprising InvestorMark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain WorldAt CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how institutional investors can adapt to today’s shifting global landscape. Drawing on leadership experience at CalPERS, British Telecom Pension Scheme, and Nuveen, Anson reflects on regulatory complexity, the evolution of global equity markets, and why a 30/30/40 allocation model remains relevant. The episode explores emerging market opportunities, accessing the illiquidity premium in private capital, and how rising uncertainty—from geopolitical shifts to potential changes in endowment taxation—is shapin...
2025-08-0119 min
Guardians of Finance with Matt McLaughlinGreg Halter, CFA, Director of Research at Carnegie Investment CounselToday, we’re sitting down with Greg Halter, CFA, Director of Research at Carnegie Investment Counsel. Greg’s path through the financial planning side of the business, his formative experience at the Federal Reserve, and his unique insights into Cleveland’s evolving investment landscape give us a lot to unpack.We talk about why the planning side of finance caught his attention, what he saw behind the scenes at the Fed, and the impact of working at Great Lakes Review. We also cover how Carnegie is approaching the rising tide of AI in investment research—an especially timely t...
2025-07-0828 min
Enterprising InvestorNerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle EastGuest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in supporting professionals navigating local and global challenges. Nerina discusses the structural realities shaping participation in the profession—including currency volatility, affordability, and access—and highlights new ways of thinking about program value relative to income levels. She also shares her advocacy for gender diversity through Women in ETF...
2025-07-0113 minGuardians of Finance with Matt McLaughlinDavid MacGregor, CFA on the History of the Investment Industry in Cleveland (Part 3)In part three of our special series on the history of Cleveland’s investment industry, we're joined by David MacGregor, CFA, co-founder and President of Longbow Research. David first came to Cleveland in the 1990s as a sell-side analyst, and in the early 2000s, he co-founded Longbow Research. Over the past two decades, he's led the firm through multiple market cycles, keeping it independent and steadily growing its presence in the industry. In this episode, David shares what it's like running a sell-side research firm in Cleveland, the big changes he's seen in the financial world, and how Longbow ha...
2025-06-1727 minGuardians 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 PerspectivesTransforming Capital Allocation for Long-Term Gains with Sami Mesrour, CFAUnlock 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 and aligned with your benchmarks. The e...
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
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DISCLAIMER :This podcast represents the views and opinions of the originally fea...
2024-05-3050 min
Financial PerspectivesLeveraging 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
特许金融街EPISODE 80：CFA exam - Interview with CFA Institute Education team顾问丨任建畅 王卫华Advisor – Jianchang REN,Weihua WANG策划丨江宁 谢大为Executive Producer - Sunny JIANG, Dawei XIE制作人丨珍妮 董嘉琦Production Manager – Jenny, Frances DONG剪辑图文 | 邓筠凡Editing – Junfan DENG统筹 | 唐嘉澍 董嘉琦Coordinator – Jason TANG, Frances DONGCFA北京协会理事长寄语：随着疫情之后生产生活秩序的正常化，年轻的求职者、学生、职场更高生涯的追求者们再次开始关注自我提升的途径与阶梯。我们本期节目，请到了CFA Institute（CFA协会）的教育与考试认证部门团队，他们凭着多年从事CFA考试以及考生关注问题的经验，为我们解读备受大家关注的问题。这的确是一次难得的机会，让我们用这次节目跨越时空的限制，把三位直接从事CFA考试认证相关工作的大咖拉到大家身边，听听他们为我们解读CFA考试可以为大家提供的机会、提升与价值，听听CFA Institute有哪些新的课程内容、证书和新的发展变化，这实在是一桩幸事！金融业是一个特殊的行业，既要求有自己的专门技术，又要求能够与实践相结合，还要跟上时代的要求与发展。我们希望大家通过我们的节目，可以打开思路，开阔眼界，形成自己未来发展道路更加清晰的远景，并能够在这条道路上收获成长与成功！From the president of CFA Society Beijing: With the continued normalization of people’s life and work,the pursuit of self-improvement has returned to the fore. For young jobseekersand students, it’s time to take next steps and reach higher goals in workplace.In this episode, we invited three education team leaders from CFA Institute, eachof which has years of experience in CFA®Program exams, to shedlight on the problems that candidates face. This is the first time that thepublic has been given an opportunity to hear directly from core members of CFAInstitute. We’ll touch on CFA Institute value, curriculum development, exams,and many other topics in the spotlight today. Finance is a specialized industrythat requires distinct skills, integration ability, and continuous developmentto evolve with the times. We hope that this series facilitates your efforts tobroaden your horizon, shape your vision, and achieve success.Section Ⅰ Education System of CFA Institute
2024-05-1739 min
Financial PerspectivesESG 3.0 w/ Heidi Ridley, CFA - Co-Founder & CEO, Radiant Global InvestorsSend us a message!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 to Global Chief Executive of Rosenberg Equities, and serving on the AXA Rosenberg Group and AXA IM Management Boards...
2024-04-3018 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFAThis episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future.In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgren, CMT CFA will share insights from decades of institutional portfolio management experience on how Wall St. utilizes technical analysis to understand market behavior, fund flows, positioning, price action, and the character and direction of public markets. T...
2024-04-261h 24CFA Society India PodcastThe India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | PodcastThe India Opportunity
Our new podcast episode in the series 'Economy and asset classes' is out.
In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective.
Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-disclosure/
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DISCLAIMER :
This podcast represents the views and opinions...
2024-04-1535 min
Financial PerspectivesEmerging Markets w/ Pooja Malik, CFA - Founding Partner, Nipun CapitalSend us a message!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 investing which she integrates into Nipun’s investment process with the go...
2024-03-2612 minGuardians of Finance with Matt McLaughlinMeet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIAWe continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on Oprah and which one is the likely winner of a spelling bee? Listen in and find out on this episode with Cara Wood and Suzana Vujasin. Connect with Cara & Suzana here: Cara W...
2024-02-2030 min
Financial PerspectivesInsurance Portfolios w/ Nadia Patel, CFA - Executive Director, PAGSend us a message!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 t...
2024-01-3013 min
Enterprising InvestorOlivier Fines, CFA: Valuation of CryptoassetsIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the history of CFA Institute's engagement with cryptocurrency and how traditional valuation techniques can be applied to determine the defensible value of cryptocurrencies. Olivier shares insights from his experience in investment management and highlights the key takeaways from the report. Tune in to gain a deeper understanding of the valuation of cryptoassets...
2024-01-1028 min
特许金融街EPISODE 66：解密CFA投资分析大赛策划丨董嘉琦制作人丨雷孟溪 图文剪辑 | 董烨统筹 | 唐嘉澍 / 董嘉琦在刚刚落幕的CFA Institute Research Challenge投资分析大赛北京赛区的决赛现场，我们邀请到了参赛学生代表和三位金融行业大咖，聊一聊参加大赛的收获，问一问未来职业发展的困惑，听一听前辈们为同学们传授的“分析师养成指南”。如果您也想知道金融大咖们的“武功秘籍”，了解如何走上金融分析师的岗位，那这一期播客一定会给您带来启发。大赛简介：CFA Institute Research Challenge投资分析大赛是 CFA 协会与全球各 CFA 地方协会，共同组织，面向全球高校在校生的，全英文股票分析研究性竞赛项目。在大赛中，参赛学生将在CFA 持证人及业界专家指导下，去实践和应用相关金融知识，最终呈现一份完整的股票分析报告，并在决赛中用全英文去展示各自团队的研究成果。该大赛分为本地赛、地区赛及全球赛三个阶段。目前在中国内地设立了华北、华东、华南及中西部四个本地赛区。四个本地赛区选拔出的冠军队将全部晋级2024年4月举行的地区赛、亚太区决赛。自2007年起，CFA北京协会的志愿者们就开始负责组织北京的本地赛事。为确保能给参赛学生提供最高水平的专业指导和评价，协会会邀请本地业界专家来担任评委、辅导员等重要角色。今年是第17届大赛，在本届比赛中，共有八所一流高校组队参加北京赛区的比赛，他们分别是：北京大学、北京外国语大学、东北财经大学、对外经济贸易大学、清华大学、外交学院、中央财经大学和中国人民大学。经过激烈角逐，最终获胜的队伍分别为：外交学院、中央财经大学和北京大学。「本期嘉宾」特邀嘉宾：谢大为，CFA，CFA北京协会秘书长，大赛的总策划人和总执行人。
2023-12-1556 min
Financial PerspectivesGenerative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, AccentureSend us a message!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 discusses all things generative AI including large language models such as chatGPT and t...
2023-11-2822 min
Financial PerspectivesEntrepreneurship w/ Michael Firestone, CFA - Managing Partner, Fire Capital ManagementSend us a message!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 Advisor, Portfolio Manager, and Investment Strategist. Prior to founding FCM, he served as Portfolio Manager and Managing Director at Fiduciary...
2023-10-3119 min
Financial PerspectivesAlternative Investing w/ Steve Biggs, CFA, CFP, CAIA - Head of Alternative Investing at The Mather GroupSend us a message!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 Principal of Wells Capital Management.He is is an active m...
2023-08-2911 min
特许金融街EPISODE 57：漫漫考证路，杀鸡用牛刀?——那些年，我们一起考过的CFA策划丨Frances制作人丨Melody主播 | 頔枫 / Melody剪辑 / 图文编辑 | 董烨 统筹 | 嘉澍 / Frances漫漫考证路，杀鸡用牛刀？CFA考试作为金融行业的黄金证书，是否真的值得如此投入？是否能够学为所用？时间、精力、金钱，一路执着，一路前行。考证路上，或许并非每个人都能最终站上顶峰，但只要身处山中，自有“横看成岭侧成峰，远近高低各不同”的一番收获。在CFA北京协会成立十周年之际，我们邀请到了一位与CFA考试有着特殊缘分的嘉宾——”起朱楼宴宾客“播客和公众号的主理人大卫翁。从IT专业跨行金融，从投研人士跨界人气播客，我们好奇在大卫翁老师的人生路上，CFA如何影响了故事线的走向。我们更想听听，在一纸证书之外，CFA持证对于职业选择、个人理财和思维框架会产生怎样的影响。如果您在考虑跨入金融领域，或者对CFA考试充满好奇，相信本期播客能为您带来不一样的思考；如果您已经是CFA考生或持证人，也一定能在字里行间，找到回忆与共鸣。「抽奖活动」各位听众朋友，欢迎大家在喜马拉雅或小宇宙评论区中留言，我们将从两个平台共选取3位幸运听众，送出有CFA北京协会LOGO 的纪念品。快来分享你的观点吧~「本期嘉宾」 大卫翁：公众号及播客“起朱楼宴宾客”主理人，CFA持证人，逾十五年金融行业从业经验，曾先后在国家主权基金、金融科技龙头、大型中资券商和资管机构任职，从事过的工作包括投资研究、金融科技、渠道销售和战略规划等。目前在一家科技独角兽公司担任首席运营官。「本期内容」01 CFA与职业选择02:37 揭秘与CFA的奇妙缘分——从IT跨行金融岗位
2023-07-261h 05
Financial PerspectivesCorporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at ZscalerSend us a message!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 career opportunities for CFA charterholders and ro...
2023-05-3107 min
My CFA® Charter StoryS2 Ep6: Mark Temnikov, CFADiscover the fascinating journey of Mark Temnikov, CFA, who transitioned from an aspiring surgeon to a passionate finance professional, as he shares his experience with the CFA Institute Research Challenge. Learn how Mark honed his skills in data analysis and problem-solving, key elements in both medicine and finance, and his inspiring story of pursuing the CFA Program. Not only did the CFA Program help Mark land an internship in Hong Kong, but it also allowed him to apply his university studies to real-world situations. He shares his enchanting story of discovering his CFA Level III results in...
2023-05-0818 min
Financial PerspectivesRIA Trends w/ Lily Taft, CFA - Portfolio Manager at Main Street ResearchSend us a message!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 trends in wealth management and client relationships. If you'd like to l...
2023-04-2519 min
特许金融街EPISODE 47：CFA北京协会十年庆，做好时代巨浪中专业的小浪花策划 | 江宁 / 谢大为 / 董嘉琦 / 唐嘉澍文案丨谢大为编辑丨筠凡统筹 | 唐嘉澍 / 董嘉琦2013年4月北京金融分析师协会（CFA北京协会）正式注册成立，这是全球特许金融分析师在中国内地的首家地方成员协会（member society）。十年来数千位会员取得了CFA证书，加入了CFA北京协会。在协会的平台上，汇聚了CFA会员们对专业水准和自律的不懈追求，协会伴随着大家入行、进阶、成长、成就，十年如一日。本期特别节目我们邀请到CFA北京的多位资深会员、志愿者、办公室员工、理监事共聚一堂，分享他们与CFA北京协会的故事。这里有艰难曲折的考试之路，有CFA对自己专业成长和职业发展的影响，还有作为CFA志愿者回馈协会、建设协会的拳拳之心。希望能让各位听众近距离真切感受CFA。在CFA北京协会成立十周年之际，我们为各位听众朋友准备了惊喜福利，在“小宇宙”和“喜马拉雅”本期节目下方的评论区中留言，分享你与CFA的故事，我们将从两个平台留言中共选取【2位幸运听众】，送出CFA北京协会成立十周年伴手礼套装，其中包含6罐野鹅微醺定制口味精酿啤酒“今拾”、定制杯垫、定制明信片、定制礼袋。快来评论区分享你的故事吧！「本期主创」00:02 朱頔枫（志愿者）03:05 任建畅（理事长）09:15 吴薇（CFA Institute）11:53 潘子竹（CFA Institute）13:37 David Hu（志愿者）16:25 朱欣（志愿者）20:04 梅潇（志愿者）21:47 Jane（志愿者）24:10 白雪石 （志愿者）
2023-04-061h 11
Financial PerspectivesMobile Gaming w/Stan Rudoi, CFA - VP, Growth & Analytics at Pollen VCSend us a message!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 dashboards. He advises and invests in mobile companies, helping them optimize capital efficiency, select...
2023-03-2815 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 27: Mark Deriet, CMT, CFAThis month we discuss the rangebound markets and rotational landscape through the lens of technical tools, quantitative screens and multiple timeframes with Institutional Equity Research Analyst, Mark Deriet CMT, CMT."Paper > Rocks," stoicism and many many charts await listeners of this March episode of Fill the Gap! Be sure to download the chart-pack from the show notes here: https://cmtassociation.org/podcast/fill-the-gap-episode-twenty-seven-with-mark-deriet-cmt-cfa/Mark Deriet, CMT, CFA, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis | Cormark Securities Inc.Mark Deriet is the Quantitative and Technical Analyst for Cormark Securities Inc...
2023-03-241h 13
My CFA® Charter StoryS2 Ep4: Alexandra Smedoiu, CFAAlexandra Smedoiu, CFA, partner at Deloitte and president of CFA Society Romania, speaks to Lauren McAdams about her experience earning the CFA® charter, the value of the charter and the CFA community, the activities of CFA Society Romania, and its impact in the markets. Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram. Learn on the go with CFA Institute. Explore our rang...
2023-03-0815 min
Financial PerspectivesChina Update w/Nick Borst, CFA - VP & Director of China Research at Seafarer CapitalSend us a message!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 2022.Listen to the full interview, where Nicholas discusses all things China including recent economic policies...
2023-02-2812 min
Bridge to the BurghPat Strollo, CFA, talks college football, MBA vs. CFA, and cookingIn this episode, we talk to Pat Strollo, III, CFA, the newest board member to join CFA Pittsburgh. Pat is a lover of skiing, cooking, and college football. We discuss the pros and cons of getting an MBA versus getting a CFA. He also thinks Nick Cage would play him in a movie, and we have to agree! You can connect with Pat here: https://www.linkedin.com/in/pstrollo/ Host Bradley Jones, CFA is a Senior Investment Analyst for the Pittsburgh Foundation. He currently serves as the membership chair for CFA Society Pi...
2023-02-241h 01
My CFA® Charter StoryS2 Ep3: Taneka Lawrence, CFAAs a senior relationship manager at Polen Capital Management, Taneka Lawrence, CFA, works with due diligence analysts in national accounts. Earning the CFA charter while starting a family was tough, but the knowledge and skills gained from the CFA Program give Taneka confidence in client meetings, and the CFA designation gives her credibility with peers and clients. Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is...
2023-02-2217 min
My CFA® Charter StoryS2 Ep2: Malak Kraisha, CFAMalak Kraisha, CFA, shares her experience of earning the CFA charter during the COVID-19 pandemic to become one of the youngest CFA charterholders in the Middle East, and how she leverages the knowledge she has gained from the charter in her role as a venture capitalist in the fintech space. Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram. Learn on the go...
2023-02-0820 min
Financial PerspectivesETFs w/ Dominic Bilotti, CFA, CFP - VP & Regional Consultant at State Street Global Advisors / SPDR ETFsSend us a message!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 Area. Listen to the full interview, where Dominic discusses the history and future of ETFs, a...
2023-01-3112 min
My CFA® Charter StoryS2 Ep1: Gene Gard, CFAHear how the CFA® Program helped Gene Gard, CFA, chief investment officer at Telarray, pivot from submarine tours in the US Navy to a career in finance, and how involvement with CFA societies supported his growth in the finance industry in this episode of My CFA Charter Story. -------------------------------------------------------------------------------------- Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram. Learn...
2023-01-2514 min
My CFA® Charter StoryMy CFA® Charter Story Season 2 Launching 01.25.23Season @ launches Jan 25th, 2023. My CFA® Charter Story returns with double the hosts and two episode formats. Join returning host Sibil Patri, CFA, as she guides us through inspirational CFA Program journeys in diverse places like Nigeria, Romania, and Jordan. New host, Lauren McAdams, will be talking to industry leaders about the doors opened to them as a result of earning the charter and joining the CFA society community. Subscribe or follow to get updates when new episodes are released. ------------------------------------------------------------------------------------------------------------------ Achieve one of the highest distinctions in the investment manageme...
2023-01-2400 minFill The Gap: The Official Podcast of the CMT AssociationEpisode 25: Patrick Kent, CMT, CFAFill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental th...
2023-01-231h 13
Financial PerspectivesVC & Tech w/John Ailanjian, CFA - Partner & CIO at Next Play CapitalSend us a message!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, an entity that provided investment advisory services to several high...
2022-11-2939 min
Financial PerspectivesSovereign Wealth Funds w/ Chris Browne, CFA - CIO & Partner; Democracy InvestmentsSend us a message!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, where he advised institutions and family offices on multi-asset portfolio construction. Before his employment at Franklin Templeton, Chris was a fixed-income po...
2022-10-2531 min
Financial PerspectivesVolunteerism & Alts w/ Octavio Sandoval, CFA, CAIA - Director of Investments; Illumen CapitalSend us a message!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 fund manager program, which allocated $50 million to a wide variety of BIPOC-led funds that invest in B...
2022-08-2328 min
Financial PerspectivesMessage from John Jordan, CFA, Society Incoming PresidentSend us a message!Hear from Society Board President-Elect, John Jordan, CFA in this special featured episode of the CFA Society San Francisco Podcast.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website
2022-06-2806 min
Financial PerspectivesData Analytics w/ Lana Ariue, CFA - Sr. Manager, Insights & Intelligence; SplunkSend us a message!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, data analytics, professional designations, and career transitions.This episode discusses professional designations, SQL, career t...
2022-05-2423 minBridge to the BurghJim Herrington, CFA, talks the CFA presidency, trolleys, and investment consultingIn this month’s episode, we talk to Jim Herrington, CFA, CAIA, who has been a CFA Pittsburgh local celebrity. We find out why he values the CAIA designation so much and how he applies it to his job nearly every day. What path led him back to Pittsburgh? And why does he love trolleys so much? He shares some great insight into projects and initiatives that the local CFA Pittsburgh board has been working on. You can connect with Jim here! https://www.linkedin.com/in/james-w-herrington-cfa-caia-9b92326/
2022-05-021h 04
Financial PerspectivesEndowments & Foundations w/ Reggie Sanders, CFA, CAIA - Managing Director of Investments; W.K. Kellogg FoundationSend us a message!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 the Investment Advisory Committee of the Harry and Jeanette W...
2022-04-2638 min
Calgary Connects - A CFA Society Calgary PodcastThe Future of Finance - A Conversation with Marg Franklin, CFAOn this episode we are joined by Margaret Franklin, CFA, President and CEO of CFA Institute for a discussion on how the finance industry has evolved in recent years, and how those changes are impacting the future of finance. Marg and Matthew discuss the changes brought about by the COVID-19 Pandemic and whether they are here to stay, how the increased focus on DEI is shaping the industry, and ultimately, where we go from here. Marg leads CFA Institute and its more than 175,000 members worldwide in promoting the highest standards of education, ethics, and professional e...
2022-03-3133 min
My CFA® Charter StoryEp 3 - Greg Campion, CFAThomas Edison once said, “many of life's failures are people who did not realize how close they were to success when they gave up." For Greg Campion, CFA, those weren’t just some words cobbled together by one of the world’s greatest inventors, they were a reality. In his vigorous pursuit of the CFA® charter, Greg ran into many challenges including failing the exam. But sometimes life gives us an opportunity to discover who we truly are and realize our dreams no matter how far out of reach they may seem. On this episode of My CFA® Ch...
2022-03-2320 min
Financial PerspectivesStart Ups & VC w/ Stephen Perkins, CFA - Founder & Portfolio Manager, Toronado FundSend us a message!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, and career growth.This episode discusses entrepreneurship, career development, hedge funds, interviewing, start ups, talent acquisition, and venture ca...
2022-03-2233 minCalgary Connects - A CFA Society Calgary PodcastHedge Funds 101 with Frédéric Lebel, CFAOn this episode of Calgary Connects Matthew Andrade, CFA, is joined by Frédéric Lebel, CFA, for a discussion on the world of hedge funds, how they fit into a portfolio, their challenges and where opportunities can be created. Frédéric Lebel, CFA, has been a managing partner of HFS Hedge Fund Selection S.A. since 2008, providing portfolio management, advisory and consulting services. He has been a CFA charter holder since 1998, a CIPM certificate holder and long-time CFA Institute volunteer leading its European and then global advocacy efforts.
2022-01-2627 min
Financial PerspectivesSocial Investing w/ Will Brokaw, CFA - Co-Founder & Co-CEO, Vesti SocialSend us a message!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 crypto and follow friends and experts’ verified portfolios, trades and models. Befor...
2022-01-2531 min
Financial PerspectivesBlockchain & Crypto w/ Emi Yoshikawa, CFA - VP of Corporate Strategy & Operations, RippleSend us a message!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 of Advanced Integrated Studies in Human Survivability (GSAIS) as well as a founding core membe...
2021-11-2328 min
CFA Society ChicagoIndustry Insights with Heather Brilliant, CFACFA Society Chicago CEO Chris Vincent, CFA, chats with 2020 Hortense Friedman Award Winner and form Chicago member Heather Brilliant, CFA on her career and looking forward to the future of working in the investment industry. Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/ Connect with Heather on LinkedIn https://www.linkedin.com/in/heather-brilliant-cfa-aa5a18/ For more episodes go to www.cfachicago.org/podcasts
2021-11-1145 min
Financial PerspectivesPropTech & Career Transitions w/ Matt O'Hara, CFA - Head of Portfolio Management & Research, UnisonSend us a message!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 his insights into career sector transitions, Unison's innovative mortgage solutions...
2021-10-2625 min
CFA: Careers For AllCFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFAMark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more. Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon. Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder. Mark provides his thoughts on: 0:00 Introduction 2:00 Why major in Economics? Did that education assist in your finance career? 6:00 Did you initially work in an economics related job or start straight in finance?
2021-10-181h 14Fill The Gap: The Official Podcast of the CMT AssociationEpisode 10: Larry Berman, CMT, CFACan technical analysis complement value investing? Yes, indeed. Fundamental practitioners are often grouped into value or growth styles of investing, while within the technical community the corollary styles are momentum vs mean reversion. In Episode #10, we speak with Canada’s foremost market expert Larry Berman, CMT, CFA who shares a compelling perspective on using technical analysis tools to position his funds toward undervalued securities. Dogmatic believers in any style can consider this quote from the episode:“There is no right or wrong in what we do. It’s just how you do it. And r...
2021-10-081h 11
Financial PerspectivesBoard Service w/ Elsie Fletcher, CFA - Board Member & Financial Services ExecutiveSend us a message!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 Elsie shares her experience sitting on both non-profit and for-profit boards...
2021-09-2827 min
CFA Society ChicagoIndustry Insights with Michael Falk, CFACFA Society Chicago CEO Chris Vincent, CFA, chats with 2021 Hortense Friedman Award Winner and Chicago member Michael Falk, CFA on his career and the changing environment of the financial industry. Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/ Connect with Michael on LinkedIn https://www.linkedin.com/in/mlfalk/ Resources Capitalism for Everyone https://www.cfainstitute.org/en/research/foundation/2021/capitalism-for-everyone Everything You Need to Know About … Investing https://investmentsandwealth.org/getattachment/2166018f-6fbd-4389-ad61-8352e53d7537/IWM20NovDec-EverythingYouNeedToKnowAboutInvesting.pd...
2021-09-0257 min
Financial PerspectivesLinkedIn & Financial Journalism w/ Devin Banerjee, CFA - Financial Journalist & Editor-at-Large, LinkedInSend us a message!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 helping students make their way into a career in finance. This episode discusses career development, socia...
2021-08-2430 min
CFA UKEpisode 24 - CFA UK Chairman Daniel Murray: On helping build a better Investment ProfessionCFA UK Chairman Daniel Murray, CFA speaks with Alan Livsey, CFA on his career so far, as well as a look into the future of CFA UK.
2021-07-1511 minCFA: Careers For AllCFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPMCFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues. Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations. She holds a BFA (Saskatchewan) in Studio Art, an MBA (McGill) in International and Corporate Finance, and a Chartered Financial Analyst designation. Veronica also holds CIMA (Certified Investment Management Analyst) and CIPM (Certificate in P...
2021-07-051h 46
Financial PerspectivesJoyce Li, CFA, Incoming Society PresidentSend us a message!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.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a...
2021-06-2506 min
Financial PerspectivesSaira Malik, CFA; CIO, Nuveen - Global Equity DivisionSend us a message!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 surrounding women in the industry and the importance...
2021-06-2224 minCFA: Careers For AllCFA: Careers For All In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths. While CFA does stand for “Chartered Financial Analyst”, it can also easily mean “Careers For All”. CFAs come from all educational and technical backgrounds. CFAs are employed in all types of roles in all types of business sectors. There are enjoyable careers available for all backgrounds, interests, and personalities. 00:45 𝐂𝐅𝐀: 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐧𝐚𝐥𝐲𝐬𝐭 What is a “Financial Analyst”? Is it all about crunching numbers in a back room? Or is there more to financial analysis than just numbers and calculations? 09:00 𝐂𝐅𝐀: 𝐌𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 “𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐌𝐚𝐣𝐨𝐫𝐬” Do you need a finance major or even a business degree to have a successful career in finance? If you have a non-finance education, is it possible to become a CFA and work in finance? If you have another professional skill s...
2021-06-1520 minCFA: Careers For AllCFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFAIn this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program. 00:25 Robin Koroluk Introduction 4:45 Jordan Wilson Introduction 8:10 Finance Majors and the CFA Program Did Robin’s finance major perfectly prepare her for writing CFA Level Exams? How deep and wide is the CFA Program curriculum? How is it to work a...
2021-06-101h 32CFA: Careers For AllCFA Career Chats: Dan Sumner, CFADan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics. After graduating from Queen’s, Dan worked as an Economist with ATB Financial in Calgary. Then moved into the natural resource sector. As an Economist/Analyst with Talisman Energy and as an Analyst with BHP. Subsequently, Dan joined BMO Private Wealth in Saskatoon as a Senior Investment Counsellor. He now advises high net worth families, foundations, and corporations on their l...
2021-06-091h 30CFA: Careers For AllCFA Career Chats: Juliana Wong, CFAJuliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit facilities. Prior to Concentra, Juliana worked at a Pension Investment Firm and an Asset Management Company. Juliana graduated from the University of British Columbia with a B...
2021-06-0251 min
FIRE Talks Portugal#48 - Entrevista FIRE: Pedro Barata da CFA Society Portugal8ª Entrevista FIRE: Pedro Barata da CFA Society Portugal. Muitas pessoas perguntam-me sobre o programa CFA (Chartered Financial Analyst) que é considerado uma das melhores certificações na área financeira. Ninguém melhor que o Pedro Barata, executive director da CFA Society Portugal, para explicar as vantagens, carterísticas e também as condições desta certificação. Esclarecimentos sobre o CFA Program: info@portugal.cfasociety.org
Recomendações do Pedro:
"Market Wizards" de Jack D. Schwager
https://www.goodreads.com/book/show/966769.Market_Wizards
Podcast "Ações & Companhia" com Manuel Maurício, Diogo Gonçalves e G...
2021-05-301h 09
Financial PerspectivesPaul Perez, CFA; Sr. Advisor (Emeritus); Delegate Advisors LLCSend us a message!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 influenced his thoughts on diversity and inclusion in the industry. If you'd lik...
2021-05-2531 min
Financial PerspectivesSylvia Kwan, CFA, CAIA; CIO, Ellevest; CIO & Founder, SimplySmart Asset Management, Inc.Send us a message!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.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.
2021-04-2629 min
The Investors First PodcastStuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax RegimeOur guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. He also co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year. Our conversation today focuses on his book, The Taxable Investor’s Manifesto: Wealth Management Strategies to Last a Lifetime. We discuss why investors typically treat taxes as an afterthought, his analogy of taxable and non-taxable investors playing the same game by two different rules, what his thoughts are about how to position your portfolio based on a possible Biden vi...
2020-10-1548 minThe Investors First PodcastJohn Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEOOur guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses on all things Environmental, Social, and Corporate Governance (ESG). We discuss John's background and what led him to his position as CEO of Calvert, the history of ESG investing and how they implement ESG factors into their research, and the difference between exclusionary passive strategies relative to alpha seeking active management strategies. We also discuss ways you can learn more about the ESG...
2020-09-2443 minThe Investors First PodcastScott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second LanguageIf you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later wrote the book Ultralearning: Master Hard Skills, Outsmart the Competition, and Accelerate Your Career. To say Scott has become an expert on self-directed learning is an understatement, and in this episode he shares the lessons he's learned that directly apply to you while studying for the CFA exam. He also explains common pitfalls people make while studying....
2020-09-0349 minThe Investors First PodcastChris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of InvestingOur guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth”, the 2019 Monograph follow-up “Get to Work… on OUR Future” and he co-authored the 2017 “Money, Meaning and Mindsets.” Our local co-host is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando. In this episode, we discuss Michael’s...
2020-08-2728 minThe Investors First PodcastMike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & ResilienceOur guest today is Mike Pyle, CFA. Mike is the Global Chief Investment Strategist for BlackRock, the world’s largest asset manager. Prior to joining BlackRock, he served for five years at the center of President Obama's economic team. Our conversation hinges on the long-term themes he and his team discuss in the 2020 Mid Year Outlook, which cover the restart of activities post-COVID, the policy revolution we've witnessed in 2020, and why he expects countries and sectors will make comebacks as diversifiers going forward. He also reflects on the five years he spent at the center of President Oba...
2020-07-2340 min
CFA_FRM贴心备考指南CFA_FRM备考-CFA持证人告诉你为什么要考CFA更多CFA免费直播、课程、试听课、资料，在金程网校官方：www.gfedu.cn同学们~针对CFA/FRM的备考资料都为您准备好啦，今天还有10个免费试听课的名额，快点添加小助手WX二维码回复喜马拉雅申请吧~
2020-07-1304 minThe Investors First PodcastMarty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John TempletonOur guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager. He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of increasing responsibility at Franklin — co-president, chief operating officer, chief financial officer and senior vice president from 1993 - 2003. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. He is a CFA charterholder and a certified public accountant. Mr. Flanagan earned a B.A. and B.B.A. from Southern Met...
2020-06-1827 minCFA_FRM贴心备考指南CFA_FRM备考-CFA证书全方位解析CFA到底是什么证书呢？？？本声音亮点：考CFA的好处CFA适合哪些人考CFA考试费用结构CFA科目和权重CFA雇主有哪些本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-06-0608 minCFA_FRM贴心备考指南CFA_FRM备考-CFA考试题型是？CFA考试一共三个级别，每个级别的题型都是不一样的。CFA一级都是单项选择题，而二级就变成了案例单项选择题，上下午大概有21-22个案例，每个案例后面跟着4-6个单项选择题。CFA三级考试题型更是大改，上午是案例写作题，下午是案例单项选择题。综上，由于题型的不同，所以每个级别的难度也是逐渐往上升的喔~~~~我是金程学姐~有任何问题，欢迎骚扰~~·本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-06-0502 minThe Investors First PodcastDave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second HarvestAs many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partnership has aided many individuals through financial literacy and Second Harvest's culinary training program. During these difficult times we are excited to expand on that partnership by matching member donations to Second Harvest, up to $75 per member. Please consider donating here. Our guest today is Dave Krepcho, President & CEO at Second Harvest Food Bank of Central Florida. In 1992, he became the Executive Director of the Miami Food Bank and went on to...
2020-06-0428 minCFA_FRM贴心备考指南CFA_FRM备考-考完CFA能赚多少钱？大家好~欢迎来到今天的CFA&FRM小白课。很多同学好奇考完CFA到底有什么实际用途呢~尤其在于工资水平上有没有增长的机会？！！！其实是有的，但是能增长多少呢~请看今天的视频吧~我是金程学姐~~~有任何问题，欢迎骚扰我哈~本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-06-0203 minCFA_FRM贴心备考指南CFA_FRM备考-为何考完CFA的人仍然要考FRM很多同学都会问学姐，考完CFA还需要考FRM吗？学姐都会告诉大家，最好尝试考一下。因为本身CFA和FRM就是互补的两个证书，一个偏向投资领域，另外一个偏向风险管理领域，所以在懂投资的时候知道如何做风控非常有必要。同时，学完CFA代表着你学习FRM也会很轻松，所以何乐而不为再多考一个证书呢？本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-06-0103 minCFA_FRM贴心备考指南CFA_FRM备考-CFA考试什么物品可以携带？CFA考试可以带手表进场吗？？？能带水杯吗？？？草稿纸呢？？？以上物品在我们CFA考试里通通都是不能带的喔。你能带进去的东西都是要被限制和检查的，甚至你放在桌上和椅子下的物品都是不一样的。本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-2804 minCFA_FRM贴心备考指南CFA_FRM备考-CFA考试难度如何很多同学会问学姐CFA考生到底难不难呢？其实CFA考试的难度是层层递加的，根据考试的知识点深度和考试形式的变化而变化。对于新生小白来说，整体CFA一级的难度并不是太大，只是知识点比较多而已，需要花费时间去研究和学习。现在是很好的开始学习CFA一级的时间点，大家有目标就快去追寻吧！加油！本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-2703 minCFA_FRM贴心备考指南CFA_FRM备考-CFA考试报名条件大学四年啥时候可以考CFA呢？如果是在职人群呢？请收看我们这一期的CFA小白课节目---CFA考试报名条件？我是金程学姐~有问题欢迎随时骚扰。本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-2403 minCFA_FRM贴心备考指南CFA_FRM备考_CFA考试是否可以缺考CFA到底能不能缺考？你可以缺考，但是CFA协会不会退款。那么什么情况下，CFA协会才会同意你延考并且退款呢？请收看我们这一期的CFA小白课节目---CFA考试是否可以缺考？我是金程学姐~有问题欢迎随时骚扰。本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-2202 minThe Investors First PodcastDanny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLAOur guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “The Big Short: Inside the Doomsday Machine,” which was later turned into an Academy Award-winning movie. Our local co-host is Jeff Goll, a Managing Director and Head of Capital Markets for Hillpointe, a real estate development and investment firm based in Winter Park, FL. Prior to joining Hillpointe, Jeff was with DePrince, Race & Zollo, Inc., a Value Equity investment manager. Before that, Jeff worked with our guest today...
2020-05-2138 minCFA_FRM贴心备考指南CFA_FRM备考_零基础怎么考CFA同学们，大家好，我是你们的金程学姐，欢迎骚扰~今天给大家带来的是CFA小白课系列之零基础如何备考CFA，希望能够帮助到想要学CFA却不知道如何下手的朋友。本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-1803 min
CFA核心100考点CFA一级-道德 15 GIPS介绍今天金程学姐带大家来学习我们的第14个核心知识点—Who Can Claim Compliance。 关于GIPS，在CFA一级只会做到简单介绍，在CFA三级里面才会详细学习，所以大家只需要掌握一些重点内容即可。我们要知道GIPS是一个自愿遵守的准则，和我们CFA七大条准则完全不一样（强制遵守）。除此之外，是不是所有的公司都可以宣称遵守GIPS呢？答案是不可以。那么到底什么样的公司才可以遵守GIPS呢？大家请听我们的Vito老师的详细讲解吧~~~有问题可以和学姐留言喔~~~本专辑更新时间：每晚17：00，和大家不见不散~ 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-1504 minThe Investors First PodcastBrian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct BetaThis episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric’s firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfolio management, product development, portfolio administration, marketing, and client service. In 2014 he was elected to the Eaton Vance Corp. board of directors. He earned a BA in economics and sociology from the University of Washington. In this episode, Brian begins with his background and why he chose to pursue the CFA designation. Then he explains what direct indexing is, how it utilizes tax-loss harvesting to increase returns, the...
2020-05-1438 minCFA_FRM贴心备考指南CFA_FRM备考-洪帮主亲授高效学习法 02 成长性思维大家好，我是金程学姐~金程洪帮主说过，他在金程教CFA已经十多年了，在一定程度上，可以说是CFA的学习专家。CFA的学习，实际上是属于一种精读式的高强度的长时间的密集学习。而FRM、CPA、司法考试等等，都属于这种类型的考试。 这种考试，不仅仅需要努力，还需技巧。那么怎样的学习是最有效的学习呢？让我们来听听洪帮主传授的高效干货学习技巧吧~本声音亮点：1. 智商的正态分布2. 九种智力行为3. 冠军思维有问题请和学姐留言喔~~~~本专辑更新时间：每天早上7点，与你不见不散。 如果觉得我们的内容对你有帮助，想邀请你帮我做一件事：关注我和 我的专辑，持续关注CFA/FRM学习和更多优质财经知识。
2020-05-1414 min