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Showing episodes and shows of
CFA Society San Francisco
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Silicon Valley Impact
S2 E19 - Jeremiah Owyang of Blitzscaling Ventures and Nathan Beckord of Foundersuite.com and Fundingstack.com
On this week's episode of Silicon Valley Impact, we speak with Jeremiah Owyang, General Partner at Blitzscaling Ventures and Founder of Llama Lounge, and Nathan Beckord, CEO of Foundersuite.com (for startups) and Fundingstack.com (for VCs and i-bankers). Jeremiah is the General Partner leading AI investments in early-stage startups at Blitzscaling Ventures. He’s also the founder of the Llama Lounge AI startup event series and a well-known conference speaker. A longtime Silicon Valley veteran dating back to the Dotcom era, Jeremiah has co-founded multiple technology research firms. Nathan Beckord, CFA, is the Founder an...
2025-06-03
1h 01
Financial Perspectives
Insights into International Equity Strategy
Send us a message!In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places.Ken shares insights from his experience at Parnassus, WCM Investment Management, and Dodge & Cox, covering everything from managing risk in international markets to integrating sustainability principles without compromising returns. Listeners will gain valuable context on how to navigate today’s geopolitical and economic challenges while maintaining a long-term pers...
2025-05-27
22 min
New Books in Economic and Business History
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-25
57 min
Fill The Gap: The Official Podcast of the CMT Association
Episode 51: Exploring Dual Momentum with Gary Antonacci
Momentum remains one of the most persistent and powerful anomalies in financial markets. In this engaging fireside chat, recorded live at the West Coast Regional Summit in San Francisco, we sit down with Gary Antonacci, the renowned author of Dual Momentum Investing, to explore the evolution, application, and enduring effectiveness of momentum-based investment strategies.Gary will share his insights on the science behind Dual Momentum, how it enhances traditional trend-following approaches, and the ways investors can apply these principles to achieve superior risk-adjusted returns. Whether you’re a practitioner of systematic investing, a trend-following enthusiast, or simply cu...
2025-05-19
59 min
New Books Network
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
NBN Book of the Day
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
New Books in Economics
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
New Books in East Asian Studies
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
New Books in Chinese Studies
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
New Books in Finance
Nicholas Borst, "The Bird and the Cage: China’s Economic Contradictions" (Palgrave MacMillan, 2025)
The Chinese Communist Party’s complex and contradictory embrace of capitalism has played a pivotal role in shaping China’s economic reforms since the late 1970s. The Bird and the Cage: China's Economic Contradictions (Palgrave MacMillan, 2025) explores the persistent tensions between state control and market forces in China. It shows how these tensions provide a framework to understand Xi Jinping’s recent efforts to tighten control over the Chinese economy. It also evaluates the broader implications of these policies for China’s economic trajectory and its global trade relationships. Nicholas Borst is vice president and director of China resea...
2025-05-17
57 min
Financial Perspectives
From IPO to Liquidity: The Evolution of Secondary Markets
Send us a message!The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IPOs. Discover how companies manage cap tables, why secondary transactions differ from traditional venture funding, and how market sentiment has shaped growth from the post-2008 era through today's innovation boom. Whether you're an employee holding private stock, an investor seeking new op...
2025-04-29
16 min
Financial Perspectives
CHATS: Impact Investing: Reshaping Private Markets
Send us a message!On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenges. The traditional investment paradigm has long separated profit-seeking activities from philanthropic endeavors—but that's changing rapidly. Josh explains how younger investors are rejecting this binary approach, instead seeking investments that generate returns while creating positive outcomes for society and the environment. This shift coi...
2025-04-08
37 min
Financial Perspectives
Navigating the Great Wealth Transfer: Reshaping Wealth Management
Send us a message!The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer.Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial...
2025-03-25
13 min
The Investors First Podcast
Herb Greenberg – Red Flags
For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Florida and attended the University of Miami. Herb’s energy and curiosity are up there with anyone we have interviewed in the history of this podcast. In today’s episode, we cover a wide range o...
2025-03-06
1h 03
Financial Perspectives
Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD
Send us a message!Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors. Hear from Rick Rikoski, Chief Economist at Democracy Investments and CEO and Chief Scientist of Hadal, as he highlights the significant demographic shifts occurring across the continent, notably the soaring population of Nigeria, which has...
2025-02-25
14 min
Financial Perspectives
CHATS: Navigating Careers in Finance: Transitioning to Investor Relations
Send us a message!On this CHATS segment of the "Financial Perspectives" podcast, Walter Pritchard shares his remarkable career pivot from chemistry to finance, exploring the critical decisions that shaped his career path and the skills needed for successful transitions. In our conversation, Walter offers valuable insights on the differences between corporate environments and the importance of communication, adaptability, and professional networking.This discussion delves into the intricacies of corporate communication, particularly within Investor Relations and Corporate Development. Walter emphasizes the art of distilling complex information for diverse audiences, ensuring clarity and consistency in messaging...
2025-02-11
48 min
Financial Perspectives
AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs
Send us a message!Explore the groundbreaking world of medical technology and artificial intelligence with Kate Jackson Hobbs, Vice President at T. Rowe Price. By tuning in to this episode, you'll gain insights into how AI is revolutionizing healthcare, leading to life-saving advancements in robotic-assisted surgeries and disease monitoring. These advancements are not just reshaping patient care but are also setting new benchmarks in medical practices across the globe. Join us for a compelling conversation that not only examines the current landscape of medical technology but also peeks into the future. Kate Jackson Hobbs shares w...
2025-01-28
12 min
Financial Perspectives
CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk
Send us a message!On this CHATS segment of the "Financial Perspectives" podcast, we delve into secrets behind sustaining family wealth with Victor Haghani, author of "The Missing Billionaires." During this previously recorded webinar discussion, we unravel why many Gilded Age millionaires failed to see their fortunes grow into billions, despite a century of favorable investment conditions. Through personal stories, including his own family's lost wealth, we explore the pitfalls that can lead to the dissipation of fortunes and highlight essential strategies for preserving wealth across generations. Prepare to rethink the way you view strategic financial planning...
2025-01-07
49 min
Lead-Lag Live
Mike Larson on Market Trend Predictions, Gold Investing Insights, and Money Show Conference Highlights
Unlock the secrets to smart investing with insights from the illustrious Money Show conference. This episode promises a journey through the event's rich history, from its origins in San Francisco to its expansion across major cities like Orlando, Miami, and Toronto. With captivating contributions from market-savvy speakers like Mike Larson, who boasts a track record of accurately predicting market trends, and gold aficionados Peter Schiff and Brian London, this episode guarantees valuable lessons and memorable experiences for investors of all levels.Peek behind the curtain as we reveal the meticulous planning that goes into crafting these high-profile...
2024-12-16
15 min
Financial Perspectives
CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall
Send us a message!On this episode of "Financial Perspectives: Chats", we hear from acclaimed investigative reporter, Zeke Faux, and LinkedIn’s Senior Managing Editor, Devin Banerjee, as they unravel the complex world of crypto, shedding light on its meteoric rise and subsequent challenges. Zeke shares his investigative journey into Tether, a stablecoin cloaked in mystery, and how it led him to question the very substance of the crypto industry. As we explore Bitcoin's symbolic role in El Salvador and the unpredictable fallout from Samuel Bankman-Fried's trial, this conversation underscores the volatile nature of the digital frontier an...
2024-12-10
44 min