Shows
Futures for FinancePodcast Episode: Oliva GoffHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Olivia Goff. She is a 4th Year at the University of Virginia pursuing a B.S. in Commerce with concentrations in Finance and Management and a track in Global Commerce, a B.A. in Economics, as well as a minor in Entrepreneurship with a concentration in Innovation in Business. She is currently the Co-Investment Officer of UVA’s Smart Woman Securities Chapter.
2022-04-0509 min
Futures for FinancePodcast Episode: Alice OpiyoHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Alice Opiyo. Alice is currently a fourth year at the University of Virginia studying Commerce with a concentration in Finance. She's had many experiences in the financial field including being a global market sales and trading intern and equity research intern. Now, she’s an incoming real estate ESG analyst at Blackstone! Congratulations Alice!
2022-01-2805 min
Futures for FinancePodcast Episode: Maya MehtaHey everyone, welcome to another episode of Season 3 of Futures for Finance! This week’s guest speaker is Maya Mehta. Maya is a senior finance student at Hofstra University studying Business Administration and Finance. She’s currently interning as an editorial intern at Real Vision, and as a former summer intern at JP Morgan and the New York State Senate, she has experience in many different areas of finance and is excited to share some wisdom with you. Next year, she will be working at Sumitomo Mitsui Banking Corporation as an Equity Capital Markets Analyst in New York.
2022-01-2108 min
Futures for FinancePodcast Episode: Philip RubioHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Philip Rubio, an incoming associate consultant at Bain & Company. He is currently studying in the University of Virginia, under the McIntire School of commerce, majoring in Commerce with a concentration in finance and management. In the past, Philip has interned in PWC, and served as a risk consulting intern. Today, we are glad to sit down with Philip to further learn more about his consulting experience!
2022-01-1412 minFutures for FinancePodcast Episode: Maya KassHey everyone, welcome to episode 2 of Season 3 of Futures for Finance! This week’s guest speaker is Maya Kass. Maya is finishing up her last year at UVA majoring in Finance and Data Science. Maya has an extensive background in finance given her internships in private equity firms, hedge funds and not to mention her internship with Barclays last summer in their tech IB division. We’re excited for Maya to share with us her experiences in the financial services industry!
2021-11-1506 min
Futures for FinancePodcast Episode: Paul ChangHi everyone and welcome back! We're kicking off season 3 of Futures for Finance with Paul Chang.Paul Chang is currently an Investment Banking Analyst at Guggenheim Partners, where he had previously interned. Throughout his 4 years of college, he held many internship positions at a variety of companies. Paul recently received his Bachelors degree from the NYU Stern School of Business where he majored in finance and minored in English literature. Paul’s episode will be released this upcoming Friday, October 29th! Stay tuned all week for a sneak peek into his epi...
2021-10-3012 min
Futures for FinancePodcast Episode: Alfredo RiveraWelcome to the final episode of Season Two! This week, we chatted with Alfredo Rivera about investment banking.Alfredo is currently an associate at Brunswick Group where he advises c-suite, corporate finance groups, and investor relations teams on strategic initiatives and business-critical financial communications. Previously, he worked at CitiBank as an Investment Banking Associate and at Banco Popular as a Head Trader. Alfredo graduated from Yale University with a Bachelor's Degree in Economics where he was a Fresh Person Conference Group Leader and a club swimmer. He then went on to get his MBA at Georgetown University...
2021-06-1114 min
Futures for FinanceRapid-Fire: Alfredo RiveraCheck out what Alfredo has learned in banking and what he advises to students who want to begin a career in banking.
2021-06-1101 min
Futures for FinanceRapid-Fire: Eric McAlleyCheck out Eric's tips and advice on school and investment management!
2021-05-2900 min
Futures for FinancePodcast Episode: Eric McAlleyHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Eric McAlley. Eric is currently an Assistant Teaching Professor of Finance at Quinnipiac University where he combines his academic teaching experience with his 24 years of Investment Management experience. He worked as a Fixed Income portfolio manager, risk manager, and head of operations across firms like MBIA Asset Management, and Insight Investment. He also received his BBA, MBA, and Doctorate from Pace University where he was awarded the Outstanding Doctoral Student Award. As a professor, he covers theoretical concepts as well as providing links be...
2021-05-2914 min
Futures for FinanceRapid-Fire: Kranthi MekaCheck out Kranthi's best tips on starting your own business and getting into FinTech!
2021-05-2100 min
Futures for FinancePodcast Episode: Kranthi MekaHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Kranthi Meka. Kranthi Meka is the SVP of Business Development at PayActiv, where she supports their impact-driven focus to serve essential workers and a modern approach to payroll engagement. Through hard work, she was able to embark on an exciting career trajectory from an engineer to Business executive at Siemens, HP, Sun aka Oracle, Yesmail, eBay, and Visa, and now PayActiv. Kranthi Meka received a Bachelor of Technology degree from Nagarjuna University as well as a Master of Technology degree from Jad...
2021-05-2112 min
Futures for FinancePodcast Episode: Emalee JimenezHey everyone, welcome to another episode of Futures for Finance! This week’s guest speaker is Emalee Jimenez. Emalee is currently at Goral Trading Company and has been working as an FX/Equities trader since January 2020. Prior to this experience, Emalee was a portfolio management analyst at Hall Capital Partners, where she gained experience helping clients reach their financial goals. In addition, Emalee was a co-founder and vice president of Hardline Capital, a business community-driven to empower women and minorities to achieve their personal and professional goals. Emalee graduated in 2019 from Hofstra University with a B.S. in...
2021-05-1517 min
Futures for FinanceRapid-Fire: Emalee JimenezCheck out Emalee's tips about working in quantitative trading, acing interviews, and positioning yourself to succeed in quantitative trading out of college!
2021-05-1501 min
Futures for FinancePodcast Episode: Izabel ArnoldWelcome back to another F4F episode! This week, we chatted with Izabel Arnold.Izabel is the CEO and Co-Founder of Arnie, a digital portfolio and client relationship manager for investment advisors. Arnie uses an automated, data-driven process to help advisors align their clients' wealth with their personal values, at scale. Izabel's eyes were first opened to the world of impact investing while servicing high net worth clients as an investment manager at Sepio Capital. She managed over $1.5 billion in client assets and spent much of her time mission-aligning portfolios. She realized the tools available to an...
2021-05-0718 min
Futures for FinanceRapid-Fire: Izabel ArnoldCheck out Izabel's great advice about being a college student and what it takes to be a successful co-founder!
2021-05-0700 min
2021-04-3001 min
Futures for FinancePodcast Episode: Duncan WellsHey everyone! Happy Friday, and welcome to another episode of Futures for Finance. This week’s guest speaker is Duncan Wells. Duncan is currently the Chief Investment Officer of his own private wealth management advisory firm. Prior to founding his own family office, he joined Liquid Financial USA (the US JV of a Japanese Digital Asset Exchange) as Head of Strategy, focused on US go-to-market strategy, product offerings, and the competitive landscape. Duncan spent the early part of his career as a management consultant focused on Pharmaceutical R&D strategy and M&A at Deloitte. After getting his...
2021-04-3018 min
Futures for FinanceRapid-Fire: Emily WangListen to Emily's tips and tricks on how to break into finance!
2021-04-2200 min
Futures for FinancePodcast Episode: Emily WangWelcome to another podcast episode! We chatted with Emily Wang this week.Emily is a driven, entrepreneurial professional with a strong passion for investing. She is currently working at Robinhood, where she focuses on equities trading and works cross-functionally to deliver an excellent end-customer experience. Previously, Emily created and instructed a Quantitative Trading class at UC Berkeley to bridge the gap between theoretical and practical knowledge. She also worked at Industry Ventures, Square 1 Bank, and Dipsea Capital, where she helped teams identify investment opportunities and evaluate both private and public companies.Make sure to follow...
2021-04-2211 min
Futures for FinancePodcast Episode: Panos PatatoukasHey everyone, welcome to another episode of Futures for Finance. This week’s guest speaker is Panos Patatoukas, an Associate Professor and the L. H. Penney Chair in Accounting at Berkeley-Haas. Over the course of his career, he has taught thousands of MBA and PhD students in his personal financial management course and has authored over 15 published papers in financial accounting, capital markets, and various other micro and macroeconomic topics. Having been named a top 10 Business School Professor by Fortune, Panos has over a decade of experience as a professor and researcher at Berkeley-Haas. Furthermore, Panos is extremely qualified in...
2021-04-1715 min
Futures for FinanceRapid-Fire: Panos PatatoukasCheck out this 30-second rapid-fire session with Panos for some great tips on how to break into finance!
2021-04-1600 min
Futures for FinancePodcast Episode: Panos PatatoukasThis week’s guest speaker is Panos Patatoukas, an Associate Professor and the L. H. Penney Chair in Accounting at Berkeley-Haas. Over the course of his career, he has taught thousands of MBA and Ph.D. students in his personal financial management course and has authored over 15 published papers in financial accounting, capital markets, and various other micro and macroeconomic topics. Having been named a top 10 Business School Professor by Fortune, Panos has over a decade of experience as a professor and researcher at Berkeley-Haas. Furthermore, Panos is extremely qualified in research, financial analysis, and accounting, advising students and te...
2021-04-1604 min
Futures for FinanceRapid-Fire: Jason HsuWant tips from an experienced professional in finance? Check out this quick rapid-fire session with Jason!
2021-04-0901 min
Futures for FinancePodcast Episode: Jason HsuHey everyone! Welcome back to another episode of Futures for Finance. This week’s guest speaker is Dr. Jason Hsu. Jason is the founder and chairman of Rayliant Global Advisors, a leading provider of Smart Beta strategies in Asia. Prior to Rayliant, he also co-founded Research Affiliates, which is another global leader in smart beta and asset allocation. Jason graduated with a B.S. in Physics from California Institute of Technology, received his Masters in Finance at Stanford University, and earned his Ph.D. in finance from UCLA. During his time at UCLA, he also conducted research on...
2021-04-0916 min
Futures for FinancePodcast Episode: Fred SelingerWelcome back to another episode! This week, we spoke with Fred Selinger, a continuing lecturer at UC Berkeley's Haas School of Business in personal finance. Over the course of his career, he has taught over 10,000 students in his personal financial management course and has authored a textbook about financial management that coincides with his lectures at Haas. Before joining Berkeley, Fred spent 18 years of his career as a Senior Managing Director with Sutter Securities Incorporated, an investment banking firm located in San Francisco. He has additional experience in financial consulting and corporate finance, with licenses in insurance, securities, and...
2021-04-0414 min
Futures for FinanceRapid-Fire: Fred SelingerCheck out Fred's tips about working with businesses and controlling your personal finances through this quick rapid-fire session!
2021-04-0401 min
Futures for FinanceRapid-Fire: Pinda EngWant tips on how to break into finance from someone who has worked at PwC, UBS, Blackstone, and Credit Suisse?! Listen to this quick rapid-fire session with Pinda for some great advice!
2021-03-1900 min
Futures for FinancePodcast Episode: Pinda EngHowdy, everyone! This week, we sat down with Pinda Eng.Pinda is a highly accomplished, results-driven senior finance and accounting professional with over 27 years of accounting, financial reporting, and administration experience. Pinda started her career as an auditor at PriceWaterhouseCoopers (PWC) in its Real Estate Financial Services Group. In addition to this, Pinda has spent over 16 years at The Blackstone Group where she was a Managing Director. At Blackstone, she co-led the Global Fund Finance Group which oversaw the accounting, financial reporting, and fund administration and operations for all Blackstone Global Opportunistic Real Estate business. Moreover, before...
2021-03-1914 min
Futures for FinancePodcast Episode: Cheryl NashThis week, we hosted Cheryl Nash. Cheryl is the CEO of InvestCloud Financial Supermarket division (formerly Tegra118), a company that enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors. She has over 30 years of experience in the investment industry and was a board member on Envestnet Institute on Campus, an educational program geared towards students seeking a career in wealth management. Having Cheryl speak to us was quite fitting, given that it was recently International Women's Day. Throughout all her experiences in finance and financial technology, Cheryl has c...
2021-03-1214 min
Futures for FinancePodcast Episode: Clement KaoThis week, we sat down with Clement Kao, who graduated from Haas at UC Berkeley with degrees in Business Administration & Molecular and Cell Biology. Having authored books and totaling over 160 publications, there is no doubt that Clement is an expert in product management. Currently, he is a PM at Blend, a Silicon Valley FinTech company that is transforming the consumer lending ecosystem. His fascination with the intersection between technology, business, and life, along with his inherent passion to approach challenges from an entrepreneurial perspective, puts him in a unique position to share his wealth of experience with us all...
2021-03-0515 min
Futures for FinanceRapid-Fire: Clement KaoGet to know all of Clement's tips on breaking into financial technology and product management through this quick, one-minute Q&A!
2021-03-0501 min
Futures for FinancePodcast Episode: Paul BjornebyThis week, we chatted with Paul Bjorneby. Currently, Paul is an Adjunct Professor of Finance for the Frank G. Zarb School of Business at Hofstra University. He has extensive experience in equity capital markets, which is where financial institutions help companies raise equity capital and where stocks are traded. Paul worked on Wall Street for 19 years as a managing director focused on the equity capital markets at Barclays, UBS, and Bank of America. He hopes to share his wisdom about capital markets with the next generation. Check out this episode to learn more!
2021-02-2614 min
Futures for FinanceRapid-Fire: Paul BjornebyThis rapid-fire session includes quick responses from Paul about standing out during the recruitment process, interviewing well, and finding the right company culture.
2021-02-2601 min
Futures for FinancePodcast Episode: Anthony CiccaroneHello F4F family! Welcome to the first episode of our second season. This time around, we decided to shorten podcast episodes and provide you the most relevant content about the financial services industry. Our first speaker is Anthony Ciccarone, who has over 25 years of experience in asset management. His primary expertise lies in business leadership. In the past, he has worked at big companies such as Morgan Stanley, where he oversaw different investment managers and their different products. Currently, he serves as a consultant and coach for Amplify Chicago at the Academy Group, which addresses the r...
2021-02-1910 min
Futures for FinanceRapid-Fire: Anthony CiccaroneIn this second season, we introduce a brand new rapid-fire session! This provides a quick back-and-forth between our hosts and guest speakers. It is only a minute or two long and provides key insights into recruitment tips and essential resources for college students who want to break into finance. If you can't take a listen to our full episode or just want more helpful content, check out this session with our first speaker, Anthony!
2021-02-1901 min
Futures for FinanceMelbra WattsHi everyone! Welcome to the first season finale of Futures for Finance.This week's guest speaker is Melbra Watts. Melbra has accumulated extensive experience in the non-profit sector and currently serves as the Executive Director at the Charlotte Maxwell Clinic, a free clinic that provides integrative care to low-income women with cancer. Before joining the clinic, she worked as the Chief Operating Officer at the Oakland Private Industry Council, where she administered several programs funded by the Department of Labor and worked to coordinate a regional one-stop career center. Additionally, she furthered her personal passion for providing...
2020-12-1123 min
Futures for FinanceElizabeth BrodersonHi everyone! Happy Thanksgiving, and welcome to the penultimate episode of our first season. This week's guest speaker is Elizabeth Broderson. She is the Executive Director of Creative Growth Art Center, a nonprofit that serves artists with disabilities by providing a professional studio environment for artistic development and representation. Prior to working at Creative Growth Art Center, Elizabeth was the director of education and community programs at American Conservatory Theater, a major nonprofit theater company in San Francisco with celebrated alumni such as Nicolas Cage, Danny Glover, Elizabeth Banks, and Denzel Washington.We can't wait f...
2020-11-2823 min
Futures for FinanceMonica BonnyHi everyone! This week, we sat down with Monica Bonny to learn more about nonprofit management.Monica is an established professional in the nonprofit industry. She has over 20 years of finance, strategy, and operations experience. She currently serves in a dual capacity as the new Chief Financial Officer and Chief Operations Officer at Canal Alliance, a nonprofit that strives to educate, empower, support and partner with motivated immigrants and their families to best meet their unique needs. Previously, as a consultant, Monica led the restructuring efforts of Canal Alliance’s after-school program, to align with the agency’s go...
2020-11-2125 min
Futures for FinanceRachel WestmorelandHi everyone! Welcome back to another episode of our podcast. This week's guest speaker is Rachel Westmoreland.Rachel is the Senior Director of Finance, Human Resources, and Operations at Oakland Promise, a nonprofit that aims to increase the number of college graduates from the city of Oakland. Prior to devoting her professional life to this noble cause, Rachel was the Accounting and Finance Lead at FMP Consulting LLC and the Director of Westfall Financial Management Group. Through these two prior roles, she gained extensive technical experience in financial consulting, auditing, budgeting analysis, and bookkeeping. Last but not...
2020-11-1427 min
Futures for FinanceRam NarayanHi folks! We hope you are staying safe. This week's guest speaker is Ram Narayan.Ram is currently a Portfolio Manager at a large, multi-manager hedge fund. His focus area is in US and European interest rate products. Prior to working at this hedge fund, Ram joined Goldman Sachs as a market maker on the US Treasuries trading desk before making markets in US Inflation and Commercial Mortgage-Backed Securities. He is a C.P. Davis Scholar from Columbia University’s School of Engineering and Applied Science, where he graduated with a major in Financial Engineering and a mi...
2020-11-0623 min
Futures for FinanceSnigdha SharmaHi everyone! Welcome back to another F4F episode, and the second episode from our team in Asia. This week’s guest speaker is Snigdha Sharma! She is currently a manager at UTI Mutual Funds in India, where she works in the sales and marketing division. Before her role in mutual funds, Snigdha was heavily involved in management positions at several other banks, including at ICICI Prudential AMC. She holds an MBA from the New Delhi Institute of Management, and she’s come onto the podcast to tell us more about her extensive experience with investments, mutual funds...
2020-10-3017 min
Futures for FinanceSachin MaheshwariWelcome back to another F4F episode, and our first episode from Team Asia! This week, our guest speaker is Sachin Maheshwari.Sachin has joined our podcast to discuss his experience as an angel investor and an entrepreneur in India. He graduated from IIT Kanpur with a degree in Computer Science and Engineering and completed his MBA from The Wharton School in 2006, with majors in Finance, Strategy, and Entrepreneurship. Before attending Wharton for his master's degree, Sachin primarily worked as a project manager in start-ups and since then has gone on to work as a Senior Associate...
2020-10-2324 min
Futures for FinanceBrianna RiveraHappy Friday folks! We hope you enjoy this amazing conversation with Brianna Rivera.Brianna holds a BBA in business administration and a BA in Latin American and Caribbean studies from Emory University. She is currently a second-year portfolio analyst at a major bank's investment portfolio. She is based in the Bay Area, and her responsibilities include working with credit investment analysts to monitor general obligation backed investments. Brianna previously interned at Tudor, Pickering, Holt & Co. in Houston. Furthermore, she has extensive nonprofit experiences at the Houston Ballet and the Woods Project. Even though she recently graduated from c...
2020-10-1621 min
Futures for FinanceMark KantrowitzHey everyone! Have you ever wondered what your options are for financial aid or merit-based scholarships, or even how you can avoid student loans? This episode should help to answer all of these questions. Our guest speaker for the week is Mark Kantrowitz. Mark is a nationally-recognized author of five bestselling books about scholarships and financial aid, including "Twisdoms about Paying for College", "Filing the FAFSA", "How to Appeal for More College Financial Aid", and "Secrets to Winning a Scholarship." He’s also the publisher of savingforcollege.com, which is one of the most popular guides to sav...
2020-10-0925 min
Futures for FinanceChristine TehHello! Thanks for checking out another episode of Futures for Finance. This week's guest speaker is Christine Teh.Christine is very accomplished in the finance field, with an extensive background in business, finance, and accountancy. Before running her own business, she worked as a Senior Financial Analyst for Visa, where she was a business partner for data products. Additionally, Christine has done marketing database consulting in the data analytics division at Wells Fargo, where she frequently conducted financial modeling and implemented pricing tools. Last but not least, since 2016, Christine has devoted her professional career to running her...
2020-10-0218 min
Futures for FinanceTom CorleyHappy Friday, and thanks for checking out another episode! This week, we got the chance to sit down with Tom Corley.Tom is a successful accountant, speaker, and best-selling author who has spent his career researching and educating others on the factors that separate the rich and the poor. He has authored countless books, and his best-seller is “Rich Habits”, which has inspired over 100 million people in over 27 countries. As an international leader in wealth management and creation, Tom has shared his wisdom through thousands of media outlets including CNN, CNBC, and USA Today. Tom also holds both...
2020-09-2525 min
Futures for FinanceSim Singh & Megha NayarHey folks! Welcome back to another episode of Futures for Finance. This week’s guest speakers are Sim Singh and Megha Nayar.Sim and Megha offer us a fresh perspective about what it's like to break into the finance industry right out of college. Sim majored in economics and East Asian studies at Dartmouth College, while Megha majored in quantitative economics and double-minored in finance and religion at Tufts University. Both women have had a variety of internship experiences, ranging from investment banking to sales and trading. Currently, both Sim and Megha work as investment analysts in a...
2020-09-1824 min
Futures for FinanceLamar WestHey everyone! We hope you all had a nice week, and we can't wait for you to check out our third episode! This week's speaker is Lamar West. Lamar is a student at the University of Illinois at Urbana Champaign (UIUC) pursuing a degree in Agriculture and Consumer Economics. He is a Forbes 30 under 30 scholar, MLT Fellow, and has recently completed an Investment Banking Summer Analyst Internship at JP Morgan this summer. He is passionate about working with industry leaders to pioneer his own financial consulting business and takes part in prestigious leadership programs such as the We...
2020-09-1120 min
Futures for FinanceKarin O'ConnorHey everyone, and welcome back to our second podcast episode! This week's speaker is Karin O'Connor.Karin is a leader in growth-company strategy and venture capital/private equity investing. She has been a CFA charter holder since 2007, and her expertise in investment encompasses all levels of the capital structure in companies ranging from early-stage to mature. Currently, Karin is an active investor in early-stage and growth-stage companies through Serra Ventures, and serves as President at Perimeter Advisors, empowering mid-sized companies through strategic advice. Most notably, Karin gives her time back to the next generation by serving as...
2020-09-0425 min
Futures for FinanceEmmanuel NdiforHey everyone! Welcome to the first episode of Futures of Finance.This week’s speaker is Emmanual Ndifor. He has graciously come onto our podcast to speak about his extensive experience and understanding of startup culture, venture capital, and digital marketing. To briefly introduce Emmanuel, he has an MBA from Concordia University in Chicago, and he is a champion of diversity and inclusion, working towards enabling students equal opportunity to engage with professional opportunities to further their passions. Emmanuel is also a seasoned entrepreneur and has been involved in the growth of several startups. Prior to his cu...
2020-08-2824 min
Futures for FinanceFutures For Finance IntroductionWelcome to the introduction to our new podcast! We are so excited to be bringing you new speakers every week. Stay tuned and please enjoy!
2020-08-1001 min