CFA UK: Recent Episodes
CFA UK
and global power demandSmall Modular Reactors (SMRs) for cost-effective scalabilityTechnical and economic hurdles for fusion energyNuclear cost and sustainability misconceptionsTune in for a thought-provoking conversation on the future of nuclear energy, the realities of decarbonisation, and the opportunities and risks ahead for investment professionals.
In the latest episode of CFA UK’s In Conversation podcast, host Anita Brown speaks with David Carlin, founder of D.A. Carlin and Company, to explore the intersection of artificial intelligence (AI) and sustainable finance and the opportunities and risks it presents for the financial sector.David outlines the environmental costs of advanced AI, from data centre energy use to model training, and focuses on the importance of establishing ethical AI governance focused on transparency and accountability. They also discuss tracking emissions and evaluating net-zero strategies using AI, all while avoiding automated groupthink and prioritising human judgement when making complex decisions.Tune in for an insightful discussion on innovation, responsibility, and the evolving role of AI in shaping the future of finance.
In this episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA speak with John Reade, Senior Market Strategist at the World Gold Council. John shares his 40-year career journey from mining engineer to market strategist, and explains the evolving landscape of gold markets for investors.Explore:Gold’s value as a portfolio diversifierThe impact of gold-backed ETFs on investor accessCentral bank reserve strategies and demand for goldPhysical storage considerations and market dynamicsComparisons between gold and BitcoinTune in for an insightful conversation on gold markets, investment strategy, and the evolving role of gold in your investment portfolio.
In this episode of CFA UK’s In Conversation podcast, host Olly King sits down with Jegor Tokarevich, CEO of Substance Over Form (SOF), to explore the evolving landscape of sustainable finance regulatory reporting in private markets. Jegor shares insights into the growing complexity of ESG compliance across frameworks such as SFDR, the EU Taxonomy, and CSRD, and discusses how these regulations are reshaping expectations for both General Partners (GPs) and Limited Partners (LPs).The episode also explores:Jegor’s perspective on the key ESG reporting challenges facing private equity and private debt managersThe impact of fragmented data and lack of standardisation in private marketsHow SOF supports GPs, LPs, and portfolio companies with ESG data collection and validationThe importance of early alignment between LPs and GPs on ESGAdvice on staying agile amid rapidly evolving regulatory requirementsTune in for an insightful conversation on ESG regulation, data challenges, and how collaboration and technology are shaping the future of sustainable investing in private markets.
In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall, CFA sit down with Karen Rudich, Canadian fintech entrepreneur and founder of sherloc.Karen explores her journey from investment banking to building an AI-driven startup focused on helping small businesses manage financial volatility. You'll hear how she navigates fundraising and builds resilient, purpose-driven teams in a fast-moving fintech landscape.The episode also explores:Karen’s transition from banking into entrepreneurshipThe role of AI and predictive analytics in supporting SMEsThe importance of value-aligned partnerships in scaling a businessLessons learned from fundraising and leadership challengesPractical advice for aspiring fintech foundersTune in for an insightful conversation on innovation, resilience, and the evolving role of AI in shaping the future of finance.
In this episode of CFA UK’s In Conversation podcast, host Dr Nic Pillow sits down with Omid Pakseresht, CEO of Goodfolio, to explore how venture studios are changing the way startups are built.Omid discusses Goodfolio's practical AI integration for efficiency and scalable solutions in fintech and healthtech, including ethical considerations. Not only that, he argues why venture studios are a strong partner to traditional VC, reducing risk and accelerating market entry with a robust support system for entrepreneurs and investors.The episode also explores:How the venture studio model works in practiceIdentifying ideas, building founding teams, and supporting growthEmbedding ethical and ESG principles into early-stage investmentSupporting diverse and underrepresented foundersUsing artificial intelligence to drive innovation responsiblyTune in to discover how venture studios are changing the game for startup creation, focusing on ethical and impact-driven entrepreneurship.
In the latest episode of CFA UK’s Future Proofing Finance Podcast, Cambridge University’s Duncan Needham joins Ben Ashby and Tom Threlfall, CFA to see what financial history can tell us about our financial future. Discover the fascinating journey of financial markets, from the evolution of reserve currencies to the dynamics of global trade, as Duncan analyses the lessons shaping today’s economic landscape. If you’re a history buff, a financial expert, both or even neither – this captivating discussion will bridge the gap between past and present.
In the latest episode of CFA UK’s In Conversation podcast, Tanishq Jain speaks with Louis Millon, Principal at Systemic Capital, about how data and technology are transforming climate investing. Reflecting on his personal journey, Louis touches on the role data and AI can play in countering climate change, and how to use it to evaluate sustainable start-ups. They focus on the evolution of sustainable investing, the impact of regulations on climate data disclosure, and the need to plug data gaps. Hear where climate investing is going – listen now!
In our latest In Conversation podcast, Dr. Giovanni Bandi joins Prab Bajwa, CFA to discuss innovative solutions being developed through the Regulatory Genome Project at the University of Cambridge to complex global regulation. They explore the importance of RegTech in investment management, the role of AI in compliance, and the potential for greater regulatory convergence and standardisation. From the need for a digital rule book, to embedding compliance within technology, discover how we can refine and streamline financial services to capture greater value.
In this episode of CFA UK’s In Conversation podcast, Francesca Wheble chats to Yiota Michou, CFA, Investment Manager, Climate Asset Management. Yiota describes her journey into sustainability and impact investing, and what core strategies she’s been employing to invest in natural capital. Discover the standout projects Yiota’s been involved with, explore the key risks affecting natural capital investment, and find out Yiota’s top tips for embarking on a sustainable investing career path!
In the latest episode of CFA UK's Climate Change Podcast, John Teahan, CFA speaks to Maria Carvalho, Head of Climate Economics and Data, NatWest. Maria outlines the critical role of investment in supporting sustainable agriculture and alleviating the challenges faced by farmers from accelerating climate change. They explore the tension between portfolio decarbonisation and real-world decarbonisation, emphasising how financial institutions can support farmers transitioning to more sustainable practices. From the evolving regulatory framework to the impact of climate change on farming, get the lay of the land on what the future of agriculture could mean for you.
In this episode of CFA UK's Future Proofing Finance podcast, Ben Ashby and Tom Threlfall meet Jonathan Bier, Chief Investment Officer, Farsight Investors. A prominent figure in the world of crypto investing, Jonathan shares his journey from traditional finance to launching a crypto equity fund, discussing the challenges and opportunities emerging from the FCA’s retail ban lift. Explore insights on Bitcoin cycles, the difference between regulatory approaches in the UK and US and take a deep dive into the intersection of traditional finance and the dynamic world of crypto - start listening now!
In this episode of CFA UK's In Conversation podcast, Jim Totty, CFA, speaks with Jack Chellman, Chief Project Officer at the Global Returns Project, about the role of philanthropy in sustainable finance. Jack and Jim discuss how financial institutions can integrate philanthropic donations into client offerings and investment products, enhance ESG strategies, and deliver fast, measurable impact. With less than 2% of global philanthropic capital going to climate mitigation, Jack argues for normalising environmental giving across the financial ecosystem.The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub.For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV
In this episode, Olivia Wingrove, CFA, Senior Portfolio Manager at LGT Wealth Management, and IMC holder, sits down with Pia Farooq, a fellow IMC holder, to discuss their journeys into the investment industry. Pia and Olivia explore the importance of the IMC qualification, its role as a precursor to the CFA, and how it helps build a strong foundation for a career in finance. Pia also shares her insights into balancing work, study, and personal life, and valuable tips for those considering the IMC or CFA.Discover more about the IMC today:https://tinyurl.com/pff9d5ff
How does crypto fit into institutional portfolios? In this episode, Ben Ashby and Tom Threlfall, CFA, sit down with Matt Hougan, CIO of Bitwise Asset Management, to explore the institutionalisation of digital assets. Matt, Ben, and Tom explore how crypto began as from a frontier technology to something gaining institutional adoption, alongside the implications of recent regulatory shifts in the US. Matt also looks at the separation between Bitcoin and programmable blockchains like Ethereum, and the emergence of decentralised finance (DeFi), before outlining a framework for crypto asset allocation within diversified portfolios, and discusses the macroeconomic backdrop shaping digital asset adoption.Disclaimer: The views in this podcast are personal opinions and do not represent CFA UK. This content does not constitute financial advice.
In this sponsored episode of In Conversation, Chris Ware, CFA, sits down with Edoardo Gili, CFA, Senior Analyst at Green Street, to explore the evolving landscape of real estate investment. From the shifting dynamics of REITs to the integration of infrastructure and real assets, this conversation offers deep insights for investment professionals navigating today’s market. Examining real estate’s evolution into a more operationally intensive asset class and the active management requirements that come with it, Chris and Edoardo explore the distinctions between public REITs and private real estate markets. Together, they look at their long-term performance convergence and the importance of risk-adjusted returns. Edoardo and Chris also discuss the global valuation trends regarding real estate, the performance of REITs in the US compared with Europe and the UK, M&A activity in REITs, and how rising development costs coupled with stricter lending criteria are reshaping the development landscape. An extended discussion between Edoardo and Chris on real estate sectors is also available on CFA UK’s Professional Learning platform: https://www.cfauk.org/careers-and-cpd/resources/real-estate-sectors-data-development-and-investor-appeal DISCLAIMER: This podcast does NOT constitute investment advice nor is it provided in the capacity of a fiduciary.Visit www.greenstreet.com/disclosure for important information. About Green Street Green Street is the leading provider of actionable real assets research, news, data, analytics, and advisory services in the U.S., Canada, Europe, and Australia. For 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimise investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform. To learn more, please visit www.greenstreet.com. More about Green Street: https://greenstreet.com/?utm_source=cfauk&utm_medium=partnership&utm_campaign=brandawareness&utm_term=green-street&utm_content=cfa-website
In this episode, JC Valer, Lecturer at the Tecnológico de Monterrey, and Visiting Academic at the University of Oxford, speaks to Debbie Clarke, Non-Executive Director at BlackRock Group Limited, discussthe ethical challenges that come with conflicts of interest and operating with integrity.Examining case studies around transparency, ethical guardrails, and the fine line separating acceptable hospitality from potential conflicts of interest, Debbie emphasises the need for an ethical lens in decision-making and maintaining integrity throughout your career.This podcast is part of a series of ethics discussions, the rest of which are available on CFA UK’s Professional Learning platform: https://www.cfauk.org/careers-and-cpd/resources/ethics-and-professionalism
In this episode, Kelsey Su, CFA, Sales Operations Manager, Dahua UK & Ireland, talks to Dr Mandy Lehto, executive coach, and host of ‘Enough, the Podcast,’ to talk about workplace overwhelm. Mandy draws from her own high-pressure background and coaching career to share her insight in recognising the signs of overwhelm, the physical and mental toll of sustained stress – and how to begin reclaiming balance. During the episode, Mandy recommends listeners to read “Tiny Experiments: How to Live Freely in a Goal-Obsessed World” by Anne-Lorraine Le Cunf: https://shorturl.at/U91nF
In this episode, John Teahan, Portfolio Manager at Redwheel, interviews Karina Litvak, Non-Executive Director at Terna S.p.A, and prominent figure in climate governance and sustainability. Karina and John discuss her journey from finance to board roles, and the challenges of implementing climate action amid complex corporate governance. In particular, John and Karina look at the impact of COP21 in shaping corporate climate commitments.Karina and John discuss the dynamics of stakeholder engagement from a board member perspective. The conversation also explores the importance of understanding both production and demand in the energy sector, the role of the Climate Governance Initiative, and the need for resilience in energy grids as the world transitions to a more sustainable future.
In this episode, Arantxa Sardina, Corporate Sponsorship & Stakeholder Manager at GAIN UK, speaks with Hitesh Dattani, Director of Grey Matter Jobs, about the growing importance of age diversity in today’s workforce.Drawing on over 30 years of experience in asset management, Hitesh shares what inspired him to launch a recruitment platform dedicated to championing age-inclusive hiring. Together, Arantxa and Hitesh explore how connecting experienced job seekers with forward-thinking employers can foster more dynamic and inclusive workplaces. They also delve into the entrepreneurial journey—highlighting the resilience, strategic planning, and mindset required to build a purpose-driven business from the ground up.
Nobel Prize-winning economist Paul Krugman joins Ben Ashby and Tom Threlfall, CFA, to shed light on the unparalleled volatility and policy upheavals reshaping today’s economic landscape. With the United States leading the charge towards increased protectionism, Paul highlights the staggering rise in US tariffs, which have surged from an average of 3% to around 15%. Paul, Ben, and Tom also discuss their perspectives on cryptocurrency and stablecoins, evaluating its legitimacy and utility in the current financial system, and examining what might come after the dollar in today’s unprecedented world.An extended version of this conversation is available for our members. To watch Paul, Ben, and Tom discuss the immediate impact of tariffs and protectionist policies (including deportation orders) on the US economy and dollar, China’s economic challenges and how they compare to Japan in the 1990s, and whether Paul sees any positives to the tariffs, members can watch the extended conversation here:https://www.cfauk.org/careers-and-cpd/resources/nobel-laureate-economist-paul-krugman-on-navigating-uncertainty-in-the-global-economy
In this episode, John Teahan interviews Dorothée D'Herde, Director of Responsible Business at Kingfisher plc. Dorothée and John discuss the circular economy, and how Kingfisher as a DIY retailer utilises it in reducing their carbon emissions.Dorothée also shares insights on Scope 3 emissions, and the importance of engaging suppliers in decarbonisation efforts. John and Dorothée also touch on customer demand for sustainable products, innovations in the home improvement sector, and the regulatory challenges faced by companies in reporting their sustainability efforts.
In this episode, James Dolman, CFA, Director of Alium Dolman Limited, interviews Saffron Hill, CFA, Management Consulting Associate at AlixPartners. Saffron discusses her career journey in the investment industry, from taking the Investment Management Certificate (IMC) as part of her employee training, to using the skills, knowledge, and disciplines she gained to move into the next stage of her career. Not one to stop there, Saffron has since gained her CFA, and closes off the episode with some foundational advice to anyone on a similar path. Visit cfauk.org/imc to see how you can transforms your career and turn your potential into progression.
How do you solve a trillion-dollar investment gap in your sector?In this episode, David Manuel speaks to Chris Kuchanny, Founder and CEO of Impactable Investment Group, to discuss the changing landscape of impact investing in emerging markets. Looking at his own journey from traditional finance to founding Impactable, Chris and David examine how financial returns can be balanced with social and environmental impact – especially where sustainable development goals (SDGs) are concerned.
In this episode, Ben Ashby and Tom Threlfall, CFA, chat with James Harris, Chief Commercial Officer of Zodia Custody. James shares his journey through various traditional finance institutions, including Citi Group and Standard Chartered Bank and his eventual pivot into crypto.Compared to other areas of investment, crypto is still a maturing sector, but its rise to fame has been pretty dramatic. James explores how the world of crypto and digital assets has adapted and matured over the last few years. Using his wealth of experience James breaks down what digital asset custody is, and why it’s pivotal to the future of digital assets.
In this episode, Aranzazu Sardina and Emma Kangis, an executive/leadership and career coach, discuss the importance of career coaching and developing soft skills for investment professionals.Emphasising the need to balance technical capability with soft skills and self-awareness in the workplace, Emma and Aranzazu look at practical ways that young professionals can build leadership qualities, highlighting the strength that comes from adaptability and trust in leadership.
In this episode, Ulrich Amoussou, CFA, Investment Associate at Reventus Power, has a wide-ranging chat with Patric Okumi, Liquidnet/TP ICAP Group Group. Patric shares his journey from Ghana to becoming a senior executive in finance, along with the challenges and triumphs he experienced along the way.Patric highlights perseverance, authenticity, and continuous learning as the keys to doing well, with a particular focus on networking, and his takeaways from the Investment Management Certificate. Patric also discusses the value of entrepreneurship in understanding the finance industry, with a focus on his own venture ADINKRA, which aims to celebrate African culture through fashion.For more information on the IMC, please visit cfauk.org/imc
In this episode, Aranzazu Sardina catches up with Victoria McLean, CEO of City CV and Hanover Talent Solutions, to discuss the significance of setting boundaries in the workplace, and how it impacts professional development and mental health.Victoria emphasises the importance of recognising personal limits, the types of boundaries that exist, and practical tips for establishing and maintaining these boundaries. She and Aranzazu also explore how overcoming the fear of saying no can help people to be content in their professional journeys.
In this episode of the Future Proofing Finance podcast, Ben Ashby and Tom Threlfall, CFA, catch up with Richard Cookson, formerly of Citi Private Bank, HSBC, and Rubicon Fund Management. Richard shares his extensive experience in finance, and together they embark on a world tour of global currencies, inflation trends, and economic challenges.Richard emphasises the endurance of the dollar, the complexities of inflation, and the potential pitfalls of the euro and renminbi. He also draws parallels between Japan's economic history and China's current situation, while offering valuable advice for young finance professionals navigating today's market.
In this podcast episode, John Teahan, CFA, discusses the critical issue of methane emissions and their impact on climate change with Dr Sam Cornish, transition research specialist at The Institutional Investors Group on Climate Change ( IIGCC). They explore the sources of methane and its role in global warming, the challenges of measuring and reporting emissions, and the regulatory landscape that surrounds methane. Sam concludes with some useful strategies for mitigating methane emissions.For more information on IIGCC’s work on research, please visit https://www.iigcc.org/resources/momentum-addressing-methane-emissions-fossil-fuel-ops
The financial advice gap is often overlooked as an issue – but its importance for people across the income spectrum cannot be overstated. In this episode, Patrick DeBattista, CFA, speaks with Fleur Iannazzo, CFA to define the gap, the consequences of a lack of financial advice, and its importance to people’s financial wellbeing.Fleur shares her personal journey, the challenges faced by individuals seeking financial advice, and the importance of cultural shifts in financial conversations. They also discuss the need for accessible financial education and the role of businesses in promoting financial wellbeing.
In this conversation, David Manuel, Founder and CIO of Beagle Partners LLP, interviews Christine Brentani, Senior Principle Consultant at ACA Group. Discussing the impact of sustainability regulations on asset managers and the changing landscape of the industry, Christine shares her journey from fund management to regulatory risk and compliance. David and Christine also explore the evolution of sustainability regulations and the future trends that fund managers should pay attention to. Christine reflects on her experience attending COP27 and COP28 and the progress being made on key milestones.The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub.For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV
In this episode, Ben Ashby and Tom Threlfall, CFA are joined by Neville Hill, an expert in long-term policy and climate change. They discuss the costs and benefits of decarbonisation against the technical challenges of achieving net zero. They discuss the need for business to innovate and adapt as the economy adjusts to the requirements of net zero transition. Neville highlights the importance of actionable analysis in understanding large-scale, long term economic and environmental changes, and offers insights into fostering innovation and addressing the US deficit.
In this conversation, Francesca Wheble, Responsible Investment Lead, Guinness Global Investors, interviews Oliver King, CAIA, Sustainable Investing Product Specialist, Fusion by JP Morgan, to talk about some of the challenges faced by asset owners and managers in integrating ESG data into their investment processes. Exploring the developing landscape of sustainable investments, they discuss the importance of data coverage and quality, and the need for disaggregating ESG factors, while maintaining the importance of transparency in the future of sustainable investing. The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub. For more information on the Sustainability Community and how to join, click here: https://shorturl.at/drsHV
In this episode, Fleur Iannazzo CFA, Founder of WTF Money, interviews Patrick DeBattista CFA, Founder of Finance For You, to share his career transition story, and his mission to democratise financial education. Discussing the lack of financial literacy and the need for holistic financial planning, Patrick also talks about the challenges of starting a business, and the importance of building relationships and diversifying income streams. Looking back at his earlier career, Francesca and Patrick explore balancing sustainability and profitability in business, and the happiness that comes with making a difference in people’s lives.
In this episode, John Teahan, CFA is joined by Shu Ling Liauw and Marina Lou of Accela Research. They discuss their backgrounds and how they founded Accela to provide objective analysis and insights on climate transition plans to drive change and help investors make more informed decisions.The conversation explores the road to achieving decarbonisation targets in the oil and gas industry and the need for realistic and deliverable targets. There’s also a focus on choosing which issues to target, such as transforming the energy system and changing customer demand for sustainable products.To check out Accela Research, visit: www.accelaresearch.comFor Accela's latest insights, head to their LinkedIn: https://www.linkedin.com/company/accela-research/
In this episode, Katriona Baker, Sustainability and Environment Manager at GEO Specialty Chemicals, speaks to Dr Melanie Windridge, founder and CEO of Fusion Energy Insights, to discuss fusion energy and its importance as an investment opportunity.Covering the fusion’s development history, where it is, and where funding could take it, Katriona and Melanie also discuss the role of AI and computational power in fusion research, along with the breakout technologies that have come from it.The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub.For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV
In this episode, Aranzazu Sardina, Senior Relationship Manager at Genesis Investment Management, speaks to Sheena Pentin, Founder and Director of Careers for Change, to discuss career management and soft skills.Sheena shares her career transition journey and the inspiration behind setting up an impact finance recruitment consultancy. She also highlights the key soft skills needed for a career in the impact finance sector and offers advice for candidates looking to make a career change.
In this conversation, Francesca Wheble, Responsible Investment Lead at Guinness Global Investors, interviews Douglas Hepworth, COO and Chief Risk Officer of Gresham Investment Management. Discussing Douglas’ and Gresham’s background, they explore the environmental impact of futures trading, how the Ukraine conflict provoked upended the sustainability movement, and the challenges of evaluating investments made with private capital.
In this episode, John Teahan, CFA interviews Mike Coffin of The Carbon Tracker Initiative. Exploring Mike’s background as a geologist and his transition to working at Carbon Tracker, alongside its focus on climate alignment and transition risk. They also delve into the topics of demand, scenarios, energy transition and the future of the oil and gas industry, and the need for diversified economies in petro-states.
In this podcast episode, hosts Ben Ashby and Tom Threlfall, CFA, interview Rupert Mathieu, Sainty Hird & Partners, a headhunter in the financial services industry. Examining the changing nature of headhunting, Rupert explains the evaluation process and the importance of context in finding the right candidates. He also shares insights on building networks and the role of LinkedIn. Touching on the cyclical nature of the industry and the need for realism, Rupert emphasises the importance of due diligence in choosing an employer, and the role of education and diversity in financial services.
In this episode, Maha Khan Phillips, Co-Editor at Impact Investor, and Alexandra Morris, CIO at SKAGEN Funds, discuss gender and DEI in the investment industry. The percentage of female fund managers globally stands at just 12.1%, with minimal progress over the years.Exploring the challenges of attracting and retaining women in the industry, Maha and Alexandra discuss the Women in Finance Charter as an initiative to increase gender balance in the industry, and look at ways to encourage more women to showcase themselves and inspire the younger generation.
In this episode, James Doyle, Director, Green Finance, Investment Management, and Community Champion in the CFA UK Sustainability Community, speaks to Paris Jordan CFA, Head of Responsible Investing at Charles Stanley and Co-Founder of Virtuvest. Exploring the role of discretionary wealth managers and the importance of fiduciary duty in sustainability, they also delve into the challenges of balancing profit and impact, alongside integrating sustainability into the traditional investment model.The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub.For more information on the Sustainability Community and how to join, click here: https://shorturl.at/drsHV
In this episode, Gerhard Sogl, CFA, interviews Christophe Roehri, Deputy CEO of TOBAM, an asset manager which focuses on human rights based in France. Christophe shares insights on the importance of human rights in enabling economic development and the impact of autocratic regimes on portfolio performance. He also provides advice for junior professionals in the industry, emphasising the value of being different and seeking new perspectives.
John Teahan, CFA is joined by Lucille Bonnet, Managing Partner at Klima Energy Transition and Managing Director at Alantra Energy Transition, and member of Supervisory Board at Sunroof. John and Lucille discuss her own career path, and the need for independent investors in European venture capitalism. Looking at the impact from US inflation and the future goal to decentralise green energy, they look deeper at Klima’s composition as an SFDR article 9 fund.
In a deep dive looking at a long and storied career, Ulrich Amoussou, CFA, speaks to Bill Maldonado, CEO of Eastspring Investments. Examining Bill’s career trajectory and its greatest takeaways, the two discuss how things have changed for young investors since he embarked on his career. Moving onto his approach to nurturing young talent and the need for resilience in tough periods, they also discuss how Eastspring positions itself as one of the biggest asset managers in Asia.
What are the best ways younger professionals can push forward in finance, and how can senior professionals help that happen? In this episode, Maha Khan Phillips talks to Fleur Iannazzo, CFA, founder and executive coach at WTF Money. With almost two decades of industry experience in managing the dos and don’ts of professional development, Fleur and Maha explore common challenges for younger professionals. Their discussion includes negotiating pay rises and mapping out their next career steps, alongside advice for industry veterans in training and retaining young talent.
In our first Future Proofing Finance podcast of the year, hosts Ben Ashby and Tom Threlfall, CFA, spoke to Robby Yung, CEO of Animoca Brands, about the evolving nature of ownership in the tech space.Covering new frontiers in Web3, they talk about the true value of blockchain technology beyond the hype. Digging deeper, they discuss closer integration of hardware and software rights in things like cars and smartphones, and the opportunities and pitfalls to look out for in the world of crypto.
In this episode, Maha Khan Phillips had a broad conversation with Furio Pietribiasi, CEO of Mediolanum International Funds, which is the European Asset Management platform of Banca Mediolanum Group. He is responsible for Mediolanum Business Operations in Ireland, and is a member of the Board of Mediolanum International Life.Maha and Furio explore the market landscape for boutique firms and their common characteristics, alongside the key driving themes and forces throughout Furio’s storied career in the Irish financial services industry. Lastly, they discuss nurturing younger talent to become their best selves in the workplace, and the personal lessons Furio would pass on.
John Teahan, CFA, portfolio manager at Redwheel speaks to James Alexander, CEO of UKSIF, charting his career from student politics, to megacity projects and finally to his position as CEO. Within the UK financial industry, James and John map the sustainability landscape across the most influential government departments, to the regulators and task forces that are shaping standards and disclosures.
James Alexander, CEO of UKSIF describes the mission led mandate of UKSIF, how it works with its members and how the organisation has an influence on policy and regulation in the UK. He then talks about the political scene as political positioning starts to impact government decisions as a UK general election appears on the horizon, and the potential for over-reliance on the finance industry to solve sustainability.
Suzanne Hsu, CFA, Director and MLRO for Project Imagine, and Professionalism Steering Committee Chair for CFA UK, caught up with Serena Espeute to talk about her research with the CFA Institute on financial promotions on social media. Focusing on unregulated ‘finfluencers’ and the borderless nature of their audiences, Serena and Suzanne discuss their trends, impacts, and the dangers they may pose.
In this week’s episode, hosts Ben Ashby and Tom Threlfall spoke with Patrick Bloomfield, who sadly passed away in September. Patrick was a leading figure in the pensions industry for more than 25 years, joining Humans Robertson in 2004 and being made a partner of the firm in 2006. Alongside his work at Hymans Robertson, he chaired the Association of Consulting Actuaries between 2020 and 2022.In this conversation, Ben, Tom, and Patrick covered a broad range of topics, from the endemic effects of Covid-19 on life expectancy and the data used to map it, to the ongoing ramifications of the conflict in Ukraine, to what the pensions industry may look like in decades to come. As you’ll hear from the conversation, Patrick was a joy to speak to, and while podcasts like these often focus on the technologies and new frontiers of our industry, it’s important to remember that it’s the people and connections you make that make working in investment worthwhile.
Arun Kelshiker, CFA and vice-chair of the CFA UK DEI committee, caught up with Natalie Gill, Head of DEI Strategy & Industry Engagement, PGIM, and Sarah Maynard, Global Senior Head, Diversity, Equity, and Inclusion, CFA Institute, about Sexism in the City - a new inquiry looking at barriers faced by women in financial services.In this conversation, they discuss what the inquiry is looking into, what it includes and why it’s happening now. The discussion also picks up on what the inquiry means, the idea of gender as the universal diversifier, and the complexities in the difference between equality and equity.
Meet John Cummins - Managing Director, Group Investments at Aviva Group plc. Over the last 30 years, John has been brought in to solve some of the trickiest banking situations in the UK. In this episode, John talks to Ben Ashby and Tom Threlfall, CFA to discuss the future of banking and some of the key learnings on treasury management he's learned over the years. Plus, he reveals his predictions for what the global investment space will look like in 18 months, as well as 10 years, including the potential reduction in inflation rates and the emerging opportunities in India and Africa.
Natalie Gregoire-Skeete, HSBC’s Head of Sustainability in Europe caught up with Pamela Hutchinson OBE, Global head of Diversity at Bloomberg. From working out of a portacabin in Folkstone as part of a legal team for Eurotunnel to heading up DEI for a global institution, Pamela is one of the pioneers embracing DEI in the UK and working for real industry change. Pamela’s parents’ invaluable advice of ‘You have to be it in order for others to see it’ was an impetus as a black woman to succeed in industries dominated by white men. In this insightful and open discussion Pamela shares what inspires her to keep going every day. Pamela and Natalie discuss the impact of Windrush on UK society and multi-generational experiences of being black and British.
Christian Koch is on the portfolio management team at BB Biotech, the Swiss-based investment company. For CFA UK’s ‘In Conversation Podcast’, Koch talked to Maha Khan Phillips about innovations in the world of biotechnology, and the opportunities it presents for investors.
John Teahan speaks to Harlan Zimmerman, Senior Partner of Cevian Capital, about Cevian's activist investment approach, how the company incorporates sustainability issues and early moves by the industry to align remuneration with sustainability.
In the second part of John Teahan's discussion with Harlan Zimmerman, Harlan sets out how to incorporate Net Zero commitments into executive remuneration plans. The need for significant, measurable and transparent metrics to support decarbonisation and clear links to public commitments on Net Zero.
Arun Kelshiker, CFA the vice-chair of the CFA UK DEI committee, spoke to Baroness Helena Morrissey, founder of The Diversity Project - Investment Industry. When Helena entered the world of fund management early on in her career she soon realised the industry lacked inclusivity and diversity which led her to set up The Diversity Project in 2016. The new Safe Space initiative was then formed this year for investment professionals to openly and anonymously share their negative experiences. This includes situations of poor behaviour, bullying, discrimination, and harassment. Helena discusses the crucial role of fostering transparency and addressing critical issues within the investment community.
Dominic Endicott, Partner NorthStar Ventures and author, begins his lively discussion with Ben Ashby and Tom Threlfall, CFA with a tussle over whether Crypto and Blockchain are just a distraction or solving a real economic problems.Dominic emphasises the importance Venture Capital (VC) has had in the UK over the last 10 years: $150 billion VC money has gone into startups generating upwards of a $billion in value which becomes £2 trillion in wealth, which meaning around a third of all wealth in the last decade has come from VC as a source. However, this is concentrated in London and the South East.Dominic believes it in the next decade we will see a more even spread across the UK leading to an opportunity for wealth creation and economic models. The discussion also touches on how VCs can have a critical role in regions, while still generating returns.
Marisa Hall is Head of the Thinking Ahead Institute. For CFA UK’s ‘In Conversation Podcast’, Hall talked to Maha Khan Phillips about what innovation in asset management looks like, and how it is transforming the landscape.
Simon Galbraith Founded Redgate Software, invests in tech and shares his expertise as a Non-Executive Director across the Tech sector. He started life as a Physicist, saw an opportunity and nurtured his entrepreneurial spirit. In this frank discussion with Ben Ashby and Tom Threlfall, CFA, Simon explains what he looks for when he invests, the importance of confidence in both the idea and the company, and how capital influences growth.
Anthony Watson CBE, CEO of The Bank of London talks to Daniel Yates, CFA about Pride, Diversity, Equity & Inclusion, and the rise of Artificial Intelligence.
Marie Dzanis is Head of Asset Management in EMEA for Northern Trust Global Investments. In CFA UK’s ‘In Conversation Podcast’, Dzanis talked to Maha Khan Phillips about difficult market conditions, how investors are looking at their active and passive portfolio construction, and how they are considering factor exposure in their approaches.
Ben Ashby and Tom Threfall spoke to Rachel Curtis, Chief Executive Officer and Co-Founder at Inicio AI. Having begun her journey in traditional finance, her deep curiosity and approach to problem-solving over the years led her to start an artificial intelligence company called Inicio AI. Inicio is transforming how people deal with debt using virtual agents. She explores how artificial intelligence is creating a major shift in many sectors including financial services and the effectiveness of using AI within niche areas.
Joshua Maxey, CFA, is Co-Founder of Third Bridge, the global provider of independent research. For CFA UK’s ‘In Conversation Podcast’, Maxey talked to Maha Khan Phillips about how the world of investment research is evolving, and what that means for the ways we access and digest information.
Co-hosts Ben Ashby and Tom Threlfall, CFA catch up with Simon Russell, Founder, Trinity Square. Simon, started in corporate finance, saw the opportunity in the internet, specialised in technology and his career took off. They discuss the downfall of SVB, and its impact on the UK market. Simon charts the rise in software investment over the last 20 years and the landscape which allowed this level of investment to take place. Then, the discussion moves on to AI, and whether it’s worth believing the hype of these innovations. Simon believes we are just at the beginning of a great big evolution in AI and there is much more to come.
Sean Alleyne is COO of Credit Suisse and was awarded the 2022 Powerlist Executive of the Year award and the 2022 Black British Awards, Financial Services Senior Leader. He caught up with Natalie Gregoire-Skeete, CFA, UK Financial Services Sustainable Finance Markets Lead at EY and a co-founder of CFA UK’s Black Professionals Network, to discuss his rise to success and the steps we need to take to forge a path for greater diversity in financial services. Natalie asks Sean to share his career tips and tricks and the advice he would give to his younger self.
In the first episode of our new podcast series ‘Future Proofing Finance’ co-hosts Ben Ashby and Tom Threfall welcome Max Bautin, Partner and Co-Founder, IQ Capital. As leading investors in Deep Tech, IQ Capital are passionate about the competitive edge it gives. In their conversation Max defines Deep Tech and highlights the importance of identifying the benefit to the end user. Max also touches upon the state of the Venture Capital market, both in Europe and the US.
The UK Financial services sector continues to address the ‘old boys’ club’ reputation of the past. However, with 89% of senior level investment professionals coming from a higher socio-economic background something needs to be done to ensure that people from all backgrounds could reach their full potential. Host Ben Elvidge, CFA caught up with Sophie Hulm, CEO of Progress Together. Progress Together is helping firms understand the barriers when it comes to socio-economic progression to senior management or Board positions. Together Ben and Sophie explore the practical ways the investment profession can become more inclusive and welcoming to people from diverse socio-economic backgrounds.
In the second part of John Teahan’s discussion with Philipp Ruf Head of Research & Analytics at SparkChange, they discuss modelling with climate and how to factor it in to investment analysis. Philipp highlights the movement of carbon price risk from ESG and make it a tangible financial impact. The discussion also looks to the future and the importance of keeping future policy changes in mind when carbon modelling.
Host John Teahan caught up with Philipp Ruf Head of Research & Analytics at SparkChange. Philipp is an expert in carbon and energy markets and shares how he got into energy markets. He talks about how SparkChange, a specialist provider of carbon data and insight, is empowering financial institutions to drive change. They are working to capitalise on the opportunities — and manage the risks — arising from the transition to a low-carbon economy.Philipp goes back to basics and explains the difference between voluntary carbon markets, and compliance or regulated carbon markets. The conversation then goes on to focus on carbon permits, the licence to pollute and how reporting is helping to combat climate change.
In the second part of John Teahan’s discussion with Philipp Ruf Head of Research & Analytics at SparkChange, they discuss modelling with climate and how to factor it in to investment analysis. Philipp highlights the movement of carbon price risk from ESG and make it a tangible financial impact. The discussion also looks to the future and the importance of keeping future policy changes in mind when carbon modelling.
Host John Teahan caught up with Philipp Ruf, Head of Research & Analytics at SparkChange. Philipp is an expert in carbon and energy markets and shares how he got into energy markets. He talks about how SparkChange, a specialist provider of carbon data and insight, is empowering financial institutions to drive change. They are working to capitalise on the opportunities — and manage the risks — arising from the transition to a low-carbon economy.Philipp goes back to basics and explains the difference between voluntary carbon markets, and compliance or regulated carbon markets. The conversation then goes on to focus on carbon permits, the licence to pollute and how reporting is helping to combat climate change.
Alan Livsey, CFA caught up with Maura Cunningham, CEO and founder of Rock the Street Wall Street who are helping girls view math-focused fields of study as compatible with a career that has a positive impact on the world.Their discussion centres around who is affected by financial literacy gaps, and how the finance and investment industry is positioned to the wider world – with a focus on gender equality.Maura shares the details of Rock the Street Wall Street, and the impact it has post-high school – their programme alumni are five times more likely to pursue a degree in maths, economics, related business field than the average American female university student.
Host Arun Kelshiker CFA catches up with Miren-Edurne De Frutos, in an honest conversation about her disclosure of her neurodiversity to her employer and her experience of being neurodiverse in the investment industry. Miren looks back at her childhood diagnosis of a rare form of epilepsy and then in adulthood, her diagnosis of ADHD and dyslexia. Initially, Miren sought further qualifications with additional adjustments, but ultimately disclosed her diagnosis with her management team, who responded positively. Miren shares her passion about using the seat at the table she has at her firm to create infrastructure for earlier diagnosis and better support and awareness throughout the investment industry.
In celebration of International Women’s Day Juliet Bullick, Head of Strategic Initiatives at Fidelity International caught up with Baroness Helena Morrissey, DBE to talk about how unlocking and supporting female talent in the industry will enhance their careers and improve gender parity in the industry.The discussion revolves around the perplexing statistic that only one in ten portfolio managers are women, and how initiatives such as the Diversity Project Pathway Programme and the Young Women in Investment Program are moving the dial on recruitment and retention of women in investment.
Henrietta Grimston is an Associate Director of Financial Planning at Evelyn Partners. During CFA UK’s ‘In Conversation Podcast’, Grimston talked to Maha Khan Phillips about what the future of retirement is going to look like, and why planning early is critical for individual retirement outcomes.
Sue Asprey-Price sits on the Work Dynamics Global Executive Board and leads the Work Dynamics business for JLL in EMEA. During CFA UK’s ‘In Conversation Podcast’, Asprey-Price talked to Maha Khan Phillips about how the workplace is evolving, and examined some of the key considerations for businesses, as well as employees.
Sarah Clawson is Head of Global Investor Relations at New Forests, the global investment manager of nature based real assets and natural capital strategies. In CFA UK’s ‘In Conversation Podcast’, Clawson talked to Maha Khan Phillips about how forestry has evolved as an asset class, and key considerations for investment.
In this episode of the In Conversation podcast series Monica Dong, Regulatory Lead at Citi and a member of CFA UK’s Ethics Committee sits down with Rhodri Preece, CFA to discuss the ethical considerations regarding the use of AI in investment Management. They explore how AI is being used across the industry, as well as the opportunities and challenges around AI.
In part one of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA discuss Tom’s work assessing evidence underpinning sustainability research. They consider non-financial issues, within the context of our fiduciary duty, as stewards of our client’s capital.
Tom has researched and written extensively on subjects such as pay, corporate governance, sustainable investing, stakeholder capitalism, and climate. His curiosity in these issues grew from a personal commitment to reduce his own carbon footprint by 50% by 2025. In this podcast, Tom explores how the corporate governance system and the interaction between investors and companies either support or inhibit the wider societal changes we need to make. Discover whether there is pressure to only focus on the positives of ESG, and consider examples of impact from companies like Sainsbury’s. Listen to Tom’s story and his findings to learn more about these issues.
In part two of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA continue the conversation by discussing Tom’s two blogs on the Glasgow Financial Alliance for Net Zero (GFANZ) and the clash that developed over commitments made under that umbrella body.
Tom explains that the overarching commitments made by GFANZ to limit global warming to 1.5C, which scientists claim is almost impossible. This creates limitations for asset managers who must now quickly energise the transition at the portfolio level to support climate solutions and policy. He discusses whether 1.5C is an optimal target for investors, whether portfolio decarbonisation has a tangible real-world impact, and the implications of these targets on future market trends. Does this mean that asset managers are being forced to hit unreasonable targets? And are we inhibiting government action by doing so? Explore the conversation by listening today.
In this episode Alan Livsey, CFA, LEX Editor at the Financial Times chats with Alberto Gallo, CFA, CIO & Co-founder of Andromeda Capital Management. They discuss the dramatic shift in perceptions towards inflation and interest rates and what that means for the markets. Together they endeavour to predict the answers to the following questions: • Has the multi-decade bull market paused, or ended? • Will central banks have to hike even higher next year? • What will that mean for the job and credit market across the world? • Has the worst passed for the UK gilt market? • Looking at global economies currently, what can we expect to see in 2023?
Tatjana Puhan is Deputy Chief Investment Officer at TOBAM, which became the first European asset manager to launch a Bitcoin fund in Europe in 2017. For CFA UK’s ‘In Conversation’ Podcast, Puhan talked to Maha Khan Phillips about sustainability and cryptocurrencies, technological innovation, and what the future may hold in a blockchain world.
Professor Raghu Rau is the Sir Evelyn de Rothschild Professor of Finance at Cambridge Judge Business School. In CFA UK’s ‘In Conversation’ Podcast, Rau talked to Maha Khan Phillips about a study that examines how traumatic childhood events can go on to impact a fund manager’s investment performance decades later.
Today, 18 October, is World Menopause Day. For too long menopause has been an under-discussed, and underfunded area of women’s health, and because of this there is a fundamental societal misunderstanding of the impact it has on women. David Clarke, CFA chats with Victoria McLean, CEO, City CV about the symptoms of menopause and ways business can adapt to create a menopause friendly workplace.
In this episode of the In Conversation podcast series Lisa Lewin, CFA, is joined by Alisa Grafton, Author and practising Scrivener Notary and partner to discuss the art of networking. She will explain how to build authentic relationships based on her four-point approach. Alisa argues that the most effective networking is when you approach it first as an opportunity to ‘give’ rather than looking for what you will ‘receive’. Then, Alisa shares a few ways in which you can start to create deeper relationships despite the lack of interaction in a virtual networking setting.
Alisa will dig deeper into the art of networking at her talk on Tuesday 01 November 18:30 - 20:30 in London. Book your place by registering for our portal and signing up here https://www.cfauk.org/events/the-art-of-networking#gsc.tab=0
In a new episode of our Climate Change podcast, Vishal Hindocha, CFA, Global Head of Sustainability Strategy, MFS and John Teahan, CFA give us an insight to their conversations over coffee about climate, and the role of the investor in Net Zero.
Vish highlights the importance of education and knowledge sharing with clients, especially in a time where best practice is yet to emerge, and the climate science is constantly evolving. During their discussion Vish talks about his involvement with NZAM (Net Zero Asset Management), a collaboration between asset managers who agree there is not one way forward but however they are committed to sharing insights that are not prescriptive but and galvanise change. He discusses the challenges companies face with meeting climate targets whilst manging risk and returns and dealing with markets where climate-related issues become political.
Aneeka Gupta, CFA, is Director of Macroeconomic Research at WisdomTree. In CFA UK’s ‘In Conversation’ Podcast, Gupta talks to Maha Khan Phillips about the rising spectre of geopolitical risk and its impact on the investment landscape
The world of behavioural analysis has shifted significantly since its origins in the 1970s and 1980s. Discussing its evolution, Rick Di Mascio, Chief Executive of Inalytics - the firm which has compiled the largest private database of institutional investor transactions globally in order to identify investment skill – examined some of the reasons behind the growth of behavioural analysis and discussed how approaches are changing.
In this episode of the In Conversation podcast series Ben Ashby is joined by former trader and hedge fund manager David Murrin who is now an author, consultant and public speaker who asserts that Europe and the US are in decline, partially due to the Covid pandemic, and the war in Ukraine. He argues that by looking at patterns in history we can see that we are entering an era of volatility and increased danger.
This recording was originally a webinar organised by CFA UK’s Fixed Income special interest group in March 2022
In a new episode of our Climate Change podcast, Mike Tugman, Director of Climate Finance at the Children’s Investment Fund Foundation speaks about his experiences as one of the leading investors in climate action and sustainable projects.
Mike discusses his new role at CIFF and his thoughts on climate investing, from why investors should back companies who are all-in on sustainable strategies, onto how you can level the regulatory playing field by working in tandem with industry.
“Harmonised supply chain data is just not there yet, so you have to do the work yourself.”
In this episode of the In Conversation podcast series, Oliver MacArthur, CFA, member of the CFA ESG working group, is joined by Anthony Linehan, CFA, Partner, Portfolio Manager and Head of ESG Strategy at Somerset Capital Management LLP. Together they discuss why supply chain risks are more prominent in emerging markets and how they impact emerging market companies and their investors.
To celebrate Pride Month, this episode of the In Conversation podcast series sees Daniel Yates, CFA, Executive Director at J.P. Morgan speak to Julia Hoggett, the first openly gay chief executive officer of the London Stock Exchange in its 300-year history. Julia explores a number of important topics about DEI with Daniel, including the importance of Pride, the investment industry’s approach to diversity on boards, and shares essential advice for the next generation.
In this episode of the In Conversation podcast series, Rhodri Preece, CFA Senior Head of Research at CFA Institute, is joined by Rebecca Fender, CFA Head of Strategy and Governance for Research, Advocacy, and Standards at CFA Institute. Together they discuss how trust is at the heart of all financial transactions and, following the recently published 2022 CFA Institute Investor Trust Survey, how levels of trust are at an all-time high.
So what are the factors that have influenced this change and what impact that it can have on the profession as a whole?
In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Sarah Maynard, ASIP Global Head of External Diversity, Equity, and Inclusion (DEI) at CFA Institute, to discuss the launch of a new DEI code in the US and Canada earlier this year. The code has been designed to drive the industry DEI agenda forward and define key principles for firms to implement. Helping those from underrepresented communities looking to enter the industry, and afford opportunities to those already in it to build a more inclusive investment profession.
John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) continues the conversation with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA).
Here they focused on labelling, particularly on the transition and impact labels. Together they spoke about UK government’s net-zero ambition and what that means, alongside universal owners growing focus on system issues and the increasing calls for devolving shareholders voting rights.
In the eighth episode of our Climate Change podcast, John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) talks with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA).
Together they discuss challenges to ESG, from some recent high-profile criticism, to expanding multiples of proper ESG stocks and sectors, onto the creation of the international sustainability standards board and how that might help reduce the confusion around ESG ratings.
In this episode of the In Conversation podcast series, David Clarke, CFA, is joined by Alasdair (Sandy) Nairn, CFA, a leader in investment management representing a varied career from Scotland to the US and back.
From his current position as chair of the Templeton Global Equity Group he has taken time to review his analysis and discuss the evidence of excess in the markets, exploring the danger behind every single investable asset class, and asking the inevitable question ‘is the bubble about to burst?’
In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Monica Filkova, CFA, a specialist on sustainable finance in climate change for investment.
Monica’s expertise focuses on climate finance, green bonds, sustainability disclosures, fixed income, and structured finance. Monica served the CFA UK ESG Panel which developed the Certificate in ESG Investing, and now leads the CFA UK CCI Panel, launching the new Certificate in Climate & Investing in February 2022. As Climate Change and ESG Manager at Aviva, Monica shares her story and the importance of sustainability in finance today.
In the seventh episode of our Climate Change podcast, we kick off the new year talking impact investing with Maria (Largey) Smith, Head of the Financial Institutions sector team at the CDC Group. John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) delves into world of development investment solutions with Maria. Learn how impact investors operate today and their proposed solutions to reduce the impact of climate change tomorrow.
John Teahan, Portfolio Manager at RWC partners talks to Sonja Laud, Chief Investment Officer at Legal and General Investment Management. In this episode, they discuss LGM's leading work on climate issues, engagement, and resolutions.
In this episode of the In Conversation podcast series, David Clarke, CFA talks to Martin Gilbert, Co-founder and CEO of Aberdeen Asset Management about his achievements in the investment industry and what makes a successful fund manager.
Alan Livsey, CFA, Lex Research Editor, Financial Times, talks to Natalie Gregoire-Skeete, CFA FRM, a Senior Manager covering sustainability regulatory issues for EY's financials team. She is a founding member of the Black Professionals working group at CFA UK, aiming to connect 100 black professionals. They discuss some unique aspects of her role and how the black professionals working group is promoting inclusion & diversity, sustainability, and ESG in the financial sector.
Lindsey Stewart, CFA, Head of Stakeholder Engagement at the Financial Reporting Council talks with Rachel Green, Founder of the Skills Workshop about what those who work in the investment industry can collectively do to empower young people to kick start their investment careers.
In this fifth episode of the Climate Change podcast series, John Teahan, Portfolio Manager from RWC Partners, talks with Sean Maguire, Managing Director at Impax Asset Management about renewable energy in Europe and the opportunities for investors.
Alan Livsey, CFA talks with John Citron, a previous winner of the 2017 Essay Competition, about Benjamin Graham's writing, how his principles could be applied in the modern investment world and how he would consider ESG factors today.
Apply for the 2021 Essay Competition by visiting www.cfauk.org/essaycompetition2021
Alderman Tim Hailes could one day be the first openly gay Lord Mayor of the City of London. He talks to Daniel Yates, CFA, about LGBTQ+ representation in the Square Mile, and the importance of building inclusive cultures.
David Clarke, CFA speaks with Kate Fox, Investment Manager for the £550m Baillie Gifford Positive Change fund, one of the top performers in the IA Global sector.
CFA 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.
In this fourth episode of the new Climate Change podcast series, Thomas Streater, CFA from the CFA UK Climate Change Content Working Group, talks with Dr. Sasha Turchyn, Geochemist at Cambridge University about the basics of climate science and the drivers behind climate change/greenhouse effects.
Record date: Feb 26th
In this third episode of the new Climate Change podcast series, Thomas Streater, CFA from the CFA UK Climate Change Content Working Group, talks with Lee Clements, Head of Sustainable Investment Solutions at FTSE Russell about the green economy and sustainable investing. For years, green was loosely defined, based on concepts rather than a specific industrial system. This is where Lee and FTSE Russell step in.
Record date: Feb 23
Dawid Konotey-Ahulu, co-founder of 100blackinterns.com sits down with Andrew Parry from Newton Investment Management to discuss his career, and the importance of the 100 Black Interns project in today's investment profession.
In this second episode of the new Climate Change podcast series, Mark Curtin, CEO at the Felix Project speaks with John Teahan, Value Investments Portfolio Manager at RWC Partners about reducing food waste through the distribution of surplus food and how the investment industry can support this work and improve the current landscape.
David Clarke, CFA speaks with Keith Skeoch, Non-executive Chairman of the Aberdeen Standard Investments Research Institute and former CEO of Standard Life Aberdeen.
They discuss the role of the investment profession in building back better post Covid-19.
Sangeeta Chawla, CFA speaks to Gavin Lewis, covering some of his experience about progressing through the investment industry as a black professional.
In this first episode of the new Climate Change Podcast Series, Thomas Streater, CFA from the CFA UK Climate Change Content Working Group, speaks with John Teahan, Value Investments Portfolio Manager at RWC Partners about climate change and value investing.
Join David Clarke, CFA in conversation with Russell Napier, FSIP on the outlook for the next few decades post COVID-19 and the impacts for investment managers.
Marilyn Swinney, CFA and Alicja Nocon, authors of the recent Professional Investor article of the same name, discuss Neurodiversity in the Investment Profession.
View the article here: https://www.cfauk.org/pi-listing/is-neurodiversity-the-next-paradigm-shift-in-inclusion-and-diversity#gsc.tab=0
Alan Livsey, CFA catches up with Will Goodhart, Chief Executive of CFA UK. They discuss CFA UK's new Climate Change certificate, and the thinking behind the now global ESG Certificate.
Join Vincent O Egunlae, Ben Elvidge to discuss The Open Private School, a new initiative to help create a more inclusive investment profession.
Join Alan Livsey, CFA in conversation with Elise Badoy, CFA, Deputy Head of Research EMEA at Citi. They discuss the outlook for European markets, the rise of M&A, and more.
Listen to Alan Livsey, CFA, talk to Justin McGowan and Duncan Sankey, Partners at Cheyne Capital, about how ESG principles are making a difference in the areas of corporate credit. Learn how the dynamics and factors of ESG work within the context of credit markets and the investment strategies behind it.
Listen to Alan Livsey, CFA, talk to Deepa Venkateswaran, Senior Vice President & Managing Director, Senior Analyst - European Utilities at AB Bernstein, about the electricity market in the UK/Europe and how renewable energy is taking a share of the market.
Join Bo Huang, CFA in conversation with Vito Menza, Managing Director & Assistant Portfolio Manager at Sandler Capital Management, to hear about how Sandler are adapting risk in response to the developing Covid-19 pandemic.
Listen to Bo Huang, CFA talk to Caroline Cai, CFA, Managing Principal and Portfolio Manager at Pzena, on her approach to managing value portfolios during the pandemic.
Listen to Alan Livsey, CFA, talk to David Zahn, CFA, Head of European Fixed Income at Franklin Templeton, about the special role of green bonds in helping reduce carbon emissions, the first-ever sovereign green bond issued by Germany, and the interesting development of dual issuance.
In the tenth episode of our 'In Conversation' podcast Bo Huang, CFA, talks to Emma Cleveland, Founder and Managing Director at Cleveland & Co, a legal advisory firm, about her views on how to manage a high performing diverse team during the Covid-19 global health crisis and tips on how to be a good leader outside of a traditional office set-up.
Listen to TinaShe Tande, CFA, from CFA UK’s Inclusion and Diversity Committee talks to Tia Counts about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive.
In Episode 8 of our 'In Conversation' podcast Alan Livsey, CFA, talks to Christian Hunt, Founder of behavioural science consultancy firm, Human Risk, about why Covid-19 is the world's largest behavioural science experiment.
Professional Investor speaks to British Economist, John Kay about his new book 'Greed is Dead', why businesses should have a shared common purpose and how societies are coping with Covid-19 and climate change.
In this episode of CFA UK’s ‘In Conversation’ podcast series, Alan Livsey, CFA talks to James Davis, Partner at consultancy firm Oliver Wyman, about how the banking sector is coping with the recession in the UK and why the industry is likely to continue reducing headcount.
Anne Richards, CEO of Fidelity speaks to Ben Elvidge, Lead of CFA UK's Socio-Economic Inclusion Working Group about rising to the top after starting in the industry as an outsider and the challenges of building an inclusive culture.
In the fifth episode of our ‘In Conversation’ podcast, Bo Huang, CFA talks to Heather Manners, CEO of Prusik Investment Management about why companies focused on wellbeing, home comforts and infrastructure are good investments opportunity following Covid-19.
In this episode of the CFA UK I&D Podcast, the CFA UK Socio-economic Inclusion Working Group, talks to Dr Brandeis Marshall, Chief Executive Officer at DataeDX, about using data analytics to make social impact
In the fourth episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA, talks to Robert Buckland, Equity Strategist at Citi about what happens to the markets when the cheap money pumped in by the central banks runs out.
In the third episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA, talks to Sebastian Lewis, CFA, Director of European Research at Bernstein, about workplace practices and recruitment and why he is confident demand for thoroughly researched investment views is still there.
In the second episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA talks to Jessica Alsford, Global Head of Sustainability Research at Morgan Stanley about how the S (Social) in ESG is becoming more prevalent for investors since the Covid-19 crisis.
In the first episode CFA UK's ‘In Conversation’ podcast series, recorded in June, Alan Livsey, CFA, talks to David Owen, Chief European Financial Economist at Jefferies International about what to expect in the aftermath of the Covid-19 crisis.
They discuss why the economy has a slow and painful recovery ahead, despite unprecedented government and central bank support and why this is like nothing no one has ever seen before.