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CFA Society San Francisco Podcast

CFA Society San Francisco

Hear insights from finance and investment industry experts on our monthly podcast! You'll hear from interesting individuals across industry sectors on career advancement, industry trends, fintech, board involvement, and more. 

This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.

Emerging Markets w/ Pooja Malik, CFA - Founding Partner, Nipun CapitalMarch 26, 2024
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New Financial Research Trends w/ Dr. Julian Vogel - Assistant Professor of Finance, San Jose State UniversityFebruary 27, 2024
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Insurance Portfolios w/ Nadia Patel, CFA - Executive Director, PAGJanuary 30, 2024
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Generative AI w/ Don Hejna, CFA, CAIA, FDP - Sr. Principal Data Scientist, AccentureNovember 28, 2023
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Entrepreneurship w/ Michael Firestone, CFA - Managing Partner, Fire Capital ManagementOctober 31, 2023
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Forex Markets w/ Jennie Chen - Managing Director at X1 Asset Management LLCSeptember 26, 2023
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Alternative Investing w/ Steve Biggs, CFA, CFP, CAIA - Head of Alternative Investing at The Mather GroupAugust 29, 2023
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Corporate Treasury w/ Liz Morley Olinger, CFA - Treasury Manager at ZscalerMay 31, 2023
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RIA Trends w/ Lily Taft, CFA - Portfolio Manager at Main Street ResearchApril 25, 2023
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Mobile Gaming w/Stan Rudoi, CFA - VP, Growth & Analytics at Pollen VCMarch 28, 2023
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China Update w/Nick Borst, CFA - VP & Director of China Research at Seafarer CapitalFebruary 28, 2023
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ETFs w/ Dominic Bilotti, CFA, CFP - VP & Regional Consultant at State Street Global Advisors / SPDR ETFsJanuary 31, 2023
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VC & Tech w/John Ailanjian, CFA - Partner & CIO at Next Play CapitalNovember 29, 2022
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Sovereign Wealth Funds w/ Chris Browne, CFA - CIO & Partner; Democracy InvestmentsOctober 25, 2022
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Career Transitions w/ Yanrong Chen, PhD - Business Analyst; EasyAUMSeptember 27, 2022
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Volunteerism & Alts w/ Octavio Sandoval, CFA, CAIA - Director of Investments; Illumen CapitalAugust 23, 2022
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Message from John Jordan, CFA, Society Incoming PresidentJune 28, 2022
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Data Analytics w/ Lana Ariue, CFA - Sr. Manager, Insights & Intelligence; SplunkMay 24, 2022
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Endowments & Foundations w/ Reggie Sanders, CFA, CAIA - Managing Director of Investments; W.K. Kellogg FoundationApril 26, 2022
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Start Ups & VC w/ Stephen Perkins, CFA - Founder & Portfolio Manager, Toronado FundMarch 22, 2022
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Nonprofits w/ Sanem Alkan - Sr. Advisor, St. Jude Children's Research HospitalFebruary 22, 2022
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Social Investing w/ Will Brokaw, CFA - Co-Founder & Co-CEO, Vesti SocialJanuary 25, 2022
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Blockchain & Crypto w/ Emi Yoshikawa, CFA - VP of Corporate Strategy & Operations, Ripple November 23, 2021
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PropTech & Career Transitions w/ Matt O'Hara, CFA - Head of Portfolio Management & Research, UnisonOctober 26, 2021
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Board Service w/ Elsie Fletcher, CFA - Board Member & Financial Services ExecutiveSeptember 28, 2021
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