Podcasts by CFA UK
All episodes
Episode 14 Part 1: The landscape of sustainability in UK finance from 2023-12-13T04:00:07
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 t...
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Episode 14 Part 2: Sustainability policy in the run up to an election from 2023-12-13T04:00:07
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 a...
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Episode 62: Financial Promotions on Social Media from 2023-12-06T04:00:07
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 ...
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Episode 7: How endemics and war affects pension modelling from 2023-11-01T10:00:24
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 y...
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Episode 61: Sexism In The City from 2023-10-25T03:00:02
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...
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Episode 6: The future of banking and takeaways on treasury management from 2023-09-27T03:00:16
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 ep...
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Episode 60 …with Pamela Hutchinson, OBE ‘You have to be in it in order for others to see it’ from 2023-09-20T03:00:03
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 o...
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Episode 59: Investment opportunities in biotechnology from 2023-09-13T03:00:08
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 ...
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Episode 13 Part 2: How to incorporate Net Zero commitments into executive remuneration plans from 2023-09-06T03:00:09
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...
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Episode 13 Part 1: Cevian Capital and the evolution of sustainability from 2023-09-06T03:00:09
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 indu...
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Episode 58: Providing a Safe Space - Empowering Investment Professionals to Speak Out from 2023-08-01T14:25:17
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 man...
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Episode 5: Venture Capital – a tool to kickstart a local economy from 2023-07-26T03:00:04
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 o...
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Episode 57: Innovation and Asset Management from 2023-07-20T03:00
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 tr...
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Episode 4: ‘I want to understand our customers really well’ – Successfully investing in tech from 2023-06-22T03:00:06
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 nurture...
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Episode 56: “There are no openly LGBT+ people leading a FTSE100 company” from 2023-06-14T02:59:59
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.
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Episode 55: Finding the right strategy in difficult markets from 2023-06-07T03:00:04
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,...
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Episode 3: AI-Powered Solutions for Debt Dilemmas from 2023-05-25T03:00:08
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-s...
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Episode 54: The Future of Investment Research from 2023-05-11T10:52:22
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 inve...
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Episode 2: ‘AI has hit us like a freight train’ – what next? from 2023-05-03T03:00:07
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 a...
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Episode 53: Career Profile: Sean Alleyne, COO, Credit Suisse from 2023-04-26T03:00:07
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 Gr...
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Future Proofing Finance Podcast Episode 1: Deep Tech for investors from 2023-04-18T03:00:06
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 Tec...
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Episode 52: Levelling the playing field so everyone can achieve their full potential from 2023-04-12T03:00:06
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 bac...
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Episode 12 Part 2: Incorporating Carbon Markets into Investment Decisions from 2023-04-06T08:01:14
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. Philip...
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Episode 12 Part 1: Introducing Compliance Carbon Markets from 2023-04-06T07:59:05
Host John Teahan, CFA 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 ab...
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Episode 51: Driving change through financial and investment literacy from 2023-03-27T03:00:08
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 posit...
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Episode 50: Navigating neurodiversity in the investment industry from 2023-03-15T11:30:06
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 ...
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Episode 49: Unlocking female talent in the workplace from 2023-03-08T04:00:08
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 sup...
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Episode 48: What you need to know about your retirement from 2023-02-15T04:00:05
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 retir...
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Episode 47: The future of the workplace from 2023-02-01T04:00
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 P...
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Episode 46: Making money from trees from 2023-01-18T05:00:03
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’, C...
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Episode 45: Ethics of AI in investment management from 2022-12-14T10:21:57
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 conside...
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Episode 11 Part 2: Fiduciary duty and the limitations of GFANZ from 2022-11-25T04:00:03
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 G...
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Episode 11 Part 1: Fiduciary duty and the role of lobbying in climate change from 2022-11-25T04:00:03
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 sustainabilit...
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Episode 44: Inflation&Interest - More Volatility to Come? from 2022-11-17T05:00:19
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 tow...
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Episode 43: Crypto And ESG from 2022-11-03T10:32:38
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 ta...
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Episode 42: Trauma And Investing from 2022-10-26T04:00:27
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 th...
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Episode 41: Menopause at Work from 2022-10-18T04:00:26
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 misunderst...
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Episode 40: The Art Of Networking from 2022-10-06T04:00:18
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 expl...
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Episode 10: Net Zero Asset Management Commitments and TCFD Reporting Progress from 2022-09-30T04:02:22
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 cl...
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Episode 39: Geopolitical Risk and the Investment Landscape from 2022-09-21T04:00:24
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 it...
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Episode 38: Behavioural Finance and Playing Tennis: Evolving Approaches from 2022-08-31T09:43:06
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 com...
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Episode 37 - When empires fall: Lessons from history from 2022-08-12T04:01:56
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 E...
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Episode 9: Creating deliverable climate action goals in investing from 2022-08-09T09:57:10
In a new episode of our Climate Change podcast, Mike Hugman, Director of Climate Finance at the Children’s Investment Fund Foundation speaks about his experiences as one of the leading investors in...
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Episode 36: Assessing The Prominence Of Supply Chain Risks In Emerging Markets from 2022-07-22T08:48:28
“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 worki...
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Episode 35: Setting the tone from the top on DEI from 2022-06-22T07:34:53
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 o...
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Episode 34 - Why levels of trust in financial services have reached an all time high from 2022-05-25T08:49:40
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, Ad...
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Episode 33 – Guiding the industry on improving Diversity, Equity and Inclusion from 2022-04-08T13:22:24
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...
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Episode 8 Part 2: SDR proposed product labelling and the UK government’s net-zero ambition from 2022-04-05T15:26:31
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). ...
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Episode 8 Part 2: SDR proposed product labelling and the UK government’s net-zero ambition from 2022-04-05T15:26:31
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). ...
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Episode 8 Part 1: Challenges to ESG and how international standards may reduce confusion from 2022-04-05T13:37:04
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 Fin...
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Episode 8 Part 1: Challenges to ESG and how international standards may reduce confusion from 2022-04-05T13:37:04
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 Fin...
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Climate Change Podcast Episode 8 Part 2 from 2022-04-04T10:36:30
Climate Change Podcast Episode 8 Part 2 by CFA UK
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Episode 32: The End Of The Everything Bubble from 2022-02-16T11:26:41
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 t...
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Episode 31: The path to net zero: Understanding the role of climate in investment decision-making from 2022-01-31T17:26:52
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 ...
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Episode 7: Climate change through the eyes of an impact investor from 2022-01-24T15:13:46
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. J...
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Climate Change Podcast Series Episode 7: Climate change through the eyes of an impact investor from 2022-01-24T15:13:46
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. J...
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Episode 6: Developing a high-level framework to responsible investing from 2021-11-12T16:13:17
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 ...
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Climate Change Podcast Series Episode 6: Developing a high-level framework to responsible investing from 2021-11-12T16:13:17
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 ...
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Episode 30: Challenges in asset management from 2021-11-10T17:48:17
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 a...
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Episode 29: Driving inclusion and diversity with the Black Professionals Working Group from 2021-10-28T12:30:22
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 foun...
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Episode 28: Inspiring the next generation of investment professionals from 2021-09-10T14:15:18
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 ...
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Episode 5: The shift to renewable energy and investor opportunities from 2021-09-09T13:20:45
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 en...
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Climate Change Podcast Series Episode 5: The shift to renewable energy and investor opportunities from 2021-09-09T13:20:45
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 en...
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Episode 27: Value investing strategy and Benjamin Graham from 2021-08-25T16:38:31
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...
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Episode 26 - The City of London has made strides on inclusion and diversity, but there is more to do from 2021-08-12T09:04:22
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 buil...
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Episode 25 - How to Balance Growth and Sustainability from 2021-07-30T13:02:03
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.
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Episode 24 - CFA UK Chairman Daniel Murray: On helping build a better Investment Profession from 2021-07-15T09:21:10
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.
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Episode 4: The fundamentals of climate science from 2021-07-08T12:00:37
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 Uni...
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Climate Change Podcast Series Episode 4: The fundamentals of climate science from 2021-07-08T12:00:37
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 Uni...
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Climate Change Podcast Series Episode 4: The fundamentals of climate science from 2021-07-08T12:00:37
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 Uni...
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Episode 3: The green economy - Sizing the investment opportunity from 2021-07-08T10:58:24
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 So...
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Climate Change Podcast Series Episode 3: The green economy - Sizing the investment opportunity from 2021-07-08T10:58:24
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 So...
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Episode 22 - The 100 Black Interns Summer 2021 Programme from 2021-06-18T08:59:24
Dawid Konotey-Ahulu, co-founder of 100blackinterns.com sits down with Andrew Parry from NJ O Hambro to discuss his career, and the importance of the 100 Black Interns project in today's investment...
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Episode 2: Reducing food waste on an industrial scale from 2021-06-10T20:45:52
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 fo...
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Climate Change Podcast Series Episode 2: Reducing food waste on an industrial scale from 2021-06-10T20:45:52
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 fo...
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Episode 23: The Role of the Investment Profession in Building Back Better from 2021-06-03T16:36:29
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 o...
Episode 23: The Role of the Investment Profession in Building Back Better from 2021-06-03T16:36:29
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 in...
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Episode 21 - Driving diversity of black professionals in asset management from 2021-05-13T16:07:05
Sangeeta Chawla, CFA speaks to Gavin Lewis, covering some of his experience about progressing through the investment industry as a black professional.
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Episode 21 - Driving diversity of black professionals in asset management from 2021-05-13T16:07:05
Sangeeta Chawla, CFA speaks to Gavin Lewis, covering some of his experience about progressing through the investment industry as a black professional.
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Episode 1: An investment perspective from 2021-05-11T14:53:51
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 Manag...
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Climate Change Podcast Series Episode 1: An investment perspective from 2021-05-11T14:53:51
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 Manag...
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Episode 20 - Financial Repression and COVID-19 from 2021-04-09T15:05:16
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.
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Episode 19 - Is Neurodiversity the next paradigm shift in Inclusion and Diversity? from 2021-03-11T16:17:46
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...
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Episode 18: Why is CFA UK focusing on ESG investing? from 2021-02-26T16:46:09
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.
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Episode 17: The Open Private School from 2021-02-04T10:00:08
Join Vincent O Egunlae, Ben Elvidge to discuss The Open Private School, a new initiative to help create a more inclusive investment profession.
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Episode 16: Looking Ahead in European Markets from 2021-01-26T13:04:52
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.
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Episode 15: How ESG Principles are Making a Difference in Corporate Credit Markets from 2020-12-17T09:54:14
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 dy...
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Episode 14: Will Renewables Overcome the Big Challenges Needed to De-Carbonise and Generate Returns? from 2020-12-04T17:15:39
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 ...
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Episode 13: Adapting Portfolio Risk During the Pandemic from 2020-11-24T18:12:10
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 devel...
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Episode 12: Managing Value Portfolios During Covid-19 from 2020-11-24T18:10:51
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.
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Episode 11: How the landscape of Green Bonds is evolving from 2020-11-18T13:03:55
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 so...
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Episode 10: Building high performing teams in a virtual environment from 2020-11-04T16:09:52
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 ...
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Episode 9 - In Conversation: Advancing black leaders in the industry from 2020-10-21T11:16:34
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.
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Episode 8 - In Conversation: How decision-making has changed since Covid-19 from 2020-10-08T10:23:30
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 behav...
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John Kay talks greed, politics, Covid-19 and climate change from 2020-10-05T13:36:53
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 cli...
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Episode 7 - In Conversation: Business models for the banking sector are under a lot of pressure from 2020-09-25T14:11:25
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 recess...
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Episode 6 - In Conversation: Anne Richards, Fidelity CEO on building an inclusive culture from 2020-09-10T11:00:13
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 challenge...
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Episode 5 - In Conversation: Why investment opportunities in Asia after Covid-19 are in wellbeing from 2020-08-26T14:27:40
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 infras...
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CFA UK I&D Podcast talks to Brandeis Marshall from 2020-08-24T11:23:48
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 s...
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Episode 4 – In Conversation: Reality will drag markets back down next year from 2020-08-14T09:18:37
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...
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Episode 3 – In Conversation: Firms are still in hiring mode from 2020-07-30T09:14:42
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 re...
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Episode 2 – In Conversation: ESG - Looking beyond a companies’ profit growth from 2020-07-15T09:39:22
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)...
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Episode 1 - In Conversation: ‘Nothing has been seen like this – ever!’ from 2020-07-02T09:44:49
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 ...
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