CFA UK

In the latest episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby, ASIP and Tom Threlfall, CFA sit down with Dr. Valeria Raffuzzi, Research Associate, University of Cambridge, to explore the evolving role of nuclear energy in the global transition to net zero. Dr. Raffuzzi explains her transition from renewables to nuclear engineering, explaining along the way why Western infras...

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 fo...

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 diversifier The impact of gold-backed...

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...

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, pur...

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 stro...

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 l...

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 sustaina...

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...

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 inv...

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 decarbonisati...

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...

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. Wi...

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 in...

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...

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 e...

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 hos...

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...

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 i...

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, Ar...

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...

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 ca...

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 cust...

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 e...

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, hig...