CFA UK

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.

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 t...

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, w...

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 f...

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 o...

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 ye...

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 $...

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 compa...

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...

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 o...

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...

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...

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 Togeth...

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...

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 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 —...

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...

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...