Financial Perspectives

Send us a message! Curious about the CFA Society San Francisco podcast, Financial Perspectives? Hear all about the exciting changes coming to Financial Perspectives this season, straight from the show's creators.  Listen in as Tanya Suba-Tang - our seasoned host - and Lindsey Helman - the show's producer - take you through the evolution of the podcast and what's in store for the upc...

Send us a message! Dr. Matthew Faulkner, CFA - Finance Professor at San José State University and Trustee for the City of San José Pension Fund - discusses bridging the gap between financial theory and real-world practice on our latest episode of the CFA Society San Francisco podcast.  Join our show's host, Tanya Suba-Tang - Membership Director at CFA Society San Francisco - as she delves int...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund.  Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational tel...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Heidi Ridley, CFA, Co-Founder and CEO of Radiant Global Investors, on ESG 3.0 and its application to small cap investing. Radiant is a female-owned, independent asset management firm focused on active equity strategies and thematic listed-impact investment solutions for institutional a...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Pooja Malik, CFA, Founding Partner and Managing Member at Nipun Capital. Nipun Capital is a specialized asset management firm that focuses on alpha extraction from Asia and emerging markets. Pooja founded Nipun based on the outlook that Asia ex-Japan equity markets would double in size...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University. Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries and regions across Europe and the United States....

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds. Prior to joining PAG, Nadia served as director and head of west coast distribu...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization.  He is an active member of CFA Society San Francisco and s...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advisory, and private foundation investment &...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Jennie Chen, Managing Director at X1 Asset Management LLC - an algorithm driven alternative investment firm specializing in spot Forex.  At X1, Jennie plays a key role in developing and managing client-risk-profile specific investment strategies with quantitative portfolio optimization...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group.  Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco.  In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She is an active member of the CFA Society San Francis...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research. Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stan Rudoi, CFA, Vice President of Growth and Analytics at Pollen VC. Stan is an expert in finance, product management, and marketing, with a focus on the mobile gaming, fintech, and SaaS industries. At Pollen VC, Stan plays a key role in developing cutting-edge revenue-based lending p...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China. Nicholas moderated the "...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dominic Bilotti, CFA, CFP, Vice President and Regional Consultant with State Street Global Advisors/SPDR ETFs. Dominic works with Broker Dealer Financial Advisors regarding portfolio construction, business development, and client messaging. He is an active CFA Society San Francisco mem...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with John Ailanjian, CFA, General Partner and CIO for Next Play Capital. John has been instrumental in expanding the firm’s quantitative models to screen and perform due diligence on company investments. He also plays an integral role in the programming and education of Next Play Capital’s...

Send us a message! On this month’s episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Christopher Browne, CFA, Chief Investment Officer and Partner at Democracy Investments. The Democracy International Fund assesses democratic factors in countries and allocates based on these criteria with the intention of increasing economic growth for democratic countries. Pri...

Send us a message! On the September episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Yanrong Chen, PhD,  Business Analyst at EasyAUM. Yanrong is a current Level III candidate in the CFA Program.  Prior to moving into finance, Yanrong was a history lecturer at KU Leuven in Belgium and was a post-doc researcher at the University of San Francisco. Her research wa...

Send us a message! On the Season 3 premiere of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Octavio Sandoval, CFA, CAIA, Director of Investments at Illumen Capital. Illumen Capital is an alternative investment firm, working to reduce racial and gender bias and help its managers identify, evaluate, and invest in entrepreneurs who have been overlooked and underestimate...

Send us a message! Hear from Society Board President-Elect, John Jordan, CFA in this special featured episode of the CFA Society San Francisco Podcast. If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org . This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, p...

Send us a message! On the Season 2 Finale of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lana Ariue, CFA, Senior Manager of Insights and Intelligence at Splunk. Splunk is a software firm, specializing in data visualization and machine learning.  Prior to her transition into the Technology industry, she held positions at various asset management firms including Black...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Reggie Sanders, CFA, CAIA, Managing Director of Investments at W.K. Kellogg Foundation, and Board Member of Rock the Street, Wall Street. He was previously Manager of Pension Investments for Eastman Kodak Company.  Mr. Sanders is a graduate of Florida A&M University and Harvard Bus...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stephen Perkins, CFA, founder and Portfolio Manager at Toronado Capital Management. Stephen was President of the Society from 2014 to 2015. Throughout most of his career as a growth equity investor, he has focused on smaller capitalization public equity investments.  Listen to the full...

Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Sanem Alkan, Sr. Advisor with St. Jude Children's Research Hospital. Sanem has led and developed a number of innovative ventures in several sectors, including finance, risk management, technology, and social impact. She has also held several board director and council member roles...