Let's Talk EU

An analysis of the revised EU Capital Market Union (CMU) action plan with Thomas Wieser, Chair of the EU high-level forum on CMU

A discussion with Kazim Razvi Director of Financial Reporting the podcast looks at some of the global issues of non-financial reporting and the changes proposed at the EU level. With a particular focus on the problems facing SMEs in the context of enabling their access to investors and markets.

A conversation with Mary Leung head of Advocacy in APAC for CFA institute. Comparing and contrasting the treatment of inducements across key markets in APAC and with relevance for the EU context where consideration is being given whether to ban or not inducements.

Josina speaks with Rainer Riess, Director General of the Federation of European Securities Exchanges (FESE), to discuss the recommendations of the European IPO Task Force report, which will be published on 2 March 2020. The European Task Force, which is composed of corporate representatives and independent experts from the financial sector, was established with the aim of suggesting solutions to a...

In this episode, we hear from Axel Kleinlein, president at Better Finance. He discusses the next steps in finding a solution to sustainable investing, which centers on finding a taxonomy.

In this episode, we hear Gary Baker, managing director at CFA Institute, discuss the confusion caused by greenwashing in sustainable investments. He also explains how to avoid falling down the rabbit hole when it comes to the challenges of defining ESG and sustainability.  

In this episode, we hear from Jeroen Bos, CFA, head of specialized equity and responsible investing at NN Investment Partners. He discusses why ESG integration is in line with fiduciary duty and the importance of transparency in avoiding greenwashing.

In this episode, we hear from Guillaume Prache, managing director at Better Finance. He discusses his main takeaways from the conference and why failing is not an option when it comes to sustainable investing.

In this episode, we hear Henrik Husman, president of Nasdaq Helsinki, discuss the challenges individual investors face in sustainable investing and the reporting guide that Husman and his team have created to ensure that retail investors get the best possible information about their investments.

In this episode, we hear Jonas Fernandez, a member of the European Parliament, discuss what the goals for the new commission will be. Despite the challenges and many unanswered questions, he believes that this conference is a good starting point for the next five years.

In this episode, we hear from Josina Kamerling, head of capital markets, EMEA, at CFA Institute. She discusses the recent Task Force Report by CFA Institute and Better Finance and what sustainable value for money means.

In this episode, we hear from Olivier Boutellis-Taft from Accountancy Europe. He discusses the importance of systemic change versus cosmetic changes. He stresses that the timeline we have in which to take action is shrinking, so we need to emphasize systemic changes to accomplish our goals.

In her first podcast of 2020, Josina Kamerling and Guillaume Prache, Managing Director of Better Finance discuss a hot topic, sustainable value for money, based on a survey taken with CFA Institute and Better Finance. They address the gap between what financial professionals believe they should provide in order to deliver sustainable value for money and what retail investors expect and what is bei...

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as MiFID II and its impact on investment research. While global firms tend to see MiFID II rules as "best practice" the difference in regulatory regimes is stark among the EU, Americas...

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as PRIIPS and UCITS. Particular attention is paid to the importance of fiduciary responsibility as we enter an era of global product sovereignty.

The European Commission, which is the executive branch of the European Union welcomes incoming president elect Ursula von der Leyen .  Formerly minister of defense for Germany, von der Leyen and her team of commissioners are bringing new energy to the Commission.  In this podcast, Josina Kamerling, head of regulatory outreach for CFA Institute for the Europe, Africa and the Middle East explores th...

For years the EU, The European Parliament, and most recently, the capital markets union have wrestled with the notion of sustainable finance and how to strengthen the long term connection between society and the financial services business. With the emergence of environmental, social, and governance (ESG) standards, this connection is strengthening in equities but less so in bonds. So-called Green...

In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, explains how CFA Institute fits into overall EU policy development. She takes listeners through the labyrinth of recent initiatives concerning capital flows, governance, securitization, supervision, and taxation, among other issues, to make the case for stronger centralization...

What will happen on the fateful dates of May 23-26, the period set down for elections throughout the EU member states? Though it's not always easy to see, the European Union has been built on consensus. Achieving consensus has never been easy or pretty, but it's the bedrock of the EU. And in an era of rapid change—Brexit, new political parties, new regional alliances, and changing U.S. policies—it...

In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, takes listeners through a range of issues facing EU markets, from blockchain technologies to deposit guarantees to sustainability standards, among others. She posits that success rests not with the decisions that are reached per se, but rather through the strength of the union...