97 episodes

Podcast by CFA UK

CFA UK CFA UK

    • Business
    • 4.4 • 7 Ratings

Podcast by CFA UK

    Episode 67: Sustainability and wealth management

    Episode 67: Sustainability and wealth management

    In this episode, James Doyle, Director, Green Finance, Investment Management, and Community Champion in the CFA UK Sustainability Community, speaks to Paris Jordan CFA, Head of Responsible Investing at Charles Stanley and Co-Founder of Virtuvest. Exploring the role of discretionary wealth managers and the importance of fiduciary duty in sustainability, they also delve into the challenges of balancing profit and impact, alongside integrating sustainability into the traditional investment model.

    The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub.

    For more information on the Sustainability Community and how to join, click here: https://shorturl.at/drsHV

    • 33 min
    Episode 66: Managing investment exposure to autocratic regimes

    Episode 66: Managing investment exposure to autocratic regimes

    In this episode, Gerhard Sogl, CFA, interviews Christophe Roehri, Deputy CEO of TOBAM, an asset manager which focuses on human rights based in France. Christophe shares insights on the importance of human rights in enabling economic development and the impact of autocratic regimes on portfolio performance. He also provides advice for junior professionals in the industry, emphasising the value of being different and seeking new perspectives.

    • 24 min
    Episode 15: Venture capital and green energy

    Episode 15: Venture capital and green energy

    John Teahan, CFA is joined by Lucille Bonnet, Managing Partner at Klima Energy Transition and Managing Director at Alantra Energy Transition, and member of Supervisory Board at Sunroof. John and Lucille discuss her own career path, and the need for independent investors in European venture capitalism. Looking at the impact from US inflation and the future goal to decentralise green energy, they look deeper at Klima’s composition as an SFDR article 9 fund.

    • 39 min
    Episode 65: "A career is not a sprint."

    Episode 65: "A career is not a sprint."

    In a deep dive looking at a long and storied career, Ulrich Amoussou, CFA, speaks to Bill Maldonado, CEO of Eastspring Investments. Examining Bill’s career trajectory and its greatest takeaways, the two discuss how things have changed for young investors since he embarked on his career. Moving onto his approach to nurturing young talent and the need for resilience in tough periods, they also discuss how Eastspring positions itself as one of the biggest asset managers in Asia.

    • 30 min
    Episode 64: Career hacks for investment professionals

    Episode 64: Career hacks for investment professionals

    What are the best ways younger professionals can push forward in finance, and how can senior professionals help that happen?

    In this episode, Maha Khan Phillips talks to Fleur Iannazzo, CFA, founder and executive coach at WTF Money. With almost two decades of industry experience in managing the dos and don’ts of professional development, Fleur and Maha explore common challenges for younger professionals. Their discussion includes negotiating pay rises and mapping out their next career steps, alongside advice for industry veterans in training and retaining young talent.

    • 24 min
    Episode 8: NFTs, Web3, and the future of ownership

    Episode 8: NFTs, Web3, and the future of ownership

    In our first Future Proofing Finance podcast of the year, hosts Ben Ashby and Tom Threlfall, CFA, spoke to Robby Yung, CEO of Animoca Brands, about the evolving nature of ownership in the tech space.

    Covering new frontiers in Web3, they talk about the true value of blockchain technology beyond the hype. Digging deeper, they discuss closer integration of hardware and software rights in things like cars and smartphones, and the opportunities and pitfalls to look out for in the world of crypto.

    • 46 min

Customer Reviews

4.4 out of 5
7 Ratings

7 Ratings

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