Pull Up a Chair with CFA Society Boston

CFA Society Boston

An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.

  1. 12/11/2024

    Leadership with Heart: A Conversation with James Rhee

    In this episode, host Asha Mehta, CFA, interviews James Rhee, private equity investor and author of red helicopter―a parable for our times: lead change with kindness (plus a little math). Rhee reflects on his inspiring journey, shaped by his Korean immigrant upbringing and the caregiving values instilled by his parents. He shares the story of a childhood moment with a red helicopter toy that became a lifelong symbol of his dedication to kindness and investing in people. Highlighting his transformative investment in Ashley Stewart—a brand serving plus-size Black women—Rhee discusses the power of intangible assets like loyalty and resilience. He also champions a leadership approach blending kindness with mathematical precision, encouraging investors to measure value beyond financial metrics.   Show notes James Rhee is a high school teacher and Harvard Law graduate who became a private equity investor and unexpected CEO. He bridges math with emotions by marrying capital with purpose. His transformational leadership has been recognized by the leading business and civic organizations. His national bestselling book, entitled red helicopter―a parable for our times: lead change with kindness (plus a little math), was published in April 2024 in partnership with Harper One, an imprint of HarperCollins that seeks multi-platform ideas that “transform, inspire, change lives, and influence cultural discussions.” In its debut week, the book was the number one non-fiction book across all channels and media, per USA Today. He is working on related film, music, and television projects. His TED Talk and Dare to Lead interview with Brené Brown have captured the imagination of millions.   This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

    31 min
  2. 11/04/2024

    Shaping the Next Generation of Financial Leaders: A Conversation with Sarah Samuels

    In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

    28 min
  3. 06/28/2024

    Path to Success: A Conversation with Jean Hynes

    In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.   Show notes As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North America, Europe, and APAC. Her strategic business priorities include globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. Throughout her nearly 30 years at Wellington, Jean has researched the pharmaceutical and biotechnology industries, as well as served as a health care portfolio manager and leader of the Health Care Team. One of five female CEOs among the top 20 asset management firms, Jean is the recipient of multiple industry awards. Since 2014, she has served as one of the firm’s three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. She works in our Boston office.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

    36 min
  4. 04/10/2024

    Venturing Beyond Comfort: A Conversation with Lily Lyman

    In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing beyond one's comfort zone.   Show notes Lily Lyman has been a founder, investor, and operator in mobile technology. She came to Underscore VC from Facebook, where, as a growth leader, she launched products that drove 100M new users in 4 years. Prior to Facebook, she held strategy, operational, and entrepreneurial roles, including co-founding an Agtech & CPG startup while at Stanford. Today she is a Board Director for the New England Venture Capital Association, MIT Sandbox Funding Board, and is a leader of the Boston All Raise chapter. Lily earned her undergraduate degree from Harvard University and her MBA from Stanford Graduate School of Business. She also holds a Certificate in Entrepreneurship from Columbia Business School and a Certificate in Public Management from Stanford GSB, and was a founding member of the Yard Venture’s Investment Committee.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

    33 min
  5. 03/18/2024

    Resilience & Heart Equity: A Conversation with Kyle Arrington

    In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation about resilience, leadership, and making a positive impact.   Show notes If there are two words that best align with Super Bowl Champion Kyle Arrington, they are “family” and “community.” Being an undrafted free agent from the University of Hofstra, Kyle surpassed all odds, by remaining committed to his conviction and drive, which earned him a starting position in the National Football League (NFL) for many years. Kyle exudes an almost indescribable, yet infectious attitude, in always striving to become the best version of himself. It has been that very same mindset and belief system that has been instilled in The E.V.O.L.V.E. Foundation and its mission. To teach the next generation that there is no finite amount of abilities that they possess. That through commitment, sacrifice, and dedication to oneself and to each other; the possibilities are endless.  For more information about The E.V.O.L.V.E. Foundation, visit https://theevolvefoundation.org/.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

    12 min

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An original podcast series from CFA Society Boston featuring leading industry voices in the investment profession, offering candid conversations and fresh perspectives.