CFA UK

CFA UK

CFA UK takes careers to the next level and beyond. Through connecting, educating and inspiring we develop the professional lives of our members. We help you to develop your skills, achieve your goals and make your desired level of impact in the industry and in the world. (The views of our guests do not necessarily represent the views of CFA UK)

  1. Episode 91: Navigating ESG Reporting in Private Markets

    9 THG 4

    Episode 91: Navigating ESG Reporting in Private Markets

    In this episode of CFA UK’s In Conversation podcast, host Olly King sits down with Jegor Tokarevich, CEO of Substance Over Form (SOF), to explore the evolving landscape of sustainable finance regulatory reporting in private markets. Jegor shares insights into the growing complexity of ESG compliance across frameworks such as SFDR, the EU Taxonomy, and CSRD, and discusses how these regulations are reshaping expectations for both General Partners (GPs) and Limited Partners (LPs). The episode also explores: Jegor’s perspective on the key ESG reporting challenges facing private equity and private debt managers The impact of fragmented data and lack of standardisation in private markets How SOF supports GPs, LPs, and portfolio companies with ESG data collection and validation The importance of early alignment between LPs and GPs on ESG Advice on staying agile amid rapidly evolving regulatory requirements Tune in for an insightful conversation on ESG regulation, data challenges, and how collaboration and technology are shaping the future of sustainable investing in private markets.

    30 phút
  2. Episode 17: Building an AI Startup in Fintech

    27 THG 3

    Episode 17: Building an AI Startup in Fintech

    In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall, CFA sit down with Karen Rudich, Canadian fintech entrepreneur and founder of sherloc. Karen explores her journey from investment banking to building an AI-driven startup focused on helping small businesses manage financial volatility. You'll hear how she navigates fundraising and builds resilient, purpose-driven teams in a fast-moving fintech landscape. The episode also explores: Karen’s transition from banking into entrepreneurship The role of AI and predictive analytics in supporting SMEs The importance of value-aligned partnerships in scaling a business Lessons learned from fundraising and leadership challenges Practical advice for aspiring fintech founders Tune in for an insightful conversation on innovation, resilience, and the evolving role of AI in shaping the future of finance.

    41 phút
  3. Episode 90: How to build successful startups: A look inside the venture studio model

    20 THG 3

    Episode 90: How to build successful startups: A look inside the venture studio model

    In this episode of CFA UK’s In Conversation podcast, host Dr Nic Pillow sits down with Omid Pakseresht, CEO of Goodfolio, to explore how venture studios are changing the way startups are built. Omid discusses Goodfolio's practical AI integration for efficiency and scalable solutions in fintech and healthtech, including ethical considerations. Not only that, he argues why venture studios are a strong partner to traditional VC, reducing risk and accelerating market entry with a robust support system for entrepreneurs and investors. The episode also explores: How the venture studio model works in practice Identifying ideas, building founding teams, and supporting growth Embedding ethical and ESG principles into early-stage investment Supporting diverse and underrepresented founders Using artificial intelligence to drive innovation responsibly Tune in to discover how venture studios are changing the game for startup creation, focusing on ethical and impact-driven entrepreneurship.

    37 phút
  4. Episode 16: Exploring financial history with Duncan Needham

    04/12/2025

    Episode 16: Exploring financial history with Duncan Needham

    In the latest episode of CFA UK’s Future Proofing Finance Podcast, Cambridge University’s Duncan Needham joins Ben Ashby and Tom Threlfall, CFA to see what financial history can tell us about our financial future. Discover the fascinating journey of financial markets, from the evolution of reserve currencies to the dynamics of global trade, as Duncan analyses the lessons shaping today’s economic landscape. If you’re a history buff, a financial expert, both or even neither – this captivating discussion will bridge the gap between past and present.

    40 phút
  5. Episode 89: How tech is transforming climate investing

    27/11/2025

    Episode 89: How tech is transforming climate investing

    In the latest episode of CFA UK’s In Conversation podcast, Tanishq Jain speaks with Louis Millon, Principal at Systemic Capital, about how data and technology are transforming climate investing. Reflecting on his personal journey, Louis touches on the role data and AI can play in countering climate change, and how to use it to evaluate sustainable start-ups. They focus on the evolution of sustainable investing, the impact of regulations on climate data disclosure, and the need to plug data gaps. Hear where climate investing is going – listen now!

    31 phút
  6. Episode 88: The future of RegTech and compliance

    06/11/2025

    Episode 88: The future of RegTech and compliance

    In our latest In Conversation podcast, Dr. Giovanni Bandi joins Prab Bajwa, CFA to discuss innovative solutions being developed through the Regulatory Genome Project at the University of Cambridge to complex global regulation. They explore the importance of RegTech in investment management, the role of AI in compliance, and the potential for greater regulatory convergence and standardisation. From the need for a digital rule book, to embedding compliance within technology, discover how we can refine and streamline financial services to capture greater value.

    40 phút
  7. Episode 87: Investing in nature - a path to sustainability

    30/10/2025

    Episode 87: Investing in nature - a path to sustainability

    In this episode of CFA UK’s In Conversation podcast, Francesca Wheble chats to Yiota Michou, CFA, Investment Manager, Climate Asset Management. Yiota describes her journey into sustainability and impact investing, and what core strategies she’s been employing to invest in natural capital. Discover the standout projects Yiota’s been involved with, explore the key risks affecting natural capital investment, and find out Yiota’s top tips for embarking on a sustainable investing career path!

    34 phút
  8. Episode 21: Exploring the future of agriculture

    29/10/2025

    Episode 21: Exploring the future of agriculture

    In the latest episode of CFA UK's Climate Change Podcast, John Teahan, CFA speaks to Maria Carvalho, Head of Climate Economics and Data, NatWest. Maria outlines the critical role of investment in supporting sustainable agriculture and alleviating the challenges faced by farmers from accelerating climate change. They explore the tension between portfolio decarbonisation and real-world decarbonisation, emphasising how financial institutions can support farmers transitioning to more sustainable practices. From the evolving regulatory framework to the impact of climate change on farming, get the lay of the land on what the future of agriculture could mean for you.

    40 phút
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Giới Thiệu

CFA UK takes careers to the next level and beyond. Through connecting, educating and inspiring we develop the professional lives of our members. We help you to develop your skills, achieve your goals and make your desired level of impact in the industry and in the world. (The views of our guests do not necessarily represent the views of CFA UK)

Thông Tin

  • Nhà sáng tạo
    CFA UK
  • Năm hoạt động
    2020 - 2026
  • Tập
    136
  • Xếp hạng
    Sạch
  • Bản quyền
    © All rights reserved
  • Trang web chương trình
    CFA UK

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