CFA UK
CFA UK is a professional membership organization that supports investment professionals in the UK. Through connecting, educating, and inspiring, it helps members develop their skills, achieve their goals, and make an impact in the industry. The podcast features discussions with industry experts, though their views do not necessarily represent those of CFA UK.
Episodes
Episode 92: Using AI to balance innovation & environmental impact
In the latest episode of CFA UK’s In Conversation podcast, host Anita Brown speaks with David Carlin, founder of D.A. Carlin and Company, to explore the intersection of artificial intelligence (AI) and sustainable finance and the opportunities and risks it presents for the financial sector.
David outlines the environmental costs of advanced AI, from data centre energy use to model training, and f
Episode 18: John Reade on evolving gold markets
In this episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA speak with John Reade, Senior Market Strategist at the World Gold Council. John shares his 40-year career journey from mining engineer to market strategist, and explains the evolving landscape of gold markets for investors.
Explore:
Gold’s value as a portfolio diversifier
The impact of gold-backe
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 ar
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, pu
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 str
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 l
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 sustaina
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
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 inv
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 decarbonisati
Episode 15: Navigating Bitcoin cycles with insights from Jonathan Bier
In this episode of CFA UK's Future Proofing Finance podcast, Ben Ashby and Tom Threlfall meet Jonathan Bier, Chief Investment Officer, Farsight Investors.
A prominent figure in the world of crypto investing, Jonathan shares his journey from traditional finance to launching a crypto equity fund, discussing the challenges and opportunities emerging from the FCA’s retail ban lift.
Explore insight
Episode 86: Bringing philanthropy into sustainable investing
In this episode of CFA UK's In Conversation podcast, Jim Totty, CFA, speaks with Jack Chellman, Chief Project Officer at the Global Returns Project, about the role of philanthropy in sustainable finance. Jack and Jim discuss how financial institutions can integrate philanthropic donations into client offerings and investment products, enhance ESG strategies, and deliver fast, measurable impact. Wi
Episode 85: Starting Strong: Navigating the IMC and CFA Journey with Pia Farooq
In this episode, Olivia Wingrove, CFA, Senior Portfolio Manager at LGT Wealth Management, and IMC holder, sits down with Pia Farooq, a fellow IMC holder, to discuss their journeys into the investment industry. Pia and Olivia explore the importance of the IMC qualification, its role as a precursor to the CFA, and how it helps build a strong foundation for a career in finance. Pia also shares her in
Episode 14: Crypto: “Finance hasn’t been disrupted – until now.”
How does crypto fit into institutional portfolios? In this episode, Ben Ashby and Tom Threlfall, CFA, sit down with Matt Hougan, CIO of Bitwise Asset Management, to explore the institutionalisation of digital assets.
Matt, Ben, and Tom explore how crypto began as from a frontier technology to something gaining institutional adoption, alongside the implications of recent regulatory shifts in the
Episode 84: The REIT evolution - growth, governance, and scale
In this sponsored episode of In Conversation, Chris Ware, CFA, sits down with Edoardo Gili, CFA, Senior Analyst at Green Street, to explore the evolving landscape of real estate investment. From the shifting dynamics of REITs to the integration of infrastructure and real assets, this conversation offers deep insights for investment professionals navigating today’s market.
Examining real estate’s
Episode 83: Conflicts of Interest and Operating with Integrity
In this episode, JC Valer, Lecturer at the Tecnológico de Monterrey, and Visiting Academic at the University of Oxford, speaks to Debbie Clarke, Non-Executive Director at BlackRock Group Limited, discussthe ethical challenges that come with conflicts of interest and operating with integrity.
Examining case studies around transparency, ethical guardrails, and the fine line separating acceptable ho
Episode 82: Managing overwhelm in the workplace
In this episode, Kelsey Su, CFA, Sales Operations Manager, Dahua UK & Ireland, talks to Dr Mandy Lehto, executive coach, and host of ‘Enough, the Podcast,’ to talk about workplace overwhelm. Mandy draws from her own high-pressure background and coaching career to share her insight in recognising the signs of overwhelm, the physical and mental toll of sustained stress – and how to begin reclaiming
Episode 20: Navigating climate governance in the boardroom
In this episode, John Teahan, Portfolio Manager at Redwheel, interviews Karina Litvak, Non-Executive Director at Terna S.p.A, and prominent figure in climate governance and sustainability. Karina and John discuss her journey from finance to board roles, and the challenges of implementing climate action amid complex corporate governance. In particular, John and Karina look at the impact of COP21 in
Episode 81: Empowering senior jobseekers
In this episode, Arantxa Sardina, Corporate Sponsorship & Stakeholder Manager at GAIN UK, speaks with Hitesh Dattani, Director of Grey Matter Jobs, about the growing importance of age diversity in today’s workforce.
Drawing on over 30 years of experience in asset management, Hitesh shares what inspired him to launch a recruitment platform dedicated to championing age-inclusive hiring. Together, A
Episode 13: Paul Krugman on tariffs, crypto, and the future
Nobel Prize-winning economist Paul Krugman joins Ben Ashby and Tom Threlfall, CFA, to shed light on the unparalleled volatility and policy upheavals reshaping today’s economic landscape. With the United States leading the charge towards increased protectionism, Paul highlights the staggering rise in US tariffs, which have surged from an average of 3% to around 15%. Paul, Ben, and Tom also discuss
Episode 19: How does a DIY retailer decarbonise?
In this episode, John Teahan interviews Dorothée D'Herde, Director of Responsible Business at Kingfisher plc. Dorothée and John discuss the circular economy, and how Kingfisher as a DIY retailer utilises it in reducing their carbon emissions.
Dorothée also shares insights on Scope 3 emissions, and the importance of engaging suppliers in decarbonisation efforts. John and Dorothée also touch on cus
Episode 80: The power of education for investors
In this episode, James Dolman, CFA, Director of Alium Dolman Limited, interviews Saffron Hill, CFA, Management Consulting Associate at AlixPartners. Saffron discusses her career journey in the investment industry, from taking the Investment Management Certificate (IMC) as part of her employee training, to using the skills, knowledge, and disciplines she gained to move into the next stage of her ca
Episode 79: The trillion-dollar investment gap
How do you solve a trillion-dollar investment gap in your sector?
In this episode, David Manuel speaks to Chris Kuchanny, Founder and CEO of Impactable Investment Group, to discuss the changing landscape of impact investing in emerging markets. Looking at his own journey from traditional finance to founding Impactable, Chris and David examine how financial returns can be balanced with social and
Episode 12: The big picture for crypto assets
In this episode, Ben Ashby and Tom Threlfall, CFA, chat with James Harris, Chief Commercial Officer of Zodia Custody. James shares his journey through various traditional finance institutions, including Citi Group and Standard Chartered Bank and his eventual pivot into crypto.
Compared to other areas of investment, crypto is still a maturing sector, but its rise to fame has been pretty dramatic.
Episode 78: "Leadership can absolutely be learned."
In this episode, Aranzazu Sardina and Emma Kangis, an executive/leadership and career coach, discuss the importance of career coaching and developing soft skills for investment professionals.
Emphasising the need to balance technical capability with soft skills and self-awareness in the workplace, Emma and Aranzazu look at practical ways that young professionals can build leadership qualities, hi
Episode 76: “Your net worth is your network.”
In this episode, Ulrich Amoussou, CFA, Investment Associate at Reventus Power, has a wide-ranging chat with Patric Okumi, Liquidnet/TP ICAP Group Group. Patric shares his journey from Ghana to becoming a senior executive in finance, along with the challenges and triumphs he experienced along the way.
Patric highlights perseverance, authenticity, and continuous learning as the keys to doing well,
Episode 77: "It’s a strength to say no.”
In this episode, Aranzazu Sardina catches up with Victoria McLean, CEO of City CV and Hanover Talent Solutions, to discuss the significance of setting boundaries in the workplace, and how it impacts professional development and mental health.
Victoria emphasises the importance of recognising personal limits, the types of boundaries that exist, and practical tips for establishing and maintaining t
Episode 11: The end of the dollar?
In this episode of the Future Proofing Finance podcast, Ben Ashby and Tom Threlfall, CFA, catch up with Richard Cookson, formerly of Citi Private Bank, HSBC, and Rubicon Fund Management. Richard shares his extensive experience in finance, and together they embark on a world tour of global currencies, inflation trends, and economic challenges.
Richard emphasises the endurance of the dollar, the co
Episode 18: The methane effect
In this podcast episode, John Teahan, CFA, discusses the critical issue of methane emissions and their impact on climate change with Dr Sam Cornish, transition research specialist at The Institutional Investors Group on Climate Change ( IIGCC). They explore the sources of methane and its role in global warming, the challenges of measuring and reporting emissions, and the regulatory landscape that
Episode 75: The financial advice gap
The financial advice gap is often overlooked as an issue – but its importance for people across the income spectrum cannot be overstated. In this episode, Patrick DeBattista, CFA, speaks with Fleur Iannazzo, CFA to define the gap, the consequences of a lack of financial advice, and its importance to people’s financial wellbeing.
Fleur shares her personal journey, the challenges faced by individua
Episode 74: How regulators' approaches to sustainability are reshaping fund management
In this conversation, David Manuel, Founder and CIO of Beagle Partners LLP, interviews Christine Brentani, Senior Principle Consultant at ACA Group.
Discussing the impact of sustainability regulations on asset managers and the changing landscape of the industry, Christine shares her journey from fund management to regulatory risk and compliance. David and Christine also explore the evolution of
Episode 10: The cost of innovation vs doing nothing
In this episode, Ben Ashby and Tom Threlfall, CFA are joined by Neville Hill, an expert in long-term policy and climate change. They discuss the costs and benefits of decarbonisation against the technical challenges of achieving net zero. They discuss the need for business to innovate and adapt as the economy adjusts to the requirements of net zero transition. Neville highlights the importance of
Episode 73: Turning data into intelligence in sustainable investing
In this conversation, Francesca Wheble, Responsible Investment Lead, Guinness Global Investors, interviews Oliver King, CAIA, Sustainable Investing Product Specialist, Fusion by JP Morgan, to talk about some of the challenges faced by asset owners and managers in integrating ESG data into their investment processes.
Exploring the developing landscape of sustainable investments, they discuss the
Episode 72: The joy of making a difference
In this episode, Fleur Iannazzo CFA, Founder of WTF Money, interviews Patrick DeBattista CFA, Founder of Finance For You, to share his career transition story, and his mission to democratise financial education. Discussing the lack of financial literacy and the need for holistic financial planning, Patrick also talks about the challenges of starting a business, and the importance of building relat
Episode 17: Tackling the ‘say-do gap’ in climate transition plans
In this episode, John Teahan, CFA is joined by Shu Ling Liauw and Marina Lou of Accela Research. They discuss their backgrounds and how they founded Accela to provide objective analysis and insights on climate transition plans to drive change and help investors make more informed decisions.
The conversation explores the road to achieving decarbonisation targets in the oil and gas industry and the
Episode 71: Funding fusion, and its role in sustainability
In this episode, Katriona Baker, Sustainability and Environment Manager at GEO Specialty Chemicals, speaks to Dr Melanie Windridge, founder and CEO of Fusion Energy Insights, to discuss fusion energy and its importance as an investment opportunity.
Covering the fusion’s development history, where it is, and where funding could take it, Katriona and Melanie also discuss the role of AI and computat
Episode 70: Career management and soft skills
In this episode, Aranzazu Sardina, Senior Relationship Manager at Genesis Investment Management, speaks to Sheena Pentin, Founder and Director of Careers for Change, to discuss career management and soft skills.
Sheena shares her career transition journey and the inspiration behind setting up an impact finance recruitment consultancy. She also highlights the key soft skills needed for a career in
Episode 69: The impact of war on sustainability
In this conversation, Francesca Wheble, Responsible Investment Lead at Guinness Global Investors, interviews Douglas Hepworth, COO and Chief Risk Officer of Gresham Investment Management.
Discussing Douglas’ and Gresham’s background, they explore the environmental impact of futures trading, how the Ukraine conflict provoked upended the sustainability movement, and the challenges of evaluating in
Episode 16: Oil, gas, and petro-states
In this episode, John Teahan, CFA interviews Mike Coffin of The Carbon Tracker Initiative. Exploring Mike’s background as a geologist and his transition to working at Carbon Tracker, alongside its focus on climate alignment and transition risk. They also delve into the topics of demand, scenarios, energy transition and the future of the oil and gas industry, and the need for diversified economies
Episode 09: A headhunter’s perspective on standing out in finance
In this podcast episode, hosts Ben Ashby and Tom Threlfall, CFA, interview Rupert Mathieu, Sainty Hird & Partners, a headhunter in the financial services industry. Examining the changing nature of headhunting, Rupert explains the evaluation process and the importance of context in finding the right candidates. He also shares insights on building networks and the role of LinkedIn. Touching on the c
Episode 68: “Diverse teams perform better”
In this episode, Maha Khan Phillips, Co-Editor at Impact Investor, and Alexandra Morris, CIO at SKAGEN Funds, discuss gender and DEI in the investment industry. The percentage of female fund managers globally stands at just 12.1%, with minimal progress over the years.
Exploring the challenges of attracting and retaining women in the industry, Maha and Alexandra discuss the Women in Finance Charte
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 balanc
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 b
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 lo
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 discu
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 profe
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
Episode 63: The role of boutique firms in the investment industry
In this episode, Maha Khan Phillips had a broad conversation with Furio Pietribiasi, CEO of Mediolanum International Funds, which is the European Asset Management platform of Banca Mediolanum Group. He is responsible for Mediolanum Business Operations in Ireland, and is a member of the Board of Mediolanum International Life.
Maha and Furio explore the market landscape for boutique firms and their
Episode 14 Part 1: The landscape of sustainability in UK finance
John Teahan, CFA, portfolio manager at Redwheel speaks to James Alexander, CEO of UKSIF, charting his career from student politics, to megacity projects and finally to his position as CEO. Within the UK financial industry, James and John map the sustainability landscape across the most influential government departments, to the regulators and task forces that are shaping standards and disclosures.
Episode 14 Part 2: Sustainability policy in the run up to an election
James Alexander, CEO of UKSIF describes the mission led mandate of UKSIF, how it works with its members and how the organisation has an influence on policy and regulation in the UK. He then talks about the political scene as political positioning starts to impact government decisions as a UK general election appears on the horizon, and the potential for over-reliance on the finance industry to sol
Episode 62: Financial Promotions on Social Media
Suzanne Hsu, CFA, Director and MLRO for Project Imagine, and Professionalism Steering Committee Chair for CFA UK, caught up with Serena Espeute to talk about her research with the CFA Institute on financial promotions on social media. Focusing on unregulated ‘finfluencers’ and the borderless nature of their audiences, Serena and Suzanne discuss their trends, impacts, and the dangers they may pose.
Episode 7: How endemics and war affects pension modelling
In this week’s episode, hosts Ben Ashby and Tom Threlfall spoke with Patrick Bloomfield, who sadly passed away in September. Patrick was a leading figure in the pensions industry for more than 25 years, joining Humans Robertson in 2004 and being made a partner of the firm in 2006. Alongside his work at Hymans Robertson, he chaired the Association of Consulting Actuaries between 2020 and 2022.
In
Episode 61: Sexism In The City
Arun Kelshiker, CFA and vice-chair of the CFA UK DEI committee, caught up with Natalie Gill, Head of DEI Strategy & Industry Engagement, PGIM, and Sarah Maynard, Global Senior Head, Diversity, Equity, and Inclusion, CFA Institute, about Sexism in the City - a new inquiry looking at barriers faced by women in financial services.
In this conversation, they discuss what the inquiry is looking into,
Episode 6: The future of banking and takeaways on treasury management
Meet John Cummins - Managing Director, Group Investments at Aviva Group plc. Over the last 30 years, John has been brought in to solve some of the trickiest banking situations in the UK. In this episode, John talks to Ben Ashby and Tom Threlfall, CFA to discuss the future of banking and some of the key learnings on treasury management he's learned over the years. Plus, he reveals his predictions f
Episode 60 …with Pamela Hutchinson, OBE ‘You have to be in it in order for others to see it’
Natalie Gregoire-Skeete, HSBC’s Head of Sustainability in Europe caught up with Pamela Hutchinson OBE, Global head of Diversity at Bloomberg. From working out of a portacabin in Folkstone as part of a legal team for Eurotunnel to heading up DEI for a global institution, Pamela is one of the pioneers embracing DEI in the UK and working for real industry change. Pamela’s parents’ invaluable advice
Episode 59: Investment opportunities in biotechnology
Christian Koch is on the portfolio management team at BB Biotech, the Swiss-based investment company. For CFA UK’s ‘In Conversation Podcast’, Koch talked to Maha Khan Phillips about innovations in the world of biotechnology, and the opportunities it presents for investors.
Episode 13 Part 2: How to incorporate Net Zero commitments into executive remuneration plans
In the second part of John Teahan's discussion with Harlan Zimmerman, Harlan sets out how to incorporate Net Zero commitments into executive remuneration plans. The need for significant, measurable and transparent metrics to support decarbonisation and clear links to public commitments on Net Zero.
Episode 13 Part 1: Cevian Capital and the evolution of sustainability
John Teahan speaks to Harlan Zimmerman, Senior Partner of Cevian Capital, about Cevian's activist investment approach, how the company incorporates sustainability issues and early moves by the industry to align remuneration with sustainability.
Episode 58: Providing a Safe Space - Empowering Investment Professionals to Speak Out
Arun Kelshiker, CFA the vice-chair of the CFA UK DEI committee, spoke to Baroness Helena Morrissey, founder of The Diversity Project - Investment Industry. When Helena entered the world of fund management early on in her career she soon realised the industry lacked inclusivity and diversity which led her to set up The Diversity Project in 2016. The new Safe Space initiative was then formed this ye
Episode 5: Venture Capital – a tool to kickstart a local economy
Dominic Endicott, Partner NorthStar Ventures and author, begins his lively discussion with Ben Ashby and Tom Threlfall, CFA with a tussle over whether Crypto and Blockchain are just a distraction or solving a real economic problems.
Dominic emphasises the importance Venture Capital (VC) has had in the UK over the last 10 years: $150 billion VC money has gone into startups generating upwards of a $
Episode 57: Innovation and Asset Management
Marisa Hall is Head of the Thinking Ahead Institute. For CFA UK’s ‘In Conversation Podcast’, Hall talked to Maha Khan Phillips about what innovation in asset management looks like, and how it is transforming the landscape.
Episode 4: ‘I want to understand our customers really well’ – Successfully investing in tech
Simon Galbraith Founded Redgate Software, invests in tech and shares his expertise as a Non-Executive Director across the Tech sector. He started life as a Physicist, saw an opportunity and nurtured his entrepreneurial spirit. In this frank discussion with Ben Ashby and Tom Threlfall, CFA, Simon explains what he looks for when he invests, the importance of confidence in both the idea and the compa
Episode 56: “There are no openly LGBT+ people leading a FTSE100 company”
Anthony Watson CBE, CEO of The Bank of London talks to Daniel Yates, CFA about Pride, Diversity, Equity & Inclusion, and the rise of Artificial Intelligence.
Episode 55: Finding the right strategy in difficult markets
Marie Dzanis is Head of Asset Management in EMEA for Northern Trust Global Investments. In CFA UK’s ‘In Conversation Podcast’, Dzanis talked to Maha Khan Phillips about difficult market conditions, how investors are looking at their active and passive portfolio construction, and how they are considering factor exposure in their approaches.
Episode 3: AI-Powered Solutions for Debt Dilemmas
Ben Ashby and Tom Threfall spoke to Rachel Curtis, Chief Executive Officer and Co-Founder at Inicio AI. Having begun her journey in traditional finance, her deep curiosity and approach to problem-solving over the years led her to start an artificial intelligence company called Inicio AI. Inicio is transforming how people deal with debt using virtual agents. She explores how artificial intelligence
Episode 54: The Future of Investment Research
Joshua Maxey, CFA, is Co-Founder of Third Bridge, the global provider of independent research. For CFA UK’s ‘In Conversation Podcast’, Maxey talked to Maha Khan Phillips about how the world of investment research is evolving, and what that means for the ways we access and digest information.
Episode 2: ‘AI has hit us like a freight train’ – what next?
Co-hosts Ben Ashby and Tom Threlfall, CFA catch up with Simon Russell, Founder, Trinity Square. Simon, started in corporate finance, saw the opportunity in the internet, specialised in technology and his career took off. They discuss the downfall of SVB, and its impact on the UK market. Simon charts the rise in software investment over the last 20 years and the landscape which allowed this level o
Episode 53: Career Profile: Sean Alleyne, COO, Credit Suisse
Sean Alleyne is COO of Credit Suisse and was awarded the 2022 Powerlist Executive of the Year award and the 2022 Black British Awards, Financial Services Senior Leader. He caught up with Natalie Gregoire-Skeete, CFA, UK Financial Services Sustainable Finance Markets Lead at EY and a co-founder of CFA UK’s Black Professionals Network, to discuss his rise to success and the steps we need to take to
Future Proofing Finance Podcast Episode 1: Deep Tech for investors
In the first episode of our new podcast series ‘Future Proofing Finance’ co-hosts Ben Ashby and Tom Threfall welcome Max Bautin, Partner and Co-Founder, IQ Capital. As leading investors in Deep Tech, IQ Capital are passionate about the competitive edge it gives.
In their conversation Max defines Deep Tech and highlights the importance of identifying the benefit to the end user. Max also touches
Episode 52: Levelling the playing field so everyone can achieve their full potential
The UK Financial services sector continues to address the ‘old boys’ club’ reputation of the past. However, with 89% of senior level investment professionals coming from a higher socio-economic background something needs to be done to ensure that people from all backgrounds could reach their full potential. Host Ben Elvidge, CFA caught up with Sophie Hulm, CEO of Progress Together. Progress Togeth
Episode 12 Part 2: Incorporating Carbon Markets into Investment Decisions
In the second part of John Teahan’s discussion with Philipp Ruf Head of Research & Analytics at SparkChange, they discuss modelling with climate and how to factor it in to investment analysis. Philipp highlights the movement of carbon price risk from ESG and make it a tangible financial impact. The discussion also looks to the future and the importance of keeping future policy changes in mind when
Episode 12 Part 1: Introducing Compliance Carbon Markets
Host John Teahan, CFA caught up with Philipp Ruf Head of Research & Analytics at SparkChange. Philipp is an expert in carbon and energy markets and shares how he got into energy markets. He talks about how SparkChange, a specialist provider of carbon data and insight, is empowering financial institutions to drive change. They are working to capitalise on the opportunities — and manage the risks —
Episode 51: Driving change through financial and investment literacy
Alan Livsey, CFA caught up with Maura Cunningham, CEO and founder of Rock the Street Wall Street who are helping girls view math-focused fields of study as compatible with a career that has a positive impact on the world.
Their discussion centres around who is affected by financial literacy gaps, and how the finance and investment industry is positioned to the wider world – with a focus on gender
Episode 50: Navigating neurodiversity in the investment industry
Host Arun Kelshiker CFA catches up with Miren-Edurne De Frutos, in an honest conversation about her disclosure of her neurodiversity to her employer and her experience of being neurodiverse in the investment industry. Miren looks back at her childhood diagnosis of a rare form of epilepsy and then in adulthood, her diagnosis of ADHD and dyslexia. Initially, Miren sought further qualifications with
Episode 49: Unlocking female talent in the workplace
In celebration of International Women’s Day Juliet Bullick, Head of Strategic Initiatives at Fidelity International caught up with Baroness Helena Morrissey, DBE to talk about how unlocking and supporting female talent in the industry will enhance their careers and improve gender parity in the industry.
The discussion revolves around the perplexing statistic that only one in ten portfolio manager
Episode 48: What you need to know about your retirement
Henrietta Grimston is an Associate Director of Financial Planning at Evelyn Partners. During CFA UK’s ‘In Conversation Podcast’, Grimston talked to Maha Khan Phillips about what the future of retirement is going to look like, and why planning early is critical for individual retirement outcomes.
Episode 47: The future of the workplace
Sue Asprey-Price sits on the Work Dynamics Global Executive Board and leads the Work Dynamics business for JLL in EMEA. During CFA UK’s ‘In Conversation Podcast’, Asprey-Price talked to Maha Khan Phillips about how the workplace is evolving, and examined some of the key considerations for businesses, as well as employees.
Episode 46: Making money from trees
Sarah Clawson is Head of Global Investor Relations at New Forests, the global investment manager of nature based real assets and natural capital strategies. In CFA UK’s ‘In Conversation Podcast’, Clawson talked to Maha Khan Phillips about how forestry has evolved as an asset class, and key considerations for investment.
Episode 45: Ethics of AI in investment management
In this episode of the In Conversation podcast series Monica Dong, Regulatory Lead at Citi and a member of CFA UK’s Ethics Committee sits down with Rhodri Preece, CFA to discuss the ethical considerations regarding the use of AI in investment Management. They explore how AI is being used across the industry, as well as the opportunities and challenges around AI.
Episode 11 Part 2: Fiduciary duty and the limitations of GFANZ
In part two of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA continue the conversation by discussing Tom’s two blogs on the Glasgow Financial Alliance for Net Zero (GFANZ) and the clash that developed over commitments made under that umbrella body.
Tom explains that the overarching commitments made by GFANZ to limit global w
