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)
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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 re...
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!
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 pra...
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 insights on Bitcoin cycles, the difference between regulatory approaches in the UK and US and take a deep dive ...
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. With less than 2% of global philanthropic capital going to climate mitigation, Jack argues for normali...
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 insights into balancing work, study, and personal life, and valuable tips for those considering the IM...
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 US. Matt also looks at the separation between Bitcoin and programmable blockchains like Ethereum, and ...
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 evolution into a more operationally intensive asset class and the active management requirements that...
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 hospitality from potential conflicts of interest, Debbie emphasises the need for an ethical lens in dec...
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 balance. During the episode, Mandy recommends listeners to read “Tiny Experiments: How to Live F...
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 shaping corporate climate commitments. Karina and John discuss the dynamics of stakeholder engageme...
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, Arantxa and Hitesh explore how connecting experienced job seekers with forward-thinking employers ...
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 their perspectives on cryptocurrency and stablecoins, evaluating its legitimacy and utility in the c...
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 customer demand for sustainable products, innovations in the home improvement sector, and the regulatory...
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 career. Not one to stop there, Saffron has since gained her CFA, and closes off the episode with some ...
Chris Kuchanny of Impactable Investment Group outlines his journey from traditional finance to spearheading impact investing in emerging markets, emphasizing the crucial need to address the multi-trillion dollar SDG funding gap. He explains Impactable's strategy of focusing on private credit to provide scalable, non-concessionary returns that meet institutional investor requirements while delivering high social and environmental impact. The discussion covers the ecosystem of capital providers, the five key challenges for successful impact investment, and practical examples like financing Ghanaian market traders and e-transportation in Kenya.
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, highlighting the strength that comes from adaptability and trust in leadership.
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. James explores how the world of crypto and digital assets has adapted and matured over the last few y...
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, with a particular focus on networking, and his takeaways from the Investment Management Certificate. ...
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 these boundaries. She and Aranzazu also explore how overcoming the fear of saying no can help people t...
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 complexities of inflation, and the potential pitfalls of the euro and renminbi. He also draws parallels...
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 surrounds methane. Sam concludes with some useful strategies for mitigating methane emissions. For m...
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 individuals seeking financial advice, and the importance of cultural shifts in financial conversations. They a...
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 sustainability regulations and the future trends that fund managers should pay attention to. Christine...
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 actionable analysis in understanding large-scale, long term economic and environmental changes, and ...
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 importance of data coverage and quality, and the need for disaggregating ESG factors, while maintainin...
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 relationships and diversifying income streams. Looking back at his earlier career, Francesca and Patrick ...
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 need for realistic and deliverable targets. There’s also a focus on choosing which issues to target,...
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 computational power in fusion research, along with the breakout technologies that have come from it. The CFA ...
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 the impact finance sector and offers advice for candidates looking to make a career change.
