In this episode of the In Conversation podcast series, David Clarke, CFA, is joined by Alasdair (Sandy) Nairn, CFA, a leader in investment management representing a varied career from Scotland to the US and back. From his current position as chair of the Templeton Global Equity Group he has taken time to review his analysis and discuss the evidence of excess in the markets, exploring the danger behind every single investable asset class, and asking the inevitable question ‘is the bubble about to...
Feb 16, 2022•25 min
In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Monica Filkova, CFA, a specialist on sustainable finance in climate change for investment. Monica’s expertise focuses on climate finance, green bonds, sustainability disclosures, fixed income, and structured finance. Monica served the CFA UK ESG Panel which developed the Certificate in ESG Investing, and now leads the CFA UK CCI Panel, launching the new Certificate in Climate & Investing in February 2022. A...
Jan 31, 2022•10 min
In the seventh episode of our Climate Change podcast, we kick off the new year talking impact investing with Maria (Largey) Smith, Head of the Financial Institutions sector team at the CDC Group. John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) delves into world of development investment solutions with Maria. Learn how impact investors operate today and their proposed solutions to reduce the impact of climate change tomorrow.
Jan 24, 2022•39 min
John Teahan, Portfolio Manager at RWC partners talks to Sonja Laud, Chief Investment Officer at Legal and General Investment Management. In this episode, they discuss LGM's leading work on climate issues, engagement, and resolutions.
Nov 12, 2021•49 min
In this episode of the In Conversation podcast series, David Clarke, CFA talks to Martin Gilbert, Co-founder and CEO of Aberdeen Asset Management about his achievements in the investment industry and what makes a successful fund manager.
Nov 10, 2021•20 min
Alan Livsey, CFA, Lex Research Editor, Financial Times, talks to Natalie Gregoire-Skeete, CFA FRM, a Senior Manager covering sustainability regulatory issues for EY's financials team. She is a founding member of the Black Professionals working group at CFA UK, aiming to connect 100 black professionals. They discuss some unique aspects of her role and how the black professionals working group is promoting inclusion & diversity, sustainability, and ESG in the financial sector.
Oct 28, 2021•9 min
Lindsey Stewart, CFA, Head of Stakeholder Engagement at the Financial Reporting Council talks with Rachel Green, Founder of the Skills Workshop about what those who work in the investment industry can collectively do to empower young people to kick start their investment careers.
Sep 10, 2021•24 min
In this fifth episode of the Climate Change podcast series, John Teahan, Portfolio Manager from RWC Partners, talks with Sean Maguire, Managing Director at Impax Asset Management about renewable energy in Europe and the opportunities for investors.
Sep 09, 2021•38 min
Alan Livsey, CFA talks with John Citron, a previous winner of the 2017 Essay Competition, about Benjamin Graham's writing, how his principles could be applied in the modern investment world and how he would consider ESG factors today. Apply for the 2021 Essay Competition by visiting www.cfauk.org/essaycompetition2021
Aug 25, 2021•17 min
Alderman Tim Hailes could one day be the first openly gay Lord Mayor of the City of London. He talks to Daniel Yates, CFA, about LGBTQ+ representation in the Square Mile, and the importance of building inclusive cultures.
Aug 12, 2021•16 min
David Clarke, CFA speaks with Kate Fox, Investment Manager for the £550m Baillie Gifford Positive Change fund, one of the top performers in the IA Global sector.
Jul 30, 2021•25 min
CFA UK Chairman Daniel Murray, CFA speaks with Alan Livsey, CFA on his career so far, as well as a look into the future of CFA UK.
Jul 15, 2021•12 min
In this fourth episode of the new Climate Change podcast series, Thomas Streater, CFA from the CFA UK Climate Change content working group, talks with Dr. Sasha Turchyn, Geochemist at Cambridge University about the basics of climate science and the drivers behind climate change/greenhouse effects. Record date: Feb 26th
Jul 08, 2021•32 min
In this third episode of the new Climate Change podcast series, Thomas Streater, CFA from the CFA UK Climate Change Content Working Group, talks with Lee Clements, Head of Sustainable Investment Solutions at FTSE Russell about the green economy and sustainable investing. For years, green was loosely defined, based on concepts rather than a specific industrial system. This is where Lee and FTSE Russell step in. Record date: Feb 23
Jul 08, 2021•27 min
Dawid Konotey-Ahulu, co-founder of 100blackinterns.com sits down with Andrew Parry from NJ O Hambro to discuss his career, and the importance of the 100 Black Interns project in today's investment profession.
Jun 18, 2021•21 min
In this second episode of the new Climate Change podcast series, Mark Curtin, CEO at the Felix Project speaks with John Teahan, Value Investments Portfolio Manager at RWC Partners about reducing food waste through the distribution of surplus food and how the investment industry can support this work and improve the current landscape.
Jun 10, 2021•37 min
David Clarke, CFA speaks with Keith Skeoch, Non-executive Chairman of the Aberdeen Standard Investments Research Institute and former CEO of Standard Life Aberdeen. They discuss the role of the investment profession in building back better post Covid-19.
Jun 03, 2021•22 min
Sangeeta Chawla, CFA speaks to Gavin Lewis, covering some of his experience about progressing through the investment industry as a black professional.
May 13, 2021•33 min
In this first episode of the new Climate Change Podcast Series, Thomas Streater, CFA from the CFA UK Climate Change Content Working Group, speaks with John Teahan, Value Investments Portfolio Manager at RWC Partners about climate change and value investing.
May 11, 2021•30 min
Join David Clarke, CFA in conversation with Russell Napier, FSIP on the outlook for the next few decades post COVID-19 and the impacts for investment managers.
Apr 09, 2021•20 min
Marilyn Swinney, CFA and Alicja Nocon, authors of the recent Professional Investor article of the same name, discuss Neurodiversity in the Investment Profession. View the article here: https://www.cfauk.org/pi-listing/is-neurodiversity-the-next-paradigm-shift-in-inclusion-and-diversity#gsc.tab=0
Mar 11, 2021•20 min
Alan Livsey, CFA catches up with Will Goodhart, Chief Executive of CFA UK. They discuss CFA UK's new Climate Change certificate, and the thinking behind the now global ESG Certificate.
Feb 26, 2021•15 min
Join Vincent O Egunlae, Ben Elvidge to discuss The Open Private School, a new initiative to help create a more inclusive investment profession.
Feb 04, 2021•16 min
Join Alan Livsey, CFA in conversation with Elise Badoy, CFA, Deputy Head of Research EMEA at Citi. They discuss the outlook for European markets, the rise of M&A, and more.
Jan 26, 2021•11 min
Listen to Alan Livsey, CFA, talk to Justin McGowan and Duncan Sankey, Partners at Cheyne Capital, about how ESG principles are making a difference in the areas of corporate credit. Learn how the dynamics and factors of ESG work within the context of credit markets and the investment strategies behind it.
Dec 17, 2020•12 min
Listen to Alan Livsey, CFA, talk to Deepa Venkateswaran, Senior Vice President & Managing Director, Senior Analyst - European Utilities at AB Bernstein, about the electricity market in the UK/Europe and how renewable energy is taking a share of the market.
Dec 04, 2020•15 min
Join Bo Huang, CFA in conversation with Vito Menza, Managing Director & Assistant Portfolio Manager at Sandler Capital Management, to hear about how Sandler are adapting risk in response to the developing Covid-19 pandemic.
Nov 24, 2020•14 min
Listen to Bo Huang, CFA talk to Caroline Cai, CFA, Managing Principal and Portfolio Manager at Pzena, on her approach to managing value portfolios during the pandemic.
Nov 24, 2020•16 min
Listen to Alan Livsey, CFA, talk to David Zahn, CFA, Head of European Fixed Income at Franklin Templeton, about the special role of green bonds in helping reduce carbon emissions, the first-ever sovereign green bond issued by Germany, and the interesting development of dual issuance.
Nov 18, 2020•10 min
In the tenth episode of our 'In Conversation' podcast Bo Huang, CFA, talks to Emma Cleveland, Founder and Managing Director at Cleveland & Co, a legal advisory firm, about her views on how to manage a high performing diverse team during the Covid-19 global health crisis and tips on how to be a good leader outside of a traditional office set-up.
Nov 04, 2020•14 min