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 forge a path for greater diversity in financial services. Natalie asks Sean to share his career tips...
Apr 26, 2023•20 min
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 upon the state of the Venture Capital market, both in Europe and the US.
Apr 18, 2023•46 min
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 Together is helping firms understand the barriers when it comes to socio-economic progression to senior ma...
Apr 12, 2023•31 min
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 carbon modelling.
Apr 06, 2023•25 min
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 — arising from the transition to a low-carbon economy. Philipp goes back to basics and explains th...
Apr 06, 2023•31 min
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 equality. Maura shares the details of Rock the Street Wall Street, and the impact it has post-high s...
Mar 27, 2023•27 min
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 additional adjustments, but ultimately disclosed her diagnosis with her management team, who respond...
Mar 15, 2023•19 min
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 managers are women, and how initiatives such as the Diversity Project Pathway Programme and the Young Women ...
Mar 08, 2023•21 min
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.
Feb 15, 2023•19 min
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.
Feb 01, 2023•22 min
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.
Jan 18, 2023•16 min
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.
Dec 14, 2022•19 min
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 warming to 1.5C, which scientists claim is almost impossible. This creates limitations for asset manage...
Nov 25, 2022•30 min
In part one of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA discuss Tom’s work assessing evidence underpinning sustainability research. They consider non-financial issues, within the context of our fiduciary duty, as stewards of our client’s capital. Tom has researched and written extensively on subjects such as pay, corporate governance, sustainable investing, stakeholder capitalism, and climate. His curiosity in these iss...
Nov 25, 2022•28 min
In this episode Alan Livsey, CFA, LEX Editor at the Financial Times chats with Alberto Gallo, CFA, CIO & Co-founder of Andromeda Capital Management. They discuss the dramatic shift in perceptions towards inflation and interest rates and what that means for the markets. Together they endeavour to predict the answers to the following questions: • Has the multi-decade bull market paused, or ended? • Will central banks have to hike even higher next year? • What will that mean for the job and cre...
Nov 17, 2022•13 min
Tatjana Puhan is Deputy Chief Investment Officer at TOBAM, which became the first European asset manager to launch a Bitcoin fund in Europe in 2017. For CFA UK’s ‘In Conversation’ Podcast, Puhan talked to Maha Khan Phillips about sustainability and cryptocurrencies, technological innovation, and what the future may hold in a blockchain world.
Nov 03, 2022•27 min
Professor Raghu Rau is the Sir Evelyn de Rothschild Professor of Finance at Cambridge Judge Business School. In CFA UK’s ‘In Conversation’ Podcast, Rau talked to Maha Khan Phillips about a study that examines how traumatic childhood events can go on to impact a fund manager’s investment performance decades later.
Oct 26, 2022•25 min
Today, 18 October, is World Menopause Day. For too long menopause has been an under-discussed, and underfunded area of women’s health, and because of this there is a fundamental societal misunderstanding of the impact it has on women. David Clarke, CFA chats with Victoria McLean, CEO, City CV about the symptoms of menopause and ways business can adapt to create a menopause friendly workplace.
Oct 18, 2022•18 min
In this episode of the In Conversation podcast series Lisa Lewin, CFA, is joined by Alisa Grafton, Author and practising Scrivener Notary and partner to discuss the art of networking. She will explain how to build authentic relationships based on her four-point approach. Alisa argues that the most effective networking is when you approach it first as an opportunity to ‘give’ rather than looking for what you will ‘receive’. Then, Alisa shares a few ways in which you can start to create deeper rel...
Oct 06, 2022•21 min
In a new episode of our Climate Change podcast, Vishal Hindocha, CFA, Global Head of Sustainability Strategy, MFS and John Teahan, CFA give us an insight to their conversations over coffee about climate, and the role of the investor in Net Zero. Vish highlights the importance of education and knowledge sharing with clients, especially in a time where best practice is yet to emerge, and the climate science is constantly evolving. During their discussion Vish talks about his involvement with NZAM ...
Sep 30, 2022•45 min
Aneeka Gupta, CFA, is Director of Macroeconomic Research at WisdomTree. In CFA UK’s ‘In Conversation’ Podcast, Gupta talks to Maha Khan Phillips about the rising spectre of geopolitical risk and its impact on the investment landscape
Sep 21, 2022•30 min
The world of behavioural analysis has shifted significantly since its origins in the 1970s and 1980s. Discussing its evolution, Rick Di Mascio, Chief Executive of Inalytics - the firm which has compiled the largest private database of institutional investor transactions globally in order to identify investment skill – examined some of the reasons behind the growth of behavioural analysis and discussed how approaches are changing.
Aug 31, 2022•26 min
In this episode of the In Conversation podcast series Ben Ashby is joined by former trader and hedge fund manager David Murrin who is now an author, consultant and public speaker who asserts that Europe and the US are in decline, partially due to the Covid pandemic, and the war in Ukraine. He argues that by looking at patterns in history we can see that we are entering an era of volatility and increased danger. This recording was originally a webinar organised by CFA UK’s Fixed Income special in...
Aug 12, 2022•1 hr 3 min
In a new episode of our Climate Change podcast, Mike Hugman, Director of Climate Finance at the Children’s Investment Fund Foundation speaks about his experiences as one of the leading investors in climate action and sustainable projects. Mike discusses his new role at CIFF and his thoughts on climate investing, from why investors should back companies who are all-in on sustainable strategies, onto how you can level the regulatory playing field by working in tandem with industry.
Aug 09, 2022•53 min
“Harmonised supply chain data is just not there yet, so you have to do the work yourself.” In this episode of the In Conversation podcast series, Oliver MacArthur, CFA, member of the CFA ESG working group, is joined by Anthony Linehan, CFA, Partner, Portfolio Manager and Head of ESG Strategy at Somerset Capital Management LLP. Together they discuss why supply chain risks are more prominent in emerging markets and how they impact emerging market companies and their investors.
Jul 22, 2022•13 min
To celebrate Pride Month, this episode of the In Conversation podcast series sees Daniel Yates, CFA, Executive Director at J.P. Morgan speak to Julia Hoggett, the first openly gay chief executive officer of the London Stock Exchange in its 300-year history. Julia explores a number of important topics about DEI with Daniel, including the importance of Pride, the investment industry’s approach to diversity on boards, and shares essential advice for the next generation.
Jun 22, 2022•25 min
In this episode of the In Conversation podcast series, Rhodri Preece, CFA Senior Head of Research at CFA Institute, is joined by Rebecca Fender, CFA Head of Strategy and Governance for Research, Advocacy, and Standards at CFA Institute. Together they discuss how trust is at the heart of all financial transactions and, following the recently published 2022 CFA Institute Investor Trust Survey, how levels of trust are at an all-time high. So what are the factors that have influenced this change and...
May 25, 2022•22 min
In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Sarah Maynard, ASIP Global Head of External Diversity, Equity, and Inclusion (DEI) at CFA Institute, to discuss the launch of a new DEI code in the US and Canada earlier this year. The code has been designed to drive the industry DEI agenda forward and define key principles for firms to implement. Helping those from underrepresented communities looking to enter the industry, and afford opportunities to those al...
Apr 08, 2022•9 min
John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) continues the conversation with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA). Here they focused on labelling, particularly on the transition and impact labels. Together they spoke about UK government’s net-zero ambition and what that means, alongside universal owners growing focus on system issues and the increasing calls for devolving shareholders voting rights.
Apr 05, 2022•34 min
In the eighth episode of our Climate Change podcast, John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) talks with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA). Together they discuss challenges to ESG, from some recent high-profile criticism, to expanding multiples of proper ESG stocks and sectors, onto the creation of the international sustainability standards board and how that might help reduce the confusion around ESG rating...
Apr 05, 2022•33 min
