CFA Society San Francisco Podcast

About CFA Society San Francisco Podcast

“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights. This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.

Publisher

CFA Society San Francisco

Category

business · business · technology

Language

en

Explicit

No

First episode

26 Apr 2021

Latest episode

29 Sept 2026

Latest episodes

75 episodes in the feed.

1. 

   29 Sept 2026

   The New Rules of Finance: Regulation, AI, Crypto, and Markets

   Financial regulation is changing quickly, with developments in technology, corporate law, and public policy reshaping the environment in which investors and financial institutions operate. In the Season 7 premiere of Financial Perspectives, Tanya Suba-Tang speaks with Samuel C. Dibble, JD, CFA — Partner at Mayer Brown — about the evolving intersection of finance and law—and what recent regulatory changes could mean for financial markets. Drawing on more than three decades of experience in law and financial consulting, Sam examines developments affecting financial institutions and fintech companies, digital assets and stablecoins, regulatory agencies, mergers and acquisitions, and corporate fiduciary duties. The conversation also explores emerging legal questions surrounding artificial intelligence and intellectual property, the influence of U.S. regulation on global financial markets, and how technological and regulatory change could shape the financial landscape in the years ahead. Topics discussed include: Changes in the U.S. financial regulatory environment Fintech, digital assets, and stablecoin regulation Regulatory oversight of mergers and acquisitions Fiduciary duties and evolving corporate law AI, intellectual property, and valuation considerations The influence of U.S. regulation on global markets Emerging trends that could shape financial regulation For investment professionals navigating an increasingly complex regulatory environment, this episode offers a wide-ranging look at where finance and law intersect, why the rules are changing, and the developments worth watching next.

2. 

   26 May 2026

   Navigating Concentrated Stock Risk in a Tech-Driven Market

   Host Tanya Suba-Tang interviews King Lip, CFA, CMT, about managing concentrated stock risk and its financial, emotional, and strategic implications for investors.

3. 

   28 Apr 2026

   The Sustainability Standard: How Climate Risk Is Rewriting Finance

   Host Tanya Suba-Tang interviews EY's Rachel Gee, Manager of FS Climate Change and Sustainability Services, about how climate risk is fundamentally reshaping finance and investment strategies.

Who has been a guest on CFA Society San Francisco Podcast

Names identified in recent episode analyses. Showing up to five guests.

• King Lip
• Rachel Gee
• Pooja Malik
• Katie Stockton
• Kimberly Flynn

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Contact CFA Society San Francisco Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about CFA Society San Francisco Podcast