Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

CFA Society San Francisco Podcast

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by CFA Society San Francisco

5.0(3 reviews)

74 episodes

Updated Weekly

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Podcast Overview

“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.

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Publishing Since

4/26/2021

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Recent Episodes

May 26, 2026

Navigating Concentrated Stock Risk in a Tech-Driven Market

In the season 6 finale of Financial Perspectives, Tanya Suba-Tang sits down with King Lip, CFA, CMT - Chief Strategist at BakerAvenue Wealth Management - to explore the complexities of concentrated stock positions and the growing challenges they present for investors, executives, and advisors alike.King explains how concentrated positions often develop through long-term success—particularly in technology and founder-led companies—and why the decision to diversify is rarely just financial. The conversation examines the tension between tax efficiency, liquidity needs, emotional attachment, and risk management, along with the behavioral biases that can keep investors overexposed for too long.Looking ahead, they discuss how the rise of AI-related wealth creation, private secondary markets, and continued concentration in mega-cap technology companies could reshape portfolio strategy in the years ahead. From tax planning strategies to broader market implications, the episode explores how advisors are helping clients navigate increasingly concentrated sources of wealth in a rapidly evolving investment landscape.

April 28, 2026

The Sustainability Standard: How Climate Risk Is Rewriting Finance

In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Rachel Gee, Manager of FS Climate Change and Sustainability Services at EY, to examine how sustainable investing has evolved from a values-driven concept into a core financial discipline.Rachel outlines how climate risk is already being priced across markets—from insurance disruptions and real estate exposure to emerging nature-based frameworks and AI-driven energy demand. The conversation explores why carbon was only the starting point, how biodiversity and water risk are influencing capital allocation, and where investors are finding opportunity amid volatility.Looking ahead, they discuss what’s next: less headline noise, deeper integration into core decision-making, increased investment in data and risk modeling, and a shift from “sustainability strategy” to simply strategy.Key Takeaways:<ul><li>Sustainability has become a central theme in finance, moving from niche to necessity.</li><li>Climate risk is reshaping investment decision-making, particularly in insurance and real estate markets.</li><li>Millennials and Gen Z are driving sustainable investing trends, integrating values into financial portfolios.</li><li>The evolution of sustainability in finance is shifting from externality to core business strategy for firms.</li><li>Nature-related risks are gaining attention, with frameworks like TNFD becoming essential in financial assessments.</li><li>The future of sustainability in finance will see deeper integration into business as usual practices, beyond just headlines.</li></ul>

March 31, 2026

AI, Junk Rallies, and Policy: Why Emerging Markets are Surging w/ Pooja Malik

The global investment landscape has shifted dramatically since 2024. In this episode, Pooja Malik, CFA - Founding Partner and CIO at Nipun Capital - returns to Financial Perspectives to discuss the surprising trends of 2025 and 2026 in Emerging Markets, including the "junk rally" in AI-linked stocks and the impact of US tariffs on local policy.With over 20 years of experience managing $100B+ portfolios at firms like BlackRock, Pooja provides a masterclass on alpha extraction in modern Asian markets. In this <a href="https://financial-perspectives.captivate.fm/episode/emerging-markets-w-pooja-malik-cfa-founding-partner-nipun-capital/" rel="noopener noreferrer" target="_blank">follow-up to her 2024 appearance</a>, Pooja discusses how the AI theme has moved beyond the "obvious winners" to impact the entire power supply chain. She also shares her quantitative perspective on why the volatility of Indian and Chinese equities is trending downward, creating a new paradigm for global allocators.In this episode, we cover:<ul><li>The AI Bubble in Asia: Why retail investors are buying anything remotely linked to power and data centers.</li><li>Risk Reversal: Why US debt and political uncertainty are shifting risk perceptions toward developed markets.</li><li>Sovereign Powerhouses: A look at the distinct economic visions of India, China, and Saudi Arabia.</li><li>The Benchmarking Gap: Why EM drives 60% of global GDP but only 10% of equity benchmarks.</li></ul>

74 total episodes available

Recent guests on CFA Society San Francisco Podcast

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Katie Stockton

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Benjamin Armellini

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Asad Malik

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Tanya Suba-Tang

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Bahman Mirzaee

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Jack Cassel

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Josh Hile

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Sylvia Kwan

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See every guest on CFA Society San Francisco Podcast

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Frequently asked questions

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What is 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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