“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.
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.
26 May 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.
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 Financial Perspectives
Names identified in recent episode analyses. Showing up to five guests.
Rachel Gee
Pooja Malik
Katie Stockton
Kimberly Flynn
Benjamin Armellini
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Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Financial Perspectives
Who hosts Financial Perspectives?
Tanya Suba-Tang and host host the show. Published by CFA Society San Francisco.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Financial Perspectives take guests?
Yes. Guests have been identified in episode analyses.
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