Where can I listen to this podcast?

This podcast is available on 4 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.

Financial Perspectives

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by CFA Society San Francisco

61 episodes

Updated Daily

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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

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.

March 31, 2026

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

Host [Host Name] interviews Pooja Malik, CFA, Founding Partner and CIO at Nipun Capital, exploring emerging market surges driven by AI, junk rallies, and policy shifts.

61 total episodes available

Recent guests on Financial Perspectives

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

Rachel Gee

Guest

Pooja Malik

Guest

Katie Stockton

Guest

Kimberly Flynn

Guest

Benjamin Armellini

Guest

Asad Malik

Guest

Jaycob Arbogast

Guest

Tanya Suba-Tang

Guest

Bahman Mirzaee

Guest

Jack Cassel

Guest

Josh Hile

Guest

Sylvia Kwan

Guest

See every guest on Financial Perspectives

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Frequently asked questions

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What is Financial Perspectives?: “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 daily.
Where can I listen to this podcast?: This podcast is available on 4 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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