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.
Episodes
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—a...
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 ...
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, Pooj...
In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, to pull back the curtain on the technical signals driving today's markets. As the market navigates a more volatile 2026, Katie explains how technical analysis provides an objective framework for interpreting price action, sentiment, and the significant sector rotations currently un...
In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Kimberly Flynn, CFA - founder and president of XA Investments - to discuss the rapidly changing landscape of alternative investments. Following a period of disappointing returns for traditional asset classes, institutional and retail investors alike are seeking diversification and yield in the private markets.
Key topics covered include:
In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces shaping today’s markets. Together, they unpack an economy landscape defined by volatile trade policy, uneven sector performance, and a labor market that looks very different depending on where you stand.
Benjamin offers a global perspective on earnings growth,...
In this episode of Financial Perspectives, host Tanya Tang sits down with Asad Malik, CFA, Head of ML Finance & Infrastructure Strategy at Google, to discuss how artificial intelligence and machine learning are transforming finance, investing, and productivity.
Asad breaks down the surge in AI investment since 2022, the rapid growth in infrastructure spending, and why scaling laws and vertical integration are redefining the econ...
In this episode of Financial Perspectives, host Tanya Suba-Tang - Membership Director at CFA Society San Francisco - sits down with Jaycob Arbogast, CFP, MBA - Director of the Center for Excellence in Finance at California State University, Chico. Together, they unpack the realities students face as they move from academia into the workforce, including the challenges of a competitive job market, the importance of pairing technical ...
Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee, in his capacity as a principal at Mercer, delineates the various types of organizations that fall under the purview of endowment and foundation management, including educational institutions, private and corporate foundations, and cultural organizations suc...
In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places.
Ken shares insights from his experience at Parnassus, WCM Investment Management, and Dodge & Cox, covering every...
The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IPOs.
Discover how companies manage cap tables, why secondary transactions differ from t...
On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenges.
The traditional investment paradigm has long separated profit-s...
The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer.
Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trill...
Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political reforms create an environment ripe for investment in various sectors.
Hear from Rick ...
On this CHATS segment of the "Financial Perspectives" podcast, Walter Pritchard shares his remarkable career pivot from chemistry to finance, exploring the critical decisions that shaped his career path and the skills needed for successful transitions. In our conversation, Walter offers valuable insights on the differences between corporate environments and the importance of communication, adaptability, ...
Explore the groundbreaking world of medical technology and artificial intelligence with Kate Jackson Hobbs, Vice President at T. Rowe Price. By tuning in to this episode, you'll gain insights into how AI is revolutionizing healthcare, leading to life-saving advancements in robotic-assisted surgeries and disease monitoring. These advancements are not just reshaping patient care but are also setting new benchmarks in medical practice...
On this CHATS segment of the "Financial Perspectives" podcast, we delve into secrets behind sustaining family wealth with Victor Haghani, author of "The Missing Billionaires." During this previously recorded webinar discussion, we unravel why many Gilded Age millionaires failed to see their fortunes grow into billions, despite a century of favorable investment conditions. Through personal stori...
On this episode of "Financial Perspectives: Chats", we hear from acclaimed investigative reporter, Zeke Faux, and LinkedIn’s Senior Managing Editor, Devin Banerjee, as they unravel the complex world of crypto, shedding light on its meteoric rise and subsequent challenges. Zeke shares his investigative journey into Tether, a stablecoin cloaked in mystery, and how it led him to question the very substance ...
Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, like Maslow's hier...
For this month's CHATS segment, financial historian Edward Chancellor leads us on a captivating exploration into the evolution of interest rates, showcasing their pivotal role from ancient civilizations to the capitalist era. Chancellor uncovers how the disdain for usury transformed into a tool for economic development. Hear how iconic figures like John Maynard Keynes have shaped modern economic policies with thei...
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