Financial Perspectives

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 economics of innovation. He explains why AI may be overhyped in the short term but underappreciated in the long run and highlights key areas of opportunity—from drug discovery and automation to AI-driven productivity efficiencies.Listeners will also hear practical advice for finance professionals on adopting AI tools, maintaining essential analytical skills, and leveraging AI as a powerful productivity advantage.Tune in for a strategic financial perspective on AI’s impact on finance, investment strategy, and the future of work.

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 expertise with interpersonal skills, and the growing role of real-world experiences like internships and competitions. They also explore how finance professionals can support the next generation—through mentorship, guest speaking, and creating pathways for student success.Whether you’re a student preparing for your first finance role, a professional considering a career change, or a seasoned leader eager to give back, this conversation offers practical insights and inspiration for navigating the journey from classroom to career.

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 such as museums. He emphasizes the fiduciary responsibilities these entities hold regarding the management of assets derived from donations, grants, and other financial contributions, elucidating the critical role they play in ensuring the sustainability of their respective missions.As the conversation unfolds, Mirzaee introduces the three primary ways in which Mercer supports its clients: through Outsourced Chief Investment Officer (OCIO) services, advisory roles, and direct investment assistance. The OCIO model, in particular, stands out as a rapidly expanding service that allows organizations to share fiduciary duties with Mercer, thereby enhancing their investment capacity while benefiting from the expertise and resources that Mercer brings to the table. Mirzaee articulates how this collaborative approach not only alleviates the burden on organizations with limited internal investment capabilities but also fosters a deeper understanding of their unique investment needs, particularly in a landscape characterized by increasing market volatility.Transitioning to the contemporary challenges that endowments and foundations face, Mirzaee provides a thorough analysis of the macroeconomic factors influencing investment strategies. He discusses the repercussions of shifting interest rates, demographic trends, and legislative changes that affect funding structures for educational institutions and other nonprofits. Notably, Mirzaee highlights the impending demographic cliff, projecting a significant decline in the number of graduating high school seniors, which poses a substantial risk to the enrollment and funding stability of many educational organizations. Furthermore, he addresses the impact of recent tax reforms on charitable giving, noting that changes to the deductibility of donations could influence donor behavior and subsequently alter the financial landscape for nonprofits. Through this comprehensive discourse, Mirzaee underscores the complexities of navigating the investment landscape for endowments and foundations, ultimately providing valuable insights into the strategies that may be employed to mitigate these challenges and capitalize on emerging opportunities.

Send us a message!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 everything from managing risk in international markets to integrating sustainability principles without compromising returns. Listeners will gain valuable context on how to navigate today’s geopolitical and economic challenges while maintaining a long-term perspective.Whether you’re an international equity enthusiast, a values-driven investor, or simply want to learn from a seasoned global strategist, this episode offers clarity and conviction in an increasingly complex investing environment. If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!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 traditional venture funding, and how market sentiment has shaped growth from the post-2008 era through today's innovation boom. Whether you're an employee holding private stock, an investor seeking new opportunities, or a finance professional tracking market evolution, this episode delivers the insights you need to understand one of the fastest-evolving frontiers in finance.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

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 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial assets.What makes this transition particularly fascinating is how differently these beneficiaries approach investing. Women typically view investing as a means to achieving specific financial goals rather than simply beating market benchmarks. Both women and younger generations seek investments that align with personal values and generate positive social and environmental impact alongside financial returns. There's also growing skepticism about the traditional 60-40 portfolio, with younger investors gravitating toward alternative investments, private markets, and technology-enabled platforms that offer greater personalization and control.Financial firms hoping to thrive during this transition must adapt accordingly. Beyond upgrading technology infrastructure to meet digital-first expectations, companies need to develop highly personalized offerings, expand beyond conventional stock-bond allocations, and create frameworks that help clients align investments with personal values. As Sylvia wisely advises, regardless of market conditions, success still comes down to fundamentals: create a well-diversified long-term plan and stick with it through inevitable volatility. Ready to prepare for this unprecedented wealth transfer? Listen now to gain invaluable insights that could reshape your approach to wealth management.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!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 Rikoski, Chief Economist at Democracy Investments and CEO and Chief Scientist of Hadal, as he highlights the significant demographic shifts occurring across the continent, notably the soaring population of Nigeria, which has nearly tripled within the last few decades. As we look to the future, Africa is projected to grow by an astounding 2.4 billion people by 2100, making it a focal point for investors aiming to tap into a burgeoning consumer base. This demographic change is essential as it indicates a rising demand for goods, services, and investment in infrastructure.The podcast also emphasizes the expansion of financial markets and highlights how nations like China are playing an influential role through initiatives like the Belt and Road Initiative. By investing in African infrastructure and financial systems, they're shaping the business landscape and creating pathways for international trade. The conversation navigates through the fabric of African economies, touching on the historical context of economic activity, often driven by resource extraction, and the evolving landscape that is shifting toward a diverse array of industries. Listeners will gain valuable insights into how global dynamics are shifting towards Africa, emphasizing the necessity for market reforms and infrastructure improvements to facilitate a more favorable investment climate. Join us during this episode, as we explore whether the future of global investment lies in the frontier markets of Africa.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

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 practices across the globe. Join us for a compelling conversation that not only examines the current landscape of medical technology but also peeks into the future. Kate Jackson Hobbs shares why, despite these incredible innovations, the healthcare industry remains hesitant to embrace new technologies. From the need for thorough vetting to the divide between those with access to cutting-edge tools and those without, this episode uncovers the realities behind the slow adoption of technology in healthcare. With a focus on economic utility and the evolution of tech-enabled tools, this discussion promises to be an eye-opener for anyone interested in the future of healthcare and AI.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

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 hierarchy of needs, to focus on individual well-being, transcending traditional wealth management approaches.Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims to alleviate anxieties and identify the positive impacts money can have on life. This episode promises to redefine your understanding of wealth management, highlighting the significance of truly listening to clients. Learn how Jonathan and his team build meaningful connections that go beyond numbers, and explore how addressing the root causes of financial stress can lead to peace and financial security.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

This month on Financial Perspectives, we had the pleasure of speaking with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - to delve into equity growth strategies and active management. In this episode, Andrew offers a comprehensive look at active investment strategies by focusing on tax efficiency, flexibility, and the ability to adapt to market changes. Additionally, he underscores the untapped potential within the semiconductor and software sectors, painting a vivid picture of the diverse opportunities available. He shares real-world insights, such as leveraging winners like NVIDIA, to illustrate the tangible benefits active management can bring to your financial portfolio.Discussing his unique approach to equity growth portfolios -from the significance of maintaining the correct mindset to the art of balancing portfolio positions - Andrew explains how avoiding over-diversification and applying unconventional strategies can lead to long-term wealth. This episode promises to provide valuable insights for those seeking to optimize their investment portfolios and achieve long-term market success.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated market. They delve into the intricacies of market concentration and investment strategies, offering a comprehensive analysis of today's market heavyweights, the "Magnificent Seven" (MAG7) stocks. Additionally, the episode touches on the broader implications, including potential regulatory and geopolitical challenges, for these tech giants and how these factors might shape their future performance. Inker sheds light on the enduring principles of value investing amidst a market dominated by mega-cap growth stocks, emphasizing that the fundamental principles of value investing remain robust and that there will come a time when active management will once again look attractive against a cap-weighted benchmark. Don't miss this engaging discussion that promises to enrich your understanding of market concentration and investment strategies.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (SDGs), blended finance, and venture philanthropy. Learn how to merge financial returns with social impact, leveraging strategic philanthropic tools such as program-related and mission-related investments. Sanem also explores the critical role of planning and advisory support for achieving tax-efficient charitable giving.For business owners, Sanem unveils advanced strategies like charitable remainder trusts, donor-advised funds, and corporate foundations, which not only offer tax benefits but also bolster legacy planning and business reputation. She provides a wealth of resources for those eager to deepen their knowledge in this evolving field, including books, organizations, and certification programs. Tune in and transform your approach to philanthropy and impact investing on this month's Financial Perspectives episode.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Unlock capital allocator hacks and discover the secrets to optimizing long-term oriented pools of capital with our special guest - Sami Mesrour, CFA - partner at Jasper Ridge and Board President of CFA Society San Francisco. In this episode, Sami shares key tips and innovative strategies that promise to revolutionize how we approach long-term capital allocation. He delves into several critical areas of portfolio management, including strategic factor allocation, using derivatives prudently, and the integration of illiquid assets.  Sami shares tactical strategies for maintaining equity exposure, ensuring your portfolio remains robust and aligned with your benchmarks. The episode also dives deep into the complexities of managing hedge funds, private equity, and real estate. Sami highlights the importance of measuring illiquidity exposure accurately, considering factors like unfunded commitments and spending needs. Whether you're managing an endowment, foundation, or family office, this episode is packed with valuable tips from a seasoned expert on optimizing your investments for long-term success.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!Curious about the CFA Society San Francisco podcast, Financial Perspectives? Hear all about the exciting changes coming to Financial Perspectives this season, straight from the show's creators. Listen in as Tanya Suba-Tang - our seasoned host - and Lindsey Helman - the show's producer - take you through the evolution of the podcast and what's in store for the upcoming season. Discover why we decided to rebrand and what that means for you, our valued listeners.In this special episode, Tanya and Lindsey reveal the enhancements planned for season five, ensuring that the podcast remains a treasure trove of insights for everyone—from students to individual investors to C-suite executives. Whether you're new to the show or just discovering us, this episode promises a fresh look at how Financial Perspectives will continue to enrich your listening experience and industry knowledge. Don't miss out on the exciting journey ahead!If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!Dr. Matthew Faulkner, CFA - Finance Professor at San José State University and Trustee for the City of San José Pension Fund - discusses bridging the gap between financial theory and real-world practice on our latest episode of the CFA Society San Francisco podcast.  Join our show's host, Tanya Suba-Tang - Membership Director at CFA Society San Francisco - as she delves into Dr. Faulkner's compelling journey from academia to practical application. Dr. Faulkner's perspective and experiences highlight the importance of collaboration between academics and practitioners, emphasizing the unique contributions each group can make to the field of finance and paving the way for future financial innovations. Whether you're an academic, a practitioner, or someone considering a career in finance, this episode is packed with valuable insights on leveraging both theoretical and practical knowledge to make more informed financial decisions. Meet Dr. Matthew FaulknerDr. Matthew Faulkner, CFA is a Finance Professor at San José State University where he teaches undergraduate and graduate students in corporate finance and business valuation. His research interests intersect corporate finance and behavioral finance to understand why and how companies and management make decisions while his private consulting work is in valuation. In addition to his academics, he is a Trustee for the City of San José pension fund, serves as a FINRA arbitrator, and a volunteer with CFA Institute. Dr. Faulkner holds a bachelor’s degree in finance from UNC-Wilmington, an MBA in international finance and investments from the University of Valencia, Spain, and UNCW, and a doctoral degree from Florida Atlantic University.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund. Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational telecommunications company, that collaborates with startups, investors, researchers and other partners to bring innovation to the group’s operations around the world. He started his career as an early employee at Google and also held an intrapreneurial role at The Walt Disney Company. Alex holds both a Bachelor’s and a Master’s degree in Computer Science and an MBA from The University of Chicago Booth School of Business.Listen to the full interview, where Alex discusses leveraging generative AI within private equity. Our conversation delves into the transformative impact of AI on small and medium-sized businesses within the private equity market, and how it's shaking up traditional approaches to due diligence, operational efficiency, and beyond. Alex shares his experiences and strategies for harnessing AI to drive business growth, enhance investor expertise, and unlock new avenues for value creation. If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Heidi Ridley, CFA, Co-Founder and CEO of Radiant Global Investors, on ESG 3.0 and its application to small cap investing. Radiant is a female-owned, independent asset management firm focused on active equity strategies and thematic listed-impact investment solutions for institutional and wealth management clients.Prior to establishing Radiant, Heidi spent 18 years at AXA Investment Managers, rising to Global Chief Executive of Rosenberg Equities, and serving on the AXA Rosenberg Group and AXA IM Management Boards. Under her direction, Rosenberg Equities substantially added to its reputation by becoming the first ESG-integrated quantitative equity investor to be focused on the intersection of ESG insights and advanced factor solutions.She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the UC Berkeley HAAS School of Business, an Advisory Board member for DiversityQ, and a member of the Stewardship Council for the ACT Standard of Corporate Culture created by City Hive UK. Heidi is a champion of ESG investing and a two-time finalist for Woman of the Year in asset management.Listen to the full interview, where Heidi discusses ESG 3.0 and the next evolution in investing.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Pooja Malik, CFA, Founding Partner and Managing Member at Nipun Capital. Nipun Capital is a specialized asset management firm that focuses on alpha extraction from Asia and emerging markets.Pooja founded Nipun based on the outlook that Asia ex-Japan equity markets would double in size from 2010 to 2030 as a portion of global market cap. She is a strong advocate for sustainability and impact investing which she integrates into Nipun’s investment process with the goal of outperforming benchmarks and delivering above average market returns. She has over 20 years of asset management experience, with a focus on portfolio management and research.Prior to Nipun, Pooja was a Managing Director at Barclays Global Investors (BGI)/BlackRock in the Active/Scientific Equities group, where she led teams that managed various long-only and long-short portfolios in excess of $100 billion for institutional investors. Pooja graduated from Delhi University and received an MBA from Indian Institute of Management, Bangalore. She holds the Chartered Financial Analyst designation and has earned the CFA Institute Certificate in ESG Investing.Listen to the full interview, where Pooja discusses emerging markets.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University.Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries and regions across Europe and the United States. In his research and teaching, he focuses on corporate finance - especially capital structure - corporate payout policy, diversity, and corporate governance, as well as investments, and capital markets and institutions.Listen to the full interview, where Julian discusses new trends in financial research.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds.Prior to joining PAG, Nadia served as director and head of west coast distribution for BlackRock’s Financial Institutions Group, where she was responsible for overseeing the firm’s investment management relationships and activities with insurers. She serves as the Chair of Finance on the board for Pivotal, a Silicon Valley non-profit that supports foster youth to realize their educational and career goals and ensure their equitable access to opportunity.Listen to the full interview, where Nadia discusses trends impacting insurance investment portfolios. If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.