Financial Perspectives

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CFA Society San Francisco

English Business Entrepreneurship Investing Technology

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Episodes 61

Avg. Duration 22m

Activity Highly Active

Apple Rating ★ 5.0 (2)

Since Apr 2021

Latest Episode May 2026

Outreach Signals

Features Guests

Publishing Details

Schedule

Monthly

Format

Episodic

Consistency

88%

Hosting

feeds.captivate.fm

Contact & Outreach

About This 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.

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Recent Episodes

S6E9 Navigating Concentrated Stock Risk in a Tech-Driven Market

May 26, 2026 12m Transcript

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…

S6E8 The Sustainability Standard: How Climate Risk Is Rewriting Finance

Apr 28, 2026 15m Transcript

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…

S6E7 AI, Junk Rallies, and Policy: Why Emerging Markets are Surging w/ Pooja Malik

Mar 31, 2026 14m Transcript

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…

S6E6 Keeping Trends on Your Side: A Technical Approach to 2026 Markets w/ Katie Stockton

Feb 24, 2026 13m Transcript

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…

S6E5 Beyond 60/40: Private Markets on the Rise

Jan 27, 2026 11m Transcript

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…

S6E4 Decoding Today's Markets: Signals, Shifts, and Smart Positioning w/ Benjamin Armellini

Nov 25, 2025 11m Transcript

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.…

S6E3 Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik

Oct 28, 2025 9m Transcript

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…

S6E2 Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast

Sep 30, 2025 14m Transcript

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…

S6E1 Endowments and Foundations: The Future of Charitable Giving w/ Bahman Mirzaee

Aug 26, 2025 17m Transcript

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…

S5E9 Insights into International Equity Strategy

May 27, 2025 22m

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…

S5E8 From IPO to Liquidity: The Evolution of Secondary Markets

Apr 29, 2025 16m

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…

CHATS: Impact Investing: Reshaping Private Markets

Apr 08, 2025 37m Bonus

Send us a message!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…

S5E7 Navigating the Great Wealth Transfer: Reshaping Wealth Management

Mar 25, 2025 13m

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…

S5E6 Beyond Emerging Markets: Frontier Opportunity in Africa with Richard Rikoski, PhD

Feb 25, 2025 14m

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…

CHATS: Navigating Careers in Finance: Transitioning to Investor Relations

Feb 11, 2025 48m Bonus

Send us a message!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…

S5E5 AI and MedTech: Innovations Shaping the Future with Kate Jackson Hobbs

Jan 28, 2025 12m

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…

CHATS: Unlocking Family Wealth: Strategies, Allocation, and Risk

Jan 07, 2025 49m Bonus

Send us a message!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."…

CHATS: Exploring the Digital Mirage: Cryptocurrency's Rise and Fall

Dec 10, 2024 44m Bonus

Send us a message!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…

S5E4 Financial Therapy: Transforming Wealth Management with Jonathan Steele

Nov 26, 2024 11m

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…

CHATS: Interest Rates Through Time A Story of Stability and Chaos

Nov 20, 2024 54m Bonus

Send us a message!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…

Frequently Asked Questions

How many episodes does Financial Perspectives have?

Financial Perspectives has published 61 episodes since April 2021, covering topics in Business, Entrepreneurship.

Is Financial Perspectives still active?

Financial Perspectives is currently highly active with new episodes monthly. Average episode length is 22m.

How do I contact Financial Perspectives for sponsorship or guest appearances?