CFA UK

In this episode, Ben Ashby and Tom Threlfall, CFA are joined by Neville Hill, an expert in long-term policy and climate change. They discuss the costs and benefits of decarbonisation against the technical challenges of achieving net zero. They discuss the need for business to innovate and adapt as the economy adjusts to the requirements of net zero transition. Neville highlights the importance of actionable analysis in understanding large-scale, long term economic and environmental changes, and offers insights into fostering innovation and addressing the US deficit.

In this conversation, Francesca Wheble, Responsible Investment Lead, Guinness Global Investors, interviews Oliver King, CAIA, Sustainable Investing Product Specialist, Fusion by JP Morgan, to talk about some of the challenges faced by asset owners and managers in integrating ESG data into their investment processes. Exploring the developing landscape of sustainable investments, they discuss the importance of data coverage and quality, and the need for disaggregating ESG factors, while maintaining the importance of transparency in the future of sustainable investing. The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub. For more information on the Sustainability Community and how to join, click here: https://shorturl.at/drsHV

In this episode, Fleur Iannazzo CFA, Founder of WTF Money, interviews Patrick DeBattista CFA, Founder of Finance For You, to share his career transition story, and his mission to democratise financial education. Discussing the lack of financial literacy and the need for holistic financial planning, Patrick also talks about the challenges of starting a business, and the importance of building relationships and diversifying income streams. Looking back at his earlier career, Francesca and Patrick explore balancing sustainability and profitability in business, and the happiness that comes with making a difference in people’s lives.

In this episode, John Teahan, CFA is joined by Shu Ling Liauw and Marina Lou of Accela Research. They discuss their backgrounds and how they founded Accela to provide objective analysis and insights on climate transition plans to drive change and help investors make more informed decisions. The conversation explores the road to achieving decarbonisation targets in the oil and gas industry and the need for realistic and deliverable targets. There’s also a focus on choosing which issues to target, such as transforming the energy system and changing customer demand for sustainable products. To check out Accela Research, visit: www.accelaresearch.com For Accela's latest insights, head to their LinkedIn: https://www.linkedin.com/company/accela-research/

In this episode, Katriona Baker, Sustainability and Environment Manager at GEO Specialty Chemicals, speaks to Dr Melanie Windridge, founder and CEO of Fusion Energy Insights, to discuss fusion energy and its importance as an investment opportunity. Covering the fusion’s development history, where it is, and where funding could take it, Katriona and Melanie also discuss the role of AI and computational power in fusion research, along with the breakout technologies that have come from it. The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub. For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV

In this episode, Aranzazu Sardina, Senior Relationship Manager at Genesis Investment Management, speaks to Sheena Pentin, Founder and Director of Careers for Change, to discuss career management and soft skills. Sheena shares her career transition journey and the inspiration behind setting up an impact finance recruitment consultancy. She also highlights the key soft skills needed for a career in the impact finance sector and offers advice for candidates looking to make a career change.

In this conversation, Francesca Wheble, Responsible Investment Lead at Guinness Global Investors, interviews Douglas Hepworth, COO and Chief Risk Officer of Gresham Investment Management. Discussing Douglas’ and Gresham’s background, they explore the environmental impact of futures trading, how the Ukraine conflict provoked upended the sustainability movement, and the challenges of evaluating investments made with private capital. The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub. For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV

In this episode, John Teahan, CFA interviews Mike Coffin of The Carbon Tracker Initiative. Exploring Mike’s background as a geologist and his transition to working at Carbon Tracker, alongside its focus on climate alignment and transition risk. They also delve into the topics of demand, scenarios, energy transition and the future of the oil and gas industry, and the need for diversified economies in petro-states.

In this podcast episode, hosts Ben Ashby and Tom Threlfall, CFA, interview Rupert Mathieu, Sainty Hird & Partners, a headhunter in the financial services industry. Examining the changing nature of headhunting, Rupert explains the evaluation process and the importance of context in finding the right candidates. He also shares insights on building networks and the role of LinkedIn. Touching on the cyclical nature of the industry and the need for realism, Rupert emphasises the importance of due diligence in choosing an employer, and the role of education and diversity in financial services.

In this episode, Maha Khan Phillips, Co-Editor at Impact Investor, and Alexandra Morris, CIO at SKAGEN Funds, discuss gender and DEI in the investment industry. The percentage of female fund managers globally stands at just 12.1%, with minimal progress over the years. Exploring the challenges of attracting and retaining women in the industry, Maha and Alexandra discuss the Women in Finance Charter as an initiative to increase gender balance in the industry, and look at ways to encourage more women to showcase themselves and inspire the younger generation.