CFA UK

In this episode, James Doyle, Director, Green Finance, Investment Management, and Community Champion in the CFA UK Sustainability Community, speaks to Paris Jordan CFA, Head of Responsible Investing at Charles Stanley and Co-Founder of Virtuvest. Exploring the role of discretionary wealth managers and the importance of fiduciary duty in sustainability, they also delve into the challenges of balancing profit and impact, alongside integrating sustainability into the traditional investment model. 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, Gerhard Sogl, CFA, interviews Christophe Roehri, Deputy CEO of TOBAM, an asset manager which focuses on human rights based in France. Christophe shares insights on the importance of human rights in enabling economic development and the impact of autocratic regimes on portfolio performance. He also provides advice for junior professionals in the industry, emphasising the value of being different and seeking new perspectives.

John Teahan, CFA is joined by Lucille Bonnet, Managing Partner at Klima Energy Transition and Managing Director at Alantra Energy Transition, and member of Supervisory Board at Sunroof. John and Lucille discuss her own career path, and the need for independent investors in European venture capitalism. Looking at the impact from US inflation and the future goal to decentralise green energy, they look deeper at Klima’s composition as an SFDR article 9 fund.

In a deep dive looking at a long and storied career, Ulrich Amoussou, CFA, speaks to Bill Maldonado, CEO of Eastspring Investments. Examining Bill’s career trajectory and its greatest takeaways, the two discuss how things have changed for young investors since he embarked on his career. Moving onto his approach to nurturing young talent and the need for resilience in tough periods, they also discuss how Eastspring positions itself as one of the biggest asset managers in Asia.

In this episode, Fleur Iannazzo, CFA, founder and executive coach at WTF Money, discusses career hacks for investment professionals with Maha Khan Phillips. Topics include negotiating pay rises, mapping out career steps, training and retaining young talent, navigating life transitions and adapting to change, the power of advocacy and boldness in the workplace, career development and flexibility, and seeking help for investment professionals.

In our first Future Proofing Finance podcast of the year, hosts Ben Ashby and Tom Threlfall, CFA, spoke to Robby Yung, CEO of Animoca Brands, about the evolving nature of ownership in the tech space. Covering new frontiers in Web3, they talk about the true value of blockchain technology beyond the hype. Digging deeper, they discuss closer integration of hardware and software rights in things like cars and smartphones, and the opportunities and pitfalls to look out for in the world of crypto.

In this episode, Maha Khan Phillips had a broad conversation with Furio Pietribiasi, CEO of Mediolanum International Funds, which is the European Asset Management platform of Banca Mediolanum Group. He is responsible for Mediolanum Business Operations in Ireland, and is a member of the Board of Mediolanum International Life. Maha and Furio explore the market landscape for boutique firms and their common characteristics, alongside the key driving themes and forces throughout Furio’s storied career in the Irish financial services industry. Lastly, they discuss nurturing younger talent to become their best selves in the workplace, and the personal lessons Furio would pass on.

James Alexander, CEO of UKSIF describes the mission led mandate of UKSIF, how it works with its members and how the organisation has an influence on policy and regulation in the UK. He then talks about the political scene as political positioning starts to impact government decisions as a UK general election appears on the horizon, and the potential for over-reliance on the finance industry to solve sustainability.

John Teahan, CFA, portfolio manager at Redwheel speaks to James Alexander, CEO of UKSIF, charting his career from student politics, to megacity projects and finally to his position as CEO. Within the UK financial industry, James and John map the sustainability landscape across the most influential government departments, to the regulators and task forces that are shaping standards and disclosures.

Suzanne Hsu, CFA, Director and MLRO for Project Imagine, and Professionalism Steering Committee Chair for CFA UK, caught up with Serena Espeute to talk about her research with the CFA Institute on financial promotions on social media. Focusing on unregulated ‘finfluencers’ and the borderless nature of their audiences, Serena and Suzanne discuss their trends, impacts, and the dangers they may pose.