CFA UK

Simon Galbraith Founded Redgate Software, invests in tech and shares his expertise as a Non-Executive Director across the Tech sector. He started life as a Physicist, saw an opportunity and nurtured his entrepreneurial spirit. In this frank discussion with Ben Ashby and Tom Threlfall, CFA, Simon explains what he looks for when he invests, the importance of confidence in both the idea and the company, and how capital influences growth.

Anthony Watson CBE, CEO of The Bank of London talks to Daniel Yates, CFA about Pride, Diversity, Equity & Inclusion, and the rise of Artificial Intelligence.

Marie Dzanis is Head of Asset Management in EMEA for Northern Trust Global Investments. In CFA UK’s ‘In Conversation Podcast’, Dzanis talked to Maha Khan Phillips about difficult market conditions, how investors are looking at their active and passive portfolio construction, and how they are considering factor exposure in their approaches.

Ben Ashby and Tom Threfall spoke to Rachel Curtis, Chief Executive Officer and Co-Founder at Inicio AI. Having begun her journey in traditional finance, her deep curiosity and approach to problem-solving over the years led her to start an artificial intelligence company called Inicio AI. Inicio is transforming how people deal with debt using virtual agents. She explores how artificial intelligence is creating a major shift in many sectors including financial services and the effectiveness of using AI within niche areas.

Joshua Maxey, CFA, is Co-Founder of Third Bridge, the global provider of independent research. For CFA UK’s ‘In Conversation Podcast’, Maxey talked to Maha Khan Phillips about how the world of investment research is evolving, and what that means for the ways we access and digest information.

Co-hosts Ben Ashby and Tom Threlfall, CFA catch up with Simon Russell, Founder, Trinity Square. Simon, started in corporate finance, saw the opportunity in the internet, specialised in technology and his career took off. They discuss the downfall of SVB, and its impact on the UK market. Simon charts the rise in software investment over the last 20 years and the landscape which allowed this level of investment to take place. Then, the discussion moves on to AI, and whether it’s worth believing the hype of these innovations. Simon believes we are just at the beginning of a great big evolution in AI and there is much more to come.

Sean Alleyne is COO of Credit Suisse and was awarded the 2022 Powerlist Executive of the Year award and the 2022 Black British Awards, Financial Services Senior Leader. He caught up with Natalie Gregoire-Skeete, CFA, UK Financial Services Sustainable Finance Markets Lead at EY and a co-founder of CFA UK’s Black Professionals Network, to discuss his rise to success and the steps we need to take to forge a path for greater diversity in financial services. Natalie asks Sean to share his career tips and tricks and the advice he would give to his younger self.

In the first episode of our new podcast series ‘Future Proofing Finance’ co-hosts Ben Ashby and Tom Threfall welcome Max Bautin, Partner and Co-Founder, IQ Capital. As leading investors in Deep Tech, IQ Capital are passionate about the competitive edge it gives.   In their conversation Max defines Deep Tech and highlights the importance of identifying the benefit to the end user. Max also touches upon the state of the Venture Capital market, both in Europe and the US.

The UK Financial services sector continues to address the ‘old boys’ club’ reputation of the past. However, with 89% of senior level investment professionals coming from a higher socio-economic background something needs to be done to ensure that people from all backgrounds could reach their full potential. Host Ben Elvidge, CFA caught up with Sophie Hulm, CEO of Progress Together. Progress Together is helping firms understand the barriers when it comes to socio-economic progression to senior management or Board positions. Together Ben and Sophie explore the practical ways the investment profession can become more inclusive and welcoming to people from diverse socio-economic backgrounds.

In the second part of John Teahan’s discussion with Philipp Ruf Head of Research & Analytics at SparkChange, they discuss modelling with climate and how to factor it in to investment analysis. Philipp highlights the movement of carbon price risk from ESG and make it a tangible financial impact. The discussion also looks to the future and the importance of keeping future policy changes in mind when carbon modelling.