Welcome to Financial Perspectives

A monthly podcast featuring interviews with leaders in the finance and investment industry.

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Episode 1

Lauren Mathias, CFA; SVP, Callan - Global Manager Research Group

Published on: 27th July, 2021

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Joyce Li, CFA, Incoming Society President

Published on: 25th June, 2021

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Episode 3

Saira Malik, CFA; CIO, Nuveen - Global Equity Division

Published on: 22nd June, 2021

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Episode 2

Paul Perez, CFA; Sr. Advisor (Emeritus); Delegate Advisors LLC

Published on: 25th May, 2021

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Episode 1

Sylvia Kwan, CFA, CAIA; CIO, Ellevest; CIO & Founder, SimplySmart Asset Management, Inc.

Published on: 26th April, 2021

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Financial Perspectives

Insights from Investment Professionals

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