CFA UK

In this episode, Aranzazu Sardina catches up with Victoria McLean, CEO of City CV and Hanover Talent Solutions, to discuss the significance of setting boundaries in the workplace, and how it impacts professional development and mental health.

Victoria emphasises the importance of recognising personal limits, the types of boundaries that exist, and practical tips for establishing and maintaining these boundaries. She and Aranzazu also explore how overcoming the fear of saying no can help people to be content in their professional journeys.

In this episode of the Future Proofing Finance podcast, Ben Ashby and Tom Threlfall, CFA, catch up with Richard Cookson, formerly of Citi Private Bank, HSBC, and Rubicon Fund Management. Richard shares his extensive experience in finance, and together they embark on a world tour of global currencies, inflation trends, and economic challenges.

Richard emphasises the endurance of the dollar, the complexities of inflation, and the potential pitfalls of the euro and renminbi. He also draws parallels between Japan's economic history and China's current situation, while offering valuable advice for young finance professionals navigating today's market.

In this podcast episode, John Teahan, CFA, discusses the critical issue of methane emissions and their impact on climate change with Dr Sam Cornish, transition research specialist at The Institutional Investors Group on Climate Change ( IIGCC). They explore the sources of methane and its role in global warming, the challenges of measuring and reporting emissions, and the regulatory landscape that surrounds methane. Sam concludes with some useful strategies for mitigating methane emissions.

For more information on IIGCC’s work on research, please visit https://www.iigcc.org/resources/momentum-addressing-methane-emissions-fossil-fuel-ops

The financial advice gap is often overlooked as an issue – but its importance for people across the income spectrum cannot be overstated. In this episode, Patrick DeBattista, CFA, speaks with Fleur Iannazzo, CFA to define the gap, the consequences of a lack of financial advice, and its importance to people’s financial wellbeing.

Fleur shares her personal journey, the challenges faced by individuals seeking financial advice, and the importance of cultural shifts in financial conversations. They also discuss the need for accessible financial education and the role of businesses in promoting financial wellbeing.

In this conversation, David Manuel, Founder and CIO of Beagle Partners LLP, interviews Christine Brentani, Senior Principle Consultant at ACA Group.

Discussing the impact of sustainability regulations on asset managers and the changing landscape of the industry, Christine shares her journey from fund management to regulatory risk and compliance. David and Christine also explore the evolution of sustainability regulations and the future trends that fund managers should pay attention to. Christine reflects on her experience attending COP27 and COP28 and the progress being made on key milestones.

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, 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