CFA UK

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.

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.

What are the best ways younger professionals can push forward in finance, and how can senior professionals help that happen?

In this episode, Maha Khan Phillips talks to Fleur Iannazzo, CFA, founder and executive coach at WTF Money. With almost two decades of industry experience in managing the dos and don’ts of professional development, Fleur and Maha explore common challenges for younger professionals. Their discussion includes negotiating pay rises and mapping out their next career steps, alongside advice for industry veterans in training and retaining young talent.