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This week, Tanya Suba–Tang, membership manager with CFA Society San Francisco, sits down with Paul Perez, emeritus Senior Advisor at Delegate Advisors LLC. Paul is a CFA Society San Francisco member and has been named on Hispanic Business Magazine's list of “The 100 Most Influential Hispanics”. Listen in on this interview, where they discuss how Paul’s humble background and unconventional start in the industry has played a role in shaping his career, the two charities he champions, and influenced his thoughts on diversity and inclusion in the industry. 

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

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In this week's Meet a Member segment, we had the pleasure of speaking with fellow member and industry leader, Sylvia Kwan, CFA, CAIA. In this conversation between Sylvia and Tanya, they discuss various topics from diversity in the industry, workplace changes due to the COVID pandemic to the future of the investment community. Listen to the full interview here.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.