Financial Perspectives

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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stephen Perkins, CFA, founder and Portfolio Manager at Toronado Capital Management. Stephen was President of the Society from 2014 to 2015. Throughout most of his career as a growth equity investor, he has focused on smaller capitalization public equity investments. 

Listen to the full interview below, where Stephen discusses entrepreneurship, venture capital, interviewing and talent acquisition, and career growth.

This episode discusses entrepreneurship, career development, hedge funds, interviewing,  start ups, talent acquisition, and venture capital.

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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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Sanem Alkan, Sr. Advisor with St. Jude Children's Research Hospital. Sanem has led and developed a number of innovative ventures in several sectors, including finance, risk management, technology, and social impact. She has also held several board director and council member roles throughout her career, including as President/CEO of a tech startup (Social Genius) and Council Member at the Juilliard School and New York University. 

Listen to the full interview, where Sanem discusses career growth and her insights into working with nonprofits.

This episode discusses career development, hedge funds, high-net-worth investing, start ups, and nonprofit fund management.

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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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Will Brokaw, CFA, Co-Founder and Co-CEO of Vesti Social, a social chat app for retail investors. Will is an avid social investor who saw a gap in retail investors’ ability to easily share, discover, and network trades through verified sources  - Vesti Social was created to help solve this issue. Vesti Social was founded in 2020 and enables retail investors to chat, discover trending stocks and crypto and follow friends and experts’ verified portfolios, trades and models. Before Vesti, he worked in equity research and earned the CFA designation.

Listen to the full interview, where Will shares his insights into social investing, ESG, young entrepreneurship, and market accessibility.

This episode discusses Angel Investing, Cryptocurrency, Entrepreneurship, ESG Fintech, Social Networking, and Start-Ups. 

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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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Emi Yoshikawa, CFA, VP of Corporate Strategy and  Operations at Ripple. Emi is responsible for the company’s corporate strategy and business operations as well as joint venture partnerships. She also serves as a board member of MoneyTap, Inc., which builds a next-gen payments platform by leveraging distributed ledger technology. She is also an adjunct professor at Kyoto University’s Graduate School of Advanced Integrated Studies in Human Survivability (GSAIS) as well as a founding core member of its Blockchain Research Center and is driving blockchain research collaboration between industry and academia.

Listen to the full interview, where Emi shares her insights into the future of Blockchain technology, cryptocurrency, and transitioning into Fintech.

This episode discusses Fintech, career transitions, investment management, career development, Blockchain, and cryptocurrency.

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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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Matthew O'Hara, CFA, Head of Portfolio Management and Research at Unison. Matt is responsible for all investments at Unison Investment Management and its associated research. Prior to Unison, Matt was running the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with a global reach and over $300B in assets.

Listen to the full interview, where Matt shares his insights into career sector transitions, Unison's innovative mortgage solutions, and technology in the investment industry.

This episode discusses Fintech, career transitions, investment management, and career development.

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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On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Elsie Fletcher, CFA, a C-suite financial services leader with expertise in institutional and high net worth investment management. Elsie currently serves on the Board of Directors for Prime Genomics and Clear-Cut Medical as well as on the Advisory Committee of Access Alts Asia. She served on the Society's Board of Directors as President for the 2016 fiscal year.

Listen to the full interview, where Elsie shares her experience sitting on both non-profit and for-profit boards, how to navigate industry career changes, the importance of networking, and tips for those looking to join a board of directors. 

This episode discusses board involvement, networking, and career development.
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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.

Send us a message!

On this special episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Society Board members, Joyce Li and Jane Leung, and CEO, Anne O’Brien.  Along with serving as President of the Society Board, Joyce Li currently is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Society Treasurer, Jane Leung, is the Chief Investment Officer at Silicon Valley Bank.

Listen to the full interview, where you will hear directly from Society leaders on the challenges and opportunities that the Society embraced, and continues to discover, during the pandemic. 

This episode discusses non-profit leadership, business during the COVID-19 pandemic, and business innovation.

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.

Send us a message!

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Devin Banerjee, financial journalist and editor at large at LinkedIn.  Previously, Devin oversaw Bloomberg’s coverage of North American dealmaking, including the private equity industry, corporate M&A, capital markets, and shareholder activism.

Listen to the full interview, where you will hear about  Devin's career in financial journalism, LinkedIn best practices, and how he gives back by helping students make their way into a career in finance. 

This episode discusses career development, social media, and financial journalism.

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.

Send us a message!

In this month’s Meet a Member podcast, we had the pleasure of speaking with Lauren Mathias, Senior Vice President and Non-U.S. Equity Investment Consultant in Callan’s Global Manager Research group.  Lauren also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms. She is co-chair of Callan’s Inclusion Committee and is a shareholder of the firm.

Join us for this compelling discussion, where they discuss Lauren shares what she’s learned from overseeing the Callan Connects program and co-chairing of Callan’s Inclusion Committee as well as her experience balancing life while working from home during the pandemic.

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.

Send us a message!

Hear from the incoming CFA Society San Francisco president in this special edition of our podcast. Joyce Li, CFA is Co-Chair - Diversity & Inclusion and Portfolio Manager with Matthews Asia. Hear her story and join us in welcoming the 2021-2022 CFA Society San Francisco Board of Directors.

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.