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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.