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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.