In this episode, host Asha Mehta, CFA, sits down with Iqbal Quadir, founder and former CEO of Grameenphone, to explore how technology drives productivity, governance, and investment in emerging markets. Drawing from his pioneering work in Bangladesh with Grameenphone and his current efforts at Money in Motion LLC, Quadir shares insights on the democratizing power of mobile and AI technologies. The conversation covers how mobile access transformed economic opportunity in Bangladesh, how AI can solve hyper-local problems in developing nations, and why reducing bureaucracy and improving capital allocation are critical to unlocking entrepreneurial growth in underserved regions.

Pull Up a Chair is produced by Association Briefings.

In this episode, host Asha Mehta, CFA, chats with Rudina Seseri, founder and managing partner of Glasswing Ventures, to explore AI's transformative role in financial services and beyond. Rudina shares her remarkable journey from immigrating to the U.S. as a teenager to becoming a leading investor in AI and enterprise technology. The discussion delves into how AI is reshaping industries like finance and supply chain logistics, the importance of curiosity in leadership, and the evolving global AI landscape. Rudina also offers insights on the competitive race between the U.S. and China in AI innovation and how professionals can adapt to an increasingly AI-driven world.

Pull Up a Chair is produced by Association Briefings.

In this episode, host Asha Mehta, CFA, chats with Cynthia Steer, a legendary figure in investment management known for her trailblazing career. Cynthia shares her foundational experiences, such as attending a two-room schoolhouse and playing baseball against playground rules, which shaped her resilience and courage. She discusses her career challenges, her approach to not listening to naysayers, and always finding support. The conversation covers current industry trends including the growth of OCIOs, higher interest rates, policy benchmark reassessment, and the integration of crypto into portfolios. Cynthia emphasizes the importance of governance, leadership, and the human element in a technology-driven world. She offers advice for career growth, stressing the need for risk-taking, intuition development, and lifelong learning. The episode concludes with a call to action for investors to communicate effectively and think provocatively.

Pull Up a Chair is produced by Association Briefings.

In this episode, host Asha Mehta, CFA, interviews James Rhee, private equity investor and author of red helicopter―a parable for our times: lead change with kindness (plus a little math). Rhee reflects on his inspiring journey, shaped by his Korean immigrant upbringing and the caregiving values instilled by his parents. He shares the story of a childhood moment with a red helicopter toy that became a lifelong symbol of his dedication to kindness and investing in people. Highlighting his transformative investment in Ashley Stewart—a brand serving plus-size Black women—Rhee discusses the power of intangible assets like loyalty and resilience. He also champions a leadership approach blending kindness with mathematical precision, encouraging investors to measure value beyond financial metrics.

Show notes

James Rhee is a high school teacher and Harvard Law graduate who became a private equity investor and unexpected CEO. He bridges math with emotions by marrying capital with purpose. His transformational leadership has been recognized by the leading business and civic organizations. His national bestselling book, entitled red helicopter―a parable for our times: lead change with kindness (plus a little math), was published in April 2024 in partnership with Harper One, an imprint of HarperCollins that seeks multi-platform ideas that “transform, inspire, change lives, and influence cultural discussions.” In its debut week, the book was the number one non-fiction book across all channels and media, per USA Today. He is working on related film, music, and television projects. His TED Talk and Dare to Lead interview with Brené Brown have captured the imagination of millions.

This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​

In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.

Disclaimer

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.

Show notes

As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North America, Europe, and APAC. Her strategic business priorities include globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. Throughout her nearly 30 years at Wellington, Jean has researched the pharmaceutical and biotechnology industries, as well as served as a health care portfolio manager and leader of the Health Care Team. One of five female CEOs among the top 20 asset management firms, Jean is the recipient of multiple industry awards. Since 2014, she has served as one of the firm’s three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. She works in our Boston office.

Disclaimer

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing beyond one's comfort zone.

Show notes

Lily Lyman has been a founder, investor, and operator in mobile technology. She came to Underscore VC from Facebook, where, as a growth leader, she launched products that drove 100M new users in 4 years. Prior to Facebook, she held strategy, operational, and entrepreneurial roles, including co-founding an Agtech & CPG startup while at Stanford. Today she is a Board Director for the New England Venture Capital Association, MIT Sandbox Funding Board, and is a leader of the Boston All Raise chapter.

Lily earned her undergraduate degree from Harvard University and her MBA from Stanford Graduate School of Business. She also holds a Certificate in Entrepreneurship from Columbia Business School and a Certificate in Public Management from Stanford GSB, and was a founding member of the Yard Venture’s Investment Committee.

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.

This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​

Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​

This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation about resilience, leadership, and making a positive impact.

Show notes

If there are two words that best align with Super Bowl Champion Kyle Arrington, they are “family” and “community.” Being an undrafted free agent from the University of Hofstra, Kyle surpassed all odds, by remaining committed to his conviction and drive, which earned him a starting position in the National Football League (NFL) for many years. Kyle exudes an almost indescribable, yet infectious attitude, in always striving to become the best version of himself.

It has been that very same mindset and belief system that has been instilled in The E.V.O.L.V.E. Foundation and its mission. To teach the next generation that there is no finite amount of abilities that they possess. That through commitment, sacrifice, and dedication to oneself and to each other; the possibilities are endless. 

For more information about The E.V.O.L.V.E. Foundation, visit https://theevolvefoundation.org/.

Disclaimer

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.

Show notes

Founder & CEO of Penny Finance, an early stage fintech startup taking on the wealth gap. Crissi Cole spent 10 years working in wealth management at Goldman Sachs in New York City, where she invested ultra-high-net-worth portfolios and built trading & technology platforms. Now, Crissi is on a mission to get more women out of debt and into investing, with an accessible, affordable financial app designed intentionally for women who are pre-wealth.

For more information about Penny Finance, visit https://www.penny-finance.com.

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.

This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​

Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​

This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.

Show notes

Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for over 16 years and has raised over $30B for his organizations. Prior to DFD, he was a Senior Executive at the $8T Vanguard group, where he led the efforts in the financial advisor services business to raise assets in Vanguard's etfs and mutual funds. Before Vanguard, Devon held Vice President positions at American Century Investments, Fred Alger Management and JP Morgan Chase. He started his career as a financial advisor at Merrill Lynch and Westrock Advisors.

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.

This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​

Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​

This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.