Elsie Fletcher, CFA; Board Member & Financial Services Executive

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University.

Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries and regions across Europe and the United States. In his research and teaching, he focuses on corporate finance - especially capital structure - corporate payout policy, diversity, and corporate governance, as well as investments, and capital markets and institutions.

Listen to the full interview, where Julian discusses new trends in financial research.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds.

Prior to joining PAG, Nadia served as director and head of west coast distribution for BlackRock’s Financial Institutions Group, where she was responsible for overseeing the firm’s investment management relationships and activities with insurers. She serves as the Chair of Finance on the board for Pivotal, a Silicon Valley non-profit that supports foster youth to realize their educational and career goals and ensure their equitable access to opportunity.

Listen to the full interview, where Nadia discusses trends impacting insurance investment portfolios. 

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization. 

He is an active member of CFA Society San Francisco and serves as co-chair on the Member Programming Advisory Council (MPAC).

Listen to the full interview, where Don discusses all things generative AI including large language models such as chatGPT and the impact of AI on careers.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advisory, and private foundation investment & impact OCIO services.

In addition to his leadership and management responsibilities, Michael serves as lead Client Advisor, Portfolio Manager, and Investment Strategist. Prior to founding FCM, he served as Portfolio Manager and Managing Director at Fiduciary Trust International, a HNW wealth management and trust company. 

Listen to the full interview, where Michael discusses entrepreneurship and starting his own investment management firm.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Jennie Chen, Managing Director at X1 Asset Management LLC - an algorithm driven alternative investment firm specializing in spot Forex. 

At X1, Jennie plays a key role in developing and managing client-risk-profile specific investment strategies with quantitative portfolio optimization, dynamic risk mitigation, and algo-driven capital allocation. Prior to X1, she was a management consultant at PwC, covering technology, financial, and healthcare sectors.

She is an active member of CFA Society San Francisco and serves on the Member Programming Advisory Council (MPAC). 

Listen to the full interview, where Jennie discusses all things foreign exchange markets including fintech, algorithm-based trading, and alternative investing.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group. 

Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investment Officer and a Principal. Prior to HC Financial Advisors, he was a Senior Analyst of Zacks Investment Research, Senior Equity Analyst of Manning & Napier, and Principal of Wells Capital Management.

He is is an active member of CFA Society San Francisco and serves as Co-Chair for the Member Programming Advisory Council (MPAC). 

Listen to the full interview, where Steve discusses alternative investing and private markets.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco. 

In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She is an active member of the CFA Society San Francisco Young Leaders Council (YLC). 

Listen to the full interview, where Liz discusses all things treasury including career opportunities for CFA charterholders and roles within corporate treasury.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research.

Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related to managing, executing, and implementing trading strategies.

Listen to the full interview, where Lily discusses RIA trends in wealth management and client relationships. 

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Stan Rudoi, CFA, Vice President of Growth and Analytics at Pollen VC. Stan is an expert in finance, product management, and marketing, with a focus on the mobile gaming, fintech, and SaaS industries.

At Pollen VC, Stan plays a key role in developing cutting-edge revenue-based lending products, managing client relationships, and leading the design of specialized financial models, calculators, and dashboards. He advises and invests in mobile companies, helping them optimize capital efficiency, select debt funding partners, fundraise, and develop user acquisition strategies.

Listen to the full interview, where Stan discusses mobile gaming and venture capital.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nicholas Borst, CFA, Vice President and Director of China Research at Seafarer Capital Partners. Prior to joining Seafarer, he was a senior analyst at the Federal Reserve Bank of San Francisco, covering financial and economic developments in Greater China.

Nicholas moderated the "U.S. & China Economic Conflict: Implications for Investors and the Business Community" webinar from October 2022.

Listen to the full interview, where Nicholas discusses all things China including recent economic policies, opportunities for investors, and stock volatility.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.