CFA UK

• Episode 86: Bringing philanthropy into sustainable investing

  In this episode of CFA UK's In Conversation podcast, Jim Totty, CFA, speaks with Jack Chellman, Chief Project Officer at the Global Returns Project, about the role of philanthropy in sustainable finance. Jack and Jim discuss how financial institutions can integrate philanthropic donations into client offerings and investment products, enhance ESG strategies, and deliver fast, measurable impact. With less than 2% of global philanthropic capital going to climate mitigation, Jack argues for normalising environmental giving across the financial ecosystem. The CFA UK Sustainability Community is buzzing with daily discussions, virtual meet-ups, and in-person gatherings, offering numerous opportunities for you to get involved. Our Community is a virtual and in-person hub for investment professionals to grow together as sustainable investing experts. This is the go-to place for sustainable investing knowledge, resources and contacts. You can post questions on our forum, connect with other members online and join an informal catch up in the pub. For more information on the Sustainability Community and how to join, click here: shorturl.at/drsHV

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• Episode 85: Starting Strong: Navigating the IMC and CFA Journey with Pia Farooq

  In this episode, Olivia Wingrove, CFA, Senior Portfolio Manager at LGT Wealth Management, and IMC holder, sits down with Pia Farooq, a fellow IMC holder, to discuss their journeys into the investment industry. Pia and Olivia explore the importance of the IMC qualification, its role as a precursor to the CFA, and how it helps build a strong foundation for a career in finance. Pia also shares her insights into balancing work, study, and personal life, and valuable tips for those considering the IMC or CFA. Discover more about the IMC today: https://tinyurl.com/pff9d5ff

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• Episode 14: Crypto: “Finance hasn’t been disrupted – until now.”

  How does crypto fit into institutional portfolios? In this episode, Ben Ashby and Tom Threlfall, CFA, sit down with Matt Hougan, CIO of Bitwise Asset Management, to explore the institutionalisation of digital assets. Matt, Ben, and Tom explore how crypto began as from a frontier technology to something gaining institutional adoption, alongside the implications of recent regulatory shifts in the US. Matt also looks at the separation between Bitcoin and programmable blockchains like Ethereum, and the emergence of decentralised finance (DeFi), before outlining a framework for crypto asset allocation within diversified portfolios, and discusses the macroeconomic backdrop shaping digital asset adoption. Disclaimer: The views in this podcast are personal opinions and do not represent CFA UK. This content does not constitute financial advice.

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• Episode 84: The REIT evolution - growth, governance, and scale

  In this sponsored episode of In Conversation, Chris Ware, CFA, sits down with Edoardo Gili, CFA, Senior Analyst at Green Street, to explore the evolving landscape of real estate investment. From the shifting dynamics of REITs to the integration of infrastructure and real assets, this conversation offers deep insights for investment professionals navigating today’s market. Examining real estate’s evolution into a more operationally intensive asset class and the active management requirements that come with it, Chris and Edoardo explore the distinctions between public REITs and private real estate markets. Together, they look at their long-term performance convergence and the importance of risk-adjusted returns. Edoardo and Chris also discuss the global valuation trends regarding real estate, the performance of REITs in the US compared with Europe and the UK, M&A activity in REITs, and how rising development costs coupled with stricter lending criteria are reshaping the development landscape. An extended discussion between Edoardo and Chris on real estate sectors is also available on CFA UK’s Professional Learning platform: https://www.cfauk.org/careers-and-cpd/resources/real-estate-sectors-data-development-and-investor-appeal DISCLAIMER: This podcast does NOT constitute investment advice nor is it provided in the capacity of a fiduciary. Visit www.greenstreet.com/disclosure for important information. About Green Street Green Street is the leading provider of actionable real assets research, news, data, analytics, and advisory services in the U.S., Canada, Europe, and Australia. For 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private real estate markets, helping investors, banks, lenders, and other industry participants optimise investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics through a SaaS platform. To learn more, please visit www.greenstreet.com. More about Green Street: https://greenstreet.com/?utm_source=cfauk&utm_medium=partnership&utm_campaign=brandawareness&utm_term=green-street&utm_content=cfa-website

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• Episode 83: Conflicts of Interest and Operating with Integrity

  In this episode, JC Valer, Lecturer at the Tecnológico de Monterrey, and Visiting Academic at the University of Oxford, speaks to Debbie Clarke, Non-Executive Director at BlackRock Group Limited, discussthe ethical challenges that come with conflicts of interest and operating with integrity. Examining case studies around transparency, ethical guardrails, and the fine line separating acceptable hospitality from potential conflicts of interest, Debbie emphasises the need for an ethical lens in decision-making and maintaining integrity throughout your career. This podcast is part of a series of ethics discussions, the rest of which are available on CFA UK’s Professional Learning platform: https://www.cfauk.org/careers-and-cpd/resources/ethics-and-professionalism

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