Best Cfa Professional Investor Podcasts (2024)

1
Taking a deep dive into the EU elections and legislative structure 27:51

1M ago27:51

27:51

On the eve of the EU elections, Josina Kamerling has a discussion with Klaus Welle, Chair of the Martens Centre's Academic Council, and former Secretary-General of the European Parliament. He initiated the European Parliamentary Research Service (the in-house think-tank providing unbiased advice to members of the European Parliament) and is a true …

1
Facing the challenges of the Retail Investment Strategy: A better understanding of retail investors through the use of behavioural economics 27:18

6M ago27:18

27:18

Josina Kamerling and Alexandra van Geen, Senior Supervisor and Research, Consumer Behavior team at the Autoriteit Financiële Markten (AFM) discuss a dynamic approach to look at retail investors’ preferences and needs.

1
A closer look at the EU Digital Agenda 25:39

9M ago25:39

25:39

CFA Institute and CFA Society Spain recently released a new briefing paper on Fintech in the EU. Josina Kamerling and Zaira Melero, Advocacy Committee Member, CFA Society Spain, discuss the conclusions of the report, and the challenges of the EU digital era for the financial industry.

1
The Retail Investment Strategy in the EU: are we finally hitting the sweet spot for retail investors? 33:47

12M ago33:47

33:47

Josina Kamerling and Karel Lannoo, Chief Executive Officer, Centre for European Policy Studies (CEPS) have a conversation on the recent Retail Investment Strategy Package, which was presented by the European Commission few weeks ago. They discuss the legislative proposals included in the package, and their impact on investor protection and the deve…

1
The Debate on Retail Commissions is Back to the Fore in the EU: Need for a Pragmatic View 20:23

1+ y ago20:23

20:23

CFA Institute recently released a new global survey on inducements, which focuses on the issue of the mis-selling of financial products, and the implications of the retail commissions practice. In this episode, Josina Kamerling discusses the findings of the survey, and highlights similarities and differences in every region.…

1
The New Universe of Sustainability: The Challenging World for Company Boards 20:32

1+ y ago20:32

20:32

Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.…

1
What is the level of trust in financial services in 2022? 24:53

1+ y ago24:53

24:53

Josina Kamerling and Rhodri Preece, Senior Head, Research, CFA Institute, discuss the findings of the 2022 CFA Institute Investor Trust Survey and talk about how retail and institutional investors are interacting with the factors impacting trust today.

1
The EU Taxonomy: a stepping stone to a green Europe? 23:45

2y ago23:45

23:45

The Taxonomy Regulation establishes an EU-wide classification framework to provide businesses and investors with a common language to identify environmentally sustainable economic activities. Companies will be required to disclose their impact in the environment and increase transparency in how they mitigate it. On this episode, Josina Kamerling in…

1
The EU agenda on Corporate Governance and Sustainability Reporting 31:39

2y ago31:39

31:39

Josina introduces us to the recent developments in corporate governance and reporting to protect retail investors, and the need for a holistic approach in the recent CSRD proposal, the EU legislation that aims to widen the NFRD's scope and ESG disclosure requirements. She welcomes Olivier Boutellis-Taft, CEO of Accountancy Europe to the show and po…

1
The SPACs boom: What do they mean for investors and investment professionals in the EU? 24:09

2+ y ago24:09

24:09

CFA Institute and BETTER FINANCE address the recent boom of SPACs in a joint research report that brings a pragmatic view of the issues facing European retail investors and investment professionals that are considering a move into this rapidly evolving (and for many, unfamiliar) territory. Roberto Silvestri, Josina Kamerling and Edoardo Carlucci di…

1
The Launch of CFA Institute DEI Code (US and Canada): Is the Investment industry ready for a cultural shift? 17:22

2+ y ago17:22

17:22

The investment industry is facing a cultural shift as diversity, equity, and inclusion (DEI) become crucial elements in attracting and retaining talent, whoever it comes from. Josina introduces Sarah Maynard, Global Head, External Diversity, Equity, & Inclusion at CFA Institute. She recognizes that an organization with an inclusive culture results …

1
EU Supervision: Fortress Europe or a Single Market open to the Global Financial Markets? 18:15

2+ y ago18:15

18:15

As the EU looks to advance its Capital Market Union and Single Market plans, one key issue stands on its way: reducing differences between national laws and providing European institutions with a single set of rules to follow – the Single Rulebook. Josina Kamerling talks us through the concept of supervisory convergence and recent developments arou…

1
Stakeholder Capitalism in Action: The German Governance Model 23:33

2+ y ago23:33

23:33

Josina Kamerling, Susan Spinner, CFA, CEO of CFA Society Germany, and Martina Bahl, CFA, CFA Society Germany's Advocacy member, discuss the findings of the joint CFA Institute and CFA Society Germany report “Stakeholder capitalism in Action - Spotlight on Germany’s Works Councils”, which looks at how stakeholder capitalism is applied in Germany thr…

1
Happy New PEPP! Starting 2022 with border-free retirement savings 23:21

2+ y ago23:21

23:21

Josina Kamerling discusses the Pan-European Personal Pension Product (PEPP) regulation, with Hans Van Meerten, professor of European Pension Law at Utrecht University. Effective January 1 2022, 240 million savers in the EU will get better pension choices. This episode covers the background of the legislation and discusses how EU pension reform, mos…

1
8th Global Ethics & Trust in Finance Prize for Under 35s Focusses on Sustainability and Ethics 19:28

2+ y ago19:28

19:28

Josina Kamerling, co-president of the Prize Jury discusses with her co-president Prof. Paul Dembinski about this edition’s laureates, what themes are emerging and what needs to change in the financial industry for sustainability to function. Following the high-level commitments at COP26, how can we walk the talk?…

1
The Impact of Covid-19 on Companies’ Stakeholder Engagement 25:42

3y ago25:42

25:42

Josina Kamerling introduces us to Simon Rawson from ShareAction, an UK-based charity that advocates for responsible investment. They discuss the impact of Covid-19 on stakeholder engagement in firms, and specifically the role of Annual General Meetings (AGMs) in shaping business conduct.

1
Future of Work: What Challenges Hybrid Environments Bring to the Finance Industry Regulation 24:15

3y ago24:15

24:15

Josina Kamerling and Rhodri Preece, CFA, Senior Head of Industry Research at CFA Institute talk about the findings of the CFA Institute ‘Future of Work in Investment Management’ survey, which gives us a glimpse of the evolution of work post-pandemic. They also discuss how regulators are coping with the new virtual work environment and the risks it …

1
QI-0 Re-Launch of the QI Podcast

3y ago

—

Welcome to the re-launch of the Quiet Innovation podcast, the show that’s all about Great Ideas Hiding in Plain Sight. To re-introduce the show, today I start by asking this question: What do an industrial floor cleaning machine, a sewer system, and solar panels you see on top of roofs have in common? But first […]…

1
The impact of Covid-19 on EU financial markets: one year later 13:03

3y ago13:03

13:03

Josina Kamerling walks us through the findings of the CFA Institute survey report ‘COVID-19, One Year Later: Capital Markets Entering Uncharted Waters’, which captured the thoughts of thousands of our members on the impact of the pandemic on global financial markets, and discusses the EU regulatory response to the crisis.…

1
Board Accountability in Corporate Governance in the Wake of the Pandemic 29:05

3y ago29:05

29:05

The pandemic is likely to change the role of company boards and the way people look at companies. The fourth edition of the CFA Institute investor trust study reveals consumers and employees want to have the power to influence companies. They also believe that CEOs must lead on societal issues such as the pandemic impact on the economy and job auto…

1
A Guide To EU Financial Politics and Policy Development 27:37

3y ago27:37

27:37

Recently, CFA Institute published the new report “Corporate Governance and ESG disclosure in the EU”, which looks at how ESG developments and corporate governance policies may merge into new regulatory frameworks aimed at strengthening the link between companies and the wider society, including shareholders and other stakeholders. Hear from experts…

1
A Guide To EU Financial Politics and Policy Development 19:34

3+ y ago19:34

19:34

Josina Kamerling provides an analysis of the EU policy developments and practices on Corporate Governance and ESG disclosure in the EU, and provides some action points for European policymakers, companies and investors.

1
Geopolitics and International Relationship Between the EU and the US 27:58

3+ y ago27:58

27:58

A discussion with Alexandra de Hoop Scheffer, director of research and the director of the Paris office of the German Marshall Fund of the United States, on the transatlantic relationship in the context of a global repositioning of influences.

1
Corporate Governance and ESG Disclosure in the EU 20:57

3+ y ago20:57

20:57

A discussion with Luca Grassadonia, CFA Society Italy, on the European Commission initiative on Sustainable Corporate Governance and the CFA Institute report “Corporate Governance and ESG Disclosure in the EU”.

1
Comparing and contrasting EU and US financial services legislation in Covid-19 times - Part 2 22:25

3+ y ago22:25

22:25

A conversation with Jim Allen, head of Americas capital markets policy at CFA Institute. Looking back at the relationship between EU and US on financial services over the past years.

1
Comparing and contrasting EU and US financial services legislation in Covid-19 times - Part 1 19:13

3+ y ago19:13

19:13

A conversation with Jim Allen, head of Americas capital markets policy at CFA Institute. Looking back at the relationship between EU and US on financial services over the past years.

1
A Guide To EU Financial Politics and Policy Development 23:55

3+ y ago23:55

23:55

An analysis of the revised EU Capital Market Union (CMU) action plan with Thomas Wieser, Chair of the EU high-level forum on CMU

1
Nonfinancial reporting: A look at the EU revision of the directive and its wider implications globally 27:03

4y ago27:03

27:03

A discussion with Kazim Razvi Director of Financial Reporting the podcast looks at some of the global issues of non-financial reporting and the changes proposed at the EU level. With a particular focus on the problems facing SMEs in the context of enabling their access to investors and markets.

1
A Guide To EU Financial Politics and Policy Development 19:58

4y ago19:58

19:58

A conversation with Mary Leung head of Advocacy in APAC for CFA institute. Comparing and contrasting the treatment of inducements across key markets in APAC and with relevance for the EU context where consideration is being given whether to ban or not inducements.

1
A Guide To EU Financial Politics and Policy Development 31:08

4+ y ago31:08

31:08

Josina speaks with Rainer Riess, Director General of the Federation of European Securities Exchanges (FESE), to discuss the recommendations of the European IPO Task Force report, which will be published on 2 March 2020. The European Task Force, which is composed of corporate representatives and independent experts from the financial sector, was est…

1
Takeaways and Solutions 1:10

4+ y ago1:10

1:10

In this episode, we hear from Axel Kleinlein, president at Better Finance. He discusses the next steps in finding a solution to sustainable investing, which centers on finding a taxonomy.

1
The Rabbit Hole of Sustainability 5:55

4+ y ago5:55

5:55

In this episode, we hear Gary Baker, managing director at CFA Institute, discuss the confusion caused by greenwashing in sustainable investments. He also explains how to avoid falling down the rabbit hole when it comes to the challenges of defining ESG and sustainability.

1
How to Avoid Greenwashing while Ensuring Fiduciary Duty 2:22

4+ y ago2:22

2:22

In this episode, we hear from Jeroen Bos, CFA, head of specialized equity and responsible investing at NN Investment Partners. He discusses why ESG integration is in line with fiduciary duty and the importance of transparency in avoiding greenwashing.

1
Coalition of Goodwill 2:01

4+ y ago2:01

2:01

In this episode, we hear from Guillaume Prache, managing director at Better Finance. He discusses his main takeaways from the conference and why failing is not an option when it comes to sustainable investing.

1
Sustainable Investing Challenges for Individual Investors 5:00

4+ y ago5:00

5:00

In this episode, we hear Henrik Husman, president of Nasdaq Helsinki, discuss the challenges individual investors face in sustainable investing and the reporting guide that Husman and his team have created to ensure that retail investors get the best possible information about their investments.

1
Goals for the New Commission 1:41

4+ y ago1:41

1:41

In this episode, we hear Jonas Fernandez, a member of the European Parliament, discuss what the goals for the new commission will be. Despite the challenges and many unanswered questions, he believes that this conference is a good starting point for the next five years.

1
Task Force Report 1:47

4+ y ago1:47

1:47

In this episode, we hear from Josina Kamerling, head of capital markets, EMEA, at CFA Institute. She discusses the recent Task Force Report by CFA Institute and Better Finance and what sustainable value for money means.

1
Cosmetic Versus Systemic Change 2:48

4+ y ago2:48

2:48

In this episode, we hear from Olivier Boutellis-Taft from Accountancy Europe. He discusses the importance of systemic change versus cosmetic changes. He stresses that the timeline we have in which to take action is shrinking, so we need to emphasize systemic changes to accomplish our goals.

1
Can Sustainable Value for Money be Achieved? 20:54

4+ y ago20:54

20:54

In her first podcast of 2020, Josina Kamerling and Guillaume Prache, Managing Director of Better Finance discuss a hot topic, sustainable value for money, based on a survey taken with CFA Institute and Better Finance. They address the gap between what financial professionals believe they should provide in order to deliver sustainable value for mone…

1
Effect of EU Legislation in Other Geographical Zones - Part Two 22:08

4+ y ago22:08

22:08

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as MiFID II and its impact on investment research. While global firms tend to see MiFID II rules as “best practice” the difference in …

1
Effect of EU Legislation in Other Geographical Zones - Part One 22:24

4+ y ago22:24

22:24

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as PRIIPS and UCITS. Particular attention is paid to the importance of fiduciary responsibility as we enter an era of global product s…

1
The Changing of The Guard At The European Commission 16:52

4+ y ago16:52

16:52

The European Commission, which is the executive branch of the European Union welcomes incoming president elect Ursula von der Leyen. Formerly minister of defense for Germany, von der Leyen and her team of commissioners are bringing new energy to the Commission. In this podcast, Josina Kamerling, head of regulatory outreach for CFA Institute for the…

1
Green Bonds Pose Challenge to EU Sustainable Finance Initiative 6:48

5y ago6:48

6:48

For years the EU, The European Parliament, and most recently, the capital markets union have wrestled with the notion of sustainable finance and how to strengthen the long term connection between society and the financial services business. With the emergence of environmental, social, and governance (ESG) standards, this connection is strengthening…

1
Creating a More Perfect European Union 12:39

5y ago12:39

12:39

In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, explains how CFA Institute fits into overall EU policy development. She takes listeners through the labyrinth of recent initiatives concerning capital flows, governance, securitization, supervision, and taxation, among other iss…

1
The EU’s Strength is Also Its Weakness 8:37

5y ago8:37

8:37

What will happen on the fateful dates of May 23-26, the period set down for elections throughout the EU member states? Though it’s not always easy to see, the European Union has been built on consensus. Achieving consensus has never been easy or pretty, but it’s the bedrock of the EU. And in an era of rapid change—Brexit, new political parties, new…

1
Controlling or Stimulating 11:16

5y ago11:16

11:16

In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, takes listeners through a range of issues facing EU markets, from blockchain technologies to deposit guarantees to sustainability standards, among others. She posits that success rests not with the decisions that are reached per…

1
QI-013: What it Really Takes to Get Money for Your Startup | Angel Investor & Serial Entrepreneur David S. Rose 1:02:50

11y ago1:02:50

1:02:50

David S. Rose, Founder and CEO of Gust.com joins me today to discuss raising capital for your startup. Gust is a global collaboration platform for early stage angel investing, connecting hundreds of thousands of entrepreneurs and investors in over 75 countries. This is an interview rich with insight, expertise, and rock-solid advice for helping you…

1
QI-012: Prominent Angel Investor, Brian Cohen, First Investor in Pinterest | What Every Angel Investor Wants You to Know 32:56

11y ago32:56

32:56

Today I am joined by prominent angel investor, Brian S. Cohen, the first investor in Pinterest, chairman of New York Angels, and the author of “What Every Angel Investor Wants You to Know: An Insider Reveals How To Get Smart Funding For Your Billion-Dollar Idea." So you have a great idea, your research, your […]…

1
QI-011: When Does Depositing A Batch of Checks Become Boring? | Interview with Joe Calloway, Performance Coach 49:00

11y ago49:00

49:00

How bored would you be if you had to make the same boring drive to your boring bank every single week to deposit yet another batch of checks that came in? These are checks that keep coming because you are executing so well on turning your great idea into reality. I’ve made that weekly bank […]By John P. Gavin, CFA: Professional Investor, Serial Entrepreneur, Dirt-Poor as a Kid

1
QI-010: No Serious Entrepreneur Can Afford to Miss This Interview | A High Impact Hour with the “Growth Guy”, Verne Harnish 1:12:15

11y ago1:12:15

1:12:15

Today's show is a high-impact conversation with a well-respected thought leader from the world of elite and successful entrepreneurs, Mr. Verne Harnish. In just one hour, Verne gives you some of the most valuable tools and techniques that any entrepreneur, startup, or idea person can immediately deploy for turning their great ideas into reality. [……

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Cfa Professional Investor Podcasts

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