July 18, 2019

#34 Paul Smith – President and CEO of the CFA Institute

This week, we had the pleasure to speak to the current (as of July 2019) CEO of the CFA Institute, Paul Smith. In our conversation, we cover some of Paul’s challenges in running the CFA Institute during his almost 5-year tenure, the future of the investment management industry, his vision for the organization, why he thinks it is important to have a mandatory Continuing Professional Development requirement for CFA Charterholders, as well as why he thinks young professionals interested in in investment management should strive to become CFA Charterholders. Please keep in mind this is not investment advice. Full disclaimer […]
June 8, 2018

Episode #23 Peter Schwicht – Asset Management, Megatrends, ESG Investing, Financial Research and Regulation

Peter Schwicht is the former CEO of JP Morgan Asset Management EMEA. He held various positions in JP Morgan over the years including being the head of trading for JP Morgan Germany. Currently he is sitting on the board of many companies and continuing to share his expertize. In the interview, we touch on many topics such as: Megatrends in Asset management as well as ESG investing and how regulation impacts the asset management industry. More of the topics we cover in the interview are: Megatrends in asset management The raise of passive asset management. Perspective on ESG investing and […]
March 23, 2017

Episode #09 Alexander Doll – CEO of Barclays Germany Perspective on Investment Banking and M&A

Alexander Doll is the CEO of Barclays Germany and the Head of Banking for Germany, Austria and Switzerland. Prior to his role at Barclays, Mr. Doll served as a Managing Director of Financial Advisory Business at Lazard.  Mr. Doll joined Lazard after eight years with UBS. His previous experience also includes working for Lehman Brothers in New York and Frankfurt. Have you asked yourself what the best-case scenario for your career would be? I mean, if everything goes extremely well – you get along with your colleagues, you become a well-known and recognized expert in your field, you are being nicely rewarded financially […]