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 […]
May 4, 2017

Episode #12 Joerg de Vries-Hippen – Equity Research and Portfolio Management with Allianz Global Investors’ CIO of European Equities

Jörg de Vries-Hippen is the CIO for European Equities at Allianz Global Investors. He has built his career within AGI and has been part of the organization for 25 years since he finished his M.B.A. degree from the Universit of Mannheim in Germany. You may have heard of one of Aesop’s fables called “The Tortoise and the Hare”. The fable is about an overconfident hare who ridicules a tortoise for being too slow. One day, the tortoise gets tired of being insulted and challenges the hare to a race. The hare, confident as it was, decides to take a nap […]
April 20, 2017

Episode #11 [Special] – How to Pass the CFA Exams

Most of you are familiar with the CFA designation – the one that makes you lose at least 3 Springs of your life (if you are lucky), your friendships and sometimes your partner. The one that makes you, according to CFA Institute’s statistics, read 8,914 pages of material, study 3,865 equations and take 18 hours of examinations. It is true that studying for it can be a very daunting and time consuming task. But if you are really interested in it (and I am not here trying to convince you to become a CFA charterholder – although I think it […]