Episode 50: It All Started at Oxford…an Inspiring Conversation with the Face and Voice of DEI in Asset Management – Sarah Maynard
Release Date: 05/02/2024
Episode 64: Hacking Good Luck with Christian Busch
CFA DFW Charterholder Chatter
Episode 64: Hacking Good Luck with Christian Busch We speak with Christian Busch about his work in the science of serendipity and how we can cultivate good luck in our own lives. We talk about his journey as a boy in Germany to his current role as an internationally best-selling author and professor at USC Marshall School of Business. Christian is author of the bestselling book, The Serendipity Mindset: The Art and Science of Creating Good Luck which has been translated into a dozen languages. He holds a Ph.D. from the London School of Economics, was former Director of NYU’s Global Economy...
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Episode 63: The Rising Role of Women in Family Offices with Sasha Lund
CFA DFW Charterholder Chatter
We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices, and the importance of values in family businesses. Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member,...
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Episode 62: Investing in Women with Michaela Berglund
CFA DFW Charterholder Chatter
We speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places where she encourages women entrepreneurs across the Nordics. Michaela has a background in marketing, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University. Some Links...
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Episode 61: Risks? What Risks? With Michael A. Gayed
CFA DFW Charterholder Chatter
We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the , He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder’s award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in...
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Episode 60: At the Center of Change with Dr. Gregg Robins
CFA DFW Charterholder Chatter
We speak with Dr Gregg Robins about his journey from a young musician living in the Bronx to finding himself at the center of major geopolitical events, including the fall of the Soviet Union and the formation of the Euro. We discuss his time at Oxford, his years in Moscow, and his thinking on the family office world. Gregg Robins runs Robins Advising, a family-office consulting firm based in Geneva, Switzerland. Prior to Robins Advising, he ran the UBS in Moscow and opened the first UBP office in Moscow. Gregg has taught and lectured at leading business schools, including the Executive MBA...
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Episode 59: A Smart Way to Start with Dr. Mara Harvey
CFA DFW Charterholder Chatter
We speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught. Mara was Swiss CEO of VP Bank Region Europe where she pioneered a dedicated female finance network. She won the TechFace Hidden Figures Diversity Ally award for her work in advancing female finance and early childhood financial literacy. Prior to VP Bank, she was Head of Client Services, Global Wealth Management with UBS where she won Bridge...
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Episode 58: Wealth Refocused with Jennifer Wines
CFA DFW Charterholder Chatter
We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the industry. Jennifer is the founder of Invisible Wealth Consulting, partnering with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The...
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Episode 57: Investments in Life with Gautam Dhingra
CFA DFW Charterholder Chatter
We talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life. Gautam is the founder of High Pointe Capital. He has served as the President of Chicago’s CFA Society, and was honored by the CFA Society of Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer with Northwestern University’s School of...
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Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price
CFA DFW Charterholder Chatter
We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa’s largest pension fund and Mercer’s African partner, Alexander Forbes Investments. He holds a Master’s of Finance in Economics from the University of Cape Town, and is a CFA charter-holder. What Rob is Reading...
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Episode 55: All things AI with Wojtek Buczynski
CFA DFW Charterholder Chatter
We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation. What Wojtek is Reading Right Now: Scarcity: Why...
info_outlineWithin and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls.
One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute.
Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause of greater diversity, equity, and inclusion in the investment management industry. Sarah is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin.
Previously, Sarah was Head of Stewardship and Client Communication at Majedie Asset Management, Director of Career Development at CFA Society of the UK, and a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, and which now has a membership of over 1,200 investment professionals.
Sarah was also a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of US $3.3bn.
She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP (the credential for Associates of the Society of Investment Professionals), and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Boards of Girls Who Invest, the National Association of Securities Professionals (NASP), Collaborative WIM, and on the CEO Advisory Council of Diversity Project North America.
On today’s episode, Sarah shares more about her journey, commitment to DE&I, her advice to young women entering our industry, and proudest moments.