In conversation series

In conversation podcast

Interviews with industry leaders - highlighting issues, interests and insights into today’s investment profession.

The In Conversation podcast series is brought to you by the CFA UK Content Steering Committee – speaking to key industry thinkers giving new perspectives.

A new episode will be released every fortnight. CFA UK members should look out for a link in the regular CFA UK newsletter or via social media. You can also stay up to date by subscribing via Soundcloud, Apple podcastsSpotify or Stitcher.

Episode 30 – In Conversation: Challenges in asset management

In this episode of the In Conversation podcast series, David Clarke, CFA talks to Martin Gilbert, Co-founder and CEO of Aberdeen Asset Management about his achievements in the investment industry and what makes a successful fund manager.


Episode 29 – In Conversation: Driving inclusion and diversity with the Black Professionals Working Group

In this episode of the In Conversation podcast series, Alan Livsey, CFA, Lex Research Editor, Financial Times speaks to Natalie Gregoire-Skeete, CFA FRM, Senior Manager in sustainability regulatory issues for EY's financials team. Alan interviews Natalie on being a founding member of the Black Professionals working group at CFA UK. Learn more about the motivations behind the network in aiming to connect 100 black professionals. Plus, the link between diversity and the S in ESG in the financial sector.



Episode 28 – In Conversation: Inspiring the next generation of investment professionals

Lindsey Stewart, CFA, Head of Stakeholder Engagement at the Financial Reporting Council, talks with Rachel Green, Founder of the Skills Workshop about what those who work in the investment industry can collectively do to empower young people to kick start their investment careers.



Episode 27 – In Conversation: Value investing strategy and Benjamin Graham

Alan Livsey, CFA talks with John Citron, a previous winner of the 2017 Essay Competition, about Benjamin Graham's writing, how his principles could be applied in the modern investment world and how he would consider ESG factors today.

Apply for the 2021 Essay Competition by visiting



Episode 26 – In Conversation: The City of London has made strides on inclusion and diversity, but there is more to do

Alderman Tim Hailes could one day be the first openly gay Lord Mayor of the City of London. He talks to Daniel Yates, CFA, about LGBTQ+ representation in the Square Mile, and the importance of building inclusive cultures.


Episode 25 – In Conversation: How to Balance Growth and Sustainability

David Clarke, CFA speaks with Kate Fox, Investment Manager for the £550m Baillie Gifford Positive Change fund, one of the top performers in the IA Global sector.


Episode 24 – In Conversation: CFA UK Chairman Daniel Murray: On helping build a better Investment Profession

CFA UK Chairman Daniel Murray, CFA speaks with Alan Livsey, CFA on his career so far, as well as a look into the future of CFA UK.


Episode 23 – In Conversation: The 100 Black Interns Summer 2021 Programme

Dawid Konotey-Ahulu, co-founder of sits down with Andrew Parry from Newton Investment Management to discuss his career, and the importance of the 100 Black Interns project in today's investment profession.


Episode 22 – In Conversation: The Role of the Investment Profession in Building Back Better

David Clarke, CFA speaks with Keith Skeoch, Non-executive Chairman of the Aberdeen Standard Investments Research Institute and former CEO of Standard Life Aberdeen. They discuss the role of the investment profession in building back better post COVID-19


Episode 21 – In Conversation: Driving diversity of black professionals in asset management

Sangeeta Chawla, CFA, speaks to Gavin Lewis, Managing Director at BlackRock, cover some of his experience of progressing through the investment industry as a black professional.


Episode 20 – In Conversation: Financial repression and Covid-19

Join David Clarke, CFA in conversation with Russell Napier, FSIP on the outlook for the next few decades post COVID-19 and the impacts for investment managers.


Episode 19 – In Conversation: Is Neurodiversity the next paradigm shift in Inclusion and Diversity?

Marilyn Swinney, CFA and Alicja Nocon, authors of the recent Professional Investor article of the same name, discuss Neurodiversity in the Investment Profession with Arun Kelshiker, CFA..


Episode 18 – In Conversation: Why is CFA UK focusing on ESG Investing?

Alan Livsey, CFA catches up with Will Goodhart, Chief Executive of CFA UK. They discuss CFA UK's new Climate Change Certificate, and the thinking behind the now global Certificate in ESG Investing.


Episode 17 – In Conversation: The Open private School

Join Vincent O Egunlae, Co-founder The Open Private School, and Ben Elvidge, Executive Director at Morgan Stanley, to discuss The Open Private School, a new initiative to help create a more inclusive investment profession.


Episode 16 – In Conversation: Looking Ahead in European Markets

Join Alan Livsey, CFA in conversation with Elise Badoy, CFA, Deputy Head of Research EMEA at Citi. They discuss the outlook for European markets, the rise of M&A, and more.


Episode 15 – In Conversation: How ESG Principles are Making a Difference in Corporate Credit Markets

Listen to Alan Livsey, CFA, talk to Justin McGowan and Duncan Sankey, Partners at Cheyne Capital, about how ESG principles are making a difference in the areas of corporate credit. Learn how the dynamics and factors of ESG work within the context of credit markets and the investment strategies behind it..


Episode 14 – In Conversation: Will Renewables Overcome the Big Challenges Needed to De-Carbonise and Generate Returns?

Listen to Alan Livsey, CFA, talk to Deepa Venkateswaran, Senior Vice President & Managing Director, Senior Analyst - European Utilities at AB Bernstein, about the electricity market in the UK/Europe and how renewable energy is taking a share of the market.


Episode 13 – In Conversation: Adapting Portfolio Risk During the Pandemic

Join Bo Huang, CFA in conversation with Vito Menza, Managing Director & Assistant Portfolio Manager at Sandler Capital Management, to hear about how Sandler are adapting risk in response to the developing Covid-19 pandemic.


Episode 12 – In Conversation: Managing Value Portfolios During Covid-19

Listen to Bo Huang, CFA talk to Caroline Cai, CFA, Managing Principal and Portfolio Manager at Pzena, on her approach to managing value portfolios during the pandemic.


Episode 11 – In Conversation: How the landscape of Green Bonds is evolving

Listen to Alan Livsey, CFA, talk to David Zahn, CFA, Head of European Fixed Income at Franklin Templeton, about the special role of green bonds in helping reduce carbon emissions, the first-ever sovereign green bond issued by Germany, and the interesting development of dual issuance.


Episode 10 – In Conversation: Building high performing teams in a virtual environment

In the tenth episode of our 'In Conversation' podcast Bo Huang, CFA, talks to Emma Cleveland, Founder and Managing Director at Cleveland & Co, a legal advisory firm, about her views on how to manage a high performing diverse team during the Covid-19 global health crisis and tips on how to be a good leader outside of a traditional office set-up.



Episode 9 – In Conversation: Advancing black leaders in the industry

Listen to TinaShe Tande, CFA, from CFA UK’s Inclusion and Diversity Committee talks to Tia Counts about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive.



Episode 8 – In Conversation: How human decision making has changed since Covid-19

In this episode of our 'In Conversation' podcast Alan Livsey, CFA, talks to Christian Hunt, Founder of behavioural science consultancy firm, Human Risk, about why Covid-19 is the world's largest behavioural science experiment.



Episode 7 – In Conversation: Business models for the banking sector are under a lot of pressure

In this episode of CFA UK’s ‘In Conversation’ podcast series, Alan Livsey, CFA talks to James Davis, Partner at consultancy firm Oliver Wyman, about how the banking sector is coping with the recession in the UK and why the industry is likely to continue reducing headcount.



Episode 6 – In Conversation: Building an inclusive and diverse culture

Anne Richards, CEO of Fidelity speaks to Ben Elvidge, Lead of the Socio-Economic Inclusion Working Group about rising to the top after starting in the industry as an outsider and the challenges of building an inclusive culture.



Episode 5 – In Conversation: Why investment opportunities in Asia after Covid-19 are in wellbeing

In the fifth episode of our ‘In Conversation’ podcast, Bo Huang, CFA talks to Heather Manners, CEO of Prusik Investment Management about why companies focused on wellbeing, home comforts and infrastructure are good investments opportunity following Covid-19.



Episode 4 – In Conversation: Reality will drag markets back down next year

In the fourth episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA, talks to Robert Buckland, Equity Strategist at Citi about what happens to the markets when the cheap money pumped in by the central banks runs out.



Episode 3 – In Conversation: Firms are still in hiring mode

In the third episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA, talks to Sebastian Lewis, CFA, Director of European Research at Bernstein, about workplace practices and recruitment and why he is confident demand for thoroughly researched investment views is still there.



Episode 2 – In Conversation: Investors looking at both profit and purpose following Covid-19

In the second episode of our ‘In Conversation’ series, recorded in June, Alan Livsey, CFA talks to Jessica Alsford, Global Head of Sustainability Research at Morgan Stanley about how the S (Social) in ESG is becoming more prevalent for investors since the Covid-19 crisis.



Episode 1: ‘Nothing has been seen like this – ever!’

Alan Livsey, CFA, Lex Research Editor at the Financial Times talks to David Owen, Chief European Financial Economist at Jefferies International, about what to expect in the aftermath of the Covid-19 crisis.

Recorded in June 2020



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