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Executives Partnering To Invest In Children Podcasts

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The Drop Off: EPIC Conversations About the Future of Business and Child Care Executives Partnering to Invest in Childcare (EPIC) enables the business community to foster the talent of tomorrow while supporting the workforce of today. On our monthly podcast “The Drop Off” we feature candid, pointed conversations with influential business leaders who have brought positive change to our communities, the workforce and the economy through their innovative solutions to the largest child care and e ...
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Financial Perspectives

CFA Society San Francisco

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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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Douglass Lodmell was born in Geneva, Switzerland. From an early age, Douglass stood out as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. He was further selected to clerk for one of the most famous Fed ...
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Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee, in his capacity as a principal at Mercer, delineates the various types of organizations that fall under the purview of endowment and foundation management, including educat…
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Our President & CEO Nicole Riehl was recently a guest on the Wooden Teeth Show, where she joined host Jake Williams to discuss the business challenges of childcare and how they impact price and availability for families. We're grateful for the opportunity to appear on Wooden Teeth, and to share the episode here on our platform. You can find Wooden …
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In December 2024, EPIC partnered with the U.S. Chamber of Commerce Foundation for the National Child Care Innovation Summit. This invite-only event, presented by the David and Laura Merage Foundation, brought together business leaders in Washington, D.C. for an intimate, engaging environment of workshops, panels, and networking—designed to turn ins…
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Send us a message! In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Ken Ryan, CFA—Portfolio Manager of the Parnassus International Equity Fund. Together, they explore the evolving landscape of global equity investing and how a values-driven approach can uncover opportunity in unexpected places. Ken shares insights from his …
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Send us a message! The private secondary market has transformed from informal, ad-hoc deals to a sophisticated $3 trillion asset class. In this episode, Jack Cassel, Senior Vice President and Head of Listings at Nasdaq, joins host Tanya Suba-Tang to unpack how private companies, employees, and investors are navigating liquidity needs long before IP…
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Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, William Reynolds hosts a dynamic conversation with Josh Hile - CEO of Citizen Mint - as they explore how impact investing in private markets is transforming the investment landscape by delivering competitive financial returns while addressing critical global challenge…
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In December 2024, EPIC partnered with the U.S. Chamber of Commerce Foundation for the National Child Care Innovation Summit. This invite-only event, presented by the David and Laura Merage Foundation, brought together business leaders in Washington, D.C. for an intimate, engaging environment of workshops, panels, and networking—designed to turn ins…
  continue reading
 
The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer. Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54…
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Send us a message! Uncover the promising realm of frontier markets in our latest podcast episode! As traditional investment avenues become saturated, Africa begins to shine as a viable option for investors looking for growth and opportunities. This month’s Financial Perspectives episode reveals how demographic shifts, economic growth, and political…
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Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, Walter Pritchard shares his remarkable career pivot from chemistry to finance, exploring the critical decisions that shaped his career path and the skills needed for successful transitions. In our conversation, Walter offers valuable insights on the differences betwee…
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In December 2024, EPIC partnered with the U.S. Chamber of Commerce Foundation for the National Child Care Innovation Summit. This invite-only event, presented by the David and Laura Merage Foundation, brought together business leaders in Washington, D.C. for an intimate, engaging environment of workshops, panels, and networking—designed to turn ins…
  continue reading
 
Explore the groundbreaking world of medical technology and artificial intelligence with Kate Jackson Hobbs, Vice President at T. Rowe Price. By tuning in to this episode, you'll gain insights into how AI is revolutionizing healthcare, leading to life-saving advancements in robotic-assisted surgeries and disease monitoring. These advancements are no…
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Send us a message! On this CHATS segment of the "Financial Perspectives" podcast, we delve into secrets behind sustaining family wealth with Victor Haghani, author of "The Missing Billionaires." During this previously recorded webinar discussion, we unravel why many Gilded Age millionaires failed to see their fortunes grow into billions, despite a …
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Send us a message! On this episode of "Financial Perspectives: Chats", we hear from acclaimed investigative reporter, Zeke Faux, and LinkedIn’s Senior Managing Editor, Devin Banerjee, as they unravel the complex world of crypto, shedding light on its meteoric rise and subsequent challenges. Zeke shares his investigative journey into Tether, a stabl…
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Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can re…
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Send us a message! For this month's CHATS segment, financial historian Edward Chancellor leads us on a captivating exploration into the evolution of interest rates, showcasing their pivotal role from ancient civilizations to the capitalist era. Chancellor uncovers how the disdain for usury transformed into a tool for economic development. Hear how …
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This month on Financial Perspectives, we had the pleasure of speaking with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital - to delve into equity growth strategies and active management. In this episode, Andrew offers a comprehensive look at active investment strategies by focusing on tax efficiency, flexibility, and the…
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William Browning is President & CEO of Clayton Early Learning. He passionately leads Clayton’s work to build opportunities for children and families to live to their endless potential. With more than 30 years of distinguished leadership experience in strategic social impact development, program development, fundraising, change management, and busin…
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Send us a message! On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated market. They delve into the intricacies of market conce…
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On September 10th, EPIC brought together Colorado business leaders to celebrate our 15th Annual Business Leaders Dinner in Glendale, CO. This year's event was a terrific success as we welcomed more than 275 business leaders, members and partners. On this episode of The Drop-Off, we welcome you to listen in on Nicole Riehl's Fireside Chat with Aparn…
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Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (S…
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Send us a message! On this episode of Financial Perspectives: Chats, we'll discuss how donor-advised funds (DAFs) revolutionizing the philanthropic landscape in America. Join us as we sit down with Alyssa Heath - Chief Operating Officer & Director of Social Impact at Fire Capital Management – and Pamela Doherty - Senior Director of Gift Planning at…
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Unlock capital allocator hacks and discover the secrets to optimizing long-term oriented pools of capital with our special guest - Sami Mesrour, CFA - partner at Jasper Ridge and Board President of CFA Society San Francisco. In this episode, Sami shares key tips and innovative strategies that promise to revolutionize how we approach long-term capit…
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Send us a message! Curious about the CFA Society San Francisco podcast, Financial Perspectives? Hear all about the exciting changes coming to Financial Perspectives this season, straight from the show's creators. Listen in as Tanya Suba-Tang - our seasoned host - and Lindsey Helman - the show's producer - take you through the evolution of the podca…
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Send us a message! Dr. Matthew Faulkner, CFA - Finance Professor at San José State University and Trustee for the City of San José Pension Fund - discusses bridging the gap between financial theory and real-world practice on our latest episode of the CFA Society San Francisco podcast. Join our show's host, Tanya Suba-Tang - Membership Director at C…
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Geta Asfaw co-leads The Asfaw Family Foundation International (AFFI), a non-profit 501(c)3 organization with his wife Janice. Since the early 1980’s, Geta and Janice have operated their family business in the Denver Metropolitan area as owner/operators of McDonald’s restaurants. Throughout the years they have supported a number of community groups …
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund. Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Heidi Ridley, CFA, Co-Founder and CEO of Radiant Global Investors, on ESG 3.0 and its application to small cap investing. Radiant is a female-owned, independent asset management firm focused on active equity strategies and thematic list…
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With 40 years of executive leadership in medical device and health care services, David Perez serves as an independent board member of EPIC and advisor to several corporations and non-profit organizations. His expertise encompasses growing highly regulated global businesses organically through R&D and innovation and inorganically through M&A, leadi…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Pooja Malik, CFA, Founding Partner and Managing Member at Nipun Capital. Nipun Capital is a specialized asset management firm that focuses on alpha extraction from Asia and emerging markets. Pooja founded Nipun based on the outlook that…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Dr. Julian Vogel, Assistant Professor of Finance at San Jose State University. Dr. Vogel earned his PhD in Business Administration, Finance from The University of Texas at El Paso, and has lived, studied, and worked in several countries…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Nadia Patel, CFA, Executive Director at Pacific Alliance Group (PAG). PAG is an Asian investment firm that manages multiple asset classes, including private equity, private debt, real estate and hedge funds. Prior to joining PAG, Nadia …
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Sue Renner is the Vice President and Executive Director of The David & Laura Merage Foundation which creates opportunities for future generations through venture philanthropy by investing in initiatives, organizations, and ideas that move society toward a more equitable future for all. She recently announced her retirement as Executive Director. On…
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Beth Melton is the founder and principal consultant at Melton Strategic Solutions. Most recently, she served as a full-time local elected official in Routt County, Colorado. Her run for office and her work in office were motivated by a desire to support working families with child care solutions. She is a part of the EPIC team and she joins our Nic…
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Colin Stewart is the Founder & CEO of STEM Child Care, a facility in Castle Rock, CO dedicated to providing an environment that is both safe and nurturing for children from six weeks to six years old, allowing your child to explore their passions and creativity while cultivating their science, technology, engineering, and mathematics skills. On thi…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Don Hejna, CFA, CAIA, FDP, Sr. Principal Data Scientist at Accenture and Managing Director at Stantum LLC. He specializes in quantitative finance, big data, machine learning, artificial intelligence, and portfolio optimization. He is an…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advis…
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On October 4, EPIC brought together Colorado business leaders across industries to celebrate “Today’s Vision, Tomorrow’s Success” EPIC’s 14th Annual Business Leaders Dinner. The event was a tremendous success with over 220 area business leaders, EPIC members, and partners in attendance. In case you were not able to join, part of the evening feature…
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Ryan Beiser is Regional President and Head of Corporate Banking for PNC. PNC is constantly innovating to help their clients succeed and to have a big impact in Denver. They provide their customers with new ideas, offer valuable insight and create customized solutions that will help propel a business forward. Ryan is also Chairman of the Board for E…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Jennie Chen, Managing Director at X1 Asset Management LLC - an algorithm driven alternative investment firm specializing in spot Forex. At X1, Jennie plays a key role in developing and managing client-risk-profile specific investment st…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Steve Biggs, CFA, CFP, CAIA, Managing Director - Head of Alternative Investments at The Mather Group. Steve joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where he operated as the Chief Investme…
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Christine Benero is the President & CEO of Mile High United Way. On the About page of their website, they describe themselves thusly: "Working side-by-side with the community, Mile High United Way takes on critical human services issues facing our seven-county footprint including the Metro Denver, Boulder, and Broomfield communities. Through our co…
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Stacie Packard is President of Delwest Management Corp, a Denver-based real estate development firm focused on creating value within local communities through a unique combination of leadership and partnership. With a portfolio including multi-family rental properties (both luxury and affordable), whole communities of single-family homes, and renov…
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Linda Weise is the President and CEO of the Colorado Springs Community Cultural Collective, a 501C3 dedicated solely to the preservation and revitalization of the historic Colorado Springs City Auditorium. She is also the Founding CEO of the Colorado Springs Conservatory (CSC). She established the Conservatory in 1994 to bring world-class performin…
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Liz Morley Olinger, CFA, Treasury Manager at Zscaler. Prior to joining Zscaler, she was a Treasury Manager on the Capital Markets team at Cisco. In addition to holding the CFA designation, Liz is pursuing her MBA at Berkeley Haas. She i…
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Brad Busse, President of Busse Ventures, was there for the founding of EPIC. In this episode of The Drop-Off, Brad gives everyone a behind-the-scenes look at the formation of EPIC and how a group of powerful, like-minded business leaders came together when they saw that child-care supply was a major challenge. In his estimation, it is imperative th…
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This month we met with Lisa Steven, Founder and Executive Director of Hope House Colorado and EPIC Executive Member. Hope House serves over 250 teen moms teaching how to achieve personal and economic self-sufficiency. Lisa explains that, “we don’t know where we would be without EPIC” and the opportunity to be a Project of Promise has been critical …
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Send us a message! On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research. Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is …
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