Pull Up a Chair with CFA Society Boston

In this episode, host Asha Mehta, CFA, chats with Rudina Seseri, founder and managing partner of Glasswing Ventures, to explore AI's transformative role in financial services and beyond. Rudina shares her remarkable journey from immigrating to the U.S. as a teenager to becoming a leading investor in AI and enterprise technology. The discussion delves into how AI is reshaping industries like finance and supply chain logistics, the i...

In this episode, host Asha Mehta, CFA, chats with Cynthia Steer, a legendary figure in investment management known for her trailblazing career. Cynthia shares her foundational experiences, such as attending a two-room schoolhouse and playing baseball against playground rules, which shaped her resilience and courage. She discusses her career challenges, her approach to not listening to naysayers, and always finding support. The conv...

In this episode, host Asha Mehta, CFA, interviews James Rhee, private equity investor and author of red helicopter―a parable for our times: lead change with kindness (plus a little math). Rhee reflects on his inspiring journey, shaped by his Korean immigrant upbringing and the caregiving values instilled by his parents. He shares the story of a childhood moment with a red helicopter toy that became a lifelong symbol of his dedicati...

In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing be...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation ab...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking ris...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.

Show notes

Devon Drew oversees the strategy, operation, and implem...

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a career as an executive coach, career management advice and finding opportunity in periods ...

In our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy.

Show notes