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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 century of favorable investment conditions. Through personal stories, including his own family's lost wealth, we explore the pitfalls that can lead to the dissipation of fortunes and highlight essential strategies for preserving wealth across generations. Prepare to rethink the way you view strategic financial planning and the lessons history can teach us about investments.

Join us as we tackle the complex world of asset allocation and market volatility, with a special focus on concentrated stock positions, like those in Tesla. Understand the balance between risk and return through practical applications of the Merton share formula and the Kelly criterion. We'll guide you through the nuances of managing a portfolio that reflects your risk tolerance and market conditions, offering valuable insights into strategic portfolio management. It's an episode packed with actionable advice for investors aiming to navigate uncertain markets effectively.

Tax efficiency and alternative investments are hot topics in wealth management, and we shed light on these often-misunderstood areas. Discover how tax regimes influence asset allocation for taxable versus tax-exempt investors, and what role diversification plays in managing risk. We question the real value of alternative investments such as private equity and hedge funds, while emphasizing the importance of moving from concentrated positions to diversified portfolios. Victor and James White's new book serves as a cornerstone in our exploration of risk management, offering guidance on achieving financial independence with confidence.




CHATS is a monthly segment, featuring audio recordings from our previous webinars. This month's episode was originally recorded in December 2023.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send a message to the Financial Perspectives podcast and receive a shout out!

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 stablecoin cloaked in mystery, and how it led him to question the very substance of the crypto industry. As we explore Bitcoin's symbolic role in El Salvador and the unpredictable fallout from Samuel Bankman-Fried's trial, this conversation underscores the volatile nature of the digital frontier and its implications on global finance.

From the troubling reality of scams to the stagnant value of Bitcoin amidst ambiguous practical applications, Zeke highlights the darker side of digital assets. Despite blockchain technology’s touted potential, skepticism looms large over its revolutionizing promises without clear use cases.

The episode charts a course through the murky waters of crypto, contrasting the speculative nature of these currencies with the enduring stability of traditional monetary systems. Through engaging anecdotes and incisive analysis, we dissect the real-world applications of crypto, offering a critical reflection on past economic crazes while pondering the uncertain future of this volatile industry.



CHATS is a monthly segment, featuring audio recordings from our previous webinars. This month's episode was originally recorded in October 2023.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Send a message to the Financial Perspectives podcast and receive a shout out!

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 revolutionize client relationships. Discover how he uses principles, like Maslow's hierarchy of needs, to focus on individual well-being, transcending traditional wealth management approaches.

Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims to alleviate anxieties and identify the positive impacts money can have on life.

This episode promises to redefine your understanding of wealth management, highlighting the significance of truly listening to clients. Learn how Jonathan and his team build meaningful connections that go beyond numbers, and explore how addressing the root causes of financial stress can lead to peace and financial security.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org.


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.