In the last episode of the Investing and Other Stories podcast, host Margarita Tr., CFA sits down with Sonia Kowal, President of Zevin Asset Management to discuss everything from "mean tweets about ESG" to the practicalities of responsible & impact investing.
Saved the best for last? We certainly think so.
Sonia shares her “aha” moment (deep in the Arctic Circle) when she decided to switch from traditional asset management to socially responsible investing, discusses the differences between ESG and Impact investing, gives examples of successful shareholder engagements and what industries tend to resist them, and theevolving investment landscape.
Tune in for an eye-opening conversation on the challenges and opportunities in the ESG space.
02:33 Sonia Kowal's Journey to Socially Responsible Investing
03:47 Challenges and Realizations in Traditional Asset Management
07:19 Innovations and Practices in Socially Responsible Investing
08:34 Debunking Myths About ESG Investing
14:00 Mean Tweets and Responses
20:45 Integrating ESG Factors in Investment Decisions
25:21 Shareholder Engagement and Impact
31:37 Challenges When Engaging Corporations For Change
37:46 Tips for Investors interested in Socially Responsible Investing
Not Financial Advice
Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Madeleine Almqvist, Portfolio Manager at Case Fonder.
Madeleine discusses the return profiles of different types of bonds, the impact of trade wars on bond yields, and the nuances of bond investment strategies. She also discusses credit risk, the importance of bond covenants, and how to conduct thorough credit analysis. Madeleine shares her outlook for the Nordic fixed income market in 2025, key tips for successful bond investments, and how bonds can strategically fit into your portfolio.
01:58 Guest Introduction: Madeleine Almqvist, Portfolio Manager at Case Fonder
02:30 Work differences: Investment Banking vs. Asset Management
05:08 A Day in Madeleine’s Life as a Portfolio Manager
06:59 Understanding Bonds and Interest Rates
08:37 Credit Analysis and Bond Selection
12:01 Risk and Reward in Bond Investments
22:15 Market Outlook for Nordic Bonds and Investing Strategies
26:34 AI in Asset Management
27:22 Tips for Individual Bond Investors
28:38 Encouraging Women in Asset Management
Tune in for valuable insights and advice for investors considering bonds!
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🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Bibbi Wikman, Angel Investor, Games Executive and founder of Playcap.
With years of experience in marketing in the games industry and leading a new angel network investing in startups, Bibbi shares valuable insights on the unique aspects of investing in game studios, how they differ from tech startups, and the trends shaping the future of the gaming industry.
00:00 Introduction to Game Studios vs. Tech Startups
01:44 Meet Our Guest: Bibbi Wikman, founder at PlayCap
02:23 Bibbi's Journey into the Games Industry and why she founded a women’s angel network for games.
05:23 What exactly is a game studio, and how does it differ as an investment from a tech startup?
08:01 How do publishers differ from VCs or platforms like Epic and Unity?
09:11 Why Invest in Games Startups?
09:56 AI Disruption in the Gaming Industry
11:23 Evaluating Gaming Startups for Investment
15:51 How the women-only PlayCap Network Works and Invests in Gaming Startups
17:39 Red Flags when Investing in Studios and Tech Startups in Games
20:20 Trends in the Gaming Industry in 2025
22:26 Key Tips for Angel Investing in Games Startups
Tune in for valuable insights and advice for investors in the studios and gaming industry!
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🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Julia Axelsson, Portfolio Manager at Swedbank Robur.
They cover crucial topics such as managing risk, asset allocation decisions, and thematic investing in today's volatile market. Learn about unique asset classes like listed infrastructure and market neutral strategies. Get inspired by Julia’s journey into asset management, her views on sustainable investing, and the initiatives she’s partof to promote women in the industry. Don't miss out on Julia's rich experience and valuable tips!
00:00 Understanding Market Volatility and Diversification
02:20 Meet Julia Axelsson, Portfolio Manager at Swedbank Robur.
03:54 Julia's Unconventional Journey from Linguistics to Finance
06:53 What is Asset Allocation and Manager Selection?
09:00 How Diversification Can Be Elusive When You Need It.
12:52 Learn About Thematic Investing: Beyond Traditional Sectors
17:50 Navigating Market Volatility and Diversification Strategies
25:55 Promoting Women in Asset Management - Kvinnorkapital
30:54 Ethical and Sustainable Investing – Pitfalls to Avoid
35:55 Explore Liquid Alternatives: Listed Infrastructure, Listed Real Estate & Market Neutral Strategies.
NEW TO THE SHOW?
· The Investing and Other Stories Podcast is brough to you by Finance Latte.
· Follow our social media accounts: LinkedIn, Instagram, and YouTube.
· Get the latest news on stocks, funds and ETFs with our weekly newsletter.
· Download our free guide with the 7 Steps to Create Your Unique Investment Strategy
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Tina Adatia, FixedIncome Global Client Portfolio Manager at Goldman Sachs.
In this episode, we explore the dynamic world of bonds and fixed income bust common myths—like the idea that bonds are just for retirees. We break down the role of a Client Portfolio Manager and discuss the complexities and allure of the bond market. You'll also hear insights on the current market outlook for bonds and interest rates, exciting trendsshaping fixed income products like Active ETFs and Sustainability-linked Bonds, and the growing impact of AI in asset management.
00:00 Introduction to AI in Asset Management
00:18 Myth Busting: Are Bonds Just for Retired People?
01:17 Tina Adatia’s Career Progression from Investment Consultingto Bonds
06:15 Breaking Down the Role of a Client Portfolio Manager
10:42 The Complexities and Appeal of Bonds
16:42 Market Outlook Bonds and Interest rates
21:00 Trends in Fixed Income: Active ETFs and Sustainable Bonds
31:18 AI's Role in Asset Management: Not a Disruption but anEnabler
34:58 Encouraging Women in Asset Management
Tune in for valuable insights on bond investing!
NEW TO THE SHOW?
· The Investing and Other Stories Podcast is brough to you by Finance Latte.
· Follow our social media accounts: LinkedIn, Instagram, and YouTube.
· Get the latest news on stocks, funds and ETFs with our weekly newsletter.
· Download our free guide with the 7 Steps to Create Your Unique Investment Strategy
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing. The views and opinions that Tina Adatia expressed are her own and are for informational purposes only and do not constitute a recommendation by Goldman Sachs AssetManagement for you to take any action.
Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Biotech Venture Capitalist Lovisa Backemar, a Principal at Eir Ventures.
They delve into the world of biotech investments, an asset class way out of Margarita’s comfort zone. In this exciting episode, you'll learn about: The extended time horizon and unique risks of investing in biotech - The potential role of AI in accelerating drug discovery and approval processes, Lovisa’s fascinating career journey from a medical doctor to a venture capitalist, and examples of drug innovation for women’s health issues.
Discover what it takes to successfully navigate this complex, yet rewarding, asset class.
00:00 Introduction to Biotech Investing
02:55 Lovisa’s Career Journey: From Medicine to Venture Capital
10:04 Sneak Peek: How a Venture Capitalist invests in Biotech Startups
15:59 Biotech Basics: What is Biotech and the Time Horizon & Risk Profile it Requires
19:05 Uses of AI in Drug Discovery and Approval Process
21:04 Example of a Biotech Investment Solving a key Women’s Health Issue
24:47 How Gender Equal (or Unequal) is the Biotech industry?
27:53 Fundraising Tips for Women Founders
30:00 Trends in Biotech for 2025
34:05 Lovisa’s 3 Tips for Successful Investments in Biotech
NEW TO THE SHOW?
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
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Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Chloe Fu, an Impact Venture Capitalist in Stockholm. They delve into the evolving landscape of climate tech, the rise of AI, and the future of VC investments.
Chloe shares how she transitioned from the nonprofit sector to Private Equity and Venture Capital, describes the many facets of climate tech (hint: it’s a lot more than just electric vehicles), the disruption of AI across sectors, and some of the key criteria and processes utilized when investing in startups. Tune in for valuable insights and advice for investors in the impact space!00:11 Impact of AI in Venture Capital00:26 Exploring Climate Tech01:52 Guest Introduction: Chloe Fu02:47 Chloe Fu's Career Journey from nonprofit to VC06:57 Think like a VC: Understanding Venture Capital and Private Equity10:20 Day-to-Day in Venture Capital13:00 Key trends in Greentech15:00 Example of an impact investment in agricultural startup Soil Capital18:00 Impact investment example: OpenCosmos24:00 US vs Swedish startup ecosystem comparison26:47 Investment Criteria and Process32:30 Advice for Women interested in Impact Investing NEW TO THE SHOW? • The Investing and Other Stories Podcast is brough to you by Finance Latte.• Follow our social media accounts: LinkedIn, Instagram, and YouTube. • Get the latest news on stocks, funds and ETFs with our weekly newsletter.
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
In this episode of the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA delves into the gender health gap with Malin Frithiofsson, CEO at Daya Ventures, the world’s first Femtech venture studio.
They discuss systemic disparities in healthcare between men and women, the misconceptions about Femtech, and how Daya Ventures is working to fill critical gaps in women's health. Malin shares her journey from studying gender studies to leading innovations in Femtech, and how at Daya, they systematically de-risk start-ups to create impactful changes.
Key topics include the venture studio model, the economic case for investing in women's health, and examples of integrating AI in addressing issues, such as birth-related anxiety. Tune in for an in-depth look at how innovation can drive equitable healthcare solutions.
00:00 Understanding the Gender Health Gap
01:52 Meet Malin Frithiofsson: CEO of Daya Ventures
03:04 Malin's Journey from Gender Studies to Femtech
05:39 Exploring the Gender Health Gap in Depth
10:44 The Broad Scope of Femtech, estimated at $1T by 2030
11:51 Contextual Femtech: Beyond Physical & Reproductive Health
17:42 The Financial Case for Investing in Femtech
20:31 Venture Studios vs. VC: The Daya Ventures Model
23:30 The Daya Process: From Intervention, to Discovery and Founder Sourcing Stages
29:29 Nordic vs. U.S. Venture Studio Models
31:19 Measuring Success and Impact
37:48 Using AI in Femtech: The Glimmer Example
43:24 Angel Investing Tips for Femtech
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🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsorFinchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor beforeinvesting.
Today is a special episode of the Investing & Other Stories Podcast as for the first time we filmed locally in Stockholm, Sweden. HostMargarita Triantafyllidou, CFA welcomes Mala Valroy, Investment Manager at Industrifonden, a Swedish Venture Capital firm.
Learn what deep tech actually is and its potential transform industries and societies. Learn from Mala’s inspiring journeyfrom academia to venture capital, emphasizing her passion for human-centric innovations.✨
Mala sheds light on her venture capital role, day-to-day activities, and the multifaceted nature of evaluating and investing in startups. 🕵️♀️
Discover compelling stories of investments in technologies addressing women-centric issues like endometriosisand maternal care. 👩🔬
Gain insights on the challenges women founders face in securing funding and practical advice on navigating early-stage investments, angel investing, and overcoming biases in the VC landscape. 📊
00:00 Introduction to Deep Tech
00:36 Investing in Women's Health
01:23 Podcast Introduction and Guest Background
02:45 Mala Valroy's Career Journey from Academia to VC
05:56 A Day in the Life of a Venture Capitalist
09:20 Understanding Deep Tech Investments
18:52 Challenges and Opportunities for Women Founders Raising Money
35:42 Actionable Tips for Angel Investors
NEW TO THE SHOW?
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsorFinchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor beforeinvesting.
In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Kristin Hull, founder and Chief Investment Officer at Nia Impact Capital. Discover how Nia, rooted in intention and purpose, uses systems thinking and aligns with the UN Sustainable Development Goals to create impactful investment portfolios. Kristin demystifies gender lens investing, the importance of ESG, and the powerful role women can play in reshaping the finance industry. Tune in for actionable insights on how you can invest in alignment with your values and drive real change. 00:00 Introduction to Nia Impact Capital 01:25 Meet our Guest Kristin Hull: An Impact Investor and Change Maker 02:32 Kristin's Journey into Investing 04:56 Understanding ESG and Impact Investing 13:57 How to Empower Women through Gender Lens Investing 17:50 Active vs. Passive Impact Funds 23:14 Challenges and Opportunities in Impact Investing 31:23 Promoting Women in Finance 35:21 Getting Started with Impact Investing 39:04 Conclusion and Final Thoughts NEW TO THE SHOW?
The Investing and Other Stories Podcast is brough to you by Finance Latte. Follow our social media accounts: LinkedIn, Instagram, and YouTube. Get the latest news on stocks, funds and ETFs with our weekly newsletter. Download our free guide with the 7 Steps to Create Your Unique Investment Strategy🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Amber Fairbanks, co-portfolio manager of the IMPAX Global Social Leader Strategy.
Amber discusses how her background in environmental science and focus on sustainability shaped her investment philosophy. She highlights the importance of an ownership mentality, strong corporate culture, and long-term fundamental analysis in driving sustainable investments.
Learn about the key trends and growth opportunities in emerging markets, the misconceptions of trading off returns when investing sustainably, and the distinctive characteristics between active and index sustainable funds. Amber also provides advice for women aspiring to lead in asset management.
Tune in for an episode filled with keen insights and practical tips on sustainable investing.
00:00 Introduction and Amber's Background
02:21 ESG, Sustainable or Impact Investing?
03:49 Understanding the Social Leader Strategy
06:13 Is Corporate Culture an Alpha Driver?
09:06 Trends in the Consumer Sectors
10:53 The Right Mindset for Global Investing
14:05 Index Funds vs Active Funds for Sustainable Investing
22:17 Ways to Promote Women in Finance
24:50 Advice for Aspiring Sustainable Investors
NEW TO THE SHOW?
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA welcomes Rayna Lesser Hannaway, Small Company Growth Portfolio Manager at Polen Capital.
The discussion delves into the advantages of active management over index funds in the small cap space, the unique characteristics needed to succeed in small caps, and the impact of AI on smaller companies. Rayna shares her journey into finance, offers practical tips to help aspiring investors get started, shares her favorite books to elevate your investing skills, and highlights how some feminine traits translate well to investing. Don't miss out on Reyna's insightful perspective on navigating the small cap investment landscape.
IN THIS EPISODE, YOU'LL LEARN:
01:30 Meet Our Guest: Rayna Lesser Hannaway
02:33 Rayna’s Career Journey
04:14 The Case for Active Management in Small Caps
06:47 Defining Quality Companies
08:33 The Mindset for Success in Small Cap Investing
10:33 Historical Insights and Market Cycles
16:10 AI: How Small Companies are Using AI to Compete
19:48 Feminine Traits that Translate Well in Investing
27:13 Rayna’s Favorite Books for Aspiring Investors
31:52 Top Investment Decisions and Tips
And much, much more!
NEW TO THE SHOW?
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsor Finchat.io, your go-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
🎉 Welcome to the first episode of the Investing and Other Stories Podcast, byFinance Latte. In today’s episode, your hostMargarita Triantafyllidou, CFA welcomes Ankur Crawford, Portfolio Manager at Alger. Ankur shares her AI and Growth stock insights, and her unique journey from a PhD in material science to money management, providing deep insights on: - How early we are in the AI cycle and its potential - The impact of AI in various industries- Strategies for managing market volatility and risk - The importance of a long-term mindset in growth investing - Her thoughts on women in finance - Tips for success as an individual investor
NEW TO THE SHOW?
🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!
🌟 A big thank you to our episode's sponsorFinchat.io, yourgo-to-place for stock analytics, KPIs and AI tools.
Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.