#43 Michael O'Sullivan - Economics, Globalization, and the life of a CIO

02/09/20 • 40 min

Michael O’Sullivan is the author of the book 'The Levelling' - What's Next After Globalisation? He has a blog with the same name. He is a World Economic Forum Global Futures Council member and Forbes contributor. Michael holds a PhD from Oxford and is the former Chief Investment Officer for International Wealth Management of Credit Suisse.

We talk about his different roles, like being an equity strategist and of course his work as CIO for Credit Suisse. We talk about education and Michael lets us in on his career advice, what it takes to succeed in Finance and the skills a CIO needs. We then jump into Michael’s book “The Levelling” and speak about economics, the impact of globalization, the global financial crisis and many more interesting topics.

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#42 Jorge Tavio - The Data that Powers Financial Markets

Jorge Tavio is the Market Development Director, Wealth EMEA for Refinitiv. Refinitiv is one of the largest market data providers on the planet with more than 40,000 clients in 190 countries. In his current role Jorge is leading the wealth market development team in EMEA. He and his team are connecting the dots between new technology, regulation, new business models and innovative customer experiences. His previous roles included being the Head of Partners and Digital Innovation Continental Europe and several Specialist roles within Refinitiv (former Thomson Reuters).

The episode was recorded in July 2019

With over 20 years of experience in the financial data industry we dig into the history of delivering market data and how the business changed over the years. We learn how market data helps financial institutions to make decisions and powers financial markets. Jorge shares with us the latest trends in technology, the big challenges of all industries, especially the wealth industry and his thoughts on hiring and learning.

Jorge’s profile: https://www.linkedin.com/in/jorge-tavio-ascanio/

Refinitiv: https://www.refinitiv.com/en

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Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast.

Luke, Leo & Andy

Next Episode

#44 Paolo Sironi - Fintech, Innovation, and Financial Market Transparency

Paolo Sironi is the Author of several books including “Financial Market Transparency” or “Fintech Innovation”. He is a Fintech Advisor for IBM, Fintech Thought Leader, co-host of the podcast “breaking banks europe”, and member of the advisory boards of several companies. In the past, Paolo founded his own fintech startup as a joint venture of German Private Bank Sal. Oppenheim and Fitch ratings. Before that he was working as Director of Risk Management at the large Italian bank Intesa Sanpaolo. We talk about his different books, the insights he gained from his research and how his views developed over time. Paolo shares with us the biology of how humans make investment decisions, the importance of financial market transparency and how banks and fintechs can leverage those insights to succeed in the coming years. This episode was recorded in December 2019.

Links

Paolo’s website: http://www.thepsironi.com/

Paolo’s LinkedIn: https://www.linkedin.com/in/thepsironi/

IBM: https://www.ibm.com/us-en/?lnk=fcc

Breaking Banks podcast: https://breakingbanks.com/

Fitch Ratings: https://www.fitchratings.com/site/home

Intesa Sanpaolo: https://www.intesasanpaolo.com/

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast.

Luke, Leo & Andy