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特许金融街

CFA北京协会

特许金融街是一档由北京金融分析师协会(CFA Society Beijing)发起,面向社会各界听众的金融访谈类播客,我们会邀请各金融细分领域的朋友们一起探讨资本市场热点,金融职场等与金融相关的热点话题。

微信公众号:cfabeijing,微博:北京金融分析师协会。

微信搜索个人微信号CFABJ-podcast, 添加特许金融街小助手,即可加入我们的听众群,解锁独家福利,与主播和嘉宾互动交流。

PublishesMonthlyEpisodes118Founded3 years ago
Language
ZH-CN
Number of ListenersCategories
Self-ImprovementEducationInvestingBusiness

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Artwork for 特许金融街

Latest Episodes

策划丨董嘉琦制作人丨王晓昱图文剪辑 | 邓筠凡统筹 | 唐嘉澍 董嘉琦

当“小龙虾”火遍全网,当智能体成为热议焦点,金融机构的数智化转型正站在一个全新的十字路口。金融机构的AI转型,是必答题还是选择题?这不再是简单的技术升级,而是一场关乎未来生存与发展的深刻变革。

本期节目我们有幸邀请到企业AI战略与数智化转型专家孙志鹏博士,用多个生动的一线案例,拆解了金融机构在AI战略与数字化转型中的真实困境与可行路径。与听众朋友们探讨金融机构在AI浪潮下的机遇、挑战与破局之道。

「本期嘉宾」孙志鹏,CFA。... more

策划丨唐嘉澍 AG制作人丨AG图文编辑 | 邓筠凡统筹 | 董嘉琦 唐嘉澍

九十年代的华尔街与硅谷链接,通过互联网公司IPO创造了巨量财富,也见证了AI行情之前科技股的一波大牛市,以及随之而来的三年暴跌。婴儿潮出生的雅皮一代掌握着社会资源,积极自信,是妥妥的人生赢家;而70后一代,却仿佛笼罩在婴儿潮一代的阴影下,处于社会边缘,他们甚至没有自己的名字,直到加拿大作家道格拉斯·库普兰在90年代初出版了小说《X一代》...

「主讲人介绍」AG,CFA英语语言文学学士+MBA+CFA的混合体;文学爱好者... more

策划丨唐嘉澍 AG制作人丨AG图文编辑 | 邓筠凡统筹 | 董嘉琦 唐嘉澍

80年代的美国金钱至上,令人躁动;MTV打造出天王巨星,麦当娜唱起了《物质女孩》;米尔肯叱咤华尔街,用垃圾债点燃了第四次并购狂潮。华尔街始终是贪婪的,但80年代的华尔街尤其如此。当电影《华尔街》主角的原型博斯基在86年加州大学伯克利分校的毕业典礼上致辞说:“贪婪没问题,我觉得贪婪是健康的。”,华尔街已经不再有任何掩饰。

「主讲人介绍」AG,CFA英语语言文学学士+MBA+CFA的混合体;文学爱好者;资本市场及家族传承的观... more

策划丨谢大为制作人丨王晓昱图文剪辑 | 邓筠凡统筹 | 唐嘉澍 董嘉琦

从信托资深从业者转型香港保险代理人,他的职业转身,既来自对人生风险的切身感知,也源于对地产行业周期的提前判断。本期《特许金融街》特邀 CFA 持证人吴迪先生,深度揭秘保险代理人的真实职场。他直言,保险代理人的本质是 “一人公司”,没有固定底薪,收入与发展完全依靠专业能力与客户信任。

保险代理人核心价值是什么?从业者应当具备哪些技能?典型的一天是怎样的?AI时代行业面临的机遇与挑战有哪些?欢迎听众朋友们与嘉宾一起,走进本期对话... more

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特许金融街 launched 3 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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