Contributors

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Host

Tanya Suba-Tang

Tanya Suba-Tang is the Director of Membership and Programming at CFA Society San Francisco and host of the “Financial Perspectives” podcast. She is responsible for developing and interviewing guests for the podcast since its launch in April 2021. Tanya is responsible for membership recruitment, retention strategies, and managing member programs to position the Society as the thought leader in the Bay Area investment industry. She creates and directs membership strategy, helps the Society achieve organizational goals by leveraging the event and membership metrics, manages volunteer councils, and promotes the value of CFA Society San Francisco.

https://cfa-sf.org/page/About
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Co-host

Lindsey Helman

Lindsey Helman is the Managing Director of Marketing and Brand Strategy at CFA Society San Francisco and producer of the “Financial Perspectives” podcast. As producer, she develops the publication and promotional strategy, manages the show’s branding, and serves as the audio editing creator. In addition, Lindsey is responsible for graphic design, brand management, data analysis and reporting, outreach marketing, social media, and web design for the Society.

https://cfa-sf.org/page/About

Guests

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Guest

Andrew Graham, CFA

Andrew Graham, CFA is the founder and managing partner of Jackson Square Capital, a multi-family office based in San Francisco. Jackson Square Capital provides active investment management, personalized financial planning, and estate planning services for high-net-worth individuals and families. 

Prior to founding Jackson Square Capital, Andrew spent 17 years as a portfolio manager and managing director at J.P. Morgan Securities and has held a career in financial services for 40 years. 

 

Andrew is the author of Inside Markets, a daily email newsletter focusing on global news and events that influence capital markets. Inside Markets identifies the key catalysts that impact markets and affect the daily responsibilities of people who run businesses. 

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Guest

Sami Mesrour, CFA

Sami Mesrour is a Partner of Jasper Ridge Partners where he focuses on top-down asset allocation, portfolio structuring and risk positioning. Additionally, Sami has responsibility for a range of public market investments. Prior to joining Jasper Ridge Partners in 2018, Sami was Chief Investment Officer of BlackRock’s multi-strategy hedge fund, and previously spent time within fixed income as a global macro portfolio manager and the Head of Asset Allocation for the firm’s quantitative hedge fund, as well as in securitized asset trading, cash management and credit analysis. He holds the Chartered Financial Analyst designation and serves on the board of the CFA Society of San Francisco. Sami earned a BA in History from Columbia University and an MSc in Global Economic History from the London School of Economics.

https://www.jasperridge.com/team/senior-professionals/sami-mesrour

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Guest

Sanem Alkan

Sanem specializes in strategic growth and sustainable development while leveraging her extensive experience across diverse industries, including investment management, technology, and philanthropy. 

As the Senior Impact Advisor of Silicon Valley-based philanthropist Sheri Sobrato, Sanem provides strategic advice and hands-on support in impact investing and philanthropic grantmaking activities, ultimately helping increase Ms. Sobrato’s investment capacity annually, in terms of both committed dollars and the number of ventures supported. She focuses on new funding opportunities and partnerships, as well as accelerating new ventures in funding-constrained areas like rare pediatric disease care and youth mental wellness. 

Sanem has board and leadership experience at Juilliard School, NYU, and Rotary Clubs. She holds an MBA from NYU’s Stern School of Business and a BBA in Finance from University of Texas at Austin.

https://www.sobrato.com/people/sam-alkan/

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