策划丨江宁 / 谢大为

制作人｜王艾

主播 | 王艾

图文剪辑 | 董烨

统筹 | 嘉澍 / Frances

Dear audience, this is the first issue of China Charter Chat, English version of "特许金融街”produced by CFA Society Beijing.

We invited Mr. Nick Pollard, former Managing Director Asia Pacific, CFA Institute, and Ms. Sunny Jiang, CFA, Board of Director of CFA Society Beijing. Our guests talked about the structure of CFA Institute, collaboration among societies, ESG exam of CFA Institute, etc.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 42,000 charterholders in the region.

Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development.

Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Sunny Jiang, CFA, Board of Director of CFA Society Beijing. Sunny started to be an active volunteer for CFA Beijing in 2010. She was one of the founding members of CFA Society Beijing when Beijing Society was established in 2013. Sunny was the Chair of International Affairs Committee of Beijing Society before she became a board member. Sunny has been MC and key organizer for various CFA Beijing events since 2010, including charter recognition ceremony, annual party, investment forum, etc. Sunny Jiang became a CFA level 3 exam grader in 2015, and has completed 12 grading sessions.

For more details, please go through our broadcast!

「本期嘉宾」

Nick Pollard，前CFA Institute亚太区总裁

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，圈内秘闻，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

订阅微信公众号，可查看往期播客图文版。

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。

EPISODE 63：China Charter Chat 1st Episode｜Nick Pollard's Beijing Touch

特许金融街