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A Guide To EU Financial Politics and Policy Development

This series provides a guide to the economic and policy developments within the European Union (EU) and is a must-listen for any student, policy maker, legislator, economist, or corporate strategist seeking a greater understanding of the opportunities, risks, and emerging policy initiatives that will affect the 330 million consumers living there and the companies doing or seeking to do business there.

These podcasts are delivered by Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East. Benefit from Ms. Kamerling’s six-year odyssey of working with the EU commission and the EU parliament, from advocacy to implementation of key economic and regulatory issues. Along the way Ms. Kamerling shares the unique perspectives she’s gained regarding the body politic that is the EU, describing its wonder, in some respects its majesty, and the perils it faces.

CFA Institute, the global association of investment professionals, sets the standard for professional excellence and credentials and is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. There are more than 163,000 CFA Charterholders worldwide in 163 markets. For more information visit www.cfainstitute.org, follow on social @MarketIntegrity and @JosinaKamerling or connect with Josina on LinkedIn.

Nov 19, 2019

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as MiFID II and its impact on investment research. While global firms tend to see MiFID II rules as...


Nov 19, 2019

Josina speaks with Mary Leung, Head of Advocacy APAC, CFA Institute and Jim Allen, Head of Capital Markets Policy, Americas, CFA Institute about how the regions differ in their interpretations of EU regulations such as PRIIPS and UCITS. Particular attention is paid to the importance of fiduciary responsibility as we...


Oct 22, 2019

The European Commission, which is the executive branch of the European Union welcomes incoming president elect Ursula von der Leyen.  Formerly minister of defense for Germany, von der Leyen and her team of commissioners are bringing new energy to the Commission.  In this podcast, Josina Kamerling, head of regulatory...


Jun 18, 2019

For years the EU, The European Parliament, and most recently, the capital markets union have wrestled with the notion of sustainable finance and how to strengthen the long term connection between society and the financial services business. With the emergence of environmental, social, and governance (ESG) standards,...


May 22, 2019

In this episode, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, Africa, and the Middle East, explains how CFA Institute fits into overall EU policy development. She takes listeners through the labyrinth of recent initiatives concerning capital flows, governance, securitization,...