Lotta Moberg, PhD, CFA
Lotta Moberg, PhD, CFA, has served as a member of the CFA Institute Research Foundation Board of Trustees since 2019 and coauthored several research pieces for both CFA Institute and the Research Foundation, including Financial Entrepreneurship: Balancing Active and Passive Investment Horizons with Brian D. Singer, CFA. She has also hosted numerous episodes of the Financial Thought Exchange podcast for CFA Institute Research Foundation.
As cofounder and head of investment research and strategy at Wealth Horizons, Lotta leads the firm's valuation-driven model development and research, anchoring the investment process in global macroeconomic and market developments. She previously served as a global macro analyst at William Blair in Chicago.
Her international experience includes roles with the Swedish foreign ministry in Russia, the defense forces in Kosovo, and World Bank consultancy. Lotta holds a PhD in economics from George Mason University and a BA in economics from Lund University, Sweden.
Financial Thought Exchange Podcast
Hedge Funds Explained: Risk, Returns & Due Diligence with Stephen J. Brown, PhD
In this episode of the Financial Thought Exchange, Lotta Moberg, CFA, PhD, speaks with Stephen J. Brown, PhD, Emeritus Professor of Finance at Monash University in Australia and at the Stern School of Business at New York University, and winner of the CFA Institute Research Foundation 2025 James R. Vertin Research Award.
How LLMs Transform Investment Workflows: Fine-Tuning, RAG & Agents with Francesco Fabozzi
In Part 2, Francesco Fabozzi, PhD—Managing Editor of the Journal of Financial Data Science—joins host Lotta Moberg, CFA, PhD, to explore how modern NLP and large language models are reshaping investment management.
How NLP Evolved: From Word Counts to Transformers with Francesco Fabozzi, PhD
Francesco Fabozzi, PhD, Managing Editor of the Journal of Financial Data Science, joins Lotta Moberg, CFA, PhD to unpack how natural language processing matured into the powerful tool it is today.
