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PODCAST

Enterprising Investor

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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All Episodes

20:07

Do Relationships Really Matter? Let's Talk About the...

Enterprising Investor ·

2022/08/24

Financial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing superior communication, and more comprehensive advisory services are now premium differentiators for advisors. Join us to discuss the future of work in financial advisory services and learn how you can skill

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23:08

Allen Sukholitsky, CFA: Art Investing is $1.7T+ Asset...

Enterprising Investor ·

2022/08/10

Ever considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great inflation hedge, this episode is a fascinating look into an often mysterious asset class.

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22:08

John Tobin, CFA: Rising Rates & Equity Duration

Enterprising Investor ·

2022/07/27

What Bonds Can Tell Us About Equity Valuations While rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.

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24:01

Kathryn Downey Miller, CFA: Exploring the Energy...

Enterprising Investor ·

2022/07/13

Energy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long? Kathryn Downey Miller, CFA, VP of Energy Strategy at FactSet, helps shed a light on power, oil, and natural gas sectors while discussing the intricate nuances that have critical impacts on energy markets

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36:36

Sachin Khajuria: Breaking Down the Winning Principles...

Enterprising Investor ·

2022/06/29

Private equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s never been more important to understand this global economic engine. Sachin Khajuria, founder and chief investment officer at Achilles Management and author of the book Two and Twenty, offers a glimpse into the

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23:55

Samara Cohen: The Evolution of ETFs and Their Role in...

Enterprising Investor ·

2022/06/15

Exchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what does the future hold for the ETF ecosystem? Samara Cohen, managing director and chief investment officer of ETF and Index Investments for BlackRock, shares her thoughts on what the future holds for ETFs and

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27:20

Olivier Sibony: How can you overcome noise and bias...

Enterprising Investor ·

2022/06/01

What is noise? In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, professor of strategy at HEC Paris and coauthor of Noise: A Flaw in Human Judgment. Oliver provides examples and methods for reducing noise and bias, and therefore error in decision making. Employing decision

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34:22

John C. Hulsman: How is Russia’s War on Ukraine...

Enterprising Investor ·

2022/05/18

In what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of a long-term war leaves more questions than answers. Dr. John C. Hulsman, president and co-founder of John C. Hulsman Enterprises, a prominent global political risk consulting firm,

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35:26

How Has Investor Trust Evolved?

Enterprising Investor ·

2022/04/27

With the release of the Enhancing Investor Trust: 2022 CFA Institute Investor Trust Study, Gary DeMoss, director at Invesco Consulting, and Adrienne Penta, executive director of the BBH Center for Women & Wealth at Brown Brothers Harriman, discuss the factors that are driving higher trust in financial services. While there is certainly cause for optimism, Gary and Adrienne share what the industry must do to sustain that trust even during periods of volatility. To view the full survey and results,

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21:30

Marg Franklin, CFA: Four Themes That Will Define the...

Enterprising Investor ·

2022/04/11

Investment management professionals face a complex and rapidly evolving landscape that can often be challenging to navigate. At the same time, the shift to focusing on innovation and technology presents an incredible opportunity in the form of efficiency, diversity, and stewardship. CEO of CFA Institute, Marg Franklin, CFA, shares four trends for which she believes the investment industry will need to prepare in order to make an impact in the most material and tangible ways for clients and

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01:01

Meet Mike Wallberg, CFA, the new host of our...

Enterprising Investor ·

2022/03/30

We're excited to launch this spring with a brand new season featuring conversations with some of the most interesting names in the investment management world.

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0:54

Announcing a new direction

Enterprising Investor ·

2021/08/31

We’ve heard your feedback loud and clear. You love the high-quality guests and industry insights but prefer episodes that are shorter and more focused. That’s why we’ve going to be taking a short break to revamp the show’s format, aiming to debut a new and improved version of the show this fall. We want to make a show that is both entertaining and enlightening but more condensed with clearly defined takeaways. Thank you and keep following us, we will be back soon!

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33:40

Worried About Inflation? We're Not Going Back to the...

Enterprising Investor ·

2021/08/11

In this conversation about the economy and monetary policy, Cheryl I. Smith, CFA, economist and portfolio manager at Trillium Asset Management, discusses the Federal Reserve’s strategy of flexible average inflation targeting, the role of Central Banks in solving social problems, and what history teaches us about tackling financial crises. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests

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29:46

What to Make of the Bond Markets?

Enterprising Investor ·

2021/07/28

Daniela Mardarovici, CFA, Managing Director, Co-Head of US Multisector Fixed Income at Macquarie Asset Management, discusses her approach to investing and offers perspective on the bond markets and how to add value in this environment. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests ___________________________________________________________________________ Episode Breakdown: 1:15 The journey from Moldova to the

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19:27

The Boutique Manager Advantage

Enterprising Investor ·

2021/07/14

David Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests ___________________________________________________________________________ Episode Breakdown: 1:35 The skill

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41:37

Is the 60/40 Portfolio Dead?

Enterprising Investor ·

2021/06/30

Sébastien Page, CFA, head of the Global Multi-Asset division at T. Rowe Price and author of “Beyond Diversification,” discusses the importance of asset allocation and diversification, why investors should go beyond diversification, and whether the 60/40 portfolio is dead. ▶️ Subscribe to the Take 15 Podcast YouTube channel: 📃 Transcript 📧 Email us for comments, questions, or appearance requests: ___________________________________________________________________________ Episode Breakdown: 1:43

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40:35

Finding a Goldilocks Solution for Remote Work

Enterprising Investor ·

2021/06/16

In episode #466 Robert C. Pozen, a senior lecturer at MIT Sloan School of Management and renowned corporate speaker on productivity, discusses his latest book, “Remote Inc.: How to Thrive at Work Wherever You Are.” He explains how employees should decide which days to come to the office and what challenges managers will face leading teams in a hybrid model.   ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests

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38:03

Biodiversity Loss is a Key Risk for Investors

Enterprising Investor ·

2021/06/02

Awareness of biodiversity loss is increasing, but climate change still dominates investors’ discourse on the environment. Joel Clement, a senior fellow at the Harvard Kennedy School’s Belfer Center for Science and International Affairs, explains why we need to focus urgently on the biodiversity crisis. He also discusses why he came a whistleblower in 2017 and the aftermath of that decision. ▶️ Subscribe to the Take 15 Podcast YouTube channel:

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38:40

The Journey to Building an Expert Network

Enterprising Investor ·

2021/05/26

Troy Lavinia, founder and CEO of Mosaic Research Management, explains what an expert network is and how analysts, portfolio managers, and other researchers use them as part of the investment process. He also discusses his decision to become and entrepreneur and build his own expert network and what he has learned along the way about building teams and systems. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop 📃

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37:42

The Trouble with Stock Market Bubbles

Enterprising Investor ·

2021/05/19

David DeRosa, author of “Bursting the Bubble: Rationality in a Seemingly Irrational Market,” a new monograph from the CFA Institute Research Foundation, discusses his conclusions on whether speculative bubbles exist in the stock market. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop 📃Transcript: https://cfainst.is/3bGIAUP 📧 Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org

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