Formerly Guiding Assets, 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decis ...
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the jo ...
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The Financial Thought Exchange Podcast is where you get wiser by hearing from financial thought leaders from all walks of life. This is the perfect companion podcast for financial analysts, investors, or anyone interested in the ”inside baseball” of the financial world. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research If you would like to support t ...
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Welcome to the Unsensible Podcast, your essential guide to Asia's dynamic startup scene. The local startup scene is different from the rest of the world so, each week, we chat with innovative local founders and funders who are making waves in the industry, bringing their unique perspectives and experiences to our audience. But this is not just an interview podcast. Alongside these fascinating conversations, we offer practical advice and strategies. Learn how to develop a compelling value pro ...
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Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities
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In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the…
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How to Survive a Mutual Fund to Active ETF Transition
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Hear about what transitions like this will mean for the industryBy CFA Society New York
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What are Investment Managers Really Doing with Generative AI?
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Hear from someone at Amazon about what his customers are really doing with Gen AIBy CFA Society New York
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Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into hi…
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Why are Managed Futures the Most Hated Sub-sector?
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Hear from one founder about why he thinks the hate is misplacedBy CFA Society New York
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What is one of the largest banks actually doing with tokenization?
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Hear how tokenization is reconfiguring financial services infrastructure and how it's notBy CFA Society New York
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Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also tou…
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CFA Institute's Latest and Greatest Research
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Hear from the person at the top of the research department of CFAI about what is out and what's comingBy CFA Society New York
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In this episode, host Lotta Moberg is joined by Dr. William Hardin to discuss the philosophical relationship between education and finance, and how to properly utilize a financial education in the business world at large. Dr. William Hardin is Dean of the FIU (Florida International University) College of Business. He is Founding Director of the Tib…
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What Can Long Term ESG Experience Tell You
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Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look goodBy CFA Society New York
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Philip Maymin on the Future of AI in Finance
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In this episode, host Lotta Moberg is joined by Philip Maymin via Starlink to discuss the future of AI in the finance industry. Dr. Philip Maymin is Portfolio Manager and Director of Asset Allocation Strategies at Janus Henderson. He is also the Endowed Schramm Chair of Analytics and the MSBA Program Director at Fairfield Dolan, the CTO for Swipe.b…
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Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then p…
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Hear how one strategist is thinking about all of thisBy CFA Society New York
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Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices
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In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shar…
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A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.By CFA Society New York
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William Goetzmann on Financial Archeology
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In this episode, Prof. William Goetzmann joins host Larry Siegel to discuss financial archeology, and how the early history of financial institutions can inform modern practices. William N. Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies at the Yale School of Management, and executive editor of the Financial Analysts …
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David Blanchett, CFA: The Role of Commodities in Portfolio Allocation
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Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights in…
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Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bondsBy CFA Society New York
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We go deep into the metrics to look at the changes to the Mongolian bank sector and capital marketsBy CFA Society New York
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Joseph Simonian on Model Validation in Finance
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In this episode, host Lotta Moberg is joined by Joseph Simonian to discuss the importance of understanding the field of model validation and how it applies to the financial industry. His published work on the topic can be found here: https://rpc.cfainstitute.org/en/research/foundation/2024/investment-model-validation Joseph Simonian is a globally r…
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Hear from the CIO of one who says AI is the way to lower fees for alternatives fundsBy CFA Society New York
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William Sharpe & Martin Leibowitz on Equity Risk Premium, Spending Rates & Investing for Retirement
1:09:01
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Bill and Marty Join host Larry Siegel to discuss equity risk premium, spending rates, and investment strategies for retirement. William F. Sharpe, born in 1933, is the STANCO 25 Professor of Finance, Emeritus at Stanford University’s Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model and is the best-known …
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In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited “An Introduction to Alternative Credit” for the CFA Institute Research Foundation. Mike and Alfonso discuss the motivation behind the paper and the importance of expanding access to retail …
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PE and VC Optimism Remains Amid Uncertainty
15:22
15:22
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Find out why the lack of exits is not denting the optimism for private equity and venture capital.By CFA Society New York
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Nels Ylitalo: Global Sustainability Regulations
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In this episode of "The Sustainability Story," co-host Josina Kamerling welcomes Nels Italo, Director of Product Strategy for Regulatory Solutions at FactSet. They delve into Nels' diverse background, from working in signals intelligence in the US Navy to becoming a corporate M&A attorney before focusing on financial service regulations. The conver…
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Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference
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Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
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How to Position Your Career as AI Unfolds
25:07
25:07
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Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourselfBy CFA Society New York
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Taking a deep dive into the EU elections and legislative structure
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On the eve of the EU elections, Josina Kamerling has a discussion with Klaus Welle, Chair of the Martens Centre's Academic Council, and former Secretary-General of the European Parliament. He initiated the European Parliamentary Research Service (the in-house think-tank providing unbiased advice to members of the European Parliament) and is a true …
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Mark Kritzman on Relevance-Based Prediction, An Alternative to Machine Learning
1:02:50
1:02:50
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Mark joins host Lotta Moberg to discuss relevance-based prediction, a transparent and adaptive alternative to machine learning. Mark Kritzman, CFA is a Founding Partner and CEO of Windham Capital Management, LLC. He is also a Founding Partner of State Street Associates, and he teaches a graduate finance course at the Massachusetts Institute of Tech…
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Chris Geczy: Unpacking the Role of AI in Finance
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On this episode of Enterprising Investor, Mike Wallberg, CFA, interviews Chris Geczy from UPenn's Wharton School about the application of AI in the investment industry. Professor Geczy discusses the evolution of AI in finance and its historical context dating back to the 1960s. Join the conversation to explore the intersection of AI and investment …
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Which HYB Sectors are at Risk, and Safer, in the Current Market
21:34
21:34
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Hear a sector run down and why credit analysis still is your best tool in the high yield bond marketBy CFA Society New York
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How Will Commercial Real Estate Lending Change?
18:14
18:14
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CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.By CFA Society New York
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Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach
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28:59
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In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often …
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How Healthcare Expense Management Can Differentiate Wealth Management Firms
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Meet a founder whose company provides analysis of client healthcare options to wealth management firmsBy CFA Society New York
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Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Four
1:13:24
1:13:24
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Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
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Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets
37:49
37:49
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In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, author and Special Advisor to the CDP. In her book, Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets, Paula offers a compelling argument for the need to assign economic…
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Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experienceBy CFA Society New York
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Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Three
1:07:55
1:07:55
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Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
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Andy Lee: The Potential of Tax Receivable Agreements
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In this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, offer investors long-term cash flow opportunities often …
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Where the ESG Backlash is Going, and Where it's Not
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Hear from a group that has big plans despite the ESG backlashBy CFA Society New York
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Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Two
1:05:09
1:05:09
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Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
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Why Quantum Computing Is the Next Big Thing
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11:35
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Hear what quantum computing is, what it will mean for your career and how you can use it on a website todayBy CFA Society New York
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