Best CFA Institute Podcasts (2024)

1
Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities 26:01

2h ago26:01

26:01

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…

1
How to Survive a Mutual Fund to Active ETF Transition 19:31

5h ago19:31

19:31

Hear about what transitions like this will mean for the industryBy CFA Society New York

1
What are Investment Managers Really Doing with Generative AI? 15:13

5d ago15:13

15:13

Hear from someone at Amazon about what his customers are really doing with Gen AIBy CFA Society New York

1
Cam Harvey: Forecasting Recessions 39:19

8d ago39:19

39:19

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…

1
Why are Managed Futures the Most Hated Sub-sector? 24:06

1d ago24:06

24:06

Hear from one founder about why he thinks the hate is misplacedBy CFA Society New York

1
What is one of the largest banks actually doing with tokenization? 14:51

10d ago14:51

14:51

Hear how tokenization is reconfiguring financial services infrastructure and how it's notBy CFA Society New York

1
Ken Laudan: Investing in the Age of AI 25:18

12d ago25:18

25:18

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…

1
CFA Institute's Latest and Greatest Research 16:28

15d ago16:28

16:28

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

1
William Hardin on Education in Finance 38:55

27d ago38:55

38:55

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…

1
What Can Long Term ESG Experience Tell You 11:27

1M ago11:27

11:27

Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look goodBy CFA Society New York

1
Philip Maymin on the Future of AI in Finance 55:20

29d ago55:20

55:20

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…

1
Feifei Li: AI in Investment Research 25:36

1M ago25:36

25:36

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…

1
Currencies, Rates and Election Stresses 20:46

30d ago20:46

20:46

Hear how one strategist is thinking about all of thisBy CFA Society New York

1
Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices 31:51

2M ago31:51

31:51

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…

1
What will Clients of the Future Want? 11:03

1M ago11:03

11:03

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

1
William Goetzmann on Financial Archeology 59:56

2M ago59:56

59:56

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 …

1
David Blanchett, CFA: The Role of Commodities in Portfolio Allocation 26:07

2M ago26:07

26:07

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…

1
Major Changes for Sharia Bonds 21:50

2M ago21:50

21:50

Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bondsBy CFA Society New York

1
An Update on Mongolian Capital Markets 12:20

2M ago12:20

12:20

We go deep into the metrics to look at the changes to the Mongolian bank sector and capital marketsBy CFA Society New York

1
Joseph Simonian on Model Validation in Finance 54:00

2M ago54:00

54:00

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…

1
Low Cost Alternatives Funds Have Arrived 19:57

2M ago19:57

19:57

Hear from the CIO of one who says AI is the way to lower fees for alternatives fundsBy CFA Society New York

1
William Sharpe & Martin Leibowitz on Equity Risk Premium, Spending Rates & Investing for Retirement 1:09:01

2M ago1:09:01

1:09:01

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 …

1
Alfonso Ricciardelli: Alternative Credit 24:47

3M ago24:47

24:47

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 …

1
PE and VC Optimism Remains Amid Uncertainty 15:22

2M ago15:22

15:22

Find out why the lack of exits is not denting the optimism for private equity and venture capital.By CFA Society New York

1
Nels Ylitalo: Global Sustainability Regulations 21:11

2M ago21:11

21:11

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…

1
Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference 17:40

2M ago17:40

17:40

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…

1
How to Position Your Career as AI Unfolds 25:07

2M ago25:07

25:07

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

1
Taking a deep dive into the EU elections and legislative structure 27:51

3M ago27:51

27:51

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 …

1
Mark Kritzman on Relevance-Based Prediction, An Alternative to Machine Learning 1:02:50

2M ago1:02:50

1:02:50

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…

1
Chris Geczy: Unpacking the Role of AI in Finance 28:42

3M ago28:42

28:42

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 …

1
Which HYB Sectors are at Risk, and Safer, in the Current Market 21:34

3M ago21:34

21:34

Hear a sector run down and why credit analysis still is your best tool in the high yield bond marketBy CFA Society New York

1
How Will Commercial Real Estate Lending Change? 18:14

3M ago18:14

18:14

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.By CFA Society New York

1
Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach 28:59

4M ago28:59

28:59

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 …

1
How Healthcare Expense Management Can Differentiate Wealth Management Firms 14:44

3M ago14:44

14:44

Meet a founder whose company provides analysis of client healthcare options to wealth management firmsBy CFA Society New York

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Four 1:13:24

3M ago1:13:24

1:13:24

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…

1
Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets 37:49

4M ago37:49

37:49

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…

1
How You Can Evolve with AIs Changes 15:14

3M ago15:14

15:14

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experienceBy CFA Society New York

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Three 1:07:55

3M ago1:07:55

1:07:55

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…

1
Andy Lee: The Potential of Tax Receivable Agreements 26:45

4M ago26:45

26:45

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 …

1
Where the ESG Backlash is Going, and Where it's Not 17:13

4M ago17:13

17:13

Hear from a group that has big plans despite the ESG backlashBy CFA Society New York

1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Two 1:05:09

4M ago1:05:09

1:05:09

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…