Best CFA Institute Podcasts (2024)

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

4h 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

3h 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

1h ago1:02:50

1:02:50

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 Technology. Mark served as a Founding Director of the International Securities Exchange and as a Commissioner on the Group Insurance…

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

2h 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

2h 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

1h 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

1h 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

8d 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

22d 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

10d 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

30d 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

17d 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

26d 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

7d 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

22d 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…

1
Why Quantum Computing Is the Next Big Thing 11:35

1M ago11:35

11:35

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

1
Mike Dowdall on the Future of Alternative Credit 1:01:01

29d ago1:01:01

1:01:01

Mike Dowdall is Chief Investment Officer of Alternative Fund Advisors and the portfolio manager of the AFA Private Credit Fund. He is responsible for the investment sourcing, due diligence, and positioning of the AFA Private Credit Fund. Prior to joining Alternative Fund Advisors, Mike was a director and the portfolio manager at BMO Global Asset Ma…

1
Meir Statman: Balancing Wealth and Wellbeing 25:41

21d ago25:41

25:41

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions abo…

1
What Past High Yield Transactions Tell Us About What's Next 23:46

1M ago23:46

23:46

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might goBy CFA Society New York

1
Nick Cleary on Infrastructure Debt 1:13:13

1M ago1:13:13

1:13:13

Nick joined Vantage Infrastructure in 2012 to build out the global infrastructure debt platform and has more than 25 years of relevant experience. Nick leads the North American business, including investments origination, execution and portfolio management. He is a member of the Investment Committee and the firm’s global Executive Committee. Prior …

1
The Risks to Global Markets in Passive Investments 1:10:51

2M ago1:10:51

1:10:51

Hear why passive investments are a risk to the markets and what active managers can (and can't) do about itBy CFA Society New York

1
Leena Linnainmaa: Corporate Governance and due diligence in the EU: a step in the right direction? 25:27

2M ago25:27

25:27

Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors.

1
What You Should be Reading from CFA Institute 16:16

2M ago16:16

16:16

Hear which of CFA Institute's research pieces you should be reading, from the person responsible for themBy CFA Society New York

1
Zack Ellison on Venture Debt 1:39:38

2M ago1:39:38

1:39:38

Zack Ellison, CFA, CAIA is the founder and managing general partner of Applied Real Intelligence (A.R.I.) and the chief investment officer of the A.R.I. Senior Secured Growth Credit Fund, which provides debt financing solutions to premier startups in North America. He previously worked as a loan structurer and underwriter, investment banker, corpor…

1
What You Shouldn't Do When Comparing Portfolio Forecasts 20:37

2M ago20:37

20:37

Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping dataBy CFA Society New York

1
Thomas Idzorek & Paul Kaplan on Lifetime Financial Advice 44:45

2M ago44:45

44:45

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
Laurence Siegel & Stephen Sexauer on Remembering Harry Markowitz, the Father of Modern Finance 56:55

2M ago56:55

56:55

Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $17 billion pension Trust Fund, investment team, and investment consultants. Sexauer graduated from the University of Illinois with a BS in Economics and from the University of Chicago with an MBA in Economics and Finance. Laurence B. Siegel is the Director of Research at th…

1
Mark Higgins, CFA: Lessons from US Financial History 27:02

2M ago27:02

27:02

On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join …

1
Where to Start with ESG Due Diligence 11:38

2M ago11:38

11:38

Hear from one of the authors of the standards about where she would start, as an investorBy CFA Society New York

1
Marcos Buscaglia: The Role of Investors in Promoting Democracy 23:45

2M ago23:45

23:45

In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for investors to consider democracy …

1
Alfonso Ricciardelli on Alternative Credit 27:28

3M ago27:28

27:28

Alfonso Ricciardelli, CFA, is based in New York City. He is a Co-Founder at Noosk, a social platform for knowledge-based content. Alfonso's career spans 15 years between politics and finance. Alfonso joins host Lotta Moberg in the first ever episode of the Financial Thought Exchange podcast to discuss the basics of alternative credit and its useful…

1
What an Analytical View of the American Consumer Tells Us 17:04

3M ago17:04

17:04

Hear what a pile of research and data says about the all important American consumerBy CFA Society New York

1
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study 25:54

3M ago25:54

25:54

In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This year's study asked 50 successful people about their inve…

1
The Most Common Mistakes in Financial Modeling 20:37

3M ago20:37

20:37

This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.By CFA Society New York

1
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast 0:54

3M ago0:54

0:54

In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first.

1
What a Significant Analytical Approach to Asset Allocation Says 14:51

3M ago14:51

14:51

Hear a long run analytical view from a former Chair of CFA Society New YorkBy CFA Society New York

1
Dr. Ryan Manuel | Bilby: Tech startup using AI to predict regulatory change 39:32

3M ago39:32

39:32

In this episode, we are joined by Dr. Ryan Manuel, professor of Chinese politics turned tech innovator. Dr. Manuel is Founder & CEO at tech startup Bilby where his team has developed a groundbreaking platform that is transforming how individuals understand and engage with governments. By deciphering legislative signals, they are changing the landsc…

1
Daniel Peris, CFA: The Ownership Dividend 32:30

3M ago32:30

32:30

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it n…

1
Consolidation Trends: The Future of Cannabis Companies 13:07

3M ago13:07

13:07

In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.By CFA Society New York

1
Jeff Brenner: The Power of Impact Investing in Affordable Housing 31:13

3M ago31:13

31:13

This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of…

1
An ESG Analyst's Perspective: Insights on the Long-Term Outlook 14:39

4M ago14:39

14:39

Tune in to discover which data segments, standards, and numerical factors are making an exit.By CFA Society New York

1
Edward McQuarrie: Rethinking Portfolio Theory 27:33

4M ago27:33

27:33

In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds over the long term and that a negative correlation be…

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