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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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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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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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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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Chris Geczy: Unpacking the Role of AI in Finance
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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 …
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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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Andy Lee: The Potential of Tax Receivable Agreements
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26:45
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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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Meir Statman: Balancing Wealth and Wellbeing
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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…
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Mark Higgins, CFA: Lessons from US Financial History
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27:02
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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 …
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Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study
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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…
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Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast
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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.
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Daniel Peris, CFA: The Ownership Dividend
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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…
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Edward McQuarrie: Rethinking Portfolio Theory
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27:33
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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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Ivan Mitov: The Intersection of AI and Risk Modeling
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In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models. The discussion centers around the application of AI and large language models in the investment indus…
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Olivier Fines, CFA: Valuation of Cryptoassets
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In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the history of CFA Institute's engagement with cryptocurre…
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Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies
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21:49
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In this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading quant expert in the field of investment research. Dr. Simonian is the co-author of a new book called "Quantitative Global Bond Portfolio Management," which explores the application of quantitative methods in fixed income investing. They discuss the various …
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Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets
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In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating pace of change in the industry and how Morningstar is …
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Dan McGoey, CFA: Investing in Real Assets for the Future
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In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives, such as those in the real estate and infrastructure sec…
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Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios
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In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Anja Hochberg, responsible for multi-asset solutions at Zürcher Kantonalbank. They discuss the challenges of setting asset mix in a volatile market, with topics including real estate, equity markets, and the uncertain global economic outlook. Dr. Hochberg explains the import…
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Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients
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20:58
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In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the c…
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Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry
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In this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be shaped in the next five to ten years. They discuss th…
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Javier Gonzalez Lastra, CFA: Luxury Goods Investing
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22:25
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Host Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector. Javier explains that while the luxury goods market is fragmented, companies like LVMH have managed to build large conglomerates. He discusses the reasons why his team at Tema decided to launch…
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Simon Skinner, CFA: Using Data to Drive Business Insights and Success
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23:17
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In this episode of Guiding Assets, Mike Wallberg, CFA, interviews the head of the global investment team at Orbis Investments, Simon Skinner, CFA. They discuss Orbis' unique approach to asset management, including refunding of performance fees in the case of underperformance. They also delve into Orbis' investment insights team and their use of dat…
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Mac Lackey: Insights from a Serial Entrepreneur
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29:57
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In this episode of Guiding Assets, host Mike Wallberg is joined by serial entrepreneur and angel investor, Mac Lackey. With a background in starting, scaling, and selling multiple companies, Mac shares his secrets to success as an entrepreneur and investor. From his passion for soccer to his various ventures in the sports industry, Mac discusses hi…
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Peter Atwater: Charting a Path from Chaos to Clarity
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Ever wondered how your confidence level influences your decision making and how understanding this concept could be a game changer in the world of finance? Tune into our engaging conversation with Peter Atwater, author of the new book The Confidence Map: Charting a Path from Chaos to Clarity. You probably know Peter as the thought-leader who coined…
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Eelco Fiole, CFA: Crypto Failures and the Quest for Governance
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23:50
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Discover the crucial role of governance and fiduciary thinking in the blockchain and crypto space as we navigate the recent cryptocurrency failures of FTX and Terra Luna with Eelco Fiole, co-founder and managing partner of Alpha Governance Partners, and guest host, Andres Vinelli, chief economist at CFA Institute. Uncover how the lack of oversight …
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