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Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets 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 decisions. Guiding Assets ...
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Guiding Assets
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Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil
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20:08
In this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on bond markets, while also reflecting on Joe's experience…
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Guiding Assets
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Barbara Stewart, CFA: Creating Your Own Personal Business Model
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21:40
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21:40
During the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and…
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Guiding Assets
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Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants
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16:46
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16:46
Global FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RBC Global Asset Management, about the FX Global Code, a …
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Guiding Assets
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Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships
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One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values …
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Guiding Assets
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Julia Dhar: Secrets to Disagreeing Productively
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27:55
The tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Ju…
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Guiding Assets
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Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX
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28:17
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28:17
In the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product St…
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Guiding Assets
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Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again)
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27:41
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27:41
Geopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-r…
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Guiding Assets
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George Cipolloni, CFA: Investing When the Tide Goes Out
23:52
23:52
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23:52
A Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy…
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Guiding Assets
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Reshma Rajagopalan, CFA: Keeping Risk Management at the Forefront to Achieve Return Goals
18:52
18:52
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18:52
“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how …
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Guiding Assets
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Steve Cook: The Growth and Evolution of Active ETFs
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26:24
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26:24
ETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, including traditional mutual fund firms, have been bringing ac…
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Guiding Assets
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Arezu Moghadam: Enhancing the Art and Science of Investment Management through AI and ML
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24:14
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An emerging and critical application of data science in the asset management industry is the use of artificial intelligence and machine learning to support both the art and science of fundamental investing. Arezu Moghadam, Managing Director and Global Head of Data Science at JP Morgan Asset Management, speaks with host, Mike Wallberg, CFA, about ho…
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Guiding Assets
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Richard Brandweiner, CFA: A Purposeful Career
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23:15
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The Journey to Leading a Global Investment Firm Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global investment organization, Richard Brandwe…
How Asset Owners are Using DEI Metrics in Manager Selection and Investment Decision Making Diverse investment teams outperform on many levels. Having a dedicated DEI strategy and culture at your investment firm can not only enhance investment performance, but also can contribute to significant improvements in risk management, talent acquisition, an…
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Guiding Assets
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Adam Rein: Investing for Impact and Return
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16:04
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16:04
Aligning Client Objectives with Portfolios Demand for impact investments has never been higher among high net worth clients, but capital allocation to impact strategies is still a small fraction of demand. How can advisors help their clients align objectives, build portfolios and invest in solutions to societal and environmental challenges and prov…
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Guiding Assets
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Are Bitcoins Really Just Pet Rocks? The State of Crypto Assets in 2022
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28:00
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28:00
Matthew Hougan and David Lawant from Bitwise, the world's leader in crypto index funds, join Mike to talk about the current state of crypto currencies in 2022. They talk about market fundamentals, valuing crypto assets in the current volatile market, what has changed, and how to approach these assets going forward. -show notes- Link to Matt's paper…
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Guiding Assets
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Do Relationships Really Matter? Let's Talk About the Future of Work in Wealth Management and Financial Planning.
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20:07
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20:07
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 advisor…
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Guiding Assets
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Allen Sukholitsky, CFA: Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
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23:08
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 in…
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Guiding Assets
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John Tobin, CFA: Rising Rates & Equity Duration
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22:08
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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-di…
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Guiding Assets
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Kathryn Downey Miller, CFA: Exploring the Energy Market Outlook for 2022 and Beyond
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24:01
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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…
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Sachin Khajuria: Breaking Down the Winning Principles of Private Equity Investing
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36:36
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 econom…
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The Web3 Economy with Ethan Pierse
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Catching Up with David Prinçay, CEO Binance France, at Vivatech Paris
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6:25
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A quick chat with Binance's David Prinçay at France's big tech conference, Vivatech. Always exciting to hear about Binance's investment in this ecosystem and to see the buzz around web3 and crypto at this year's Vivatech. ------ Don't miss out on the full Web3 Economy News experience by subscribing to the newsletter and news/interview podcasts at h…
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Guiding Assets
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Samara Cohen: The Evolution of ETFs and Their Role in Today’s Market
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23:55
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23:55
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…
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Olivier Sibony: How can you overcome noise and bias in decision making?
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27:20
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27:20
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…
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The Web3 Economy with Ethan Pierse
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Binance Bets Big on Europe (EVP Martin Bruncko at Latitude59 Tallinn)
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13:41
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After a fantastic round table discussion at Latitude 59 in Tallinn on the state of the European crypto/web3 regulatory environment and where things need to go from here, Ethan was able to sit down for a few minutes with Binance's EVP Europe, Martin Bruncko, and discuss all of their recent news and activity. The Binance Web3 Accelerator at Station F…
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The Web3 Economy with Ethan Pierse
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Web3, Startups, and Estonia with Entrepreneurship Minister Andres Sutt
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10:11
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Estonian Minister for Entrepreneurship and Information Technology, Andres Sutt, sits down with Ethan at Tallinn's Latitude 59 conference to talk about web3, startups/scaleups, ecosystem attractivity, and more. ------ Don't miss out on the full Web3 Economy News experience by subscribing to the newsletter and news/interview podcasts at https://thewe…
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Guiding Assets
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John C. Hulsman: How is Russia’s War on Ukraine Affecting Investors?
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34:22
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34:22
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 questi…
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 op…
