Enterprising Investor

In episode #439, David Knox, senior partner at Mercer Australia and the lead author of the Mercer CFA Institute Global Pension Index, discusses the characteristics that make up a good pension system.

Episode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today's investors to interplanetary finance.

Episode #436. Heidi Ridley, CFA, co-founder of Radiant ESG, discusses why she believes ESG is probably the single most important change to asset management, her journey from CEO of Rosenberg Equities to launching her own firm, and what it takes to build a strong organizational culture.

In episode #435, Randall Kroszner discusses central bank responses to COVID-19, the impact of lower rates on savers and plan sponsors, the toolkit to deal with future crises, and a way forward for bailouts of insolvent firms.

Episode #434. In a wide-ranging and frank conversation, Michael Falk, CFA, a partner at the Focus Consulting Group, discusses the one question every investor must answer right now, how to take investment teams from good to great, what he believes to be the progenitor behavioral bias, and his diagnosis with ALS, often called Lou Gehrig's disease.

In episode #433, Sandy Rattray, CIO of Man Group, discusses whether the VIX is a fair estimate of volatility, building a work culture for data scientists and machine learning experts, and the role of technology and data in investing.

In episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme?

Lessons in Asset Allocation and Manager Selection In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46&project_id=18442&format=pdf Topics discussed: • 1:40 – Mark's road trip experience from North Carolina to California • 7:30 – How are you thinking about asset allocation today? • 13:38 – Bitcoin: what changed your mind? How are you allocating in this area, and how should other investors be thinking of in terms of percentagewise for a hedge like Bitcoin? • 18:39 – Innovations that are getting you excited today? • 22:58 – Mark's process for evaluating managers and the characteristics he looks for • 31:37 – What was your biggest mistake? • 34:54 – What was your greatest learning moment? • 37:34 – Wrap up question Related articles and links: CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____ ► Subscribe to the Take 15 Channel Here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org ____ Find Lauren here: LinkedIn: https://www.linkedin.com/in/lauren-foster/ Twitter: https://twitter.com/laurenfosternyc Find Mark here: Twitter: https://twitter.com/MarkYusko?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an overview of the fast-changing canvas of data and alternative sources of alpha.

Episode #429. Neil Govier, CFA, talks to Ken Siazon and Manish Sharma, CFA, both from Southeastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19.