Enterprising Investor

CFA Institute
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Sep 9, 2020 • 36min

Data Analytics and Improving Investor Behavior

In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.
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Sep 2, 2020 • 22min

Investing in Africa: Is Now the Time?

In episode #427, Melissa Cook, CFA, founder and managing director of African Sunrise Partners LLC, dispels some of the biggest misconceptions investors have when considering Africa and makes the case for investing in the continent.
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Aug 26, 2020 • 33min

Risks and Opportunities in Global Bond Markets

In episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim's investment process, and why investment management is a high calling.
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Aug 19, 2020 • 17min

The Art of Talking Trust

In episode #425, we invited Scott West, the Head of Invesco Consulting and Lisa Kueng, their Director of Creative Campaigns, to get a better understanding of the actions that investment professionals can take right away to build trust with clients and how investment professionals can harness language to help grow, keep, and optimize their businesses.
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Aug 12, 2020 • 30min

History and Investing: Gold, ETFs, and Alexander Hamilton

In episode #424, Jan van Eck, president and CEO of Van Eck Associates Corporation, discusses his outlook on gold and China, the firm's approach to launching ETFs, five things to know about former US president Ulysses S. Grant, and much more.
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Aug 5, 2020 • 32min

Whither Dividends?

In episode #423, John Tobin, CFA, explains why he believes the death of dividends is greatly exaggerated and shares advice on how investment analysts can deal with the daily information overload.
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Jul 29, 2020 • 31min

Conviction: A Critical Element of a Successful Investment Process

In episode #422, Sean Stannard-Stockton, CFA, president and CIO of Ensemble Capital, shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also one of the most critical.
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Jul 22, 2020 • 34min

Breaking the Taboo of Race with the RACE Framework

In episode #421, Stephanie J. Creary, assistant professor of management at the Wharton School of the University of Pennsylvania, discusses the RACE framework she created to help employees initiate workplace conversations about race.
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Jul 15, 2020 • 18min

The Convergence of Stakeholder Capitalism and Desires for More Sustainable Investing

In episode #420, Lutfey Siddiqi discusses his thoughts on the convergence of stakeholder capitalism and investors' desires for more sustainable investing while touching on the subject of trust and whether investee companies have truly embraced long-term sustainability. Lutfey expands on this conversation in a recent blog he has written which can be found at https://blogs.lse.ac.uk/businessreview/2020/07/09/covid-19-makes-inclusion-a-strategic-imperative-for-companies-and-investors/
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Jul 8, 2020 • 24min

A Robo-Adviser's Take on Financial Education

In episode #419, Jon Stein, CFA, the CEO and founder of Betterment, discusses the past and future of the online adviser, and the building of financial fortitude and resilience required by an uncertain environment.

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