Enterprising Investor
CFA Institute
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.
Episodes
Mentioned books
Apr 2, 2014 • 11min
The Elder Care Imperative
In episode #234, Bernard Krooks, founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department, explains what long-term care is, how it can be covered, and why it’s important for clients to have an advance directive.
Mar 6, 2014 • 12min
Financial Decision Making: The Key to Your Clients’ Retirement Security
In episode #232, William Reichenstein, CFA, explains the key concepts of tax-efficient investing and how it affects an investment decision. He also suggests easy adjustments that a wealth manager can make that would have a big impact on the client.
Feb 12, 2014 • 10min
Can Germany Save the Eurozone?
In episode #231, Kai A. Konrad, Director at the Max Planck Institute for Tax Law and Public Finance, shares his views on the Eurozone including why Germany may not have the economic force necessary to save the Eurozone.
Jan 15, 2014 • 12min
The Devaluation of Money and Language
In episode #229, Dylan Grice, Director of Research at Edelweiss Holdings, explains the unintended consequences and implications of three decades of financial engineering by central bankers.
Dec 31, 2013 • 11min
Value Investing
In episode #228, Scott M. Black explains his style of value investing, skills needed for success, what the future may hold for active management and tips on finding value in the art market.
Dec 19, 2013 • 10min
Obstacles to Investing in Africa
In episode #227, Tendai Musikavanhu, CFA, shares his views on the obstacles to investing in Africa such as insufficient information, illiquid markets, limited investor protection, and a poor perception.
Dec 4, 2013 • 11min
Uniqueness of the Current Fixed Income Market
In episode #226, Thomas H. Atteberry, CFA, reveals solutions to some of the problems being faced by fixed income investors due to yield curve distortions caused by central banks.
Nov 20, 2013 • 7min
Understand Alternative Investments
In episode #225, Globally recognized alternative investments expert discusses their importance for portfolio managers.
Nov 6, 2013 • 12min
Stress at Work: A New Global Epidemic?
In episode #224, Cristina Daverio shares her insights into the risk associated with stress at work and what companies can do to help employees manage stress.
Oct 23, 2013 • 13min
Exploring Hedge Funds: A Conversation with the Greenwich Roundtable
In episode #222, CFA Institute Managing director Kurt Schacht, CFA, talks with Greenwich Roundtable President Stephen McMenamin on the current state of the hedge fund industry.
