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
Oct 29, 2010 • 13min
Developments and Opportunities in the Emerging Markets Fund Management Industry
In episode #073, Aaron Low, CFA, describes development in the industry in these emerging markets, including the evolution of different business models and prospects for hedge funds.
Oct 22, 2010 • 9min
Applying Capital Management Concepts in Managing Wealth
In episode #062, Michael Syn discusses the basic concepts of capital management and why it is important in wealth management. He offers a fresh perspective on asset allocation as it relates to mean reversion, market timing, bet sizing and leverage.
Oct 7, 2010 • 13min
Faith-Consistent Investing
In episode #072, Séamus P. Finn shares his views on faith-consistent investing in the Christian tradition.
Oct 7, 2010 • 13min
Risk Management in Fund of Funds Portfolios
In episode #071, Peter D.A. Stein, CFA, discusses the fallout from the endowment model investment approach of heavily relying on illiquid alternative investments.
Sep 27, 2010 • 9min
U.S. Residential Real Estate Markets and Financing
In episode #070, Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.
Sep 20, 2010 • 9min
Low Volatility Equity Portfolios
In episode #069, Roger Clarke discusses his research into the returns of low volatility vs. high volatility portfolios.
Sep 7, 2010 • 12min
Rethinking Risk and Diversification
In episode #060, Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model.
Sep 2, 2010 • 11min
Investing in Farmland
In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.
Aug 30, 2010 • 9min
After-Tax Mutual Fund Reporting
Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.
Aug 27, 2010 • 11min
Sensible Decumulation Strategies
In episode #068, Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.
