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
Aug 23, 2010 • 9min
The Role of Frontier Equity Markets in Portfolio Management
In episode #067, Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio.
Aug 19, 2010 • 9min
Volatility and Tax-Aware Investment Management
In episode #044, Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management.
Aug 16, 2010 • 7min
How to Deal with Irate Clients
In episode #066, Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions.
Aug 12, 2010 • 10min
Information Exchange in Global Private Banking
In episode #065, Philip Marcovici discusses the implications of increased cross-border information exchanges, the forces driving bank secrecy, and how to regularize a client's tax situation.
Aug 9, 2010 • 8min
Family Offices: Trends and Success Factors
In episode #064, Laird Pendleton discusses recent trends and changes in multi- and single-family offices and regional differences between the two models.
Aug 6, 2010 • 14min
Identifying Accounting Shenanigans
In episode #063, Howard Schilit reviews a few cases of accounting fraud and discusses techniques on how to identify accounting irregularities.
Aug 2, 2010 • 8min
Estimating Market Volatility with Sentiment Data
In episode #057, Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility.
Jul 30, 2010 • 11min
Geopolitics and Investing
In episode #056, Ian Bremmer discusses the geopolitics of the BRIC nations, the Greek debt crisis, and the dramatic global political change over the last 18 months.
Jul 26, 2010 • 9min
Analyzing Hedge Funds
In episode #058, Ted Seides, CFA, discusses hedge funds, due diligence, and quantitative/qualitative issues with hedge fund selection.
Jul 19, 2010 • 8min
Applying Financial Engineering to Wealth Management
In episode #055, Zvi Bodie discusses a new starting point for evaluating client needs and approaching wealth management as an exercise in risk management.
