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
Jul 12, 2010 • 14min
Benjamin Graham: Building a Profession
In episode #054, Rodney Sullivan, CFA, discusses with Jason Zweig a new collection of articles written by Ben Graham.
Jun 21, 2010 • 8min
Give Us (Earnings) Guidance
In episode #053, Vahan Janjigian, CFA, discusses why efforts to curb earnings guidance are misguided and how best to provide guidance.
Jun 21, 2010 • 11min
Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes
In episode #052, Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates.
Jun 14, 2010 • 10min
Issues in Risk Management
In episode #051, Richard Bookstaber discusses risk management issues such as liquidity risk, fat tails, and challenges with correlation.
Jun 11, 2010 • 11min
Emerging Markets and International Capital Flows
In episode #046, Tarun Ramadorai discusses the difference between current credit crisis and Asian financial crisis as regarding emerging economies.
Jun 7, 2010 • 12min
Insights on Human Behavior and Markets
In episode #050, Dan Ariely discusses Behavioral Economics vs. Rational Economics and the future directions of economic research.
Jun 4, 2010 • 11min
Private Equity after the Credit Crisis
In episode #042, Tim Jenkinson discusses the drying up of bank financing, difficulty in exiting investments, and the shift in balance of power within the private equity asset class.
Jun 2, 2010 • 7min
Exchange-Traded Funds: What Investors Need to Know
In episode #049, Mark Armbruster, CFA, discusses what makes ETFs different from mutual funds and the advantages and disadvantages of ETFs.
May 25, 2010 • 15min
Strategic Wealth Management in Asia and Europe
In episode #047, Stuart Lucas, CFA, discusses the wealth strategist and strategic wealth management principles applicable in the European and Asian contexts.
May 25, 2010 • 15min
Asset Liability Management in Private Wealth
In episode #048, Noël Amenc discusses current private wealth management practices and how they can take into account a client's specific concerns regarding risk management, spending objectives, and time horizon.
