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 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.
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.
