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
May 14, 2010 • 9min
Hedge Fund Due Diligence after Madoff
In episode #045,François Lhabitant discusses if it is possible to prevent another Madoff-like scandal by means of better due diligence.
May 7, 2010 • 14min
Risk Return Efficiency of Equity Benchmarks
In episode #041,Felix Goltz discusses why cap-weighted equity benchmarks are not risk–return efficient portfolios and alternatives to current cap-weighted equity benchmarks.
Apr 28, 2010 • 7min
Applying Behavioral Finance to Personal Investment Management
In episode #040, Harold Evensky discusses how behavioral biases affect individual decision making and techniques for illustrating these behavior patterns to clients.
Apr 26, 2010 • 10min
A View into Distressed Mortgage Credit
In episode #039, Randy Appleyard discusses the landscape of non-agency MBS after the financial crisis and how mortgage finance will evolve in the future.
Apr 19, 2010 • 9min
Sovereign Wealth Funds Sourced by Oil Revenue
In episode #038, Bernd Scherer discusses sovereign wealth funds (SWF) sourced by oil revenue and the impact uncertainty of oil reserves has on asset allocation by SWFs.
Apr 16, 2010 • 10min
Sustainability and Investing
In episode #037, Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing.
Apr 14, 2010 • 14min
Entrepreneurial Stewardship and Selling the Family Business
In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.
Apr 12, 2010 • 20min
Bank Loans: Risk, Return, and the Future of the Asset Class
In episode #035, Paul Travers discusses leveraged loans and the bank loan asset class.
Apr 9, 2010 • 12min
Trade Management
In episode #034, Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated.
Apr 7, 2010 • 13min
Asset Allocation for Taxable Private Clients
In episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.
