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 21, 2009 • 13min
What are Sovereign Wealth Funds?
In episode #021, George Hoguet, CFA, discusses the following: Historical development of sovereign wealth funds -- Role of sovereign wealth funds during the financial crisis -- Importance of sovereign wealth funds as investors -- Concerns over active ownership of foreign companies by sovereign wealth funds.
Aug 1, 2009 • 18min
Sukuk: Concepts and Applications
In episode #020, Richard T. de Belder discusses the following: What are Sukuk? -- Are Sukuk similar to asset backed securities? -- What are some of the current Sheriah issues facing Sukuk?
Jul 15, 2009 • 18min
Global Equity Investing
In episode #018, Erik B. Granade, CFA, discusses the following: Global Equity valuation, how the credit crisis has affected global markets, and risks associated with Global Equity investing.
Jul 1, 2009 • 11min
Understanding Sustainable Investing
In episode #018, Nick Robins discusses the following: What is sustainable investing and how is it different from ethical or socially responsible investing? -- What asset classes are covered by sustainable investing? -- What are some of the challenges and opportunities facing sustainable investing?
Jun 15, 2009 • 14min
Risk Management and Tax-Aware Portfolio Strategies for Private Clients
In episode #017, David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies.
Jun 2, 2009 • 16min
Understanding Negative Screening by Islamic Equity Indexes and Funds
In episode #016, Shaykh Yusuf Talal DeLorenzo discusses the screening process used by Islamic (Shari'a compliant) equity indexes and funds. In addition, Mr. DeLorenzo describes how a company deemed Shari'a compliant can become non-compliant and why investors not seeking Shari'a compliance could be interested in Shari'a compliant investments.
Dec 9, 2008 • 23min
The EVA Framework and the Current Economy
In episode #015, Joel M. Stern explains the origins and applications of EVA. In addition, Mr. Stern describes the current market conditions, the collapse of the comparative advantage period, and alternative sources of equity funding for public companies.
Oct 30, 2008 • 16min
An Introduction to Islamic Finance
In episode #014, Usman Hayat, CFA, discusses the fundamentals of Islamic finance and its implications for institutional and private investors.
Oct 16, 2008 • 9min
Economic Observations from Bloomberg News' Editor-at-Large
In episode #013, Thomas R. Keene discusses Federal Reserve policy, economic uncertainty, and the changing risk appetite of the market.
Sep 17, 2008 • 11min
Counterparty Risk in Credit Derivatives2
In episode #012, Adam Litke discusses the problem of counterparty risk in credit derivatives and provides possible solutions including a clearing house for derivatives trades.
