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 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.
Jul 17, 2008 • 13min
Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors
In episode #011, Matt Orsagh, CFA, CIPM, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled "Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors".
Apr 15, 2008 • 18min
Performance Issues in Private Equity
In episode #010, Ludovic Phalippou discusses the problems with internal rates of return as the performance metric of choice in the world of private equity.
Mar 28, 2008 • 19min
Hedge Fund Demand for Equity Tranches in CDOs
In episode #009, Shishir M. Udani, CFA, discusses hedge fund demand for equity tranches in CDOs. Please visit http://www.cfawebcasts.org/ for more info.
