Enterprising Investor
523 episodes - English - Latest episode: about 1 month ago - ★★★★ - 50 ratingsFormerly Guiding Assets, 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.
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Episodes
Mark Higgins, CFA: Lessons from US Financial History
March 20, 2024 01:00 - 27 minutes - 40.7 MBOn this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join Mike and Mark as they uncover the compelling insights from centuries of financial markets in this engaging discussion.
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study
March 06, 2024 05:00 - 25 minutes - 62.5 MBIn this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This year's study asked 50 successful people about their investment portfolios. Barbara shares her insights and goals for the study, aiming to advance the world of women and finance. Her full report will be ...
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast
February 26, 2024 15:25 - 54 seconds - 1.9 MBIn March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first.
Daniel Peris, CFA: The Ownership Dividend
February 21, 2024 02:00 - 32 minutes - 46 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it normal to focus on capital gains and overlook the importance of dividends. Drawing on his background as a historian, Dr. Peris provides a unique pe...
Edward McQuarrie: Rethinking Portfolio Theory
February 07, 2024 08:00 - 27 minutes - 39.2 MBIn this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds over the long term and that a negative correlation between bonds and stocks leads to effective diversification. He discusses his research, which takes a historical perspective by analyzing U.S. stock...
Ivan Mitov: The Intersection of AI and Risk Modeling
January 24, 2024 08:00 - 22 minutes - 31.8 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models. The discussion centers around the application of AI and large language models in the investment industry. Ivan explains the research process and the outputs his team works towards for clients. Tune in to gain insights into the role of AI in risk m...
Olivier Fines, CFA: Valuation of Cryptoassets
January 10, 2024 08:00 - 28 minutes - 38.7 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the history of CFA Institute's engagement with cryptocurrency and how traditional valuation techniques can be applied to determine the defensible value of cryptocurrencies. Olivier shares insights from hi...
Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies
December 13, 2023 02:30 - 21 minutes - 51.4 MBIn this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading quant expert in the field of investment research. Dr. Simonian is the co-author of a new book called "Quantitative Global Bond Portfolio Management," which explores the application of quantitative methods in fixed income investing. They discuss the various topics covered in the book, including both traditional and cutting-edge techniques in global bond management. Listeners will gain insights into th...
Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets
November 29, 2023 08:02 - 20 minutes - 49.4 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating pace of change in the industry and how Morningstar is adapting to it.
Dan McGoey, CFA: Investing in Real Assets for the Future
November 15, 2023 08:00 - 18 minutes - 44 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives, such as those in the real estate and infrastructure sectors. They also explore different ways to invest in real assets, including through direct investment or listed securities. Tune in to learn more a...
Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios
November 01, 2023 07:00 - 22 minutes - 52.6 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Anja Hochberg, responsible for multi-asset solutions at Zürcher Kantonalbank. They discuss the challenges of setting asset mix in a volatile market, with topics including real estate, equity markets, and the uncertain global economic outlook. Dr. Hochberg explains the importance of multi-asset portfolios for both institutional and private clients and how they actively manage opportunities and risks. They also explore ...
Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients
October 18, 2023 07:00 - 20 minutes - 49.3 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the current state of credit and bond markets, revealing where he sees value. Tune in to gain a deeper understanding of the unique challenges and opport...
Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry
October 04, 2023 07:00 - 30 minutes - 43.5 MBIn this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center about their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be shaped in the next five to ten years. They discuss the goals of the report and the research process involved. This episode provides valuable insights into the major trends and disruptors affecting th...
Javier Gonzalez Lastra, CFA: Luxury Goods Investing
September 20, 2023 07:00 - 22 minutes - 52.4 MBHost Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector. Javier explains that while the luxury goods market is fragmented, companies like LVMH have managed to build large conglomerates. He discusses the reasons why his team at Tema decided to launch a luxury ETF, pointing to demographic trends like the growing purchasing power of females in the workforce and the rise of the middle class in As...
Simon Skinner, CFA: Using Data to Drive Business Insights and Success
September 06, 2023 14:33 - 23 minutes - 54.7 MBIn this episode of Guiding Assets, Mike Wallberg, CFA, interviews the head of the global investment team at Orbis Investments, Simon Skinner, CFA. They discuss Orbis' unique approach to asset management, including refunding of performance fees in the case of underperformance. They also delve into Orbis' investment insights team and their use of data to make better investment decisions. Tune in to learn more about Orbis' progressive strategies in the investment industry.
Mac Lackey: Insights from a Serial Entrepreneur
August 09, 2023 07:00 - 29 minutes - 69.9 MBIn this episode of Guiding Assets, host Mike Wallberg is joined by serial entrepreneur and angel investor, Mac Lackey. With a background in starting, scaling, and selling multiple companies, Mac shares his secrets to success as an entrepreneur and investor. From his passion for soccer to his various ventures in the sports industry, Mac discusses his journey and the lessons he has learned along the way. Tune in to gain insights on achieving success in the business world.
Peter Atwater: Charting a Path from Chaos to Clarity
July 26, 2023 07:00 - 26 minutes - 38.1 MBEver wondered how your confidence level influences your decision making and how understanding this concept could be a game changer in the world of finance? Tune into our engaging conversation with Peter Atwater, author of the new book The Confidence Map: Charting a Path from Chaos to Clarity. You probably know Peter as the thought-leader who coined the term 'K-shaped recovery.’ In this interview we navigate the intriguing facets of confidence mapping, from the two critical axes of certainty...
Eelco Fiole, CFA: Crypto Failures and the Quest for Governance
July 12, 2023 10:00 - 23 minutes - 32.8 MBDiscover the crucial role of governance and fiduciary thinking in the blockchain and crypto space as we navigate the recent cryptocurrency failures of FTX and Terra Luna with Eelco Fiole, co-founder and managing partner of Alpha Governance Partners, and guest host, Andres Vinelli, chief economist at CFA Institute. Uncover how the lack of oversight and risk management contributed to these disasters and gain valuable insights on the importance of establishing trust with investors through prope...
Kai Wu: Unlocking Alpha by Harnessing Alternative Data and Modern Technology in Investment Strategies
June 28, 2023 13:30 - 18 minutes - 26.5 MBDiscover how to unlock the power of alternative data in your investment strategy with Kai Wu, founder and chief investment officer of Sparkline Capital, as he speaks with Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute. Listen in as we explore the use of modern technology, data, and machine learning to enhance traditional investment approaches. Kai shares how Sparkline Capital applies these innovative techniques to measure intrinsic value, especially in the realm of ...
Sonny Kalsi: Navigating Bank Failures and Commercial Real Estate Holdings
June 14, 2023 08:39 - 16 minutes - 24.2 MBIn this episode of Guiding Assets, Paul Andrews, head of Research, Advocacy, and Standards at CFA Institute, interviews BentallGreenOak co-CEO Sonny Kalsi. They discuss the outlook for office real estate and regional banks, as well as the best places to invest in this environment. They also touch on topics such as diversity, equity, and inclusion (DEI) and environmental, social, and governance (ESG) issues. BentallGreenOak is one of the largest real estate investment firms in North America a...
Celebrating 500 Episodes: Reliving the Best Moments From 2007 to Today
May 24, 2023 10:27 - 19 minutes - 27.4 MBJoin us for a celebratory trip down memory lane as we mark the 500th episode of Guiding Assets! This little show we started all the way back in 2007 has now survived a dozen hosts, two financial crises, and a pandemic. We will look back at the history of the show and welcome back some familiar voices to share their favorite clips from memorable episodes. A huge thank you to all the listeners who have been with us for all these years. And to everyone who has contributed their talents to ma...
Marko Papic: Predictions and Insights for Investing in a Complex Geopolitical World
May 17, 2023 10:00 - 24 minutes - 35.7 MBIn this fascinating episode, Andres Vinelli, chief economist at CFA Institute, sits down with Marko Papic, partner and chief strategist at Clocktower Group, to explore the geopolitical implications of a multi-polar world. Listen in as we discuss the role of the US and emerging markets, and provide tips for applying a geopolitical strategy toolkit to investing. We also forecast the resolution of the debt ceiling and analyze why a professional investor should care about geopolitics. Get ready ...
Susan HayesCulleton, CFA, on Making Financial Literacy Engaging and Accessible for Teens
May 03, 2023 07:00 - 31 minutes - 73.8 MBSusan HayesCulleton, CFA, a noted author, economist, and managing director of The HayesCulleton Group, shares her experience in building a successful financial literacy program called "Money Matters" that has been rolled out in every high school in Ireland. We discuss the importance of relationships, understanding the teacher and student perspectives, and having a clear outcome in mind when creating an engaging and interactive curriculum. We also delve into Susan's creative approach to teach...
Anubhuti Gupta, CFA, CIPM: Lessons for Investors in Inflationary Environments
April 19, 2023 09:24 - 26 minutes - 25.6 MBDive deep into the world of asset allocation with Anubhuti Gupta, CFA, CIPM, a senior principal consultant for Mercer's Wealth business in Singapore. We discuss the impact of inflation on portfolios and how investors can structure them for resilience amidst inflationary pressures. We also explore the challenges of diversification in 2022 and the importance of private markets in portfolio allocation. Additionally, we touch on the benefits of investing governance, the role of Outsourced Chief ...
Gerry Fowler, CFA, of UBS Talks Strategies for Mastering Market Forecasts
April 05, 2023 09:00 - 22 minutes - 31.8 MBIn this episode, we dive deep into strategies for building robust market forecasts with Gerry Fowler, CFA, Head of European Equity Strategy and Global Derivative Strategy at UBS. We discuss the importance of leading indicators in understanding potential future outcomes for market and business cycles, as well as the impact of rising interest rates on corporate profitability and the potential economic ramifications. We also explore how harnessing your strengths and leaning into them can lead t...
Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil
March 21, 2023 14:11 - 20 minutes - 48 MBIn this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on bond markets, while also reflecting on Joe's experience in the financial industry and his valuable advice to "do your own thinking. " Don't miss this insightful and timely discussion as we navigate the...
Barbara Stewart, CFA: Creating Your Own Personal Business Model
March 15, 2023 07:00 - 21 minutes - 29.8 MBDuring the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and invest in yourself and what we can learn about our clients and ourselves as a result. Find the full line-up of CFA Institute podcasts, visit ht...
Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants
March 01, 2023 08:00 - 16 minutes - 25.1 MBGlobal FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RBC Global Asset Management, about the FX Global Code, a set of principles that goes beyond a code of ethics to embody industry best practices. Fijalkowski explains how the FX Global Code has helped to ...
Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships
February 15, 2023 08:00 - 12 minutes - 19.7 MBOne approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values over generations. Mike Wallberg, CFA, speaks with Kim Curtis, CFA, CEO of Wealth Legacy Institute, Inc. and best-selling author, about the genogra...
Julia Dhar: Secrets to Disagreeing Productively
February 01, 2023 08:00 - 27 minutes - 39.9 MBThe tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Julia Dhar, Managing Director and Partner, Boston Consulting Group, about debate model techniques and other behavioral insights to help investors sh...
Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX
January 18, 2023 08:00 - 28 minutes - 40.3 MBIn the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product Strategist at MarketVector Indexes, discuss the lapses in investors’ due diligence with regard to FTX, the role and valuation of cryptoassets in ba...
Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again)
January 04, 2023 08:00 - 27 minutes - 40.3 MBGeopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-ranging conversation, Zeihan maps out what the next world order will look like, explores how global shifts will shape investment opportunities and...
George Cipolloni, CFA: Investing When the Tide Goes Out
December 14, 2022 08:00 - 23 minutes - 34.3 MBA Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy at Penn Mutual Asset Management, about the role liquidity has played in recent years to raise stock and bond market valuations. George also dis...
Reshma Rajagopalan, CFA: Keeping Risk Management at the Forefront to Achieve Return Goals
November 30, 2022 08:00 - 18 minutes - 27.1 MB“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how risk budgeting, risk modeling, and risk assessment tools add value in the portfolio management process and can help investors stick to their inves...
Steve Cook: The Growth and Evolution of Active ETFs
November 16, 2022 14:34 - 26 minutes - 60.7 MBETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, including traditional mutual fund firms, have been bringing actively-managed ETFs to market. Our host, Mike Wallberg, CFA, speaks with Steve Cook, Managing Director and Head of ETFs at Harbor Capital Advisors...
Arezu Moghadam: Enhancing the Art and Science of Investment Management through AI and ML
November 02, 2022 15:00 - 24 minutes - 55.8 MBAn emerging and critical application of data science in the asset management industry is the use of artificial intelligence and machine learning to support both the art and science of fundamental investing. Arezu Moghadam, Managing Director and Global Head of Data Science at JP Morgan Asset Management, speaks with host, Mike Wallberg, CFA, about how her team applies AI and ML to help the firm’s portfolio managers make faster and smarter decisions by separating signal from noise in the massiv...
Richard Brandweiner, CFA: A Purposeful Career
October 19, 2022 04:00 - 23 minutes - 32.2 MBThe Journey to Leading a Global Investment Firm Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global investment organization, Richard Brandweiner, CFA, CEO of Pendal Australia, about his unique career path and the important leadership characteristics he honed along the way, including ...
Jason Lamin: Walking the Talk
October 06, 2022 13:30 - 20 minutes - 18.8 MBHow Asset Owners are Using DEI Metrics in Manager Selection and Investment Decision Making Diverse investment teams outperform on many levels. Having a dedicated DEI strategy and culture at your investment firm can not only enhance investment performance, but also can contribute to significant improvements in risk management, talent acquisition, and employee retention. Jason Lamin, Founder & CEO, Lenox Park speaks with host Mike Wallberg, CFA, about what asset owners are asking for in ter...
Adam Rein: Investing for Impact and Return
September 21, 2022 19:15 - 16 minutes - 14.9 MBAligning Client Objectives with Portfolios Demand for impact investments has never been higher among high net worth clients, but capital allocation to impact strategies is still a small fraction of demand. How can advisors help their clients align objectives, build portfolios and invest in solutions to societal and environmental challenges and provide attractive returns? Adam Rein, Co-founder, President and CIO of CapShift discusses the tools, platforms and frameworks for advisors to hel...
Are Bitcoins Really Just Pet Rocks? The State of Crypto Assets in 2022
September 07, 2022 21:03 - 28 minutes - 40.2 MBMatthew Hougan and David Lawant from Bitwise, the world's leader in crypto index funds, join Mike to talk about the current state of crypto currencies in 2022. They talk about market fundamentals, valuing crypto assets in the current volatile market, what has changed, and how to approach these assets going forward. -show notes- Link to Matt's paper for the CFA Institute Research Foundation "Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals" ...
Do Relationships Really Matter? Let's Talk About the Future of Work in Wealth Management and Financial Planning.
August 24, 2022 04:00 - 20 minutes - 28.2 MBFinancial advisors quickly embraced and implemented new technology and tools to bridge performance reporting and communications with clients during the pandemic. But as our guests, Ian Robertson, CFA and Sameer Somal, CFA tell us, continuing to build on relationships, fostering trust, providing superior communication, and more comprehensive advisory services are now premium differentiators for advisors. Join us to discuss the future of work in financial advisory services and learn how you ca...
Allen Sukholitsky, CFA: Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
August 10, 2022 17:00 - 23 minutes - 32.1 MBEver considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great inflation hedge, this episode is a fascinating look into an often mysterious asset class.
Art Investing is $1.7T+ Asset Class. Should It Be In Your Portfolio?
August 10, 2022 17:00 - 23 minutes - 32.1 MBEver considered investing in art as an alternative asset class? Allen Sukholitsky, CFA, joins us to discuss his role at Masterworks — an asset management firm that specializes in art as an investment vehicle. From how the concept of fractional shares of art really works to why it can be a great inflation hedge, this episode is a fascinating look into an often mysterious asset class. 00;00;05;19 - 00;00;29;07 Mike Wallberg Hello and welcome to Guiding Assets, the flagship investment...
Rising Rates & Equity Duration: What Bonds Can Tell Us About Equity Valuations
July 27, 2022 04:00 - 22 minutes - 12.8 MBWhile rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.
John Tobin, CFA: Rising Rates & Equity Duration
July 27, 2022 04:00 - 22 minutes - 12.8 MBWhat Bonds Can Tell Us About Equity Valuations While rising interest rates have had serious consequences for investors, there are some stocks that are performing better in the current financial climate. John Tobin, CFA, returns to the show to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.
Exploring the Energy Market Outlook for 2022 and Beyond
July 13, 2022 04:00 - 24 minutes - 33.1 MBEnergy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long? Kathryn Downey Miller, CFA, VP of Energy Strategy at FactSet, helps shed a light on power, oil, and natural gas sectors while discussing the intricate nuances that have critical impacts on energy ma...
Kathryn Downey Miller, CFA: Exploring the Energy Market Outlook for 2022 and Beyond
July 13, 2022 04:00 - 24 minutes - 33.1 MBEnergy price volatility has taken investors on quite a roller coaster ride over the past few years. From historic lows at the onset of the global pandemic to the surging highs seen in recent weeks, it begs the question if what we’re witnessing in the energy sector will continue, and for how long? Kathryn Downey Miller, CFA, VP of Energy Strategy at FactSet, helps shed a light on power, oil, and natural gas sectors while discussing the intricate nuances that have critical impacts on energy ma...
Breaking Down the Winning Principles of Private Equity Investing
June 29, 2022 07:00 - 36 minutes - 33.6 MBPrivate equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s never been more important to understand this global economic engine. Sachin Khajuria, founder and chief investment officer at Achilles Management and author of the book Two and Twenty, offers a glimpse i...
Sachin Khajuria: Breaking Down the Winning Principles of Private Equity Investing
June 29, 2022 07:00 - 36 minutes - 33.6 MBPrivate equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations. That’s why it’s never been more important to understand this global economic engine. Sachin Khajuria, founder and chief investment officer at Achilles Management and author of the book Two and Twenty, offers a glimpse i...
Samara Cohen: The Evolution of ETFs and Their Role in Today’s Market
June 15, 2022 04:00 - 23 minutes - 16.6 MBExchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what does the future hold for the ETF ecosystem? Samara Cohen, managing director and chief investment officer of ETF and Index Investments for BlackRock, shares her thoughts on what the future holds for ETF...