Enterprising Investor
529 episodes - English - Latest episode: 12 days 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
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.
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...
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...
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...
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...
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...
Olivier Sibony: How can you overcome noise and bias in decision making?
June 01, 2022 04:00 - 27 minutes - 38.7 MBWhat is noise? In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, professor of strategy at HEC Paris and coauthor of Noise: A Flaw in Human Judgment. Oliver provides examples and methods for reducing noise and bias, and therefore error in decision making. Employing d...
How can you overcome noise and bias in decision making?
June 01, 2022 04:00 - 27 minutes - 38.7 MBWhat is noise? In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, professor of strategy at HEC Paris and coauthor of Noise: A Flaw in Human Judgment. Oliver provides examples and methods for reducing noise and bias, and therefore error in decision making. Employing d...
How is Russia’s War on Ukraine Affecting Investors?
May 18, 2022 04:00 - 34 minutes - 47.5 MBIn what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of a long-term war leaves more questions than answers. Dr. John C. Hulsman, president and co-founder of John C. Hulsman Enterprises, a prominent global political risk consulting firm,...
John C. Hulsman: How is Russia’s War on Ukraine Affecting Investors?
May 18, 2022 04:00 - 34 minutes - 47.5 MBIn what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of a long-term war leaves more questions than answers. Dr. John C. Hulsman, president and co-founder of John C. Hulsman Enterprises, a prominent global political risk consulting firm,...
How Has Investor Trust Evolved?
April 27, 2022 04:00 - 35 minutes - 48.8 MBWith the release of the Enhancing Investor Trust: 2022 CFA Institute Investor Trust Study, Gary DeMoss, director at Invesco Consulting, and Adrienne Penta, executive director of the BBH Center for Women & Wealth at Brown Brothers Harriman, discuss the factors that are driving higher trust in financial services. While there is certainly cause for optimism, Gary and Adrienne share what the industry must do to sustain that trust even during periods of volatility. To view the full survey and res...
Four Themes That Will Define the Future of Investment Management
April 11, 2022 04:00 - 21 minutes - 19.9 MBInvestment management professionals face a complex and rapidly evolving landscape that can often be challenging to navigate. At the same time, the shift to focusing on innovation and technology presents an incredible opportunity in the form of efficiency, diversity, and stewardship. CEO of CFA Institute, Marg Franklin, CFA, shares four trends for which she believes the investment industry will need to prepare in order to make an impact in the most material and tangible ways for clients and s...
Marg Franklin, CFA: Four Themes That Will Define the Future of Investment Management
April 11, 2022 04:00 - 21 minutes - 19.9 MBInvestment management professionals face a complex and rapidly evolving landscape that can often be challenging to navigate. At the same time, the shift to focusing on innovation and technology presents an incredible opportunity in the form of efficiency, diversity, and stewardship. CEO of CFA Institute, Marg Franklin, CFA, shares four trends for which she believes the investment industry will need to prepare in order to make an impact in the most material and tangible ways for clients and s...
Meet Mike Wallberg, CFA, the new host of our refreshed podcast
March 30, 2022 14:00 - 1 minute - 966 KBWe're excited to launch this spring with a brand new season featuring conversations with some of the most interesting names in the investment management world.
Announcing a new direction
August 31, 2021 16:11 - 54 seconds - 1.33 MBWe’ve heard your feedback loud and clear. You love the high-quality guests and industry insights but prefer episodes that are shorter and more focused. That’s why we’ve going to be taking a short break to revamp the show’s format, aiming to debut a new and improved version of the show this fall. We want to make a show that is both entertaining and enlightening but more condensed with clearly defined takeaways. Thank you and keep following us, we will be back soon!
Worried About Inflation? We're Not Going Back to the 1970s
August 11, 2021 10:00 - 33 minutes - 31 MBIn this conversation about the economy and monetary policy, Cheryl I. Smith, CFA, economist and portfolio manager at Trillium Asset Management, discusses the Federal Reserve’s strategy of flexible average inflation targeting, the role of Central Banks in solving social problems, and what history teaches us about tackling financial crises. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests _________...
What to Make of the Bond Markets?
July 28, 2021 10:00 - 29 minutes - 27.4 MBDaniela Mardarovici, CFA, Managing Director, Co-Head of US Multisector Fixed Income at Macquarie Asset Management, discusses her approach to investing and offers perspective on the bond markets and how to add value in this environment. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests ___________________________________________________________________________ Episode Breakdown: 1:15 The journ...
The Boutique Manager Advantage
July 14, 2021 13:30 - 19 minutes - 18 MBDavid Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance requests ___________________________________________________________________________ Episode Breakdown: 1:3...
Is the 60/40 Portfolio Dead?
June 30, 2021 10:00 - 41 minutes - 38.3 MBSébastien Page, CFA, head of the Global Multi-Asset division at T. Rowe Price and author of “Beyond Diversification,” discusses the importance of asset allocation and diversification, why investors should go beyond diversification, and whether the 60/40 portfolio is dead. ▶️ Subscribe to the Take 15 Podcast YouTube channel: 📃 Transcript 📧 Email us for comments, questions, or appearance requests: ___________________________________________________________________________ Episode Br...
Finding a Goldilocks Solution for Remote Work
June 16, 2021 11:03 - 40 minutes - 37.3 MBIn episode #466 Robert C. Pozen, a senior lecturer at MIT Sloan School of Management and renowned corporate speaker on productivity, discusses his latest book, “Remote Inc.: How to Thrive at Work Wherever You Are.” He explains how employees should decide which days to come to the office and what challenges managers will face leading teams in a hybrid model. ▶️ Subscribe to the Take 15 Podcast YouTube channel 📃 Transcript 📧 Email us for comments, questions, or appearance re...
Biodiversity Loss is a Key Risk for Investors
June 02, 2021 11:30 - 38 minutes - 35 MBAwareness of biodiversity loss is increasing, but climate change still dominates investors’ discourse on the environment. Joel Clement, a senior fellow at the Harvard Kennedy School’s Belfer Center for Science and International Affairs, explains why we need to focus urgently on the biodiversity crisis. He also discusses why he came a whistleblower in 2017 and the aftermath of that decision. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp...
The Journey to Building an Expert Network
May 26, 2021 10:00 - 38 minutes - 35.6 MBTroy Lavinia, founder and CEO of Mosaic Research Management, explains what an expert network is and how analysts, portfolio managers, and other researchers use them as part of the investment process. He also discusses his decision to become and entrepreneur and build his own expert network and what he has learned along the way about building teams and systems. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop ...
The Trouble with Stock Market Bubbles
May 19, 2021 10:00 - 37 minutes - 34.7 MBDavid DeRosa, author of “Bursting the Bubble: Rationality in a Seemingly Irrational Market,” a new monograph from the CFA Institute Research Foundation, discusses his conclusions on whether speculative bubbles exist in the stock market. ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop 📃Transcript: https://cfainst.is/3bGIAUP 📧 Email us for comments, questions, or appearance requests:Take15podcast@cf...
Is a Hybrid Model the Future of Work?
May 12, 2021 10:00 - 30 minutes - 28.1 MBRebecca Fender, CFA, co-author of a new report, "Future of Work in Investment Management: Context, Content, and Culture," shares some findings from a recent survey of investment professionals as well as conclusions for what this means for where, what, and how work gets done. She also discusses building trust and the relationship between working from home and maintaining a high-performance culture. ____ ► Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/U...
Re-Thinking Performance Culture in Asset Management
May 05, 2021 10:00 - 38 minutes - 35.6 MBWhen Ben Lucas, UK Head of Wealth & Asset Management Consulting at KPMG, wrote that his biggest non-negotiable is daily exercise, the post went viral. He explains why his message resonated with so many people and why exercise, sleep, and time away from a desk are not in conflict with performance culture, as some think, but are what performance is all about. ____ ► Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop...
Warren Buffett and the “Money Mind”
April 28, 2021 10:00 - 32 minutes - 29.6 MBBestselling author Robert G. Hagstrom, CFA, senior portfolio manager at EquityCompass, takes listeners on a journey from the time he first heard Warren Buffett talk about a “money mind” to what he learned while researching and writing his latest book, “Warren Buffett: Inside the Ultimate Money Mind,” about the mindset and ideas that shaped the legendary investor’s investment methods. ____ ► Subscribe to our Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_C...
Truth vs Lies: Using Text-Based Analysis to Detect Deception
April 21, 2021 10:00 - 26 minutes - 24.5 MBJason Voss, CFA, CEO of Active Investment Management Consulting, explains why body language does not work for detecting deception and how Deception and Trust Analysis, or D.A.T.A., a computer-driven, text-based deception detection method, can save investment professionals time and resources. ____ ► Subscribe to our Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop ►Transcript: https://cfainst.is/3mhwqpG ►Email us for comments, q...
Investing Lessons: From Baseball to Bitcoin and Brené Brown
April 14, 2021 10:00 - 41 minutes - 37.7 MBMichael Falk, CFA, a partner at the Focus Consulting, applies the lessons he learned as a competitive baseball pitcher to investment teams and discusses the importance of creating a sell discipline for losers and winners in an investment portfolio, his many writing projects, and living with ALS, or Lou Gehrig's disease. ____ ► Subscribe to our Take 15 Podcast YouTube channel here: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Transcript: https://cfainst.is/3loZLxT ►Email ...
Understanding Risk Management: From Surfing to Retirement
April 07, 2021 10:00 - 27 minutes - 25.4 MBPerfect risk estimates do not exist, so how do we balance risk and reward? Risk scholar Allison Schrager, author of the CFA Institute Research Foundation brief “Learning About Risk Management: Insights from Unconventional Risk-Takers,” provides insights on the nature of risk and uncertainty and potential reward and how to manage the trade-off. ____ ► Subscribe to our Take 15 Podcast YouTube channel ►Transcript: https://cfainst.is/2P87gNN ►Email us for comments, question...
Why Financial Advisers Must Generate Relationship Alpha
March 31, 2021 10:00 - 36 minutes - 33.7 MBCharlotte Beyer, founder and former CEO of the Institute for Private Investors and author or the CFA Institute Research Foundation brief “Relationship Alpha: The Emerging Competitive Advantage in Wealth Management,” explains what relationship alpha is and why it’s important and how advisers can better serve their clients. ____ ► Subscribe to the Take 15 channel here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Transcript: https://cfainst.is/2QAbHkV ►Email u...
Cryptoassets: Complex, Risky, and Exciting
March 24, 2021 10:00 - 41 minutes - 38.6 MBMatt Hougan, chief investment officer at Bitwise Asset Management and co-author of the CFA Institute Research Foundation brief, “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals,” discusses valuation, risks, and what watch for on the horizon. ____ ► Subscribe to the Take 15 channel here https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g ►Transcript: https://cfainst.is/30VPT5n ►Email us for comments, questions, or appe...
Investing in Africa: Perspective from the Continent
March 17, 2021 12:17 - 37 minutes - 34.5 MBHerman Warren, Africa Director for The Economist Corporate Network, discusses the economic and social impact of Covid-19 on sub-Saharan Africa in general, and South Africa in particular, the outlook for the continent post-pandemic, whether the commodities boom will turn into a supercycle, the role of China, and what Africa can expect from the Biden administration.
Machine Learning Applications: What We Can Learn from Healthcare Finance
March 10, 2021 11:00 - 19 minutes - 18.1 MBAndrew Lo discusses his various fields of expertise and research with Anastasia Diakaki. Professor Lo's most recent work in healthcare finance, more timely than ever, serves as the starting point for a conversation covering the COVID-19 pandemic, machine learning applications in biopharma, artificial intelligence and the interpretability of machine learning results in the finance industry. When it comes to preparing for the future, we ask Andrew Lo: "Do we all need to become computer scienti...
Will Digital Asset Securities Revolutionize Capital Markets?
March 03, 2021 12:35 - 36 minutes - 33.6 MBEpisode #452 Will Digital Asset Securities Revolutionize Capital Markets? Serial technology entrepreneur and investor Carlos Domingo, CEO and co-founder of Securitize, discusses blockchain technology and the power of digital securities, or security tokens, to drive liquidity for private securities and democratize access to investing. Topics discussed: 2:30 - Intro: working in Tokyo and Japan 6:24 - Carlos’ first introductions to Blockchain 9:03 - What is Securitize? ...
Investing in Esoteric Assets
February 24, 2021 11:00 - 40 minutes - 37.6 MBEpisode #451 Investing in Esoteric Assets Rishi Ganti, CFA, founder of Orthogon Partners, a private investment fund focused solely on esoteric assets, explains why he searches for what he calls esoteric assets and why this is the area where investors should be hunting for opportunities. Episode Transcript: https://cfainst.is/3pvys5u Topics discussed: 2:32 - City living nowadays 4:35 - “The come-to-Jesus” moment 8:47 - What conceptions we might have wrong and what led Rishi to the Ort...
How to Make Smarter Decisions about Money
February 17, 2021 11:00 - 35 minutes - 33.1 MBEpisode #450 How to Make Smarter Decisions about Money Paul Sullivan, author of the Wealth Matters column for The New York Times and the Money Game column in GOLF Magazine, discusses why it’s important for financial advisers to discuss money scripts with clients and for families to talk to their children about money. A lifelong golfer, Paul also shares anecdotes from some of the legendary pros, as well as a few things he learned after writing more than 500 columns about money. Episode ...
Outlook on Emerging Markets: Trading Fixed Income and FX
February 10, 2021 11:00 - 31 minutes - 29.1 MBDirk Willer, a managing director and global head of emerging market strategy at Citi and co-author of Trading Fixed Income and FX in Emerging Markets: A Practitioner's Guide, discusses the outlook emerging market economies amid the rollout of the Covid-19 vaccine, what to expect from China, and his guide to trading foreign exchange.
A Quant Pioneer Reflects on Machine Learning, Big Data, ESG, and Value Investing
February 03, 2021 11:00 - 37 minutes - 34.2 MBEpisode #449 A Quant Pioneer Reflects on Machine Learning, Big Data, ESG, and Value Investing John Chisholm, CFA, co-CEO and co-founder of Acadian Asset Management, a global, quantitative investment manager, takes the audience deep into the world of machine learning and data science as he discusses where he sees innovation taking place and what is important in building a firm culture where quants can thrive. He offers advice for those considering a career in quantitative investing and...
Discovering Young Urban Investment Talent
January 27, 2021 14:33 - 28 minutes - 26.4 MBIn this episode #447, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face. Episode Transcript: http://static.3playmedia.com/p/files/5648975/threeplay_transcripts/16831037?format_id=46&project_id=18442&format=pdf Topics discussed: 1:23 – Background about yourself and Wall Street Bound 3:34 – Inner city youth: what are the biggest roadblocks that...
BlackRock's Salim Ramji, CFA, on ETFs and Indexing
January 20, 2021 11:00 - 40 minutes - 37.5 MBEpisode #446. Salim Ramji, CFA, Global Head of iShares and Index Investments for BlackRock, discusses three ETF trends investors should be watching and the outlook for the industry in 2021 and beyond. Episode Transcript: http://static.3playmedia.com/p/files/5596947/threeplay_transcripts/16696191?format_id=46&project_id=18442&format=pdf Topics discussed: • 2:39 - The State of the Industry and the misperceptions about ETFs and indexing • 13:29 - What are the three biggest g...
Trailer: Take 15 Podcast
January 19, 2021 20:13 - 22 seconds - 846 KBListen to our quick 20-second trailer to find out what our show is all about. Enjoy short interviews with the greatest thinkers in investments, economics, and many other related financial industry topics. Subscribe at here or https://take15audio.libsyn.com/.
What Lies Ahead for the Investment Management Industry?
January 13, 2021 11:00 - 29 minutes - 26.7 MBEpisode #445 What Lies Ahead for the Investment Management Industry? Heather Brilliant, CFA, chief executive and president of Diamond Hill Capital Management, discusses the outlook for active management, value investing, and small caps and what these forces mean for the future of the industry and CFA charterholders. Episode Transcript: http://static.3playmedia.com/p/files/5531340/threeplay_transcripts/16494450?format_id=46&project_id=18442&format=pdf Topics discussed: •...
Why the "A-Game" Is Key to High-Performing Investment Teams
January 06, 2021 11:00 - 31 minutes - 28.7 MBEpisode #444. Fran Skinner, CFA, CPA, discusses the importance of identifying your “A-game" so you can improve performance in all aspects of your work, tips on how to take advantage of virtual networking sessions to expand your network, and much more.
Investing Lessons from Warren Buffett to the Great Literary Detectives
December 30, 2020 11:00 - 27 minutes - 24.9 MBInvesting Lessons from Warren Buffett to the Great Literary Detectiv Episode #443. Robert G. Hagstrom, CFA, senior portfolio manager at EquityCompass and author of the New York Times bestseller "The Warren Buffett Way," discusses his writing process, managing high active share portfolios, and hiring and firing portfolio managers. Episode transcript: http://static.3playmedia.com/p/files/5524640/threeplay_transcripts/16479796?format_id=46&project_id=18442&format=pdf Topics discu...
How AI and Neuroscience Can Reduce Bias in Hiring
December 16, 2020 11:00 - 33 minutes - 30.7 MBEpisode #442. Dr. Frida Polli, CEO and co-founder of pymetrics, a company that uses neuroscience and AI to improve the accuracy, fairness, and diversity of hiring, discusses how hiring is broken and why soft skills are key for accurate and fair talent matching.
Geopolitical Alpha: A Framework for Investors
December 09, 2020 11:00 - 35 minutes - 32.5 MBEpisode #441. Marko Papic, a partner and chief strategist at Clocktower Group and author of Geopolitical Alpha: An Investment Framework for Predicting the Future, takes listeners on a geopolitical tour that starts with his constraints-based framework and continues through the recent US presidential election to US-China relations, Brexit, the Middle East, and Russia.
Big Tech and the Antitrust Threat: What History Can Teach Us
December 02, 2020 11:00 - 32 minutes - 29.6 MBEpisode #440. It has been 20 years since the last major antitrust case in the US, and with the recent bi-partisan investigation, Google, Amazon, Apple, and Facebook are now seemingly in the government’s crosshairs. Join us with founder of SGH Wealth Management’s Sam G. Huszczo, CFA, CFP as we explore the historical parallels of Microsoft’s antitrust case and the potential investment opportunities this uncovers in Big Tech.
What Constitutes an “A” Rated Pension System?
November 30, 2020 13:26 - 23 minutes - 21.6 MBIn episode #439, David Knox, senior partner at Mercer Australia and the lead author of the Mercer CFA Institute Global Pension Index, discusses the characteristics that make up a good pension system.
The Power of Words and Leading with Compassion
November 18, 2020 11:00 - 20 minutes - 19.3 MBThe Power of Words and Leading with Compassion Episode #438. Shundrawn Thomas, president of Northern Trust Asset Management, discusses what true diversity, equity, and inclusion look like, the importance of “compassionate leadership” during the pandemic, and whether or not he is encouraged about the possibility of real change when it comes to addressing racial injustice. Episode transcript: http://static.3playmedia.com/p/files/5434402/threeplay_transcripts/16211005?format_id=46&project_i...