Latest Cfacharter Podcast Episodes
John C. Hulsman: How is Russia’s War on Ukraine Affecting Investors?
Enterprising Investor - May 18, 2022 04:00 - 34 minutes ★★★★ - 50 ratingsIn 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. N...
How Has Investor Trust Evolved?
Enterprising Investor - April 27, 2022 04:00 - 35 minutes ★★★★ - 50 ratingsWith 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 fin...
Four Themes That Will Define the Future of Investment Management
Enterprising Investor - April 11, 2022 04:00 - 21 minutes ★★★★ - 50 ratingsInvestment 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 I...
Marg Franklin, CFA: Four Themes That Will Define the Future of Investment Management
Enterprising Investor - April 11, 2022 04:00 - 21 minutes ★★★★ - 50 ratingsInvestment 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 I...
Meet Mike Wallberg, CFA, the new host of our refreshed podcast
Enterprising Investor - March 30, 2022 14:00 - 1 minute ★★★★ - 50 ratingsWe'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
Enterprising Investor - August 31, 2021 16:11 - 54 seconds ★★★★ - 50 ratingsWe’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....
Worried About Inflation? We're Not Going Back to the 1970s
Enterprising Investor - August 11, 2021 10:00 - 33 minutes ★★★★ - 50 ratingsIn 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...
What to Make of the Bond Markets?
Enterprising Investor - July 28, 2021 10:00 - 29 minutes ★★★★ - 50 ratingsDaniela 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 ...
The Boutique Manager Advantage
Enterprising Investor - July 14, 2021 13:30 - 19 minutes ★★★★ - 50 ratingsDavid 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 Po...
Is the 60/40 Portfolio Dead?
Enterprising Investor - June 30, 2021 10:00 - 41 minutes ★★★★ - 50 ratingsSébastien 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...
Finding a Goldilocks Solution for Remote Work
Enterprising Investor - June 16, 2021 11:03 - 40 minutes ★★★★ - 50 ratingsIn 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...
Biodiversity Loss is a Key Risk for Investors
Enterprising Investor - June 02, 2021 11:30 - 38 minutes ★★★★ - 50 ratingsAwareness 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 ...
The Journey to Building an Expert Network
Enterprising Investor - May 26, 2021 10:00 - 38 minutes ★★★★ - 50 ratingsTroy 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 w...
The Trouble with Stock Market Bubbles
Enterprising Investor - May 19, 2021 10:00 - 37 minutes ★★★★ - 50 ratingsDavid 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: ...
Is a Hybrid Model the Future of Work?
Enterprising Investor - May 12, 2021 10:00 - 30 minutes ★★★★ - 50 ratingsRebecca 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 b...
Re-Thinking Performance Culture in Asset Management
Enterprising Investor - May 05, 2021 10:00 - 38 minutes ★★★★ - 50 ratingsWhen 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...
Warren Buffett and the “Money Mind”
Enterprising Investor - April 28, 2021 10:00 - 32 minutes ★★★★ - 50 ratingsBestselling 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 M...
Truth vs Lies: Using Text-Based Analysis to Detect Deception
Enterprising Investor - April 21, 2021 10:00 - 26 minutes ★★★★ - 50 ratingsJason 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. __...
Investing Lessons: From Baseball to Bitcoin and Brené Brown
Enterprising Investor - April 14, 2021 10:00 - 41 minutes ★★★★ - 50 ratingsMichael 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,...
Understanding Risk Management: From Surfing to Retirement
Enterprising Investor - April 07, 2021 10:00 - 27 minutes ★★★★ - 50 ratingsPerfect 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 ...
Why Financial Advisers Must Generate Relationship Alpha
Enterprising Investor - March 31, 2021 10:00 - 36 minutes ★★★★ - 50 ratingsCharlotte 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 ...
Cryptoassets: Complex, Risky, and Exciting
Enterprising Investor - March 24, 2021 10:00 - 41 minutes ★★★★ - 50 ratingsMatt 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. ____...
Investing in Africa: Perspective from the Continent
Enterprising Investor - March 17, 2021 12:17 - 37 minutes ★★★★ - 50 ratingsHerman 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 ro...
Machine Learning Applications: What We Can Learn from Healthcare Finance
Enterprising Investor - March 10, 2021 11:00 - 19 minutes ★★★★ - 50 ratingsAndrew 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, artif...
Will Digital Asset Securities Revolutionize Capital Markets?
Enterprising Investor - March 03, 2021 12:35 - 36 minutes ★★★★ - 50 ratingsEpisode #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 s...
Investing in Esoteric Assets
Enterprising Investor - February 24, 2021 11:00 - 40 minutes ★★★★ - 50 ratingsEpisode #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. Epis...
How to Make Smarter Decisions about Money
Enterprising Investor - February 17, 2021 11:00 - 35 minutes ★★★★ - 50 ratingsEpisode #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 th...
Outlook on Emerging Markets: Trading Fixed Income and FX
Enterprising Investor - February 10, 2021 11:00 - 31 minutes ★★★★ - 50 ratingsDirk 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 ...
A Quant Pioneer Reflects on Machine Learning, Big Data, ESG, and Value Investing
Enterprising Investor - February 03, 2021 11:00 - 37 minutes ★★★★ - 50 ratingsEpisode #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...
Discovering Young Urban Investment Talent
Enterprising Investor - January 27, 2021 14:33 - 28 minutes ★★★★ - 50 ratingsIn 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_tra...
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