Latest Cfacharter Podcast Episodes
BlackRock's Salim Ramji, CFA, on ETFs and Indexing
Enterprising Investor - January 20, 2021 11:00 - 40 minutes ★★★★ - 50 ratingsEpisode #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...
Trailer: Take 15 Podcast
Enterprising Investor - January 19, 2021 20:13 - 22 seconds ★★★★ - 50 ratingsListen 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?
Enterprising Investor - January 13, 2021 11:00 - 29 minutes ★★★★ - 50 ratingsEpisode #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 indu...
Why the "A-Game" Is Key to High-Performing Investment Teams
Enterprising Investor - January 06, 2021 11:00 - 31 minutes ★★★★ - 50 ratingsEpisode #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
Enterprising Investor - December 30, 2020 11:00 - 27 minutes ★★★★ - 50 ratingsInvesting 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 ...
How AI and Neuroscience Can Reduce Bias in Hiring
Enterprising Investor - December 16, 2020 11:00 - 33 minutes ★★★★ - 50 ratingsEpisode #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
Enterprising Investor - December 09, 2020 11:00 - 35 minutes ★★★★ - 50 ratingsEpisode #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 president...
Big Tech and the Antitrust Threat: What History Can Teach Us
Enterprising Investor - December 02, 2020 11:00 - 32 minutes ★★★★ - 50 ratingsEpisode #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 ex...
What Constitutes an “A” Rated Pension System?
Enterprising Investor - November 30, 2020 13:26 - 23 minutes ★★★★ - 50 ratingsIn 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
Enterprising Investor - November 18, 2020 11:00 - 20 minutes ★★★★ - 50 ratingsThe 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 abo...
Finance and Human Progress - Two Sides of the Same Coin
Enterprising Investor - November 11, 2020 11:00 - 34 minutes ★★★★ - 50 ratingsEpisode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today’s investors to interplanetary finance.
ESG Investing and the Asset Management Firm of the Future
Enterprising Investor - November 04, 2020 11:00 - 42 minutes ★★★★ - 50 ratingsEpisode #436. Heidi Ridley, CFA, co-founder of Radiant ESG, discusses why she believes ESG is probably the single most important change to asset management, her journey from CEO of Rosenberg Equities to launching her own firm, and what it takes to build a strong organizational culture.
Randall Kroszner on Central Banks and Crisis Responses
Enterprising Investor - October 28, 2020 10:00 - 25 minutes ★★★★ - 50 ratingsIn episode #435, Randall Kroszner discusses central bank responses to COVID-19, the impact of lower rates on savers and plan sponsors, the toolkit to deal with future crises, and a way forward for bailouts of insolvent firms.
Investing and Beyond: Living your Best Life
Enterprising Investor - October 21, 2020 10:00 - 33 minutes ★★★★ - 50 ratingsEpisode #434. In a wide-ranging and frank conversation, Michael Falk, CFA, a partner at the Focus Consulting Group, discusses the one question every investor must answer right now, how to take investment teams from good to great, what he believes to be the progenitor behavioral bias, and his dia...
Inside the Mind of a VIX Pioneer
Enterprising Investor - October 14, 2020 10:00 - 33 minutes ★★★★ - 50 ratingsIn episode #433, Sandy Rattray, CIO of Man Group, discusses whether the VIX is a fair estimate of volatility, building a work culture for data scientists and machine learning experts, and the role of technology and data in investing.
Government pension schemes: how they rank and what makes a good one.
Enterprising Investor - October 07, 2020 10:00 - 25 minutes ★★★★ - 50 ratingsIn episode #432, Maria Wilton, CFA, discusses the 2020 CFA Institute/Mercer co-branded Global Pension Index. Who is responsible for providing retirement income: the government or individual? What are the features of a good government pension scheme?
Lessons in Asset Allocation and Manager Selection
Enterprising Investor - September 30, 2020 10:00 - 42 minutes ★★★★ - 50 ratingsLessons in Asset Allocation and Manager Selection In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. ...
Grasping alternative sources of alpha in today’s investment landscape
Enterprising Investor - September 23, 2020 10:00 - 19 minutes ★★★★ - 50 ratingsInternet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an overview of the fast-changing canvas of data and...
Investment Outlook and Thoughts from APAC
Enterprising Investor - September 16, 2020 10:00 - 28 minutes ★★★★ - 50 ratingsEpisode #429. Neil Govier, CFA, talks to Ken Siazon and Manish Sharma, CFA, both from Southeastern Asset Management, about the outlook for APAC equity markets, value investing, investment opportunities, and the likely speed of recovery from COVID-19.
Data Analytics and Improving Investor Behavior
Enterprising Investor - September 09, 2020 10:00 - 35 minutes ★★★★ - 50 ratingsIn episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.
Investing in Africa: Is Now the Time?
Enterprising Investor - September 02, 2020 10:00 - 22 minutes ★★★★ - 50 ratingsIn episode #427, Melissa Cook, CFA, founder and managing director of African Sunrise Partners LLC, dispels some of the biggest misconceptions investors have when considering Africa and makes the case for investing in the continent.
Risks and Opportunities in Global Bond Markets
Enterprising Investor - August 26, 2020 10:00 - 33 minutes ★★★★ - 50 ratingsIn episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim’s investment process, and why investment management is a high calling.
The Art of Talking Trust
Enterprising Investor - August 19, 2020 10:00 - 17 minutes ★★★★ - 50 ratingsIn episode #425, we invited Scott West, the Head of Invesco Consulting and Lisa Kueng, their Director of Creative Campaigns, to get a better understanding of the actions that investment professionals can take right away to build trust with clients and how investment professionals can harness lan...
History and Investing: Gold, ETFs, and Alexander Hamilton
Enterprising Investor - August 12, 2020 10:00 - 29 minutes ★★★★ - 50 ratingsIn episode #424, Jan van Eck, president and CEO of Van Eck Associates Corporation, discusses his outlook on gold and China, the firm’s approach to launching ETFs, five things to know about former US president Ulysses S. Grant, and much more.
Whither Dividends?
Enterprising Investor - August 05, 2020 10:00 - 31 minutes ★★★★ - 50 ratingsIn episode #423, John Tobin, CFA, explains why he believes the death of dividends is greatly exaggerated and shares advice on how investment analysts can deal with the daily information overload.
Conviction: A Critical Element of a Successful Investment Process
Enterprising Investor - July 29, 2020 10:00 - 31 minutes ★★★★ - 50 ratingsIn episode #422, Sean Stannard-Stockton, CFA, president and CIO of Ensemble Capital, shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also one of the most critical.
Breaking the Taboo of Race with the RACE Framework
Enterprising Investor - July 22, 2020 13:15 - 34 minutes ★★★★ - 50 ratingsIn episode #421, Stephanie J. Creary, assistant professor of management at the Wharton School of the University of Pennsylvania, discusses the RACE framework she created to help employees initiate workplace conversations about race.
The Convergence of Stakeholder Capitalism and Desires for More Sustainable Investing
Enterprising Investor - July 15, 2020 10:00 - 18 minutes ★★★★ - 50 ratingsIn episode #420, Lutfey Siddiqi discusses his thoughts on the convergence of stakeholder capitalism and investors' desires for more sustainable investing while touching on the subject of trust and whether investee companies have truly embraced long-term sustainability. Lutfey expands on this con...
A Robo-Adviser’s Take on Financial Education
Enterprising Investor - July 08, 2020 10:00 - 23 minutes ★★★★ - 50 ratingsIn episode #419, Jon Stein, CFA, the CEO and founder of Betterment, discusses the past and future of the online adviser, and the building of financial fortitude and resilience required by an uncertain environment.
Understanding Sentiment Analysis and Trading on Fear
Enterprising Investor - July 01, 2020 15:33 - 27 minutes ★★★★ - 50 ratingsIn episode #418, psychiatrist Richard L. Peterson, CEO of MarketPsych, a behavioral economics consultancy, discusses sentiment analysis and fear as a driver of decision-making. He also shares tips for managing stress and anxious clients.
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