CFA Institute

Enterprising Investor

Business EN ↓ 560 episodes

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.

Author

CFA Institute

Category

Business

Podcast website

www.cfainstitute.org

Latest episode

Jul 1, 2026

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Episodes

Dodd Frank Act: A New Paradigm for Family Offices 07.03.2013

In episode #193, David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC's new definition of family offices and explains what a good compliance policy should look like.

Economics of the Arab Spring: Is Regional Integration MENA's Best Option? 27.02.2013

In episode #192, Dr. Adeel Malik explains why he thinks regional economic integration and a strong private sector are essential to address the economic challenges, such as youth unemployment, facing the Middle East and North Africa (MENA) region.

The Future of the MBA: Financial Professionals in a Changing World 20.02.2013

In episode #190, Robert F. Bruner, Dean of the Darden School of Business at the University of Virginia, discusses the evolution of the MBA program.

The Church of England as an Institutional Investor 13.02.2013

In episode #191, Edward Mason shares his views on how the Church of England reflects its moral values in its investments as an institutional investor.

The Importance of Financial Crises: Past and Present 06.02.2013

In episode #189, Robert F. Bruner discusses the importance of financial crises. He focuses on the importance of studying past crises in order to better understand and mitigate future crises.

Understanding India's Economy and Capital Markets: Past, Present, and Future 30.01.2013

In episode #188, Satyajit Das, former banker and author of Traders, Guns, and Money, and Extreme Money, discusses and assesses India's recent reform efforts.

Making the Case for Equities 23.01.2013

In episode #186, Jeremy J. Siegel asserts that historical asset class returns, the prospect for continued strength in corporate earnings, and current valuation levels all support the case for investment in equities.

Insights from an Indexing Pioneer 16.01.2013

In episode #179, Gus Sauter reflects on the merits of passive and active investing, while sharing his thoughts on financial industry innovation.

The Future of the Wealth Management Industry 09.01.2013

In episode #185, Sebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry.

Insights into Investing in Africa 19.12.2012

In episode #183, Dr. Nkosana Moyo shares some of the longer term political-economic developments taking place in Africa and explains why he believes the perception of risks in Africa is worse than reality.

Key Macroeconomic Risks and Portfolio Management Implications 13.12.2012

In episode #181, Campbell Harvey discusses the limitations of quantitative easing in today's macroeconomic environment. His analysis has implications for the role of commodities, specifically gold, in a diversified portfolio.

How Experience Determines Financial Risk Preferences 05.12.2012

In episode #184, Joachim Klement examines the role of personal experiences in determining financial risk preferences among investors, and how this can help financial advisers.

An Options Approach to Analyzing and Managing Macro-Financial Risk 03.12.2012

In episode #178, Nobel laureate Robert C. Merton challenges traditional models used by investors to measure sovereign and financial system credit risk, while proposing an alternative framework.

Global Geopolitics: Identifying Sources of Risk and Understanding Market-Moving Turmoil 14.11.2012

In episode #180, Willis Sparks discussed whether we are likely to see more market-moving turmoil around the globe over the next decade and why geopolitics is increasingly becoming a factor in investment decisions.

Eurozone Crisis: Is the End in Sight? 07.11.2012

In episode #182, Wolfgang Münchau discusses the current state of the Eurozone crisis and potential resolutions. He explains potential implications of a breakup and the costs and benefits to various countries across the region.

Finding Investments in a Low Yield Environment 31.10.2012

In episode #177, Leo J. de Bever discusses ways of finding global investment opportunities in the current low yield environment.

Crush of Debt Threatens First World 31.10.2012

In episode #176, Lacy H. Hunt examines research that demonstrates how current levels of first world debt threaten to cause an economic catastrophe unless action is taken soon.

ETFs and Other ETPs: Key Global Trends and Industry Outlook for the Asia-Pacific Region 17.10.2012

In episode #175, Deborah A. Fuhr discusses the landscape and key trends in the global ETF/ETP industry as well as the recently implemented RQFII scheme in China and other developments in the Asia-Pacific markets, giving her views about the outlook for the ETF/ETP industry in the region.

Overcoming Key Challenges in Portfolio Management: Fat Tails, Downside Risk, Equity Risk Premium, and Trade Execution 10.10.2012

In episode #173, Dr. Peng Chen, CEO Asia (ex-Japan) at Dimensional Fund Advisors, a firm noted for its collaboration with Nobel laureates and top financial economists, discusses the latest development in investment portfolio management that deals with the key challenges that are once again highlighted by the global financial crisis.

Fixed Income in a Prolonged Low-Interest Environment 03.10.2012

In episode #174, With interest rates so low, and a Fed determined to keep them low for a prolonged period, does it make sense to allocate money to fixed income securities right now?

The Value of Constructive Dissonance 26.09.2012

In episode #172, John Linehan, CFA, describes his firm's investment philosophy and the value of "constructive dissonance," and discusses why maintaining a global perspective is more important than ever.

Key Trends and Issues for Financial Advisers 19.09.2012

In episode #171, Michael Kitces discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff and the potential for tax rates to rise significantly in the future.

Value Manager Focused on Free Cash Flow 12.09.2012

In episode #170, Sam Peters, CFA, discusses his firm's free cash flow-based approach to valuation, and the challenges and opportunities in today's stock market.

Analyst Risks and Pitfalls: Best Practices for Investment Research 05.09.2012

In episode #168, Jeremy Bolland discusses the best practices for banks, brokerages, and research analysts for the production and dissemination of investment research, as well as the regulatory landscape in the Asia Pacific region.

Marc Faber: Money Printing Bad, Hard Assets Good 29.08.2012

In episode #167, Marc Faber, editor of "The Gloom, Boom and Doom Report", speaks about his views on money printing, inflation, central banking, China, the Eurozone, and the Fed's monetary policy.

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