Enterprising Investor

In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.

In episode #035, Paul Travers discusses leveraged loans and the bank loan asset class.

In episode #034, Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated.

In episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.

In episode #032, Jamie Perrett explains what a tax-adjusted index is and how the Australian experience influenced and motivated the design of after-tax indices.

In episode #031, Jie Gan evaluates China's role in the global economy.

In episode #030, Philip Gocke discusses growth in US and non-US derivatives markets, the impact of the crisis on derivatives use, regulation changes, and the future of derivatives use.

In episode #029, Jason Zweig discusses how investor goals should be pursued instead of focusing on risk tolerance and practical applications of behavioral finance.

In episode #028, Robert Gordon discusses the changes to U.S. estate tax law, challenges with formula based wills, and the intricacies of deductibility of interest.

In episode #026, Robert Haugen discusses the changes fundamental factors that drive stock price performance, components of equity risk, and equity market inefficiency.

In episode #025, Lionel Martellini discusses the changes have taken place in investment management approaches and how asset allocation and risk management related to each other.

In episode #024, Steven M. Galbraith discusses the following: Equity values in the current economic environment -- Elevated money market balances -- Market strategies for 2010.

In episode #023, Bob K. Behal, CFA, and David Van Ommeren discuss the following: Dislocation in asset-backed securities markets during the financial crisis -- ABS markets that are working on their own -- ABS markets supported by the government -- Commercial mortgage market outlook and risks.

In episode #022, Kenneth E. Volpert, CFA, discusses the following: TIPs mechanics -- Strategies used by active managers with TIPs -- Where are real rates versus history -- Inflation and TIPs performance outlook.

In episode #021, George Hoguet, CFA, discusses the following: Historical development of sovereign wealth funds -- Role of sovereign wealth funds during the financial crisis -- Importance of sovereign wealth funds as investors -- Concerns over active ownership of foreign companies by sovereign wealth funds.

In episode #020, Richard T. de Belder discusses the following: What are Sukuk? -- Are Sukuk similar to asset backed securities? -- What are some of the current Sheriah issues facing Sukuk?

In episode #018, Erik B. Granade, CFA, discusses the following: Global Equity valuation, how the credit crisis has affected global markets, and risks associated with Global Equity investing.

In episode #018, Nick Robins discusses the following: What is sustainable investing and how is it different from ethical or socially responsible investing? -- What asset classes are covered by sustainable investing? -- What are some of the challenges and opportunities facing sustainable investing?

In episode #017, David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies.

In episode #016, Shaykh Yusuf Talal DeLorenzo discusses the screening process used by Islamic (Shari'a compliant) equity indexes and funds. In addition, Mr. DeLorenzo describes how a company deemed Shari'a compliant can become non-compliant and why investors not seeking Shari'a compliance could be interested in Shari'a compliant investments.

In episode #015, Joel M. Stern explains the origins and applications of EVA. In addition, Mr. Stern describes the current market conditions, the collapse of the comparative advantage period, and alternative sources of equity funding for public companies.

In episode #014, Usman Hayat, CFA, discusses the fundamentals of Islamic finance and its implications for institutional and private investors. 

In episode #013, Thomas R. Keene discusses Federal Reserve policy, economic uncertainty, and the changing risk appetite of the market. 

In episode #012, Adam Litke discusses the problem of counterparty risk in credit derivatives and provides possible solutions including a clearing house for derivatives trades. 

In episode #011, Matt Orsagh, CFA, CIPM, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled "Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors".