Apr 28, 2010
In episode #040, Harold Evensky discusses how behavioral biases affect individual decision making and techniques for illustrating these behavior patterns to clients.
Apr 26, 2010
In episode #039, Randy Appleyard discusses the landscape of non-agency MBS after the financial crisis and how mortgage finance will evolve in the future.
Apr 19, 2010
In episode #038, Bernd Scherer discusses sovereign wealth funds (SWF) sourced by oil revenue and the impact uncertainty of oil reserves has on asset allocation by SWFs.
Apr 16, 2010
In episode #037, Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing.
Apr 14, 2010
In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.