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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

  1. All Episodes
  2. 2012
  3. 09

The Value of Constructive Dissonance

Sep 26, 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.

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Key Trends and Issues for Financial Advisers

Sep 19, 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.

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Value Manager Focused on Free Cash Flow

Sep 12, 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.

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Analyst Risks and Pitfalls: Best Practices for Investment Research

Sep 5, 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.

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