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Enterprising Investor

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 

Jan 30, 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.


Jan 23, 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.


Jan 16, 2013

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


Jan 9, 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.