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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 

May 29, 2013

In episode #205, Peter Zeihan shares his analysis of economic and political implications of the rise of shale gas production in North America.


May 22, 2013

In episode #204, Anil Gaba, Professor of Risk Management at INSEAD Business School, describes some of the challenges and solutions for investors of taking investment decisions under conditions of uncertainty.


May 15, 2013

In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.


May 8, 2013

In episode #201, Jalil Tarif, secretary general at the Union for Arab Securities Authority, explains the challenges and opportunities facing the securities regulators in the Arab countries.


May 1, 2013

In episode #202, Dr. Bassem I. Awadallah provides expert commentary on some of the findings of CFA Institute survey of investment professionals in the Middle East and North Africa (MENA) region which was done in Feb-Mar, 2013.