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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 

Dec 21, 2016

In Episode #298, Kristin J. Ceva, CFA, managing principal at Payden & Rygel, briefly discusses how to invest in emerging market fixed income. She specifically addresses the three things you must get right, common fictions, and the biggest obstacles.

Dec 7, 2016

In Episode #297, Lucy Kellaway, author and long-time columnist for the Financial Times, talks about her storied career poking fun at management fads, jargon, and the vagaries of office life.


Nov 21, 2016

In Episode #296, Larry Cao, CFA, recently sat down with Hao Hong, CFA, chief strategist of Bank of Communications International, and discussed these questions.

In The Chinese economy has been the focal point for many investors around the world given its slowing growth. Has the investment-driven growth phase come to an...

Nov 9, 2016

In Episode #296, Sallie Krawcheck discusses why it is critical that women invest, why the investment management is lagging when it comes to gender diversity, and what needs to be done to improve diversity across the industry. The US is facing a retirement savings crisis. But if you dig through the numbers, it is, in...

Oct 26, 2016

In Episode #295, Larry Cao, CFA, recently sat down with Chris Ryan, managing director and head of the Asia Pacific region for MSCI in Hong Kong, and discussed these questions. This summer, investors anxiously waiting for MSCI’s decision on whether to add China. A shares to the MSCI index were met with...