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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 

Jun 16, 2016

In Episode #286, Investment manager and author Jacques Lussier, CFA, discusses what, other than superior analytical abilities, leads to investment manager outperformance, as well as the proper way of assessing investment manager performance. Hint: a factor-based approach is his preference. Additionally, Lussier...


Jun 6, 2016

In Episode #285, Sir Bob Geldof, a businessman, political activist, songwriter, musician, author, and former lead singer of the Boomtown Rats, sat down with John Authers of The Financial Times following the 69th CFA Institute Annual Conference to talk about Geldof’s journey from rock star to private equity investor....