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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 

Sep 26, 2016

In Episode #293, Leah Joy Zell, CFA, shares the triumphs and tribulations of international small cap investing. Though she has produced an excellent long-term track record, Zell says she doesn’t get sucked into predicting market movements. Rather, she focuses on bottom-up analysis supplemented by her deep knowledge of...


Sep 12, 2016

In Episode #292, we sat down with Yuichi Chiguchi, Head of Multi-Asset Strategies, BlackRock Japan, to discuss the best practices in managing these strategies. He also shared his views on whether long-term investing works in Japan given the slump in its stock market in recent decades and how he and his team...