Enterprising Investor

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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

20th Century Institutions Under Duress

Sep 27, 2017

In Episode #313, Michele Wucker, author of The Gray Rhino: How to Recognize and Respond to the Obvious Dangers We Ignore, discusses the duress being suffered by the twin paramount institutions of the 20th century, capitalism, and democracy. Wucker provides reasons for why these institutions’ wounds are...

Strategic and Tactical Asset Allocation Processes- A Case Study

Sep 22, 2017

In Episode #3012, Larry Cao, CFA, spoke with Robert P. Browne, CFA, EVP and CIO of Northern Trust, about his team’s investment process. From quantitative approaches and factor analysis to more fundamental approaches, such as macroeconomic and valuation analysis, Browne shares his perspectives on the pertinent...

Blockchain: Putting It to Work in Finance

Sep 13, 2017

In Episode #311, Frank Lu, Director of the Blockchain Department at Ping An OneConnect, a former IBMer, and co-author of the HyperLedger white paper, lays out his view of where the true value of blockchain lies. He will discuss hurdles of blockchain adoption, as well as how the business models may evolve for...