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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 

Dec 13, 2018

In Episode #354, Shazia Syed, chief executive and chairperson of Unilever Pakistan Limited, describes her journey from management trainee to CEO, including the skills she needed to cultivate and lessons learned along the way. As an active advocate for greater gender diversity, Syed also discusses the importance...


Dec 5, 2018

In Episode #353, Professor Raphael Douady and Ron Rimkus, CFA, discuss the evolution of risk management practices and where we are today. Douady believes even with the “quantitative-ization” of risk management and increased sophistication in data analysis, investors need to strive to uncover the invisible or hidden...


Nov 29, 2018

In Episode #352, Sonny Kalsi discusses his outlook, including the megatrends affecting real estate investment opportunities today. Kalsi examines the effects of disrupters—from the growth of online retail to the sharing economy and changing generational preferences. Kalsi explores single-family and multi-family...


Nov 14, 2018

In Episode #351, Professor Luigi Zingales discusses Capitalism and the economic system—what works, what doesn’t work, and what can be done to fix the parts that are broken. Zingales focuses on the problems with capitalism, such as the concentration of market power and where distortions occur that benefit the...


Nov 13, 2018

In Episode #350, we continue our talk on with the Pension Fund Association of Japan, which manages over US$ 110 billion in assets for pension clients.