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

Risks and Opportunities in Global Bond Markets

Aug 26, 2020

In episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim’s investment process, and why investment management is a high calling.

The Art of Talking Trust

Aug 19, 2020

In episode #425, we invited Scott West, the Head of Invesco Consulting and Lisa Kueng, their Director of Creative Campaigns, to get a better understanding of the actions that investment professionals can take right away to build trust with clients and how investment professionals can harness language to help grow, keep,...

History and Investing: Gold, ETFs, and Alexander Hamilton

Aug 12, 2020

In episode #424, Jan van Eck, president and CEO of Van Eck Associates Corporation, discusses his outlook on gold and China, the firm’s approach to launching ETFs, five things to know about former US president Ulysses S. Grant, and much more.

Whither Dividends?

Aug 5, 2020

In episode #423, John Tobin, CFA, explains why he believes the death of dividends is greatly exaggerated and shares advice on how investment analysts can deal with the daily information overload.