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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 

May 26, 2021

Troy Lavinia, founder and CEO of Mosaic Research Management, explains what an expert network is and how analysts, portfolio managers, and other researchers use them as part of the investment process. He also discusses his decision to become and entrepreneur and build his own expert network and what he has learned along...

May 19, 2021

David DeRosa, author of “Bursting the Bubble: Rationality in a Seemingly Irrational Market,” a new monograph from the CFA Institute Research Foundation, discusses his conclusions on whether speculative bubbles exist in the stock market.
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May 12, 2021

Rebecca Fender, CFA, co-author of a new report, "Future of Work in Investment Management: Context, Content, and Culture," shares some findings from a recent survey of investment professionals as well as conclusions for what this means for where, what, and how work gets done. She also discusses building trust and...

May 5, 2021

When Ben Lucas, UK Head of Wealth & Asset Management Consulting at KPMG, wrote that his biggest non-negotiable is daily exercise, the post went viral. He explains why his message resonated with so many people and why exercise, sleep, and time away from a desk are not in conflict with performance culture, as some think,...