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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 

  1. All Episodes
  2. 2022
  3. 10

Richard Brandweiner, CFA: A Purposeful Career

Oct 19, 2022

The Journey to Leading a Global Investment Firm

Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global...

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Jason Lamin: Walking the Talk

Oct 6, 2022

How Asset Owners are Using DEI Metrics in Manager Selection and Investment Decision Making

Diverse investment teams outperform on many levels.  Having a dedicated DEI strategy and culture at your investment firm can not only enhance investment performance, but also can contribute to significant improvements in risk...

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