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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 

Jan 27, 2021

In this episode #447, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face.

Episode Transcript:
http://static.3playmedia.com/p/files/5648975/threeplay_transcripts/16831037?format_id=46&project_id=18442&format=pdf

Topics discussed:

1:23 – Background about yourself and Wall Street Bound
3:34 – Inner city youth: what are the biggest roadblocks that keep them from finding positions within investment management?
5:30 – Diversity: how do we get employers and investment management to value this underserved part of the talent pool?
7:06 – Stories or examples on how have you been able to help these young people and get them positions within investment management?
9:39 – Credentialing: Ways you have helped your students get credentialing to move into investment management.
11:49 – Current status of diversity in the industry
15:53 – Hiring people from diverse backgrounds: What do employers do to find talent, valuable talent in the inner city?
17:52 – Skills that you are recommending helping students and/or young people so they can better compete for positions in the industry?
23:43 – How would you like to see the investment management industry evolve over the next 5 to 10 years? And what do you think they should focus on first?
26:37– What is the best way to find good inner-city talent?

Related articles and links:

Wall Street Bound: https:///www.wallstreetbound.org info@wallstreetbound.org

CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/
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Find Lauren here:

LinkedIn: https://www.linkedin.com/in/lauren-foster/

Twitter: https://twitter.com/laurenfosternyc

Find Troy here:

LinkedIn: https://www.linkedin.com/in/troyaprincecaia

Twitter: https://twitter.com/wallst_bound?lang=cs