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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 

Oct 18, 2023

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA, president and chief investment officer of Penn Mutual Asset Management. They discuss the nuances of managing money for an insurance company, highlighting the importance of managing assets to be in line with liabilities. Mark also shares insights on the current state of credit and bond markets, revealing where he sees value. Tune in to gain a deeper understanding of the unique challenges and opportunities in insurance-focused investing.