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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 

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, but are what performance is all about.
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►Transcript: https://cfainst.is/3aXw9nf 
 
►Email us for comments, questions, or appearance requests:Take15podcast@cfainstitute.org
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Topics discussed:
2:25 Intro 
3:12 Ben’s exercise LinkedIn post
6:28 What prompted Ben to write the post
9:58 New habits that Ben has formed
13:50 Exercise is a non-negotiable
17:16 Exercise at home during a pandemic 
20:36 Performance culture vs. exercising 
23:22 The importance of sleep
25:09 Survey takeaways from 50 leaders of wealth and asset management firms
29:17 We need to find better language 
31:00 “The COVID muscle memory”
32:40 Ben’s advice to others on building trust
34:45 Wrap-up questions
Ray of sunshine
NASA 
Flight or invisibility  
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Related articles and links:
 
Viral post
https://www.linkedin.com/posts/activity-6769557311582154752-vs04
 
Follow-up post
https://www.linkedin.com/posts/benjamin-lucas-38b53837_performance-leadership-balance-activity-6789100047322619904-2Ttf
 
New report in Act 2
https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fhome.kpmg%2Fuk%2Fen%2Fhome%2Finsights%2F2020%2F11%2Fwhats-shaping-the-future-of-asset-management.html&data=04%7C01%7Clauren.foster%40cfainstitute.org%7C2bea39b560c24979104d08d90988a67f%7C53a818f111e046388863b78b176399bd%7C1%7C0%7C637551304817238573%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=VTMlE7GAgLOaYtbYB8IPlbn%2FY8Sj2n%2B%2FTArBq4h1OZU%3D&reserved=0
 
CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ 
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Find Ben here:
LinkedIn: https://www.linkedin.com/in/benjamin-lucas-38b53837/ 
 
Find Lauren here:
 
LinkedIn: https://www.linkedin.com/in/lauren- foster/ 
Twitter: https://twitter.com/laurenfosternyc