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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. 2010
  3. 04

Applying Behavioral Finance to Personal Investment Management

Apr 28, 2010

In episode #040, Harold Evensky discusses how behavioral biases affect individual decision making and techniques for illustrating these behavior patterns to clients.

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A View into Distressed Mortgage Credit

Apr 26, 2010

In episode #039, Randy Appleyard discusses the landscape of non-agency MBS after the financial crisis and how mortgage finance will evolve in the future.

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Sovereign Wealth Funds Sourced by Oil Revenue

Apr 19, 2010

In episode #038, Bernd Scherer discusses sovereign wealth funds (SWF) sourced by oil revenue and the impact uncertainty of oil reserves has on asset allocation by SWFs.

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Sustainability and Investing

Apr 16, 2010

In episode #037, Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing.

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Entrepreneurial Stewardship and Selling the Family Business

Apr 14, 2010

In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.

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