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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. 08

After-Tax Mutual Fund Reporting

Aug 30, 2010

Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.

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Sensible Decumulation Strategies

Aug 27, 2010

In episode #068, Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.

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The Role of Frontier Equity Markets in Portfolio Management

Aug 23, 2010

In episode #067, Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio.

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Volatility and Tax-Aware Investment Management

Aug 19, 2010

In episode #044, Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management.

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How to Deal with Irate Clients

Aug 16, 2010

In episode #066, Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions.

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