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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. 2013
  3. 03

An Update on the Banking Industry with Michael L. Mayo, CFA

Mar 27, 2013

In episode #197, Michael L. Mayo, CFA, discusses the state of corporate governance, whether he expects to see more shareholder activism, and how breaking up the mega-banks would unlock value for shareholders.

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Equity Market Outlook with Strategas’ Jason Trennert

Mar 20, 2013

In episode #195, Jason Trennert of Strategas offers his sometimes contrarian outlook for equity markets while sharing insights on the European currency crisis and the prospects for inflation.

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Bank Credit Quality after the Great Recession: An Interview with an Insider’s Outsider

Mar 13, 2013

In episode #194, Kamal Mustafa discusses how best to examine and understand bank credit quality.

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Dodd Frank Act: A New Paradigm for Family Offices

Mar 7, 2013

In episode #193, David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like.

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