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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 

Dec 18, 2015

In Episode #274, Elizabeth Collins, CFA, of Morningstar explains how investors can generate alpha through the disciplined application of their Moats methodology and fundamental equity valuation principles.


Dec 2, 2015

In Episode #273, Ronald G. Layard-Liesching, chairman and founder, Mountain Pacific Group, a firm dedicated to risk management, quantitative finance, and currency investing discusses the current interrelationship of currencies with financial markets, and a particularly troubling scenario for which most investors are...


Nov 12, 2015

In Episode #272, Karin Kimbrough, managing director and head of macro and economic policy at Bank of America Merrill Lynch, discusses how central banks' quantitative easing has affected both global economic and productivity growth.

 


Oct 27, 2015

In Episode #271, Will Ortel sits down with an investor, Ron Bruder, who has made the transition in the hopes that others can learn from his journey. Ron Bruder established Education for Employment at the beginning of the century to target the problem of Arab youth unemployment. Since that time, his foundation has spread...


Oct 2, 2015

In episode #270, Dr. Yoshiko Takayama, former board governor of International Corporate Governance Network and a current member of Japan Corporate Governance Forum, shared her perspectives on the subject with us.

Many changes have taken place in Japan’s corporate governance in recent years. Last year the Stewardship...