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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. 2017
  3. 05

Innovations in Managing Concentrated Single Stock Positions

May 31, 2017

In Episode #309, Elizabeth Ostrander, CFA, discusses some of the common approaches to managing such concentrated positions, including a recent "stock protection fund" innovation that involves investors pooling a cash buffer to diminish or negate losses over time.

Whether the result of equity-based compensation from...

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Direct Private Equity Investing for the High-Net-Worth Client

May 16, 2017

In Episode #308, Daniel S. Meader, CFA, founder and a managing partner of Trinity Private Equity Group, discusses his firm’s investment philosophy.

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Fintech for Financial Advisers: Industry Trends, Challenges, and Opportunities

May 3, 2017

In Episode #301, Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise robo-advisers, what’s in store for financial technology in the near future, and more.

 

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