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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. 2018
  3. 09

Why Integrated Reports are Superior to GAAP from an Investor Point of View

Sep 27, 2018

In Episode #347, Richard Howitt, CEO of the International Integrated Reporting Council, discusses the power of Integrated Reports for investors. For example, their additional detail on multiple sources of capital and return; their prospective, not retroactive nature; and their insistence on executive management narrative...

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The Investment Firm of the Future

Sep 25, 2018

In Episode #346, Roger Urwin, lead author of the CFA Institute report Investment Firm of the Future, and Willis Towers Watson's global head of content, along with Richard Howitt, CEO of the International Integrated Reporting Council, discuss the report, as well as pertinent details with which all investment pros...

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A Ten-Minute Tour: The Hottest Geopolitical Issues

Sep 17, 2018

In Episode #345, Matt Gertken, geopolitical strategist at BCA Research, shares his thoughts on some of the current largest geopolitical topics that we should all be thinking about. From China to Russia, via the United States, there is a lot to consider in terms of the big picture. Mr. Gertken talks about the...

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Find Your Voice and Avoid Ethical Pitfalls

Sep 5, 2018

In Episode #344, recorded at the 71st CFA Institute Annual Conference in Hong Kong, Mary C. Gentile, creator and director of Giving Voice to Values (GVV) at the University of Virginia Darden School of Business, explains the values-driven leadership that is at the center of GVV, an innovative approach to...

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