Enterprising Investor

Preview Mode Links will not work in preview mode

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

Conviction: A Critical Element of a Successful Investment Process

Jul 29, 2020

In episode #422, Sean Stannard-Stockton, CFA, president and CIO of Ensemble Capital, shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also one of the most critical.

Breaking the Taboo of Race with the RACE Framework

Jul 22, 2020

In episode #421, Stephanie J. Creary, assistant professor of management at the Wharton School of the University of Pennsylvania, discusses the RACE framework she created to help employees initiate workplace conversations about race.

The Convergence of Stakeholder Capitalism and Desires for More Sustainable Investing

Jul 15, 2020

In episode #420, Lutfey Siddiqi discusses his thoughts on the convergence of stakeholder capitalism and investors' desires for more sustainable investing while touching on the subject of trust and whether investee companies have truly embraced long-term sustainability. Lutfey expands on this conversation in a...

A Robo-Adviser’s Take on Financial Education

Jul 8, 2020

In episode #419, Jon Stein, CFA, the CEO and founder of Betterment, discusses the past and future of the online adviser, and the building of financial fortitude and resilience required by an uncertain environment.

Understanding Sentiment Analysis and Trading on Fear

Jul 1, 2020

In episode #418, psychiatrist Richard L. Peterson, CEO of MarketPsych, a behavioral economics consultancy, discusses sentiment analysis and fear as a driver of decision-making. He also shares tips for managing stress and anxious clients.