Enterprising Investor

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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

What Constitutes an “A” Rated Pension System?

Nov 30, 2020

In episode #439, David Knox, senior partner at Mercer Australia and the lead author of the Mercer CFA Institute Global Pension Index, discusses the characteristics that make up a good pension system.

Finance and Human Progress - Two Sides of the Same Coin

Nov 11, 2020

Episode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today’s investors to interplanetary finance.

ESG Investing and the Asset Management Firm of the Future

Nov 4, 2020

Episode #436. Heidi Ridley, CFA, co-founder of Radiant ESG, discusses why she believes ESG is probably the single most important change to asset management, her journey from CEO of Rosenberg Equities to launching her own firm, and what it takes to build a strong organizational culture.