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

Discovering Young Urban Investment Talent

Jan 27, 2021

In this episode #447, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face.

Episode...

BlackRock's Salim Ramji, CFA, on ETFs and Indexing

Jan 20, 2021

Episode #446.

Salim Ramji, CFA, Global Head of iShares and Index Investments for BlackRock, discusses three ETF trends investors should be watching and the outlook for the industry in 2021 and beyond.

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Trailer: Take 15 Podcast

Jan 19, 2021

Listen to our quick 20-second trailer to find out what our show is all about. Enjoy short interviews with the greatest thinkers in investments, economics, and many other related financial industry topics.

Subscribe at here or https://take15audio.libsyn.com/.

What Lies Ahead for the Investment Management Industry?

Jan 13, 2021

Episode #445 What Lies Ahead for the Investment Management Industry?

Heather Brilliant, CFA, chief executive and president of Diamond Hill Capital Management, discusses the outlook for active management, value investing, and small caps and what these forces mean for the future of the industry and CFA...

Why the "A-Game" Is Key to High-Performing Investment Teams

Jan 6, 2021

Episode #444. Fran Skinner, CFA, CPA, discusses the importance of identifying your “A-game" so you can improve performance in all aspects of your work, tips on how to take advantage of virtual networking sessions to expand your network, and much more.