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Enterprising Investor

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 

Jul 14, 2021

David Littleton and Alex Morris co-founders of F/m Acceleration discuss the Boutique advantage, what is it like to set up your own shop, the considerations for going independent, and the skills and traits necessary for successfully managing an independent firm.

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📃 Transcript

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Episode Breakdown:
1:35 The skill sets that people need to have to be successful in going independent and what they should consider before doing so.
4:09 The natural steps that someone would need to go through to start a new boutique firm
8:20 The characteristics that they are looking for to make an investment and to support a new team and firm
11:44 How difficult is the due diligence process?
13:47 Characteristics that make boutiques better or available to create better investment outcomes?
16:41 Crucial ideas and thoughts you would like people to take away
Related articles and links:
F/m Acceleration
Find David Littleton here:

Find Alex Morris here:

Find Bob Stammers, CFA here:

Find Lauren Foster here: