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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 

May 26, 2021

Troy Lavinia, founder and CEO of Mosaic Research Management, explains what an expert network is and how analysts, portfolio managers, and other researchers use them as part of the investment process. He also discusses his decision to become and entrepreneur and build his own expert network and what he has learned along the way about building teams and systems.
 
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📃 Transcript: https://cfainst.is/2SLGHzr 
 
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 Episode Breakdown:
1:15 What is an expert network?
7:26 Troy’s moment of realization and what he was doing he founded Mosaic
11:05 Doubting moments during Troy’s entrepreneurship journey
14:05 Do you have to be an optimist to be an entrepreneur 
16:13 Why Troy decided to start his company
18:13 How Troy is disrupting the space now
12:09 Transcripts: Stream by Mosaic 
24:20 Teams, systems, and spirituality AND artists, entrepreneurs, and employees
31:52 Troy’s recommended books
33:24 Wrap-up questions
Ray of sunshine from the pandemic 
NASA flight – what do you take with you?
Flight or invisibility?  
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Related articles and links:
Mosaic Research Management: https://mosaicrm.com/ 
Stream by Mosaic: https://start.mosaicrm.com/stream-try 
Book: The War of Art: https://stevenpressfield.com/books/the-war-of-art/
Book: Team Of Teams: https://www.amazon.com/Team-Teams-Rules-Engagement-Complex/dp/1591847486 
 
 
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Find Troy here: 
LinkedIn: https://www.linkedin.com/in/troylavinia/
Find Lauren here:
 
LinkedIn: https://www.linkedin.com/in/lauren- foster/ 
Twitter: https://twitter.com/laurenfosternyc