

Enterprising Investor
CFA Institute
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor 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.
Episodes
Mentioned books

Apr 17, 2015 • 8min
What Financial Advisers and Small Firms Need to Know about Cyber Risk
In episode #259, Thomas D. Giachetti, chair of the securities practice at Stark & Stark, is a frequent speaker on the topic of cyber risk in financial services. Here he talks about potential exposures and consequences of a cybersecurity breach; duty to clients; and steps that financial advisers and firms should take to protect their practices.
Mar 31, 2015 • 11min
Helping Clients Plan for Retirement Living
In episode #258, Michael Finke, professor and director of retirement planning at Texas Tech University, discusses a number of new trends in longevity and why this is such an important part of retirement planning. He also reviews what the research tells us about what makes retirees happy and talks about the implications of cognitive decline on wealth and well-being.

Mar 18, 2015 • 12min
Asia: Global Growth Driver
In episode #257, Jim Walker, a leading economist and Founder of Asianomics Group Limited, evaluates the global economy from the perspective of investors with a focus on Asia and emerging markets.

Mar 10, 2015 • 9min
Investing in SME: Role of the State
In episode #256, Abdulaziz B. Al Loughani explains the role of the state in development of small and medium-size enterprises in the Gulf Cooperation Council (GCC) countries.

Feb 20, 2015 • 9min
Roubini: Unconventional Truth Six Years After the Global Financial Crisis
In episode #255, Nouriel Roubini explains why six years after the global financial crisis, reality has continued to defy the expectations from unconventional monetary policies, with neither a robust global economic recovery nor fears of hyperinflation being realized. He also shares his views on potential causes of economic inequality and going forward, what could be a better set of policies.

Feb 2, 2015 • 6min
Entrepreneurship, Diversity, and Value Investing
In episode #254, Kim Shannon, CFA, president and chief investment officer at Sionna Investment Managers and an experienced value investor, discusses the lessons she learned in starting her own asset management firm, as well as the need for greater gender diversity in corporate governance. Shannon also shares insights on the discipline of value investing and the principal challenges facing investors today.

Jan 16, 2015 • 7min
CEO Candor and Stock Price Performance
In episode #253, Laura Rittenhouse, CEO of Rittenhouse Rankings, conducts annual benchmark surveys of corporate communications, and has identified a link between the authenticity and transparency of executive communications and a firm's stock price performance. Rittenhouse explains how investors can detect a lack of candor on the part of a firm's CEO.

Dec 30, 2014 • 8min
Climate Bonds Primer
In episode #252, Founder and CEO of the Climate Bonds Initiative, Sean Kidney, provides a primer about climate bonds. This includes: what they are; how they are helping change the climate story in investing; and what the future of the business might be.

Dec 17, 2014 • 6min
Investment Lessons from John Maynard Keynes
In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.

Dec 2, 2014 • 9min
Must Understand Demographic Trends
In episode #250, Rob Arnott discusses the many demographic headwinds confronted by the global economy and how they explain much of the post-Great Recession economic malaise.


