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
Dec 6, 2010 • 11min
How the Corruption of Capitalism Is Affecting the Economic and Capital Markets Outlook
In episode #078, Richard Duncan discusses the corruption of capitalism, the secular decline of developed economies, and how global imbalances are destabilizing the world economy.
Dec 2, 2010 • 6min
Family Governance and Intergenerational Planning in Asia
In episode #077, Dr. Roger King reviews characteristics and complexities of Asian wealth-owning families and the role of family governance in preserving family relationships.
Nov 12, 2010 • 8min
Applying Asset Liability Management to Private Wealth Management
In episode #074, Dan diBartolomeo discusses how pension fund managers have long used asset-liability management (ALM) to manage pension assets.
Nov 12, 2010 • 6min
Considerations in Emerging Market Debt Investing
In episode #076, Kristin J. Ceva, CFA, discusses how emerging market debt fits into a global portfolio from the perspectives of risk, return, and correlation.
Nov 4, 2010 • 9min
Lessons from Japan's Balance Sheet Recession
In episode #075, Richard Koo discusses effects on Japan's economic growth and policy responses from the real estate bubble that burst in Japan 20 years ago.
Oct 29, 2010 • 13min
Developments and Opportunities in the Emerging Markets Fund Management Industry
In episode #073, Aaron Low, CFA, describes development in the industry in these emerging markets, including the evolution of different business models and prospects for hedge funds.
Oct 22, 2010 • 9min
Applying Capital Management Concepts in Managing Wealth
In episode #062, Michael Syn discusses the basic concepts of capital management and why it is important in wealth management. He offers a fresh perspective on asset allocation as it relates to mean reversion, market timing, bet sizing and leverage.
Oct 7, 2010 • 13min
Faith-Consistent Investing
In episode #072, Séamus P. Finn shares his views on faith-consistent investing in the Christian tradition.
Oct 7, 2010 • 13min
Risk Management in Fund of Funds Portfolios
In episode #071, Peter D.A. Stein, CFA, discusses the fallout from the endowment model investment approach of heavily relying on illiquid alternative investments.
Sep 27, 2010 • 9min
U.S. Residential Real Estate Markets and Financing
In episode #070, Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.
