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
Sep 20, 2010 • 9min
Low Volatility Equity Portfolios
In episode #069, Roger Clarke discusses his research into the returns of low volatility vs. high volatility portfolios.
Sep 7, 2010 • 12min
Rethinking Risk and Diversification
In episode #060, Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model.
Sep 2, 2010 • 11min
Investing in Farmland
In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.
Aug 30, 2010 • 9min
After-Tax Mutual Fund Reporting
Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.
Aug 27, 2010 • 11min
Sensible Decumulation Strategies
In episode #068, Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.
Aug 23, 2010 • 9min
The Role of Frontier Equity Markets in Portfolio Management
In episode #067, Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio.
Aug 19, 2010 • 9min
Volatility and Tax-Aware Investment Management
In episode #044, Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management.
Aug 16, 2010 • 7min
How to Deal with Irate Clients
In episode #066, Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions.
Aug 12, 2010 • 10min
Information Exchange in Global Private Banking
In episode #065, Philip Marcovici discusses the implications of increased cross-border information exchanges, the forces driving bank secrecy, and how to regularize a client's tax situation.
Aug 9, 2010 • 8min
Family Offices: Trends and Success Factors
In episode #064, Laird Pendleton discusses recent trends and changes in multi- and single-family offices and regional differences between the two models.
