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 16, 2010 • 10min
Sustainability and Investing
In episode #037, Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing.
Apr 14, 2010 • 14min
Entrepreneurial Stewardship and Selling the Family Business
In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.
Apr 12, 2010 • 20min
Bank Loans: Risk, Return, and the Future of the Asset Class
In episode #035, Paul Travers discusses leveraged loans and the bank loan asset class.
Apr 9, 2010 • 12min
Trade Management
In episode #034, Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated.
Apr 7, 2010 • 13min
Asset Allocation for Taxable Private Clients
In episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.
Apr 5, 2010 • 10min
After-Tax Performance Benchmarks: The Australian Experience
In episode #032, Jamie Perrett explains what a tax-adjusted index is and how the Australian experience influenced and motivated the design of after-tax indices.
Apr 2, 2010 • 6min
Stimulus, Liquidity, and Bubbles: Is China Leading the Global Economic Recovery?
In episode #031, Jie Gan evaluates China's role in the global economy.
Mar 26, 2010 • 13min
Derivatives: Past, Present, and Future
In episode #030, Philip Gocke discusses growth in US and non-US derivatives markets, the impact of the crisis on derivatives use, regulation changes, and the future of derivatives use.
Mar 19, 2010 • 16min
Behavioral Finance: What Can Investors Learn from Their Mistakes?
In episode #029, Jason Zweig discusses how investor goals should be pursued instead of focusing on risk tolerance and practical applications of behavioral finance.
Mar 12, 2010 • 13min
Unintended Consequences of U.S. Tax Changes
In episode #028, Robert Gordon discusses the changes to U.S. estate tax law, challenges with formula based wills, and the intricacies of deductibility of interest.
