Enterprising Investor
af CFA Institute
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Sofia Gertsberg: Private Equity Valuations, Benchmarks, and the…
Sofia Gertsberg: Private Equity Valuations, Benchmarks, and the…
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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.
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De nyeste 50 af 566 episoder
- Sofia Gertsberg: Private Equity Valuations, Benchmarks, and the Truth About Returns · 36 min. · Episode 573Is private equity really outperforming public markets, or are flawed benchmarks, infrequent valuations, and unrealized gains creating an illusion of superior returns? Sofia…
- Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks? · 41 min. · Episode 572Private credit has grown into a $3.5 trillion asset class, promising higher yields, lower volatility, and greater liquidity. But are investors underestimating the risks?…
- Mark J. Higgins: Are Speculative Supply Chains Fueling Private Credit? · 33 min. · Episode 571Why do financial bubbles keep happening when investors know the warning signs? Mark Higgins argues that speculation may be driven less by irrational investors than by rational…
- Eddie Perkin, CFA: How to Outthink Investment Biases · 27 min. · Episode 570Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter the…
- Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet? · 32 min. · Episode 569As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfolio…
- Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk? · 21 min. · Episode 567If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks…
- Kwame Christian: Finding Confidence in Conflict Through Better Negotiation · 30 min. · Episode 566Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American…
- Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks · 37 min. · Episode 565What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing…
- Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing · 29 min. · Episode 564In this episode of Enterprising Investor, Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and…
- Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy · 31 min. · Episode 563Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting trade…
- Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds · 36 min. · Episode 562What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Mark Higgins…
- Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts · 19 min. · Episode 561Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore…
- Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need · 25 min. · Episode 560Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rule Article…
- Roger Urwin: What a Total Portfolio Approach Looks Like in Practice · 48 min. · Episode 559What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA…
- Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description · 50 min. · Episode 558Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset allocation amid faster regime change…
- Ashley Herd: Why Better Managers Drive Better Business Results · 33 min. · Episode 557Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical Strategies…
- Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance · 26 min. · Episode 556Anna Martirosyan, strategy and transactions manager at EY Parthenon, speaks with guest host Lotta Moberg, CFA, about the ethical foundations of AI in finance, including fairness…
- Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management · 1 t. 53 min. · Episode 555In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity science can offer a richer lens for…
- Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions · 35 min. · Episode 554Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing…
- Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior · 37 min. · Episode 553Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail to capture…
- Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems · 28 min. · Episode 552Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52…
- Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital · 34 min. · Episode 551In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor…
- Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing · 32 min. · Episode 550Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset allocation…
- Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain · 27 min. · Episode 549Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author…
- Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing · 25 min. · Episode 548CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation…
- Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World · 20 min. · Episode 547At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging…
- Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025 · 25 min. · Episode 546What's driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment…
- Nerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle East · 14 min. · Episode 545Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President's Council Representative for the Middle East and…
- Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward · 20 min. · Episode 544Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe…
- Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History · 17 min. · Episode 543At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical…
- Andrew Ang: Value Investing and Portfolio Strategies · 21 min. · Episode 542Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak's sovereign wealth fund— explores the intersection of personal journey and professional insight…
- Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market · 26 min. · Episode 541Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for…
- Dan Boston: Volatility, Valuation, and the International Opportunity Set · 33 min. · Episode 540Dan Boston, Lead Manager of Polar Capital's International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The…
- Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications · 28 min. · Episode 539Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S…
- Peter Zeihan: America's Evolving Geopolitical Landscape · 24 min. · Episode 538Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of…
- Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor · 47 min. · Episode 537Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast's Peter Lazaroff, CFA, for a lively…
- Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process · 24 min. · Episode 536Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report, "Creating Value from Big…
- Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency · 33 min. · Episode 535In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in…
- Amanda Voegeli, CFA: Insights from Canadian Pension Plans · 27 min. · Episode 535Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The…
- Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems · 29 min. · Episode 534In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive…
- Clare Flynn Levy: Measuring Decision-Making Skill in Investing · 26 min. · Episode 533Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's…
- Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks · 26 min. · Episode 532Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories…
- Stephanie Baker: Punishing Putin · 30 min. · Episode 531Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down Russia." The book offers an…
- Drew Estes, CFA: Investing through an Evolutionary Lens · 25 min. · Episode 530Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew's thought-provoking article, "Commercial Evolution," which explores…
- Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies · 28 min. · Episode 529Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the…
- Cam Harvey: Forecasting Recessions · 39 min. · Episode 528Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for…
- Ken Laudan: Investing in the Age of AI · 25 min. · Episode 527Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken…
- Feifei Li: AI in Investment Research · 26 min. · Episode 526Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She…
- David Blanchett, CFA: The Role of Commodities in Portfolio Allocation · 26 min. · Episode 525Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact…
- Alfonso Ricciardelli: Alternative Credit · 25 min. · Episode 524In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited "An Introduction…
