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Take 15 Podcast Presented by CFA Institute

The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

 

Show Host: Lauren Foster

Producer: Mitchell Forst 

Aug 30, 2010

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

In episode #068, Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.


Aug 23, 2010

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

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

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.