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Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Jul 31, 2019

In episode #371, recorded at the 72nd CFA Institute Conference in London, Amanda Young discusses a wide range of general ESG topics including "are oil companies bad but wind farm companies good?" and "who/what are the drivers pushing ESG into the mainstream?" The answer to the first question is that it is not that...


Jul 24, 2019

In episode #370, recorded at the 72nd CFA Institute Annual Conference in London, Daniel J. Levitin, an award-winning scientist, musician, writer, and record producer, discusses his book, The Organized Mind: Thinking Straight in the Age of Overload, why multi-tasking is a myth, how music affects the brain, and much more.


Jul 17, 2019

In episode #369, recorded at the 72nd CFA Institute Annual Conference in London, Connson Locke, senior lecturer in practice in the department of management at the London School of Economics, talks about the what the underlying question in the leadership research has been: Are leaders born or made? Moreover, what makes...


Jul 10, 2019

In Episode #368, we highlight some of the key attributes and tricks of the trade required to ensure you sell your self effectively in business meetings. We all know the importance of first impressions but what does LWAR stand for and what are the 3Cs and how do they lead to communication excellence. In this interview...


Jul 3, 2019

In Episode #367, Psychologist and behavioral finance expert Dr. Daniel Crosby helps unlock investor behavior by explaining the four primary psychological tendencies that affect investment decision making and discussing how advisers can build rules-based behavioral portfolios for...