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Take 15 Podcast

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 

Nov 9, 2011

In episode #126, What can the private client advisory arena learn from the institutional business? David B. Smith, CFA, draws on a career straddling the private wealth and institutional worlds to provide important lessons.