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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 

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  2. Lessons in Asset Allocation and Manager Selection

Lessons in Asset Allocation and Manager Selection

Sep 30, 2020

Lessons in Asset Allocation and Manager Selection
In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors.
Episode transcript: http://static.3playmedia.com/p/files/5205271/threeplay_transcripts/15531158?format_id=46&project_id=18442&format=pdf   
Topics discussed:
• 1:40 – Mark’s road trip experience from North Carolina to California
• 7:30 – How are you thinking about asset allocation today?
• 13:38 – Bitcoin: what changed your mind? How are you allocating in this area, and how should other investors be thinking of in terms of percentagewise for a hedge like Bitcoin? 
• 18:39 – Innovations that are getting you excited today?
• 22:58 – Mark’s process for evaluating managers and the characteristics he looks for
• 31:37 – What was your biggest mistake?
• 34:54 – What was your greatest learning moment?
• 37:34 – Wrap up question 
Related articles and links:
CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ 
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Find Lauren here:
LinkedIn: https://www.linkedin.com/in/lauren-foster/ 
 
Twitter: https://twitter.com/laurenfosternyc
 
Find Mark here:
 
Twitter: https://twitter.com/MarkYusko?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor