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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 

Apr 27, 2011

In episode #099, Russell Read, CFA, discusses the changing dynamics and where the opportunities lie for alternative energy.


Apr 22, 2011

In episode #094, Yasuhiro Oshima, CFA, gives his thoughts on Japan's recovery from the recent earthquake, tsunami, and nuclear crises.


Apr 20, 2011

In episode #097, Lisa Gray discusses the importance of incorporating family dynamics into the advisory process.


Apr 13, 2011

In episode #095, The allure of investing in art is compelling to many investors, but is unfamiliar territory to many financial advisers. Jeffrey Horvitz discusses the pros and cons of adding art to your portfolio.


Apr 6, 2011

In episode #093, Attilio Meucci, CFA, offers a systematic approach to risk and portfolio management and describes some of the challenges and tradeoffs investors face when it comes to controlling risk in their portfolios.