CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Martin Wolf joins Robert Stammers, CFA, to discuss his newest book and his presentation at the 68th CFA Institute Annual Conference in Frankfurt, Germany. Wolf discusses the causes of the financial crisis and what options are available to investment professionals and policy makers to strengthen the financial system and to potentially avoid additional financial calamities. Martin Wolf also explains the need to change the role and focus of central banks in relation to their part in the crisis, and what they can do to reduce the risk of continued financial insecurity.  Wolf concludes the interview with practical insights for investment professionals.

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_262.mp3
Category:General -- posted at: 9:53pm EDT

Philippa Malmgren makes the case for an emerging world order that is quite different from what we’ve known since the end of World War II.  In particular, she highlights developments in Asia, such as the Asian Infrastructure Bank and BRICS bank as being significant symbols of a desired shift away from US hegemony. 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_261.mp3
Category:General -- posted at: 9:49am EDT

Patrick O’Shaughnessy, CFA, principal and portfolio manager at O’Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials. 

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_260.mp3
Category:General -- posted at: 2:20am EDT

Thomas D. Giachetti, chair of the securities practice at Stark & Stark, is a frequent speaker on the topic of cyber risk in financial services. Here he talks about potential exposures and consequences of a cybersecurity breach; duty to clients; and steps that financial advisers and firms should take to protect their practices.

 

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_259.mp3
Category:General -- posted at: 8:39am EDT

Michael Finke, professor and director of retirement planning at Texas Tech University, discusses a number of new trends in longevity and why this is such an important part of retirement planning. He also reviews what the research tells us about what makes retirees happy and talks about the implications of cognitive decline on wealth and well-being.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_258.mp3
Category:General -- posted at: 11:29am EDT

Jim Walker, a leading economist and Founder of Asianomics Group Limited, evaluates the global economy from the perspective of investors with a focus on Asia and emerging markets.

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.    

Direct download: CFA_Institute_T15_257.mp3
Category:General -- posted at: 2:47am EDT

Abdulaziz B. Al Loughani explains the role of the state in development of small and medium size enterprises in the Gulf Cooperation Council (GCC) countries.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_256.mp3
Category:General -- posted at: 6:22am EDT

Nouriel Roubini explains why six years after the global financial crisis, reality has continued to defy the expectations from unconventional monetary policies, with neither a robust global economic recovery nor fears of hyperinflation being realized. He also shares his views on potential causes of economic inequality and going forward, what could be a better set of policies.  

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_255.mp3
Category:General -- posted at: 7:21am EDT

Kim Shannon, CFA, president and chief investment officer at Sionna Investment Managers and an experienced value investor, discusses the lessons she learned in starting her own asset management firm, as well as the need for greater gender diversity in corporate governance. Shannon also shares insights on the discipline of value investing and the principal challenges facing investors today.

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_254.mp3
Category:General -- posted at: 6:56am EDT

Laura Rittenhouse, CEO of Rittenhouse Rankings, conducts annual benchmark surveys of corporate communications, and has identified a link between the authenticity and transparency of executive communications and a firm's stock price performance. Rittenhouse explains how investors can detect a lack of candor on the part of a firm's CEO.

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_253.mp3
Category:General -- posted at: 4:37am EDT

Founder and CEO of the Climate Bonds Initiative, Sean Kidney, provides a primer about climate bonds. This includes: what they are; how they are helping change the climate story in investing; and what the future of the business might be.

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_252.mp3
Category:General -- posted at: 10:19am EDT

Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.

 

 

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_251.mp3
Category:General -- posted at: 5:40am EDT

Rob Arnott discusses the many demographic headwinds confronted by the global economy and how they explain much of the post-Great Recession economic malaise.

Direct download: CFA_Institute_T15_250.mp3
Category:General -- posted at: 1:58pm EDT

Jerome Booth argues that 80% of financial theory is not fit for purpose and describes how investors in the developed world cannot afford to ignore emerging markets. Proper asset allocation requires a strategic view about macro-economic forces, like funds flows, and geopolitical factors rather than traditional optimization models.

Direct download: CFA_Institute_T15_249.mp3
Category:General -- posted at: 11:58am EDT



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