最高の CFA Institute ポッドキャスト (2024)

1
Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks 26:03

16d ago26:03

26:03

Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks …

1
Dean Hand: Measuring Success in Impact Investing 31:38

24d ago31:38

31:38

Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace. Dean shares insights on the GIIN's role in promoting impact investing and its commitment to develop…

1
Stephanie Baker: Punishing Putin 29:54

1M ago29:54

29:54

Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down Russia." The book offers an in-depth analysis of the West's response to Russia's full-scale invasion in February 2022. Stephanie shares insights from her extensive reporting and how her experiences i…

1
Drew Estes, CFA: Investing through an Evolutionary Lens 25:10

2M ago25:10

25:10

Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies. He shares his disillusionment with traditional economic theories, particularly equilibrium theory, and ad…

1
Jane Thostrup Jagd: Aligning Company Boards, Investors, and Sustainability Goals 21:21

2M ago21:21

21:21

Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in ensuring that knowledge …

1
Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies 28:23

2M ago28:23

28:23

Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights in…

1
Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities 26:01

2M ago26:01

26:01

In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the…

1
Cam Harvey: Forecasting Recessions 39:19

3M ago39:19

39:19

Campbell Harvey, a professor of finance at Duke University, director of research at Research Affiliates, and author of "DeFi and the Future of Finance," is best known for identifying the link between an inverted yield curve and impending recessions—a theory that has guided financial practitioners for nearly four decades. This episode delves into hi…

1
Ken Laudan: Investing in the Age of AI 25:18

3M ago25:18

25:18

Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also tou…

1
Feifei Li: AI in Investment Research 25:36

4M ago25:36

25:36

Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then p…

1
Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices 31:51

4M ago31:51

31:51

In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shar…

1
David Blanchett, CFA: The Role of Commodities in Portfolio Allocation 26:07

4M ago26:07

26:07

Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights in…

1
Alfonso Ricciardelli: Alternative Credit 24:47

5M ago24:47

24:47

In this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Alfonso Ricciardelli, CFA, about alternative credit. Alfonso co-edited “An Introduction to Alternative Credit” for the CFA Institute Research Foundation. Mike and Alfonso discuss the motivation behind the paper and the importance of expanding access to retail …

1
Nels Ylitalo: Global Sustainability Regulations 21:11

5M ago21:11

21:11

In this episode of "The Sustainability Story," co-host Josina Kamerling welcomes Nels Italo, Director of Product Strategy for Regulatory Solutions at FactSet. They delve into Nels' diverse background, from working in signals intelligence in the US Navy to becoming a corporate M&A attorney before focusing on financial service regulations. The conver…

1
Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference 17:40

5M ago17:40

17:40

Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…

1
Taking a deep dive into the EU elections and legislative structure 27:51

5M ago27:51

27:51

On the eve of the EU elections, Josina Kamerling has a discussion with Klaus Welle, Chair of the Martens Centre's Academic Council, and former Secretary-General of the European Parliament. He initiated the European Parliamentary Research Service (the in-house think-tank providing unbiased advice to members of the European Parliament) and is a true …

1
Chris Geczy: Unpacking the Role of AI in Finance 28:42

5M ago28:42

28:42

On this episode of Enterprising Investor, Mike Wallberg, CFA, interviews Chris Geczy from UPenn's Wharton School about the application of AI in the investment industry. Professor Geczy discusses the evolution of AI in finance and its historical context dating back to the 1960s. Join the conversation to explore the intersection of AI and investment …

1
Robert Hagstrom, CFA: Unpacking Warren Buffett’s Approach 28:59

6M ago28:59

28:59

In this episode of Enterprising Investor, host Mike Wallberg, CFA, interviews Robert Hagstrom, CFA, author of "The Warren Buffett Way," discussing insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. They delve into the atmosphere of the Berkshire meeting, often …

1
Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets 37:49

6M ago37:49

37:49

In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, author and Special Advisor to the CDP. In her book, Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets, Paula offers a compelling argument for the need to assign economic…

1
Andy Lee: The Potential of Tax Receivable Agreements 26:45

6M ago26:45

26:45

In this episode of Enterprising Investor, host Mike Wallberg, CFA, engages with Andy Lee, founder of Parallaxes Capital, to uncover the hidden gems within tax receivable agreements. Andy shares his insights on how these agreements, akin to pharmaceutical and musical royalties of past decades, offer investors long-term cash flow opportunities often …

1
Meir Statman: Balancing Wealth and Wellbeing 25:41

7M ago25:41

25:41

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions abo…

1
Leena Linnainmaa: Corporate Governance and due diligence in the EU: a step in the right direction? 25:27

7M ago25:27

25:27

Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors.

1
Mark Higgins, CFA: Lessons from US Financial History 27:02

8M ago27:02

27:02

On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark Higgins, CFA, author of "Investing in US Financial History." Mark delves into the comprehensive process of breaking down US financial history from 1790 to the present day, highlighting key inflection points and the evolution of the financial system. Join …

1
Marcos Buscaglia: The Role of Investors in Promoting Democracy 23:45

8M ago23:45

23:45

In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for investors to consider democracy …

1
Barbara Stewart, CFA: Insights from the 14th Annual Rich Thinking Study 25:54

8M ago25:54

25:54

In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara Stewart, CFA, an experienced FX trader, high-net-worth manager, researcher, author, and keynote speaker. Barbara discusses her annual Rich Thinking study, which focuses on women and finance. This year's study asked 50 successful people about their inve…

1
Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast 0:54

8M ago0:54

0:54

In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will be renamed and become the Enterprising Investor podcast. Same great content as before. Better alignment with our mission of putting investor content first.

1
Daniel Peris, CFA: The Ownership Dividend 32:30

8M ago32:30

32:30

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it n…

1
Jeff Brenner: The Power of Impact Investing in Affordable Housing 31:13

9M ago31:13

31:13

This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of…

1
Edward McQuarrie: Rethinking Portfolio Theory 27:33

9M ago27:33

27:33

In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie, Professor Emeritus of the Levy School of Business at Santa Clara University. Dr. McQuarrie challenges some long-held assumptions in financial markets, including the belief that stocks always outperform bonds over the long term and that a negative correlation be…

1
Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP® 32:13

9M ago32:13

32:13

A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financi…

1
Thierry Philipponnat: The Role of the Banking Sector in the Net Zero Transition 36:09

9M ago36:09

36:09

In this episode, host Josina Kamerling has a discussion with Thierry Philipponnat, Chief Economist, Finance Watch, about the banks’ efforts to building a sustainable economy and the challenges of the net zero transition for banks.

1
Ivan Mitov: The Intersection of AI and Risk Modeling 22:07

9M ago22:07

22:07

In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models. The discussion centers around the application of AI and large language models in the investment indus…

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