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Hosted by CFA Institute · 🇺🇸 US · EN · 562 episodes
Established thought leaders with verified media credentials.
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor 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.
CFA Institute hosts Enterprising Investor, a business show with 562 episodes published.
Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice thr
If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor
Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confiden
In this episode of Enterprising Investor , Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and author of Risk and Reward: How to Handle M
Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market disruptions to shifting trade dynamics, Klement explains how global events feed
What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, speaks with returning guest, Mark Higgins, CFA, author of Investing in US Financial
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore why clients hesitate, reverse decisions, or
Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rule Article You Will Ever Need," and why retirement inc
What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA functions in practice, from new roles like the C
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset allocation amid faster regime change, rising systemic risk, and growing complexi
Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of The Manager Method: Practical Strategies to Lead with Purpose and Confidence , joi
Anna Martirosyan, strategy and transactions manager at EY Parthenon, speaks with guest host Lotta Moberg, CFA, about the ethical foundations of AI in finance, including fairness, transparency, model governance, and the r
In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity science can offer a richer lens for understanding uncertainty, market behavior,
Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing Billionaires: A Guide to Better Financial Decisions.
Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail to capture the real dynamics of markets. Drawing fro
Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52 retirement income systems are evaluated on adequa
In this episode of Enterprising Investor , Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to explore how sovereign
Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset allocation. Drawing on Fear, Not Risk, Explains Asset Pr
Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance: Security Tokens and Un
CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human c
Ben Carlson
director of institutional asset management · SAFE’s Center for Strategic Industrial Materials
1 appearance on this show
Leyla Kunimoto
founder and editor · Accredited Investor Insights
1 appearance on this show
Ashley Herd
former Chief People Officer and General Counsel, leadership speaker, podcast host · The Manager Method
1 appearance on this show
Greg Fisher
Founder and CEO of Wave Rez and Tripshock · Nautilus Marine
1 appearance on this show
Victor Haghani
Founder and CIO · Elm Wealth
1 appearance on this show
Danielle DiMartino Booth
CEO and chief Strategist for QI Research · QI Research LLC
1 appearance on this show
Peter Zeihan
3 appearances on this show
Stephanie Baker
Bloomberg
1 appearance on this show
David Blanchett
Managing Director, Portfolio Manager, and Head of Retirement Research · Prudential Investment Management
1 appearance on this show
Meir Statman
Finance Professor · University of California, Santa Clara
1 appearance on this show
Peter Atwater
adjunct professor · William & Mary
1 appearance on this show
Marko Papic
Senior Vice President and Chief Strategist · Clocktower Group
1 appearance on this show
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Enterprising Investor is hosted by CFA Institute. The show is categorised under business (non-profit) and has published 562 episodes.
Enterprising Investor has published 562 episodes.
Enterprising Investor regularly covers business, non-profit, investing. It sits in the business category, with a non-profit focus.
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Episodes of Enterprising Investor average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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