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CFA Institute
Guiding Assets
Formerly Take 15, Guiding Assets 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. Guiding Assets will continue to help build a better world for investors.
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Ratings & Reviews
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4.4 stars from 135 ratings
Great content
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“Found this show recently. Some really top flight guests and solid content. Highly recommended!”
JoanieUSA via Apple Podcasts ·
United States of America ·
06/25/23
Great podcast
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“Love the content. Keep up the good work!”
Machellek18 via Apple Podcasts ·
United States of America ·
01/01/23
Episodes run too long
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“In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!”
JSaul1 via Apple Podcasts ·
United States of America ·
07/07/22
Recent Episodes
Published 11/29/23
In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating...
Published 11/29/23
In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives,...
Published 11/15/23
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