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CFA Institute
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, 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.
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Ratings & Reviews
4.4 stars from 137 ratings
Great content
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
Love the content. Keep up the good work!
Machellek18 via Apple Podcasts · United States of America · 01/01/23
Episodes run too long
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
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...
Published 09/16/24
Published 09/16/24
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...
Published 09/01/24
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