CFA Institute Take 15 Podcast Series (Audio only v

Meir Statman: Balancing Wealth and Wellbeing

This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in...

• 0
• 0
• 9 días

Mark Higgins, CFA: Lessons from US Financial History

On this episode of the Enterprising Investor podcast, host Mike Wallberg, CFA, interviews Mark...

• 0
• 0
• 1 mes

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

In this episode of the Enterprising Investor Podcast, host Mike Wallberg, CFA, introduces Barbara...

• 0
• 0
• 2 meses

Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast

In March, Guiding Assets is joining forces with the Enterprising Investor Blog. The podcast will...

• 0
• 0
• 2 meses

Daniel Peris, CFA: The Ownership Dividend

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a...

• 0
• 0
• 2 meses

Edward McQuarrie: Rethinking Portfolio Theory

In this episode of Guiding Assets, host Mike Wallberg is joined by Dr. Edward McQuarrie,...

• 0
• 0
• 2 meses

Ivan Mitov: The Intersection of AI and Risk Modeling

In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and...

• 0
• 0
• 3 meses

Olivier Fines, CFA: Valuation of Cryptoassets

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head...

• 0
• 0
• 3 meses

Joseph Simonian: AI, Alternative Data, and Emerging Markets in Investment Strategies

In this episode of Guiding Assets, host Mike Wallberg interviews Dr. Joe Simonian, a leading...

• 0
• 0
• 4 meses

Kunal Kapoor, CFA: Exploring the Impact of AI on Investing and Financial Markets

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO...

• 0
• 0
• 5 meses

Dan McGoey, CFA: Investing in Real Assets for the Future

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a...

• 0
• 0
• 5 meses

Dr. Anja Hochberg: Balancing Risk and Opportunity in Multi-Asset Portfolios

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Anja Hochberg,...

• 0
• 0
• 6 meses

Mark Heppenstall, CFA: Exploring the Nuances of Investing for Insurance Clients

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Mark Heppenstall, CFA,...

• 0
• 0
• 6 meses

Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry

In this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and...

• 0
• 0
• 7 meses

Javier Gonzalez Lastra, CFA: Luxury Goods Investing

Host Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema...

• 0
• 0
• 7 meses

Simon Skinner, CFA: Using Data to Drive Business Insights and Success

In this episode of Guiding Assets, Mike Wallberg, CFA, interviews the head of the global...

• 0
• 0
• 7 meses

Mac Lackey: Insights from a Serial Entrepreneur

In this episode of Guiding Assets, host Mike Wallberg is joined by serial entrepreneur and angel...

• 0
• 0
• 8 meses

Peter Atwater: Charting a Path from Chaos to Clarity

Ever wondered how your confidence level influences your decision making and how understanding...

• 0
• 0
• 9 meses

Eelco Fiole, CFA: Crypto Failures and the Quest for Governance

Discover the crucial role of governance and fiduciary thinking in the blockchain and crypto space...

• 0
• 0
• 9 meses

Kai Wu: Unlocking Alpha by Harnessing Alternative Data and Modern Technology in Investment Strategies

Discover how to unlock the power of alternative data in your investment strategy with Kai Wu,...

• 0
• 0
• 10 meses