CFA Institute

•

Chaîne • 4 émissions

À but non lucratif

À but non lucratif

Toutes les 2 semaines
À but non lucratif

À but non lucratif

Toutes les 2 semaines
Investissement

Investissement

Tous les mois
Investissement

Investissement

Deux fois par mois

-1 J

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing

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 Pricing, the provocative paper he co-authored with Edward McQuarrie, Arnott explores why markets may reward investors less for traditional risk-taking than previously believed, and how fear—both of loss and of missing out—better explains investor behavior. From historical return data to the role of AI in gauging market sentiment, Arnott offers a bold framework that could reshape modern finance. Tune in to rethink the foundations of modern asset pricing.

-1 j

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32 min
7 SEPT.

Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities

How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are reshaping investment strategies. Drawing on more than 25 years of experience in securitized real estate debt, Daniel highlights the financial implications of climate risks and the opportunities emerging for investors. Listen now to gain insights into how sustainability considerations are transforming real estate debt and capital markets.

7 sept.

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35 min
27/09/2010

U.S. Residential Real Estate Markets and Financing

In episode #070, Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.

27/09/2010

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9 min
1 SEPT.

Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain

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 Unlocking the Real Potential of Blockchain. Hines shares how blockchain is reshaping finance—from stablecoins and tokenized bonds to compliance automation and cross-border payments. He explains why tokenization can lower costs, increase efficiency, and improve transparency across markets, and how regulatory clarity in Washington is accelerating adoption. The discussion also explores: Real-world use cases for tokenized securities The role of blockchain in reducing settlement times and costs How tokenization parallels ADRs in global investing The regulatory landscape for stablecoins and digital assets The investment case for Bitcoin and select cryptocurrencies For the CFA Institute perspective on tokenization, visit rpc.cfainstitute.org and search “tokenization.” This show is made possible through partnerships with sponsors like Tenzing MEMO. Tenzing MEMO gets professionals up to speed quickly on ~6,000 public companies with real-time research, topical briefings, and intelligent Q&A derived from the latest market data, filings, news, and transcripts. Use MEMO to go from 0 to 60 fast on your watchlist, competitors, clients, and your own company, too. Register for a free trial to see what Tenzing MEMO can do for you today. Visit their website and give it a try. https://www.tenzingmemo.com/

1 sept.

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27 min
20/09/2010

Low Volatility Equity Portfolios

In episode #069, Roger Clarke discusses his research into the returns of low volatility vs. high volatility portfolios.

20/09/2010

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9 min
07/09/2010

Rethinking Risk and Diversification

In episode #060, Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model.

07/09/2010

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12 min
23 JUIL.

Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making

Livio Stracca, Phd joins host Deborah Kidd, CFA, to introduce the innovative NGFS Short-Term Climate Scenarios. This groundbreaking tool is the first publicly available global resource designed to assess climate-related macroeconomic and sector risks over a five-year horizon for specific regions and industries. The scenarios demonstrate how extreme weather, policy shifts, and transition shocks could impact GDP, inflation, default probabilities, and financial stability within a time frame aligned with the decision-making process of central banks and financial institutions.

23 juil.

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32 min
15 JUIL.

Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025

What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market reaction to Middle East tensions and the structural tilt of US markets toward growth, to the evolving implications of tariffs and AI’s layered impact across industries, Shipley offers a clear-eyed view on where investors might find both challenges and opportunities. Listen in for his take on why value stocks are resurfacing, how housing affordability pressures could shape the macro landscape, and why small caps might be ripe for a comeback. Don’t miss this deep-dive conversation on market resilience, risk signals, and forward-looking strategies for navigating volatility.

15 juil.

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25 min
1 AOÛT

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how institutional investors can adapt to today’s shifting global landscape. Drawing on leadership experience at CalPERS, British Telecom Pension Scheme, and Nuveen, Anson reflects on regulatory complexity, the evolution of global equity markets, and why a 30/30/40 allocation model remains relevant. The episode explores emerging market opportunities, accessing the illiquidity premium in private capital, and how rising uncertainty—from geopolitical shifts to potential changes in endowment taxation—is shaping portfolio strategy. Anson also shares thoughtful advice for early-career professionals on developing global perspective and getting the most out of the CFA® charter. Tune in for a timely conversation on building resilient portfolios in an increasingly interconnected—and unpredictable—world.

1 août

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20 min
30/08/2010

After-Tax Mutual Fund Reporting

Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.

30/08/2010

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9 min

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CFA Institute

Meilleures émissions

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing

Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities

U.S. Residential Real Estate Markets and Financing

Baxter Hines, CFA: Tokenization, Security Tokens, and the Future of Blockchain

Low Volatility Equity Portfolios

Rethinking Risk and Diversification

Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making

Christopher Shipley: Navigating US Equities, Tariffs, and Global Markets in 2025

Mark Anson, CFA: Rethinking Portfolio Construction in a Globalized, Uncertain World

After-Tax Mutual Fund Reporting

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