CFA Institute

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Canale • 4 podcast

Attività senza scopo di lucro

Attività senza scopo di lucro

Ogni 2 settimane
Attività senza scopo di lucro

Attività senza scopo di lucro

Ogni 2 settimane
Investimenti

Investimenti

Bimensile
Investimenti

Investimenti

Ogni mese

12/05/2025

Steve Waygood: Building a Sustainable Financial System

Dr. Steve Waygood, Chief Sustainable Finance Advisor at Aviva Investors, shares insights from his 25-year journey in sustainable finance. He discusses the evolution from ethical investing to system-level stewardship, the under-pricing of climate risks in financial models, and the vital role of public policy in aligning markets with sustainability goals. Packed with real-world examples and forward-thinking advice, this episode is ideal listening for anyone interested in the future of finance and its role in tackling global challenges.

12/05/2025

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38 min
07/04/2025

Mark Campanale: The Carbon Bubble and Future of Fossil Fuels

Mark Campanale, founder of the Carbon Tracker Initiative, talks with Paul Moody, Managing Director of Global Partnerships and Client Solutions at CFA Institute, about the growing risks tied to fossil fuel investments. Mark explains the concept of the carbon bubble—the gap between the carbon in global reserves and what the climate can safely absorb—and what it means for investors, regulators, and financial markets. We explore stranded assets, shifting energy economics, and why renewables and EVs are rapidly changing the game. Packed with insights on climate risk, valuation, and policy, this is a must-listen for anyone navigating the transition to a low-carbon economy.

07/04/2025

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35 min
1 FEB

Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description

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 complexity. In a conversation hosted by Mona Naqvi, Managing Director of Research, Advocacy, and Standards at CFA Institute, he draws on decades of experience advising global funds to explain why a total portfolio mindset is gaining traction—and how it reframes goals, governance, and investment decision-making. The discussion explores what it means to invest through a truly holistic lens, why mindset and organizational design matter as much as models, and how the investment profession may need to evolve for a more uncertain world. Listen to the episode to hear Roger Urwin's perspective on the shift from strategic asset allocation to a total portfolio approach. Chapter Markers 00:00 Introduction and Welcome 01:12 Roger Irwin's Career and Industry Background 04:02 Why Total Portfolio Approach Matters Now 04:58 Origins of Strategic Asset Allocation (SAA) 09:32 Benchmarks, Universality, and Communication Challenges 12:01 How TPA Addresses Complexity 14:47 Accessibility vs Flexibility: SAA vs TPA 16:13 Governance Trade-offs and Organizational Design 17:53 Systems Thinking and Market Disruption 19:16 Ecosystem Thinking, Reflexivity, and Risk Models 21:21 Recalibrating Investment Frameworks 22:56 Is TPA More Resilient Than SAA? 24:27 People, Incentives, and Cultural Barriers 28:49 AI, Human Intelligence, and the Future Analyst 30:46 Human + Artificial Intelligence in Investing 34:48 Managing Systemic Risk and Long-Term Horizons 40:57 Value Creation in a World of Real-Time Information 43:55 Stewardship, System-Level Investing, and Externalities 45:00 Can SAA and TPA Coexist? 47:29 Industry Momentum and What Comes Next 49:36 Closing Thoughts and Series Preview

1 feb

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50 min
15/11/2025

Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions

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. Using the "missing billionaires" puzzle as a starting point, Haghani explores why so many investors struggle with risk sizing, how our instincts often sabotage long-term results, and why dynamic asset allocation makes more sense than sticking to static rules. Listen now to learn how understanding "how much" to invest can be the key to lasting financial success.

15/11/2025

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35 min
03/03/2025

Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor

Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast's Peter Lazaroff, CFA, for a lively and thought-provoking conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gleaned from their experiences with a wide range of guests. This episode is packed with actionable takeaways as they explore the powerful intersection of investment strategies and personal growth. Tune in now for this unique podcast crossover, blending expertise, experience, and fresh perspectives in one compelling discussion. And if you enjoy this episode, you won't want to miss Mike and Peter at CFA Institute LIVE 2025 in Chicago this May! This episode is sponsored by Fintool. Check them out at https://fintool.com/

03/03/2025

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47 min
15/12/2025

Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance

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 risks that arise as firms automate more decisions. Drawing on her chapter in AI in Asset Management: Tools, Applications, and Frontiers, Anna explains how practitioners can use AI responsibly while navigating evolving global regulations. Tune in to hear their full conversation. Read the complete book online: https://rpc.cfainstitute.org/themes/technology/ai-in-asset-management Follow the Financial Thought Exchange podcast for more expert perspectives: https://sites.libsyn.com/545057/site

15/12/2025

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26 min
01/10/2025

Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital

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 wealth is reshaping markets in the age of AI and geopolitical rivalry. Drawing on his experience as former head of the North America office for China Investment Corporation, Winston unpacks the unconventional rise of a US sovereign wealth fund, its investments in Intel and critical AI supply chains, and the far-reaching implications for global investors. From governance challenges to co-investment opportunities, he explains why asset managers, advisors, and retail investors alike must view every company through the interconnected lenses of law, finance, technology, and geopolitics. Tune in to hear Winston's insights, and don't miss his blog post, Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors, on Enterprising Investor.

01/10/2025

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34 min
11/03/2025

Mel Peh, CFA: Guidance for Integrating Nature-Related Risks into Investment Strategies

In this episode of the Sustainability Story, host Nicole Gehrig, Director of Global Industry Standards at CFA Institute, discusses the importance of integrating nature-related risks into investment strategies with Mel Peh, CFA, an independent consultant for the United Nations Environment Program Finance Initiative (UNEP FI). They explore how nature-related risks, such as biodiversity loss and deforestation, can impact financial performance and the steps asset managers and owners can take to mitigate these risks. The conversation also highlights the use of frameworks and tools like the Taskforce on Nature-Related Financial Disclosure framework and the ENCORE tool to better understand and manage these risks.

11/03/2025

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27 min
01/08/2025

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.

01/08/2025

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20 min
07/12/2025

Sajia Ferdous: Rewriting Work in the Age of Longevity and AI

Guest host Tiffany Tivasuradej, Inclusion Research Associate, speaks with Dr. Sajia Ferdous of Queen's Business School about her research on aging, workplace inclusion, and the convergence of human longevity with AI-driven work. They discuss algorithmic ageism, multigenerational workplaces, and why investment firms must rethink human capital strategies for longer, more digitally integrated careers. Join us for a forward-looking conversation on maintaining a sustainable workforce in an age of technological acceleration.

07/12/2025

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31 min

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Please check out our collection of podcasts that provide fresh and enlightening takes on issues important to today's financial professionals.

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CFA Institute

Top podcast

Steve Waygood: Building a Sustainable Financial System

Mark Campanale: The Carbon Bubble and Future of Fossil Fuels

Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description

Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions

Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor

Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance

Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital

Mel Peh, CFA: Guidance for Integrating Nature-Related Risks into Investment Strategies

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

Sajia Ferdous: Rewriting Work in the Age of Longevity and AI

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CFA Institute

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