CFA Institute Podcast Shows

Channel • 5 Shows

Investing

Investing

Twice monthly
Non-Profit

Non-Profit

Every two weeks
Non-Profit

Non-Profit

Every two weeks
Politics

Politics

Updated 3 Jun
Investing

Investing

Monthly

1 OCT

Stephanie Baker: Punishing Putin

Mike Wallberg welcomes senior Bloomberg writer Stephanie Baker to discuss her new book, "Punishing Putin: Inside the Global Economic War to Bring Down Russia." The book offers an in-depth analysis of the West's response to Russia's full-scale invasion in February 2022. Stephanie shares insights from her extensive reporting and how her experiences in Moscow during the 1990s shape her perspective on the drastic economic shifts resulting from the invasion. The conversation delves into the profound implications of this geopolitical crisis and the end of Russia's 30 years of economic integration with the West. Tune in to gain a deeper understanding of the efforts to confront Russia in the wake of the invasion.

1 Oct

•

30 min
15 JUL

Feifei Li: AI in Investment Research

Fei-Fei Li, former Chief Investment Officer at Research Affiliates and current CIO at Kavout Algo Financial, shares insights from her extensive background in finance. She discusses her tenure at Research Affiliates, where she led research and strategy design for the firm's systematic active strategies and smart beta indices. The conversation then pivots to her current role at Kavout Algo Financial, where she is spearheading the development of an AI tool aimed at revolutionizing the investment research process. Feifei provides a fascinating look at the intersection of AI and fintech, and what it means for the future of investment research. Feifei also shared insights from her recent Financial Analyst Journal article with Robert Arnott and Juhani Linnainmaa, “Smart Rebalancing,” which explores strategies to reduce trading costs while maintaining portfolio efficacy.

15 Jul

•

26 min
14 FEB

Jeff Brenner: The Power of Impact Investing in Affordable Housing

This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of IMPACT and its mission to make investments that have a positive impact on communities. They also delve into the challenges and opportunities in the affordable housing space and how impact investing can help address issues of poverty and equity. Tune in to learn more about the potential for investors in this asset class and the importance of building sustainable infrastructure for under-invested communities.

14 Feb

•

31 min
26 AUG

Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities

In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the three keys to overcoming them. He shares his insights on profiting from investment opportunities in climate technologies and why climate adaptation investments deserve special focus.

26 Aug

•

26 min
7 JUN

Nels Ylitalo: Global Sustainability Regulations

In this episode of "The Sustainability Story," co-host Josina Kamerling welcomes Nels Italo, Director of Product Strategy for Regulatory Solutions at FactSet. They delve into Nels' diverse background, from working in signals intelligence in the US Navy to becoming a corporate M&A attorney before focusing on financial service regulations. The conversation highlights the complexities of global financial regulations and the challenges faced by investors in understanding diverse accounting standards. Tune in to gain insights on navigating buy-side regulatory requirements in a global financial landscape.

7 Jun

•

21 min
1 AUG

Ken Laudan: Investing in the Age of AI

Join Mike Wallberg, CFA, and Ken Laudan, portfolio manager of Buffalo Fund's Blue Chip Growth Fund, for a thought-provoking discussion on the future of AI in investing. Ken shares his contrary view on AI's transformational potential, drawing on his extensive experience as a sell-side analyst and buy-side portfolio manager. The conversation also touches on the current market landscape and the emergence of a shifting narrative toward other stocks. Tune in to gain a fresh perspective on the evolving role of AI in investments and the complexities of today's market dynamics.

1 Aug

•

25 min
7 MAY

Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets

In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, author and Special Advisor to the CDP. In her book, Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets, Paula offers a compelling argument for the need to assign economic values to nature’s essential resources. Paula takes us on a journey through history, world travel, case studies, and financial theory to demonstrate how bringing natural assets onto corporate and sovereign balance sheets, investing in resource-linked financial instruments, and putting a price on carbon are the keys to combating global warming and preserving the Earth’s resources.

7 May

•

38 min
10 JAN

Olivier Fines, CFA: Valuation of Cryptoassets

In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. They discuss the findings of a recent CFA Institute report on the valuation of cryptoassets. The conversation explores the history of CFA Institute's engagement with cryptocurrency and how traditional valuation techniques can be applied to determine the defensible value of cryptocurrencies. Olivier shares insights from his experience in investment management and highlights the key takeaways from the report. Tune in to gain a deeper understanding of the valuation of cryptoassets and its significance for investment professionals. Read the full report here: https://cfainst.is/48nqTot

10 Jan

•

28 min
23/09/2021

ESG Rating Disagreement and Stock Returns

This is a summary of “ESG Rating Disagreement and Stock Returns,” by Rajna Gibson Brandon, Philipp Krueger, and Peter Steffen Schmidt, published in the Fourth Quarter 2021 issue of the Financial Analysts Journal.

23/09/2021

•

6 min
15/10/2021

Editor's Snapshot, Financial Analysts Journal, Fourth Quarter, 2021, Vol. 77 No. 4

Heidi Raubenheimer, CFA, managing editor of the Financial Analysts Journal, provides an overview of the Fourth Quarter issue of 2021, featuring the following articles: "Environmental, Social, and Governance Issues and the Financial Analysts Journal" "Capital Market Liberalization and Investment Efficiency: Evidence from China" "Index + Factors + Alpha" "Hedge Funds vs. Alternative Risk Premia" "Boosting the Equity Momentum Factor in Credit" "ESG Rating Disagreements and Stock Returns" "Tax-Loss Harvesting: An Individual Investor's Perspective"

15/10/2021

•

7 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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Top Shows

Stephanie Baker: Punishing Putin

Feifei Li: AI in Investment Research

Jeff Brenner: The Power of Impact Investing in Affordable Housing

Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities

Nels Ylitalo: Global Sustainability Regulations

Ken Laudan: Investing in the Age of AI

Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets

Olivier Fines, CFA: Valuation of Cryptoassets

ESG Rating Disagreement and Stock Returns

Editor's Snapshot, Financial Analysts Journal, Fourth Quarter, 2021, Vol. 77 No. 4

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