CFA Institute

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Canal • 4 programas

Inversiones

Inversiones

Dos veces al mes
Sin fines de lucro

Sin fines de lucro

Cada dos semanas
Inversiones

Inversiones

Cada mes
Sin fines de lucro

Sin fines de lucro

Cada dos semanas

4 FEB

Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process

Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report, “Creating Value from Big Data in the Investment Management Process: A Workflow Analysis.” Cheryll-Ann shares insights from her research, which involved a comprehensive survey and interviews with investment professionals worldwide. The conversation explores the use of AI and big data technologies in the finance sector, highlighting the challenges and opportunities that practitioners, regulators, and executives face in adopting these innovations. Tune in to gain a deeper understanding of how technology is reshaping the investment management profession and what it means for your own technological journey. Visit https://cfainst.is/4gvKRke to read the report.

4 feb

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24 min
15 JUN

Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central question—“What’s the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singaporean ballet dancer who defied expectations, to an Argentine executive who discovered the Japanese concept of ikigai, to an Australian entrepreneur who rebuilt his life after addiction, Barbara explores how risk-taking, mindset shifts, career pivots, and geographic leaps often lead to unimagined success. With trademark warmth and insight, she illustrates how the boldest moves can become the smartest decisions. Listen to the full episode for powerful, real-life stories—and explore the Rich Thinking summary on the Enterprising Investor blog for even more global insights.

15 jun

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20 min
15/07/2024

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.

15/07/2024

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26 min
01/08/2024

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.

01/08/2024

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25 min
17/12/2024

Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency

In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," which Olivier co-authored. Olivier shared insights from the survey report, and Mark provided a historical perspective on reserve currencies and events that have triggered shifts away from dominant currencies in the past. This engaging conversation provides valuable insights into the complexities of US debt, the role of the dollar, and the historical context that shapes our current financial system.

17/12/2024

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33 min
01/12/2024

Amanda Voegeli, CFA: Insights from Canadian Pension Plans

Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The conversation dives into the competitive challenges these plans face in attracting and retaining talent compared to private finance giants such as Blackstone and Goldman Sachs. Amanda also highlights findings from a recent study by Southlea Group that sheds light on compensation strategies and talent retention within these massive public entities. Tune in for valuable perspectives on the intersection of pension management and human capital in Canada.

01/12/2024

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27 min
10/01/2024

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

10/01/2024

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28 min
15 ABR

Dan Boston: Volatility, Valuation, and the International Opportunity Set

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today’s unsettled investment landscape. This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

15 abr

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33 min
3 MAR

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/

3 mar

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47 min
01/11/2024

Clare Flynn Levy: Measuring Decision-Making Skill in Investing

Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the behavioral alpha score and its significance in the pursuit of sustainable investment alpha in an increasingly competitive landscape. She emphasizes that traditional methods of generating alpha, such as superior information, are no longer effective, highlighting the importance of understanding and improving one's own decision-making processes. Tune in to explore how behavioral analytics can enhance investment strategies and decision making.

01/11/2024

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26 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.

Sitio web

CFA Institute

Top programas

Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process

Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward

Feifei Li: AI in Investment Research

Ken Laudan: Investing in the Age of AI

Olivier Fines, CFA, and Mark Higgins, CFA: The Role of the U.S. Dollar as a Global Reserve Currency

Amanda Voegeli, CFA: Insights from Canadian Pension Plans

Olivier Fines, CFA: Valuation of Cryptoassets

Dan Boston: Volatility, Valuation, and the International Opportunity Set

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

Clare Flynn Levy: Measuring Decision-Making Skill in Investing

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