CFA Institute

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Channel • 5 Shows

Non-Profit

Non-Profit

Updated Biweekly
Investing

Investing

Updated Semimonthly
Investing

Investing

Updated Monthly
Non-Profit

Non-Profit

Updated Biweekly
Politics

Politics

Updated Jun 3

4 DAYS AGO

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.

4 days ago

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33 min
DEC 1

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.

Dec 1

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27 min
NOV 15

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems

In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in providing investment advice and leading long-term savings reform projects, shares insights into the key features of robust pension systems and the challenges faced by underperforming ones.

Nov 15

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29 min
DEC 10

Carmen Nuzzo: Insights from the Transition Pathway Initiative Centre

In this episode of the Sustainability Story podcast, host Nicole Gehrig welcomes Dr. Carmen Nuzzo, executive director of the Transition Pathway Initiative Centre (TPI Centre) at the London School of Economics and Political Science. The conversation centers around the TPI Centre's mission as the academic partner of the global investor initiative, highlighting the TPI tools, which provide independent, authoritative research and open-access data on corporate, bank, and sovereign entities’ progress in transitioning to a low-carbon economy. Carmen explains how investors can leverage these tools to assess sustainability efforts and make informed decisions in their investment strategies. Join us for insights into the vital role of data in driving sustainable investment practices.

Dec 10

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33 min
NOV 1

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.

Nov 1

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26 min
OCT 1

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.

Oct 1

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30 min
10/15/2021

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"

10/15/2021

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7 min
01/19/2022

Ep 1 - Sibil Sebastian Patri, CFA

In our premier episode, Sibil Patri, CFA, shares how her strict upbringing and determination helped give her the confidence she needed to tackle the Level I CFA® exam. Learn how her journey took her from working behind the cash register at her father’s convenience store to being one of the youngest VPs at American Century Investments and a leader in championing diversity, equity, and inclusion. Sibil Sebastian Patri, CFA, is vice president, strategy and corporate development for American Century Investments. In this role, she partners with senior leaders across the organization to identify and assess strategic growth opportunities for the firm. In addition, Sibil oversees UCITS and international strategy and chairs the firm’s ESG strategy committee. She is a member of American Century’s Diversity, Equity, and Inclusion Committee, and is the global co-lead of Accelerate, American Century’s business resource group focused on advancing women. Prior to this role, Sibil led product strategy for American Century’s global and non-US equity offerings. Previously, Sibil held product management and marketing roles at Jennison Associates, OppenheimerFunds, and BlackRock. Sibil holds a bachelor’s degree in finance from Pace University’s Lubin School of Business and master of science in finance from Baruch College’s Zicklin School of Business. Click here to see pictures of Sibil's journey to becoming a CFA charterholder. Follow Sibil on LinkedIn Have a compelling story about your journey to earning the charter? We want to hear from you! Contact us at podcast@cfainstitute.org so we can explore telling your story on a future podcast episode.

01/19/2022

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18 min
05/08/2023

S2 Ep6: Mark Temnikov, CFA

Discover the fascinating journey of Mark Temnikov, CFA, who transitioned from an aspiring surgeon to a passionate finance professional, as he shares his experience with the CFA Institute Research Challenge. Learn how Mark honed his skills in data analysis and problem-solving, key elements in both medicine and finance, and his inspiring story of pursuing the CFA Program. Not only did the CFA Program help Mark land an internship in Hong Kong, but it also allowed him to apply his university studies to real-world situations. He shares his enchanting story of discovering his CFA Level III results in the same country and hotel where he first learned about the program a decade ago. Mark also talks about his ongoing involvement with the CFA Institute Research Challenge, CFA Society Switzerland, and his pursuit of a Certificate in ESG Investing. Don't miss the inspiring story of a journey from medicine to finance and everything in between! (0:00:04) - CFA Institute Research Challenge Experience (13 Minutes) Lauren McAdams chats with Mark about his journey from wanting to become a doctor to ultimately finding his passion in finance. He discovered a passion for data analysis and problem solving, which is a key element of both medicine and finance. They discuss how Mark heard about the CFA Institute Research Challenge and decided to become involved. After preparing for 12 months, Mark went headfirst into the challenge, eventually landing him in the global final. Mark also talks about the experience of preparing for each round and how it has helped him in his career in investment management. (0:12:39) - From CFA Internship to Charterholder (6 Minutes) Mark shares his journey from wanting to become a doctor to a career in finance. He was inspired to pursue the CFA Program in order to land an internship in Hong Kong and how the program was beneficial in helping him to apply his university studies in the real world. Mark recounts his magical story of finding out his CFA level III results in the same country and hotel that he learned about the program ten years prior. He also talks about his ongoing involvement with the CFA Institute Research Challenge and CFA Society Switzerland and how he is now pursuing the CFA Institute Certificate in ESG Investing.

05/08/2023

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19 min
SEP 1

Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

Join as Jordan Doyle and Genevieve Hayman discuss their recent report, "Smart Beta, Direct Indexing, and Index-Based Investment Strategies." The conversation explores the historical context and substantial growth of index investing, highlighting the expansion of index ETFs, mutual funds, and smart beta ETFs. Genevieve and Jordan provide insights into how these strategies should be understood and integrated within client portfolios. Tune in to gain a deeper understanding of the dynamic world of index-based investment strategies.

Sep 1

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28 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.

Website

CFA Institute

Top Shows

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

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems

Carmen Nuzzo: Insights from the Transition Pathway Initiative Centre

Clare Flynn Levy: Measuring Decision-Making Skill in Investing

Stephanie Baker: Punishing Putin

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

Ep 1 - Sibil Sebastian Patri, CFA

S2 Ep6: Mark Temnikov, CFA

Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

About

CFA Institute

Top Shows

Top Episodes

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

Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems

Carmen Nuzzo: Insights from the Transition Pathway Initiative Centre

Clare Flynn Levy: Measuring Decision-Making Skill in Investing

Stephanie Baker: Punishing Putin

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

Ep 1 - Sibil Sebastian Patri, CFA

S2 Ep6: Mark Temnikov, CFA

Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies

About