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6월 3일

11월 15일

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.

11월 15일

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29분
6일 전

Monika Freyman, CFA: Practical Advice on Investing for Net Zero

Host Deborah Kidd, CFA talks with Monika Freyman, CFA, Vice President of Sustainable Investing at Addenda Capital, about the challenges asset owners and asset managers face when aiming to protect portfolios from the financial impacts of climate change. Monika shares practical advice on developing a comprehensive investment policy, measuring and managing the complexities of climate risk, and balancing climate goals with fiduciary duty. She emphasizes the importance of adhering to fiduciary duty fundamentals by ensuring that investment practices remain sound when integrating climate considerations.

6일 전

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35분
11월 1일

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.

11월 1일

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26분
9월 1일

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.

9월 1일

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28분
9월 16일

Drew Estes, CFA: Investing through an Evolutionary Lens

Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies. He shares his disillusionment with traditional economic theories, particularly equilibrium theory, and advocates for a broader understanding of economics by incorporating biological concepts. Drew explains how both economists and biologists study the same phenomenon—evolution—and highlights the importance of replication, heritable traits, and variability in commerce. Listen now to discover how evolutionary theory can lead to smarter investment decisions.

9월 16일

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25분
10월 15일

Stephen Foerster, CFA: Trailblazers, Heroes, and Crooks

Stephen Foerster, CFA, discusses his new book, "Trailblazers Heroes and Crooks: Stories to Make You a Smarter Investor." In the book, Professor Foerster shares intriguing stories that illustrate valuable lessons for investors, drawing from diverse topics such as professional sports, fraud cases, and even wildlife encounters. The conversation kicks off with a fascinating tale involving Warren Buffett's early investment in the 1960s, featuring the notorious figure Tino DeAngelis and an anonymous tipster known as The Voice. Dr. Foerster emphasizes the importance of learning from history beyond just financial metrics, encouraging investors to consider the broader context of their decisions. Tune in for a rich discussion about the lessons that can be gleaned from both triumphs and missteps in the investment world.

10월 15일

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26분
10월 1일

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.

10월 1일

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30분
2021. 10. 15.

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"

2021. 10. 15.

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7분
10월 7일

Dean Hand: Measuring Success in Impact Investing

Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace. Dean shares insights on the GIIN's role in promoting impact investing and its commitment to developing effective practices that address global challenges. The episode highlights the importance of investing with the intention to generate positive and measurable social and environmental outcomes. Tune in to gain insights into the role of impact investing in addressing the world's pressing challenges.

10월 7일

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32분
2023. 05. 08.

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.

2023. 05. 08.

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19분

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