Sofia Gertsberg: Private Equity Valuations, Benchmarks, and the Truth About Returns
Is private equity really outperforming public markets, or are flawed benchmarks, infrequent valuations, and unrealized gains creating an ill...
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Guiding Assets
Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding A...
Episodes
20 of 567 episodes
Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks?
Private credit has grown into a $3.5 trillion asset class, promising higher yields, lower volatility, and greater liquidity. But are investo...
Mark J. Higgins: Are Speculative Supply Chains Fueling Private Credit?
Why do financial bubbles keep happening when investors know the warning signs? Mark Higgins argues that speculation may be driven less by ir...
Eddie Perkin, CFA: How to Outthink Investment Biases
Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to expl...
Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet?
As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when...
Genevieve Hayman and Ryan Munson: What Makes Young Investors Different, and What Do Wealth Managers Need to Know?
Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Ins...
Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?
If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, e...
Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, foun...
Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks
What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can In...
Ben Carlson, CFA: Risk, Reward, and the Real Price of Long-Term Investing
In this episode of Enterprising Investor , Ben Carlson, CFA, director of institutional asset management at Ritholtz Wealth Management, co-ho...
Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy
Joachim Klement joins Mike Wallberg, CFA, to break down the investment implications of today's geopolitical environment. From energy market...
Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds
What is really happening beneath the surface of private markets? In this episode of the Enterprising Investor, host Mike Wallberg, CFA, spea...
Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joi...
Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
Is it time to move beyond the 4% rule? Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "...
Roger Urwin: What a Total Portfolio Approach Looks Like in Practice
What does a total portfolio approach look like inside an investment organization? Roger Urwin, Global Head of Investment Content at Willis T...
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...
Ashley Herd: Why Better Managers Drive Better Business Results
Great management isn't a "soft skill" — it's a measurable performance lever. Ashley Herd, founder and CEO of Manager Method and author of Th...
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...
Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management
In this extended deep dive, guest host Raymond Pang, Senior Researcher at CFA Institute, speaks with Greg Fisher, CFA, about how complexity...
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...