Enterprising Investor

In episode #064, Laird Pendleton discusses recent trends and changes in multi- and single-family offices and regional differences between the two models.

In episode #063, Howard Schilit reviews a few cases of accounting fraud and discusses techniques on how to identify accounting irregularities.

In episode #057, Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility.

In episode #056, Ian Bremmer discusses the geopolitics of the BRIC nations, the Greek debt crisis, and the dramatic global political change over the last 18 months.

In episode #058, Ted Seides, CFA, discusses hedge funds, due diligence, and quantitative/qualitative issues with hedge fund selection.

In episode #055, Zvi Bodie discusses a new starting point for evaluating client needs and approaching wealth management as an exercise in risk management.

In episode #054, Rodney Sullivan, CFA, discusses with Jason Zweig a new collection of articles written by Ben Graham.

In episode #052, Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates.

In episode #053, Vahan Janjigian, CFA, discusses why efforts to curb earnings guidance are misguided and how best to provide guidance.

In episode #051, Richard Bookstaber discusses risk management issues such as liquidity risk, fat tails, and challenges with correlation.

In episode #046, Tarun Ramadorai discusses the difference between current credit crisis and Asian financial crisis as regarding emerging economies.

In episode #050, Dan Ariely discusses Behavioral Economics vs. Rational Economics and the future directions of economic research.

In episode #042, Tim Jenkinson discusses the drying up of bank financing, difficulty in exiting investments, and the shift in balance of power within the private equity asset class.

In episode #049, Mark Armbruster, CFA, discusses what makes ETFs different from mutual funds and the advantages and disadvantages of ETFs.

In episode #047, Stuart Lucas, CFA, discusses the wealth strategist and strategic wealth management principles applicable in the European and Asian contexts.

In episode #048, Noël Amenc discusses current private wealth management practices and how they can take into account a client's specific concerns regarding risk management, spending objectives, and time horizon.

In episode #045,François Lhabitant discusses if it is possible to prevent another Madoff-like scandal by means of better due diligence.

In episode #041,Felix Goltz discusses why cap-weighted equity benchmarks are not risk–return efficient portfolios and alternatives to current cap-weighted equity benchmarks.

In episode #040, Harold Evensky discusses how behavioral biases affect individual decision making and techniques for illustrating these behavior patterns to clients.

In episode #039, Randy Appleyard discusses the landscape of non-agency MBS after the financial crisis and how mortgage finance will evolve in the future.

In episode #038, Bernd Scherer discusses sovereign wealth funds (SWF) sourced by oil revenue and the impact uncertainty of oil reserves has on asset allocation by SWFs.

In episode #037, Cary Krosinsky discusses companies that embody sustainability and speaks about the future of sustainability and investing.

In episode #036, Stuart Lucas, CFA, discusses inter-generational dynasty planning and entrepreneurial stewardship.

In episode #035, Paul Travers discusses leveraged loans and the bank loan asset class.

In episode #034, Theodore R. Aronson, CFA, discusses issues with regulation, trade management in different asset classes, and how trading has become more sophisticated.

In episode #033, Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.

In episode #032, Jamie Perrett explains what a tax-adjusted index is and how the Australian experience influenced and motivated the design of after-tax indices.

In episode #031, Jie Gan evaluates China's role in the global economy.

In episode #030, Philip Gocke discusses growth in US and non-US derivatives markets, the impact of the crisis on derivatives use, regulation changes, and the future of derivatives use.

In episode #029, Jason Zweig discusses how investor goals should be pursued instead of focusing on risk tolerance and practical applications of behavioral finance.

In episode #028, Robert Gordon discusses the changes to U.S. estate tax law, challenges with formula based wills, and the intricacies of deductibility of interest.

In episode #026, Robert Haugen discusses the changes fundamental factors that drive stock price performance, components of equity risk, and equity market inefficiency.

In episode #025, Lionel Martellini discusses the changes have taken place in investment management approaches and how asset allocation and risk management related to each other.

In episode #024, Steven M. Galbraith discusses the following: Equity values in the current economic environment -- Elevated money market balances -- Market strategies for 2010.

In episode #023, Bob K. Behal, CFA, and David Van Ommeren discuss the following: Dislocation in asset-backed securities markets during the financial crisis -- ABS markets that are working on their own -- ABS markets supported by the government -- Commercial mortgage market outlook and risks.

In episode #022, Kenneth E. Volpert, CFA, discusses the following: TIPs mechanics -- Strategies used by active managers with TIPs -- Where are real rates versus history -- Inflation and TIPs performance outlook.

In episode #021, George Hoguet, CFA, discusses the following: Historical development of sovereign wealth funds -- Role of sovereign wealth funds during the financial crisis -- Importance of sovereign wealth funds as investors -- Concerns over active ownership of foreign companies by sovereign wealth funds.

In episode #020, Richard T. de Belder discusses the following: What are Sukuk? -- Are Sukuk similar to asset backed securities? -- What are some of the current Sheriah issues facing Sukuk?

In episode #018, Erik B. Granade, CFA, discusses the following: Global Equity valuation, how the credit crisis has affected global markets, and risks associated with Global Equity investing.

In episode #018, Nick Robins discusses the following: What is sustainable investing and how is it different from ethical or socially responsible investing? -- What asset classes are covered by sustainable investing? -- What are some of the challenges and opportunities facing sustainable investing?

In episode #017, David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: Limitations of diversification and risk management strategies -- Tax efficient portfolio management and the importance of tax management -- Standard and new tax management strategies.

In episode #016, Shaykh Yusuf Talal DeLorenzo discusses the screening process used by Islamic (Shari'a compliant) equity indexes and funds. In addition, Mr. DeLorenzo describes how a company deemed Shari'a compliant can become non-compliant and why investors not seeking Shari'a compliance could be interested in Shari'a compliant investments.

In episode #015, Joel M. Stern explains the origins and applications of EVA. In addition, Mr. Stern describes the current market conditions, the collapse of the comparative advantage period, and alternative sources of equity funding for public companies.

In episode #014, Usman Hayat, CFA, discusses the fundamentals of Islamic finance and its implications for institutional and private investors.

In episode #013, Thomas R. Keene discusses Federal Reserve policy, economic uncertainty, and the changing risk appetite of the market.

In episode #012, Adam Litke discusses the problem of counterparty risk in credit derivatives and provides possible solutions including a clearing house for derivatives trades.

In episode #011, Matt Orsagh, CFA, CIPM, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled "Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors".

In episode #010, Ludovic Phalippou discusses the problems with internal rates of return as the performance metric of choice in the world of private equity.

In episode #009, Shishir M. Udani, CFA, discusses hedge fund demand for equity tranches in CDOs. Please visit http://www.cfawebcasts.org/ for more info.

In episode #008, Jim Allen, CFA, discusses the report recently released by the CFA Institute Centre for Financial Market Integrity entitled The Compensation of Senior Executives at Listed Companies: A Manual for Investors. Please visit http://www.cfawebcasts.org/ for more info.