Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst

Eddie Perkin, CFA: How to Outthink Investment Biases

Sep 15, 2026

Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter the biases that undermine sound decisions. Drawing on his book, Running Against the Herd, Perkin explains how zero-based portfolio reviews can loosen...

Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet?

Sep 1, 2026

As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfolio managers to actually making and governing investment decisions?
Kevin Max, editor of Enterprising Investor, sits down with Irina Bevza, PhD, CFA,...

Genevieve Hayman and Ryan Munson: What Makes Young Investors Different, and What Do Wealth Managers Need to Know?

Aug 15, 2026

Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences, AI-powered personalization, values-based investing, and...

Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?

Aug 3, 2026

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, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the Department of Finance and Accounting at the Lebanese American...

Kwame Christian: Finding Confidence in Conflict Through Better Negotiation

Jul 1, 2026

Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confidence in Conflict, about the psychology of negotiation, building confidence, and handling disagreement...