CFA Institute Take 15 Podcast Series (Audio only version) show

CFA Institute Take 15 Podcast Series (Audio only version)

Summary: CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst (CFA) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Join Now to Subscribe to this Podcast

Podcasts:

 Lessons from Japan's Balance Sheet Recession | File Type: audio/mpeg | Duration: 00:08:53

Richard Koo discusses effects on Japan's economic growth and policy responses from the real estate bubble that burst in Japan 20 years ago.

 Developments and Opportunities in the Emerging Markets Fund Management Industry | File Type: audio/mpeg | Duration: 00:12:31

Aaron Low, CFA, describes development in the industry in these emerging markets, including the evolution of different business models and prospects for hedge funds.

 Applying Capital Management Concepts in Managing Wealth | File Type: audio/mpeg | Duration: 00:09:15

Michael Syn discusses the basic concepts of capital management and why it is important in wealth management. He offers a fresh perspective on asset allocation as it relates to mean reversion, market timing, bet sizing and leverage.

  Risk Management in Fund of Funds Portfolios | File Type: audio/mpeg | Duration: 00:12:43

Peter D.A. Stein, CFA, discusses the fallout from the endowment model investment approach of heavily relying on illiquid alternative investments.

 Faith-Consistent Investing | File Type: audio/mpeg | Duration: 00:13:06

Séamus P. Finn shares his views on faith consistent investing in the Christian tradition.

 U.S. Residential Real Estate Markets and Financing | File Type: audio/mpeg | Duration: 00:09:28

Michael Lustig discusses the state of the U.S. residential real estate market and the future of residential mortgage securitization finance including the role of Fannie Mae and Freddie Mac.

 Low Volatility Equity Portfolios | File Type: audio/mpeg | Duration: 00:09:28

Roger Clarke discusses his research into the returns of low volatility vs. high volatility portfolios.

 Rethinking Risk and Diversification | File Type: audio/mpeg | Duration: 00:11:52

Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model.

 Investing in Farmland | File Type: audio/mpeg | Duration: 00:11:27

Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.

 After-Tax Mutual Fund Reporting | File Type: audio/mpeg | Duration: 00:08:49

Doug S. Rogers, CFA, discusses the history of after-tax mutual fund reporting, and the basics of pre- and post-liquidation reporting, and how to use after-tax reporting in making investment decisions.

 Sensible Decumulation Strategies | File Type: audio/mpeg | Duration: 00:10:56

Robert N. Gordon discusses retirement withdrawal strategies and tax considerations, as well as other questions that remain unanswered.

 The Role of Frontier Equity Markets in Portfolio Management | File Type: audio/mpeg | Duration: 00:08:33

Cliff Quisenberry, CFA, discusses the risk and return characteristics of frontier equity markets and their role in a diversified portfolio.

 Volatility and Tax-Aware Investment Management | File Type: audio/mpeg | Duration: 00:09:26

Paul Bouchey, CFA, discusses the effect of volatility on long-term capital accumulation and the implications for active tax-management and tax-aware passive portfolio management.

 How to Deal with Irate Clients | File Type: audio/mpeg | Duration: 00:06:49

Richard L. Peterson provides a medical and emotional description of irate clients and discusses techniques for dealing with them and how advisors should frame solutions.

 Information Exchange in Global Private Banking | File Type: audio/mpeg | Duration: 00:10:13

Philip Marcovici discusses the implications of increased cross-border information exchanges, the forces driving bank secrecy, and how to regularize a client's tax situation.

Comments

Login or signup comment.