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.

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Podcasts:

 Family Offices: Trends and Success Factors | File Type: audio/mpeg | Duration: 00:08:23

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

 Identifying Accounting Shenanigans | File Type: audio/mpeg | Duration: 00:13:47

Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility.

 Estimating Market Volatility with Sentiment Data | File Type: audio/mpeg | Duration: 00:08:28

Dan diBartelomeo discusses how to estimate market sentiment and how to incorporate it into portfolio management and use it to estimate volatility.

 Geopolitics and Investing | File Type: audio/mpeg | Duration: 00:11:10

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

 Analyzing Hedge Funds | File Type: audio/mpeg | Duration: 00:08:45

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

 Applying Financial Engineering to Wealth Management | File Type: audio/mpeg | Duration: 00:07:45

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

 Benjamin Graham: Building a Profession | File Type: audio/mpeg | Duration: 00:14:19

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

 Give Us (Earnings) Guidance | File Type: audio/mpeg | Duration: 00:07:58

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

 Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes | File Type: audio/mpeg | Duration: 00:10:53

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

 Issues in Risk Management | File Type: audio/mpeg | Duration: 00:09:48

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

 Emerging Markets and International Capital Flows | File Type: audio/mpeg | Duration: 00:11:09

Tarun Ramadorai discusses the difference between current credit crisis and Asian financial crisis as regarding emerging economies.

 Insights on Human Behavior and Markets | File Type: audio/mpeg | Duration: 00:11:48

Dan Ariely discusses Behavioral Economics vs. Rational Economics and the future directions of economic research.

 Private Equity after the Credit Crisis | File Type: audio/mpeg | Duration: 00:07:19

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.

 Exchange-Traded Funds: What Investors Need to Know | File Type: audio/mpeg | Duration: 00:07:19

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

 Strategic Wealth Management in Asia and Europe | File Type: audio/mpeg | Duration: 00:15:20

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

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