CFA Institute Audio Podcasts

Geopolitical Risks and Investment Opportunities: The Emergence of an Archipelago World

CFA Institute — Tue, 3 Jan 2012 08:00:00 EST

Nader Mousavizadeh explains how a fragmentation of power, capital, and ideas are changing global politics and economics.

Financial Services: What Is the Value Added by the Investment Profession?

CFA Institute — Tue, 25 Oct 2011 08:00:00 EST

Some research has been critical of the value added by financial advisors. This moderated panel will discuss the fees charged versus the services provided by managers, trust in the industry, as well as the increasingly important role of regulation and technology.

Career Conversations: Informational Interviewing

CFA Institute — Thu, 22 Sept 2011 08:00:00 EST

Patty Buchek shares dos, don'ts and other insights into using informational interviewing as a job search and career management strategy.

Career Conversations: Internal Job Change Strategies

CFA Institute — Thu, 22 Sept 2011 08:00:00 EST

Ashley Bowes Johnson discusses strategies for initiating and conducting a job search within your current organization.

How Long Can China Grow? Government Policies and Implications for the Investment Industry

CFA Institute — Wed, 21 Sept 2011 08:00:00 EST

Michael Pettis discusses the strengths and vulnerabilities of China's current investment model, including the effectiveness of reserve ratios on curbing inflation, the dangers of domestic imbalances resulting from an investment driven growth model, and the implications surrounding Renminbi's convertibility and the possibility of becoming a major reserve currency.

Think Twice: Harnessing the Power of Counterintuition

CFA Institute — Tue, 6 Sept 2011 08:00:00 EST

Michael J. Mauboussin discusses how to prevent cognitive errors in the decision-making process.

Asset Price Bubbles

CFA Institute — Wed, 31 Aug 2011 08:00:00 EST

Werner DeBondt discusses the elements of bubble psychology and behavioral asset pricing, focusing on euphoria and hysteria bubbles in international equity markets.

The Long-Run Effects of Higher Oil Prices

CFA Institute — Mon, 23 Aug 2011 08:00:00 EST

Peter Tertzakian presents an analysis of the economics of energy going forward.

Estimating Portfolio Return Expectations

CFA Institute — Mon, 22 Aug 2011 08:00:00 EST

Panelists discuss the outlook for various asset classes.

Rethinking Public Pension Plan Design

CFA Institute — Wed, 17 Aug 2011 08:00:00 EST

William B. 'Flick' Fornia discusses the current state of public pension plans across the United States and assesses how the pension crisis developed.

Adding Value through Values: The Evolution of Sustainable and Responsible Investing (SRI)

CFA Institute — Tue, 2 Aug 2011 08:00:00 EST

Julie McDowell discusses sustainable and responsible investing (SRI) and how it fits into investment strategies, differences in style and execution of SRI strategies in Europe and North America, and future trends in SRI.

Rethinking Fixed-Income Strategies in a World of "Unusual Uncertainty"

CFA Institute — Mon, 1 Aug 2011 08:00:00 EST

Jeffrey E. Gundlach discusses investment challenges in the current U.S. economic climate and how to find value through asset allocation in outperforming sectors. He also addresses how much diversification is needed across countries, currencies, and sectors.

Sovereign Default Risk and Its Effects on Global Investing

CFA Institute — Mon, 1 Aug 2011 08:00:00 EST

Ed Devlin assesses sovereign default and currency risk in developed economies relative to emerging markets. He also examines how different governments address defaults and settle creditor claims and how public policy decisions in the Eurozone, United States, and China affect the Canadian economy.

Underachievers and Overheaters: Tracking Inflation Risks for Global Bonds

CFA Institute — Mon, 25 July 2011 08:00:00 EST

David W. Rolley, CFA, reviews the changing opportunity set in fixed income and the evolution of emerging market debt. He discusses tectonic changes in the world’s currency regimes, including searching for alternatives to the Euro and the U.S. dollar, and challenges to performance arising from fundamentals and technicals in some emerging debt markets.

China, Commodities, and Currencies: A Global Investor’s View of the World

CFA Institute — Mon, 18 July 2011 08:00:00 EST

Jim Rogers discusses China’s future in terms of long-term competitiveness and short-term valuation risks, explores the prospects for gold, silver, and other commodities, and evaluates global currency trends and the future of U.S. dollar as the world’s reserve currency.

Derivatives Regulation: What’s Next?

CFA Institute — Mon, 18 July 2011 08:00:00 EST

One year after the passage of the Dodd–Frank financial overhaul that ordered a crackdown on the $600 trillion derivatives market, regulators have not been able to meet the deadline for translating legislation into specifics. Investors, the banking industry, special interest groups, and members of Congress have been vocal about changes to the derivatives rules, which prompted the CFTC to propose delaying some of the rules until as late as the end of 2011. The participants on this call discuss some of the lingering questions about what’s next for derivatives regulation.

Limited Purpose Banking: Can It Fix the Financial System?

CFA Institute — Fri, 8 July 2011 08:00:00 EST

Professor Laurence Kotlikoff explains limited purpose banking and why he believes it can reform the financial system such that there will not be a repeat of the ongoing financial crisis.

Gold as an Asset Class

CFA Institute — Fri, 8 July 2011 08:00:00 EST

Marcus Grubb discusses the role of gold in the commodity super cycle and how the supply and demand will unfold in 2011 and beyond. He examines what likely macro scenarios and risks are relevant to asset management and how gold adds value to a portfolio. He also discusses how changes in financial and regulatory architecture change the role of gold.

Fault Lines: How Hidden Fractures Still Threaten the World Economy

CFA Institute — Tue, 21 June 2011 08:00:00 EST

Raghuram Rajan, author of Fault Lines, provides an analysis of long-term U.S. policies that led to the creation of a large sub-prime market. The credit crisis resulted from more than just greedy bankers and poor regulation, and Rajan outlines some of the hard policy choices necessary to address the real issues.

Career Conversations: Formulas for a Successful Résumé

CFA Institute — Tue, 14 June 2011 08:00:00 EST

Jared Redick, executive résumé writer for the Résumé Studio, shares insights, tips, and formulas for crafting powerful résumés .

The Bankers Who Broke the World

CFA Institute — Tue, 14 June 2011 08:00:00 EST

Liaquat Ahamed offers insights from the Great Depression about the forces that cause global financial crises and what history can or cannot tell us about the right medicine for a sick economy.

Challenging Industry Norms: What Do Financial Reports Really Report?

CFA Institute — Tue, 14 June 2011 08:00:00 EST

This Challenging Industry Norms panel addresses the current state of global financial reporting, including whether investors are getting honest information and what can be done to reduce the complexity of financial statements.

Career Conversations: Personal Branding

CFA Institute — Mon, 13 June 2011 08:00:00 EST

Simon Vetter shares some insights from his book STAND OUT! Branding Strategies for Business Professionals. He discusses some of the important basic principles of personal branding as a career management activity.

Career Conversations: Insights from a Headhunter

CFA Institute — Mon, 06 June 2011 08:00:00 EST

Sam Levine, CFA, a U.S.-based executive recruiter, offers candid insights into how recruiters view designations, how they find prospects, and how they help professionals find jobs. He also offers important advice for how to decide whether or not to work with a particular recruiter.

Bonfire of the Currencies

CFA Institute — Fri, 03 June 2011 08:00:00 EST

James Grant argues for the introduction of a new gold standard in light of the costs of maintaining a paper dollar standard. Monetary policy in the United States and elsewhere has undermined confidence in paper currencies and disrupted price mechanisms. He also explores speculation, inflation, and other intended and unintended consequences ahead.

Career Conversations: Persuasion

CFA Institute — Fri, 03 June 2011 08:00:00 EST

Sales and communications coach, Paul Donehue discusses the unique communication skill of persuasion.

Is the Endowment Model Shifting?

CFA Institute — Mon, 09 May 2011 08:00:00 EST

Changes to the endowment model and related risk management practices since the financial crisis are the focus of this panel discussion.

Portfolio Management and Geopolitical Risk

CFA Institute — Wed, 27 Apr 2011 08:00:00 EST

James G. Rickards discusses the principal geopolitical risks affecting investors today and how to integrate these risks with traditional investment risk management.

Opportunities and Challenges for Islamic Finance

CFA Institute — Fri, 15 Apr 2011 10:01:00 EST

Volker Nienhaus shares what he sees as the most significant opportunities and challenges facing Islamic finance after the financial crisis.

How to Predict the Winners and Losers of the Coming Currency War?

CFA Institute — Tue, 12 Apr 2011 10:01:00 EST

Avinash D. Persaud discusses what drives currency value and changes in exchange rates.

Global Politics: Emerging Trends and Risks

CFA Institute — Thu, 7 Apr 2011 10:01:00 EST

Kevin Kajiwara discusses geopolitical trends, including current events in the Middle East.

The Economic Picture: Europe's Mess, Deficits, Deflation, and Inflation

CFA Institute — Wed, 6 Apr 2011 10:01:00 EST

William Poole discusses the European debt problem, the future of the monetary union, and the implications for the global economy as well as the potential ramifications of quantitative easing and other policy options available to central bankers.

Leadership Skills of Tomorrow: What They Are and How You Will Need to Adapt

CFA Institute — Mon, 16 Mar 2011 10:01:00 EST

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

Presenting Yourself as a Leader

CFA Institute — Mon, 16 Mar 2011 10:01:00 EST

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

Identifying the Leadership and Soft Skills Required to Succeed within the Financial Services Industry Today

CFA Institute — Mon, 10 Mar 2011 10:01:00 EST

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

Discounting and Ecological Sustainability: Is There a Conflict?

CFA Institute — Mon, 7 Mar 2011 10:01:00 EST

Tarek El Diwany shares his views on why there is a conflict between discounting and ecological sustainability and how this conflict is can be addressed via equity financing, as opposed to debt financing.

Career Conversations: Assessment Tools

CFA Institute — Tue, 1 Mar 2011 10:01:00 EST

Kassie Steegman, CFA, explains the role self-assessment plays in career management, communications, and leadership development.

Career Conversations: The CFA Institute Career Centre

CFA Institute — Tue, 1 Mar 2011 10:00:00 EST

Jeff Evans, CFA, looks at some of the resources and tools available in the Career Centre.

Investing in Turbulent Times

CFA Institute — Fri, 25 Feb 2011 10:00:00 EST

Javier Estrada examines historical equity returns, both in absolute terms and relative to bonds.

Corporate Governance Issues in Islamic Collective Investment Schemes

CFA Institute — Fri, 25 Feb 2011 10:00:00 EST

Professor Simon Archer shares his insights on corporate governance issues in Islamic Collective Investment Schemes.

Career Conversations: What To Do Next When You've Been Laid Off

CFA Institute — Fri, 17 Feb 2011 10:00:00 EST

Bill McGinnis, CFA, gives career management and job search suggestions for investment professionals, including a step-by-step action plan for transitioning into the job search after being laid off.

Career Conversations: Switching between the Sell Side and the Buy Side

CFA Institute — Fri, 11 Feb 2011 10:00:00 EST

Roy L. Cohen addresses some of the particular challenges for financial professionals attempting to switch between the sell side and the buy side.

Conversation with a Veteran Value Investor

CFA Institute — Tue, 08 Feb 2011 10:00:00 EST

Charles T. Akre, Jr., and Fred H. Speece, Jr., CFA, discuss reliable valuation approaches and explain how to determine quality of earning and avoid value traps in today's market.

Career Conversations: Getting the Recruiter Perspective

CFA Institute — Fri, 04 Feb 2011 10:00:00 EST

Deon Brenner, CFA, examines the recruiter's role and provides insights into working with recruiters. Deon shares a recruiter's perspective on career management and personal branding.

Presentation Techniques for a Challenging Presentation Environment

CFA Institute — Mon, 24 Jan 2011 10:00:00 EST

Dave Underhill addresses the specific challenges of presenting controversial or unpopular positions and presenting them via virtual platforms.

Fundamentals versus Momentum

CFA Institute — Thu, 20 Jan 2011 10:00:00 EST

Fred Speece, Jr., CFA, explores the underlying motivations of investors' "herding" instincts, as well as the rewards offered to investors focused on fundamentals, particularly valuation.

The Business of Wealth Management

CFA Institute — Wed, 5 Jan 2011 10:00:00 EST

Douglas Wurth discusses the challenges facing private bankers, the skills they need to effectively serve clients, and how they should handle conflicts of interest.

The ABCs (and Ds) of the Search for Value

CFA Institute — Thu, 30 Dec 2010 10:00:00 EST

Donald Coxe discusses endogenous and economic risks and presents his ABCs of equity investing today: aurum (gold), bonds, and commodities.

Corporate Governance Issues in Takaful

CFA Institute — Wed, 29 Dec 2010 10:00:00 EST

Simon Archer shares his insights on the corporate governance issues involved in Takaful.

Geopolitical Uncertainty and Market Volatility

CFA Institute — Mon, 20 Dec 2010 10:00:00 EST

Willis Sparks emphasizes the rising importance of emerging markets, discussing in particular energy resources and the politics of the transition from the G-7 to the G-20.

Portfolio Investing and Political Risk in Emerging Markets

CFA Institute — Thu, 16 Dec 2010 10:00:00 EST

Alison Adams identifies tradable versus nontradable political risks and explains how investors can use political risk to maximize returns.

Capital Controls and Capital Flows in Emerging Markets

CFA Institute — Wed, 08 Dec 2010 10:00:00 EST

Kristin Forbes presents a brief history of emerging market financial policy and its effect on current capital flow thinking.

The Next Financial Meltdown

CFA Institute — Fri, 05 Nov 2010 10:00:00 EST

In this podcast, Simon Johnson cautions that global repercussions from the recent financial crisis remain to be felt and that "too big to save" is an even bigger threat than "too big to fail."

Trends in Faith-Consistent Investing

CFA Institute — Wed, 27 Oct 2010 10:00:00 EST

Séamus P. Finn explains the evolution of faith-consistent investing in the Christian tradition.

Ethics and Integrity in the Investment Profession: Where It Stands and What Is Needed

CFA Institute — Fri, 15 Oct 2010 10:00:00 EST

A panel of leading thinkers from the investment management profession engaged in an open and creative dialogue on the topic of ethics and integrity in the investment profession.

Why the Credit Crunch Is Good for Emerging Markets

CFA Institute — Wed, 29 Sep 2010 10:00:00 EST

Jerome Booth describes in this webcast the investment opportunities in emerging markets and why investors should broaden their view of investments to include the higher growth countries in their portfolios.

The Case for Investing in Farmland

CFA Institute — Thu, 23 Sep 2010 10:00:00 EST

Terry Kastens and Shonda Warner explain, in this podcast, how farmland real estate investments differ from commercial or residential real estate investments.

Practical Applications of Behavioral Finance for Institutional Investors

CFA Institute — Wed, 15 Sep 2010 10:00:00 EST

In this podcast, Christopher Blum, CFA, discusses how to incorporate behavioral finance principles into equity investing, and how to use quantitative and qualitative information in decision-making while avoiding common behavioral investment biases.

China: Separating Myth from Reality

CFA Institute — Tue, 24 Aug 2010 10:00:00 EST

In this podcast, Michael Kurtz discusses the structural bear case for Chinese equities, the renminbi and positioning a portfolio for appreciation, as well as the case against regional contagion.

Not a Failure of Capitalism: A Failure of Government

CFA Institute — Tue, 10 Aug 2010 10:00:00 EST

IIn this presentation, Peter Wallison discusses what factors set the stage for the financial crisis.

The Questions that Keep Bond Managers Up at Night

CFA Institute — Thu, 05 Aug 2010 10:00:00 EST

In this podcast, the speakers analyze the growth prospects for economies in developed and developing countries, corporate vs. sovereign risks and opportunities, and the role of currencies in fixed-income portfolios.

The Future of Securitization

CFA Institute — Tue, 03 Aug 2010 10:00:00 EST

In this podcast, the panelists discuss what investors can expect in the new issue and secondary markets, if the viability of securitization can be restored, and what conditions must exist to make securitization without government support feasible.

Move Your Assets!

CFA Institute — Wed, 21 Jul 2010 10:00:00 EST

In this podcast, Jeremy Grantham discusses how a s the share of GDP devoted to financial services has grown, corporate savings, and, therefore, corporate investment have fallen.

Adding Value through Corporate Governance

CFA Institute — Wed, 21 Jul 2010 10:00:00 EST

In this podcast, Robert Monks discusses corporate governance and the role of owners, the government as owner, and the role of reform through presidential decree.

Expert Panel Discussion on the State of the Municipal Bond Market

CFA Institute — Tue, 13 Jul 2010 10:00:00 EST

In this podcast, a panel discusses the characteristics of municipal bonds and their place in investors’ portfolios, effective methods of creating diversification within a municipal bond portfolio, how municipal bonds relate to credit risk, liquidity, and taxation, as well as recent developments in the municipal market.

Global Listed Infrastructure: In a Class of Their Own

CFA Institute — Mon, 14 Jun 2010 10:00:00 EST

In this podcast, Robert Prugue discusses Risk/reward profile and diversification benefits--low correlation with other assets and a hedge against inflation.

Fundamental Analysis in the Middle East and Emerging Africa: Challenges and Opportunities

CFA Institute — Fri, 21 May 2010 10:00:03 EST

In this podcast, David P. Sanders, CFA, discusses equity investment opportunities set in the Middle East and Emerging Africa -- GCC, North Africa, Levant, and Sub-Sahara.

What Investors Really Want

CFA Institute — Fri, 7 May 2010 10:00:03 EST

In this podcast, Meir Statman discusses how investors like 'the game' of investing because it's fun to do. As such, the goal is not always high returns.

Effective Compliance for the (Really) Small Firm

CFA Institute — Fri, 30 Apr 2010 10:00:03 EST

In this podcast, Jeff Groves discusses mitigating loss and regulatory exposure resulting from conflicts of interest, loss of key personnel, and unanticipated interruptions in business.

Investment Management and Retirement Income

CFA Institute — Fri, 30 Apr 2010 10:00:03 EST

In this podcast, Harold R. Evensky discusses accumulation versus decumulation, retirement planning, and the changing environment.

Default Rates and the High-Yield Debt Market

CFA Institute — Wed, 17 Mar 2010 10:00:03 EST

In this podcast, Martin S. Fridson, CFA, discusses where we are in the current default cycle, econometric models, and how the market will deal with 2013/2014 high-yield maturities.

What Fiduciary Duty Means to Your Practice

CFA Institute — Fri, 29 Jan 2010 10:00:03 EST

In this podcast, Blaine Aikin, CFA, discusses the different standards of care, compensation models that are consistent with a fiduciary standard of care, and the internal processes that support the fiduciary standard.

The Future of Wealth Management

CFA Institute — Fri, 29 Jan 2010 10:00:02 EST

In this podcast, Scott D. Welch discusses how the financial crisis has changed wealth management and the critical elements necessary for a successful wealth management business.

The Wages of Social Responsibility

CFA Institute — Fri, 22 Jan 2010 10:00:02 EST

In this podcast, Professor Meir Statman discusses the paper that he coauthored with Dr. Denys Glushkov, “The Wages of Responsibility”.

Globalization

CFA Institute — Thu, 21 Jan 2010 10:00:02 EST

In this podcast, Aswath Damodaran discusses how to account for country-specific risk when valuing equities.

Liquidity

CFA Institute — Thu, 21 Jan 2010 10:00:02 EST

In this podcast, Aswath Damodaran discusses how to think about and factor in company-specific liquidity in valuation estimates.

Rethinking Beta

CFA Institute — Thu, 21 Jan 2010 10:00:02 EST

In this podcast, Aswath Damodaran discusses techniques for calculating company betas to improve valuation techniques.

Calculating Equity Risk Premiums

CFA Institute — Thu, 21 Jan 2010 10:00:02 EST

In this podcast, Aswath Damodaran discusses how to compute an equity risk premium using formulas derived from bond calculations.

Back to Basics: A Stock Picker's Market

CFA Institute — Wed, 30 Dec 2009 10:00:02 EST

In this podcast, Jason DeSena Trennert speaks about how the crisis and ensuring policy responses have changed the environment paradigm for equities and why the time is right for active investment strategies.

Reflections on Selecting Stocks from a Value Maven

CFA Institute — Wed, 30 Dec 2009 10:00:01 EST

In this podcast, Amit B. Wadhwaney discusses defining value investing, sector-specific due diligence factors, and the differences of researching companies across several countries.

The European Economy in the Global Financial Crisis

CFA Institute — Wed, 18 Nov 2009 10:00:01 EST

In this podcast, Martin Wolf gives an overview of the European economy in the global crisis.

Best Practices in Global Estate Planning for High-Net-Worth Clients

CFA Institute — Thu, 12 Nov 2009 10:00:01 EST

In this podcast, Victoria Dalmas discusses the following: Preparing for global trends in tax enforcement and the impact of recent moves by the G-20 and OECD -- Navigating the complexities and opportunities of the international client -- Understanding the holistic needs of wealth owners and how to address them.

Is There Alpha in Sustainable Investments?

CFA Institute — Thu, 12 Nov 2009 10:00:00 EST

In this podcast, Burkhard Varnholt discusses the following: Could the focus on earnings have resulted in overlooking sustainability? -- Coming and accelerating scarcity of water, food, and energy -- Could sustainability risk filter result in superior performance?

Common Behavioral Biases Investors Need to Know About

CFA Institute — Wed, 04 Nov 2009 10:00:00 EST

In this podcast, Alistair J. Byrne, CFA, discusses the following: Behavioral finance vs. traditional finance explained -- Examples of key behavioral biases related to investment -- Practical illustrations of uses of behavioral finance for professional investors.

Where No Man (or Government) Has Gone Before

CFA Institute — Thu, 15 Oct 2009 11:02:00 EST

In this podcast, James Grant discusses the following: The ability of the U.S. Federal Reserve and other central banks to manage massive government intervention, maintain faith in their currencies, and prevent the "inevitable" inflation in the long run -- The new bigger, bolder law of unintended consequences -- Bondholder rights in the new era.

Observations of the Financial Crisis and Market Liquidity

CFA Institute — Thu, 15 Oct 2009 11:01:00 EST

In this podcast, Mark A. Marinella, CFA, discusses the following: What are the lasting implications of the financial crisis on portfolio construction? -- Has liquidity risk altered investment decision-making processes? -- Can the bond market function without the support of government programs?

Perspectives of a Bond Maven

CFA Institute — Thu, 15 Oct 2009 11:00:00 EST

In this podcast, Daniel J. Fuss, CFA, discusses the following: Lessons from the past - what has experience really taught us? -- The importance of trust and the sanctity of the capital structure -- Portfolio construction and opportunities for flexible mandates.

The Importance of Risk and Attribution in the Post-Madoff Era

CFA Institute — Fri, 09 Oct 2009 11:02:00 EST

In this podcast, Dan diBartolomeo discusses the importance of risk and attribution in the post-Madoff era.

GIPS 2010: Preview of the New Standards

CFA Institute — Fri, 09 Oct 2009 11:01:00 EST

In this podcast, Jonathan A. Boersma, CFA, and Karyn D. Vincent, CFA, CIPM, discuss: Treatment of non-fee-paying portfolios -- The move to fair value -- Revisions to the Compliance Statement -- New requirements for composites and benchmark standard deviation -- New risk disclosures -- Moving the after-tax provisions.

Firm Management: Where Does Performance Fit?

CFA Institute — Fri, 09 Oct 2009 11:00:00 EST

In this podcast, Stephen Campisi, CFA, James M. Edmonds, CFA, and Holly H. Miller discuss the following: What is the performance team’s role in the investment process? -- Who should the performance team report to? -- How can the performance team best be positioned to add value?

Islamic Finance: Shari'a Governance

CFA Institute — Fri, 02 Oct 2009 10:00:00 EST

In this podcast, Rodney Wilson discusses Shari'a governance issues related to Islamic Finance.

Value Risk Management, Macro Conditions, and the Current Crisis

CFA Institute — Mon, 28 Sep 2009 12:10:00 EST

In this podcast, Bruce Greenwald discusses the following: Foreign trade policy -- Global currency -- Productivity gains and employment weakness.

The Future of Investment Management

CFA Institute — Wed, 26 Aug 2009 12:18:00 EST

In this podcast, which is a tribute to the late Peter L. Bernstein, Robert D. Arnott discusses the following: The role of finance in the economy and an overview of the history of finance -- The blessings finance has created --The problems finance has created.

Career Management and Job Search Planning

CFA Institute — Thu, 11 Jun 2009 12:18:00 EST

In this podcast, Patty Buchek discusses the following: Learn a concrete, 7-phase action plan for job searching -- Discover a career coach's best practices for avoiding the "black holes" of job search -- Walk away with an actual job search check list -- Renew your confidence, optimism and motivation.

Sovereign Wealth Funds: How Energy Is Contributing to a Global Reallocation of Wealth

CFA Institute — Wed, 10 Jun 2009 10:20:00 EST

In this podcast, Rachel Ziemba discusses the following: Are sovereign wealth funds here to stay, and will their influence necessarily be linked directly to the current price of crude oil? -- What role will sovereign wealth funds that are dependent on oil royalties play in global markets over the long term, and how might they shape the future of the energy industry? -- How are sovereign wealth funds in non-oil-exporting countries also invested in the energy markets?

Unconventional Resources: Canada's Oil Sands

CFA Institute — Wed, 10 Jun 2009 10:19:00 EST

In this podcast, Rick George discusses the following: Opportunities presented by an unconventional petroleum resource basic with oil reserves second only to Saudi Arabia -- Challenges to growth, including cost factors and environmental concerns that are attracting global attention -- Benefits of the oil sands, including fueling the Canadian economy, helping to meet U.S. energy demand, and supporting continental energy security.

The Changing Geopolitics of Energy: Oil, Climate, Security, and Risk in the 21st Century

CFA Institute — Wed, 10 Jun 2009 10:18:00 EST

In this podcast, Amy Myers Jaffe discusses the following: The world's dependence on oil and gas from the Middle East, Russia, Nigeria, Venezuela, and other politically volatile regions -- The relevance of emerging energy resources to energy mega-consumers in a world of increasingly tight supply and significant long-term demand growth -- Global supremacy and carbon politics.

Managing through Chaos: Motivating Your Team during Difficult Times

CFA Institute — Mon, 08 Jun 2009 12:18:00 EST

In this podcast, Jamie Ziegler and Jim Dethmer discuss the following: The importance of perspective -- How to move through fear to curiosity -- How to maximize your energy -- Why more communication and appreciation are key.

Managing Your Career Like You Manage Client Portfolios

CFA Institute — Fri, 05 Jun 2009 08:18:00 EST

In this podcast, Paul Olschwanger discusses the following: Developing the mindset and skills that will allow you to break through to the next level of meaning and long-lasting fulfillment of your career -- Formulating a better understanding of who you are and how your professional needs can be met -- Improving your communication skills, leadership, networking, and how to best work with recruiters.

Central Banking and Monetary Policy in Emerging Market Nations

CFA Institute — Thu, 04 Jun 2009 12:18:00 EST

In this podcast, David F. DeRosa discusses the following: How emerging market central banks differ from the major central banks -- What a central bank can do to prevent speculative bubbles -- Why central banks choose different tools and targets, and the inherent limitations of monetary policy.

The Next Stage in the Life Cycle for Alternative Investments

CFA Institute — Thu, 04 Jun 2009 12:17:00 EST

In this podcast, Robin S. Pellish discusses the following: The evolution of the process of allocating risk capital to alternative strategies -- Risk management changes from both the client and manager perspectives -- Manager selection, due diligence, and paying only for alpha in the next stage of the cycle.

The Evolution of Financial Advisory Services in Today's Market Environment

CFA Institute — Thu, 04 Jun 2009 10:12:00 EST

In this podcast, Maria Elena Lagomasino discusses When the dust settles, what might the financial advisory and wealth management industry look like? -- How has the financial crisis affected client needs, and how might advisers be changing to meet them? -- How can trust be restored and maintained in light of institutional failures, high profile frauds, and other disruptions?

Where Are We and Where Are We Going?

CFA Institute — Fri, 15 May 2009 11:16:00 EST

In this podcast, Marc A. Siegel discusses the following: History of the most contentious current issue in financial reporting -- The controversy regarding the potential for further use of fair value in financial reporting -- Implications for other accounting standards projects that are currently on the agenda both in the United States and abroad.

Assessing Valuation Levels in Times of Market Uncertainty

CFA Institute — Fri, 8 May 2009 11:16:00 EST

In this podcast, Peter Schiff discusses the following: What will be the next stage of the financial crisis, and how should investors prepare -- What global strategies will best position long-term investors.

Asset Allocation in the Presence of Fat Tails

CFA Institute — Thu, 7 May 2009 10:16:00 EST

In this podcast, Derek A. Sasveld, CFA, discusses the following: How investors should adapt their capital market assumptions in today's environment -- The challenges extreme events pose to asset valuation techniques, risk–return trade-offs, and active management -- The appropriateness (and costs) of different forms of “insurance” against fat tail events.

The Municipal Industry in an Era of Illiquidity, Volatility, Ratings Ambiguity, and Market Manipulation

CFA Institute — Thu, 7 May 2009 10:16:00 EST

In this podcast, Thomas G. Doe discusses the following: What impact has the credit crisis had on the primary and secondary markets for municipal bonds? -- What is the impact of credit spreads on municipal bond yields? -- Where are the most promising opportunities for tax-exempt bonds?

Global Systemic Risk: What We've Learned and the Way Forward

CFA Institute — Thu, 7 May 2009 10:16:00 EST

In this podcast, Nouriel Roubini discusses the following: Outlook for the U.S. and global economy -- Should we worry about inflation/deflation? -- Implications for major asset classes.

Solutions for the Pension Crisis

CFA Institute — Thu, 7 May 2009 10:16:00 EST

In this podcast, Ronald J. Ryan, CFA, discusses the following: Developing an appropriate benchmark -- Understanding the relationship between asset allocation and the funded ratio -- Redefining beta and alpha as liability beta and alpha.

Managing Geopolitical Risks in the Portfolio: Focus on Energy, Commodities, and Emerging Markets

CFA Institute — Wed, 6 May 2009 10:16:00 EST

In this podcast, Marvin Zonis discusses the following: Why now, more than ever, political risk analysis is an essential component of the investment decision-making process -- Trends in geopolitical risk and what investors should be watching now.

The Future of Financial Services: Where's the Value?

CFA Institute — Wed, 6 May 2009 10:16:00 EST

In this podcast, Daniel W. Latimore, CFA, discusses the following: The influence of regulation and commoditization -- What clients value and are willing to pay for -- How firms must redesign their organizations to survive and thrive.