Best CFA Institute Podcasts (2025)

1
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 25:38

1d ago25:38

25:38

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs…

1
#245 - Jeff Johnson, Appleton, and Fixed Income Markets 38:45

2d ago38:45

38:45

Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management chann…

1
Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets 21:14

4d ago21:14

21:14

Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sectorBy CFA Society New York

1
#244 - John Finney - Overvue and how it creates client and advisor efficiency 34:06

10d ago34:06

34:06

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the …

1
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now 16:29

11d ago16:29

16:29

Find out how they view tech, autos and more with Marvin Loh of State StreetBy CFA Society New York

1
Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact 55:30

14d ago55:30

55:30

In this episode of the Valley Investors Podcast, Don Opatrny shares his path from Cleveland to Cornell, through Wall Street and eventually to philanthropic leadership in Arizona. Don reflects on a dynamic career at Goldman Sachs that spanned corporate finance, international restructuring, and asset management. Now based in Phoenix, he’s channeling …

1
# 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies 27:18

17d ago27:18

27:18

Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans. With over 25 ye…

1
Dan Boston: Volatility, Valuation, and the International Opportunity Set 32:37

17d ago32:37

32:37

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explor…

1
Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending? 18:31

18d ago18:31

18:31

Cut through the hype on the topic with Federico Barriga-Salazar of Fitch RatingsBy CFA Society New York

1
Joseph Wang: What's Happening to the Long Bond? 21:36

25d ago21:36

21:36

Joseph Wang looks back to see the way forwardBy CFA Society New York

1
Mark Campanale: The Carbon Bubble and Future of Fossil Fuels 35:21

25d ago35:21

35:21

Mark Campanale, founder of the Carbon Tracker Initiative, talks with Paul Moody, Managing Director of Global Partnerships and Client Solutions at CFA Institute, about the growing risks tied to fossil fuel investments. Mark explains the concept of the carbon bubble—the gap between the carbon in global reserves and what the climate can safely absorb—…

1
#242 - Joy Slabaugh; The Financial Conflict Resolution Institute 47:06

1M ago47:06

47:06

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients. She is also a licensed therapist trained in Internal Family Systems with experien…

1
Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications 27:51

1M ago27:51

27:51

Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the under-the-radar signs of a recession to the shifting credit landscape, Danielle unpacks why traditional metrics may be missing the mark—and what investors sh…

1
Matthew Luzzetti: Where is the US Consumer now? 19:54

1M ago19:54

19:54

Matt Luzzetti, Chief US Economist at Deutsche Bank shares his viewsBy CFA Society New York

1
#241 - Keith Garte talks Personal Risk Management and answers advisors questions 44:03

1M ago44:03

44:03

Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick office. Keith helps successful individuals and families by protecting them from unforeseen events that will…

1
Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos? 23:47

1M ago23:47

23:47

Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.By CFA Society New York

1
#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence 30:10

2M ago30:10

30:10

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup …

1
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed? 19:00

2M ago19:00

19:00

Hear from Jennifer Huddleston, a legal expert with experience in the beltway.By CFA Society New York

1
Peter Zeihan: America’s Evolving Geopolitical Landscape 24:01

2M ago24:01

24:01

Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of the US in international trade, the economic impact of demographic shifts, and how America's political landscape is reshaping its strategy on the world stage. Peter unpacks t…

1
Mel Peh, CFA: Guidance for Integrating Nature-Related Risks into Investment Strategies 27:10

2M ago27:10

27:10

In this episode of the Sustainability Story, host Nicole Gehrig, Director of Global Industry Standards at CFA Institute, discusses the importance of integrating nature-related risks into investment strategies with Mel Peh, CFA, an independent consultant for the United Nations Environment Program Finance Initiative (UNEP FI). They explore how nature…

1
#239 - From Office to Anywhere: Erica Feldblum of LPL 33:11

2M ago33:11

33:11

Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with women, retirement plans, and those passion…

1
Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market 11:30

2M ago11:30

11:30

Bobby Eubank and his coworkers have been tracking automation's impact for decades. Hear what they think. Want more expert insights? Become a member of CFA Society New York and unlock exclusive content, events, and a network of diverse finance professionals. Join today at cfany.org.By CFA Society New York

1
#238 - Investing In Private Markets with Michael Bell of Meketa Capital 48:16

2M ago48:16

48:16

Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and …

1
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor 47:04

2M ago47:04

47:04

Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast’s Peter Lazaroff, CFA, for a lively and thought-provoking conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gle…

1
Phyllis Costanza: How ESG Materiality is likely to change 19:55

2M ago19:55

19:55

Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.By CFA Society New York

1
#237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants 52:47

2M ago52:47

52:47

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has…

1
Jarrad Linzie: Where Fixed Income Index Investing is Headed 19:48

2M ago19:48

19:48

Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.By CFA Society New York

1
Dr. Ma Jun: The Future of Sustainable Finance 29:55

2M ago29:55

29:55

Join Paul Moody, Managing Director at CFA Institute, as he sits down with Dr. Ma Jun, President of the Institute of Finance and Sustainability (IFS) and founder of CASI (Climate Action and Sustainability Initiative), for a thought-provoking discussion on the future of sustainable finance. In this engaging episode, Dr. Ma Jun shares his journey from…

1
#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA 48:47

2M ago48:47

48:47

Direct Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it m…

1
#235 - Nick Gudz, Co-Founder of Fin.Link 38:49

3M ago38:49

38:49

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting buyers and sellers of wealth management practices. He sold Succession Link in 2018 and reacquired …

1
#234 - Milemarker’s Jud Mackrill 38:25

3M ago38:25

38:25

Milemarker’s Jud Mackrill Host Brad Wright is joined by Jud Mackrill, CMO and co-founder of Milemarker, a data aggregation firm. As co-founder of Milemarker, Jud is driving change in financial advice and alternative investments. By blending thoughtful design with seamless software, Jud helps companies unlock their full potential. Jud’s career is bu…

1
Cheryll-Ann Wilson, CFA: A Workflow Analysis of Big Data in the Investment Management Process 24:06

3M ago24:06

24:06

Senior Affiliate Researcher at CFA Institute, Cheryll-Ann Wilson, CFA, discusses the recently published CFA Institute Research & Policy Center report, “Creating Value from Big Data in the Investment Management Process: A Workflow Analysis.” Cheryll-Ann shares insights from her research, which involved a comprehensive survey and interviews with inve…

1
Value Investing in a Modern Market: Insights from Bill Nygren of Harris Associates 45:20

3M ago45:20

45:20

In this episode of the Valley Investors Podcast, host Nathan Erickson welcomes Bill Nygren, Partner, and Chief Investment Officer at Harris Associates and Vice President of Oakmark Funds. Bill shares his journey from a working-class high school in St. Paul, Minnesota, to becoming a distinguished value investor managing the Oakmark Fund. He discusse…

1
#233 - Social Security Fairness Act Kurt Czarnowski 49:34

3M ago49:34

49:34

Join special guest Kurt Czarnowski (Czarnowski Consulting) for a deep dive on the impact of the Social Security Fairness Act. Some 2,000,000 current Social Security recipients are impacted by this legislation, not to mention those who previously thought they were ineligible under Government Pension Offset (GPO). This legislation does away with GPO …

1
Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments 18:11

3M ago18:11

18:11

One of the best researchers on generative AI gives us his takeBy CFA Society New York

1
Roman Kramarchuk: Navigating Carbon Markets—Insights from COP29 and Beyond 31:48

3M ago31:48

31:48

In this episode of "The Sustainability Story," host Deborah Kidd, CFA, and Roman Kramarchuk, Head of Climate Markets and Policy Analytics at S&P Global Commodity Insights, delve into the significance of Article 6 adoption at COP29 and its implications for the role of carbon markets in achieving net-zero goals. Roman shares insights from his extensi…

1
#232 - iCapital’s James Costabile and Ryan Van Geons 47:17

3M ago47:17

47:17

Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area for iCapital. Their team delivers alternative investment education, research viewp…

1
Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition 23:53

3M ago23:53

23:53

Hear how one pension plan created an ESG compliant portfolio with lower risk factorsBy CFA Society New York

1
#231 - Grandview and Company with Steve Tenney 34:06

4M ago34:06

34:06

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched Great Diamond Partners, a $700M independent wealth management firm in Portland, Maine. A…

1
Mirtha Kastrapeli: The Latest Frontier in Sustainability 19:13

4M ago19:13

19:13

Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data pointBy CFA Society New York

1
Rethinking Indexing and the Future of Investing with Rob Arnott 58:00

4M ago58:00

58:00

In this episode of Valley Investors, Nathan Erickson welcomes Rob Arnott, Founder and Chairman of Research Affiliates, and a featured speaker at the upcoming CFA Society Phoenix Market Forecast Dinner. Rob discusses his pioneering work in fundamental indexing, the evolution of quantitative investing, and the importance of rebalancing in capturing r…

1
Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook 23:07

4M ago23:07

23:07

We hear what's keeping the research team at State Street up at nightBy CFA Society New York

1
Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear 25:47

4M ago25:47

25:47

We close Commercial Real Estate Month with Rob Gilman, of AnchinBy CFA Society New York

1
#230 - FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer 38:30

4M ago38:30

38:30

FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with Ballentine Partners, where he focuses on …

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