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, Enterprising Investor 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.
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Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry experts to inspire smarter, more innovative investment approaches. For further insights go to i3-inve ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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"Market News with Rodney Lake" is a show offering insightful discussions on market trends and key investing principles. This program is hosted by Rodney Lake, the Director of the George Washington University Investment Institute.
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Stay ahead of the curve with DeFi Dad and Nomatic! Join two seasoned crypto investors and power-users as they dive into the untold stories shaping the future of crypto—covering everything from Bitcoin, Ethereum, and Solana, to DeFi, blockchain gaming, and AI. Get insider insights through candid conversations with the trailblazing founders, developers, and investors you won’t hear about elsewhere. Looking to sharpen your edge even more? Tune in and don’t forget to sign up for our free newslet ...
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Adventurer, Athlete, Investor & Entrepreneur Glen Younggregoris shares Inspiring conversations to help you improve daily while also learning from some of the most successful people in the world in a way you have never heard their stories before. Thanks For Tuning In!
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, we will continue to tell the story of where we are going in the journey to financial sustainability. To reach our hosts regard ...
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, or ...
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Do you know what happens when you flip a light switch? How many people, dollars, and computers are involved to charge your smartphone? Do you understand the policy implications, political landmines, and local issues as we transition to clean energy? We’re here to answer those questions and more on KNOW POWER. Hosted by agnostic but informed industry experts Noha Sidhom and Mike Borgatti, Know Power is all about demystifying the entire energy industry, getting you involved in the discussion, ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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PLI’s in-depth podcast examining changes to securities rules, regulations, and cases from a practitioner’s perspective in both law and accounting.
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The Wellness Roundtable: Longevity is the Global Wellness Institute’s new podcast that explores the cross-section of longevity and wellness. Designed for wellness professionals, industry leaders, and forward-thinking consumers, this 10-episode series examines the emerging science, the blue flame thinkers, and the need-to-know companies that are redefining longevity. Hosted by Alexia Brue (co-founder of the media company Well+Good and GWI advisory board member), each episode features dynamic ...
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Investing in Regenerative Agriculture and Food podcast features the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.
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Join host Alex Roth for conversations with the most insightful investors, innovators, and experts at the frontier of climate and finance. If you’re working to fight climate change, you know finance has become an essential tool. If you’re a finance professional, you know that an understanding of climate risk and the energy transition is becoming indispensable. The connection between climate and finance will only strengthen as we redeploy trillions in capital to keep Earth habitable.
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Prolific angel investor and blogger Joanne Wilson, aka the Gotham Gal, has long been a champion of the female entrepreneur. On her podcast, Positively Gotham Gal, she brings you conversations with female-identifying leaders, makers, and rule-breakers who are pioneers in their fields, disrupting the status quo and paving the way for the next generation. Failures and triumphs, nothing is off-limits in these frank and funny discussions about business, life, love, and everything in between. Toge ...
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Live conversations with the people operating at the frontier of crypto innovation: entrepreneurs, bankers, investors, fund administrators, traders, analysts and other crypto and digital asset market participants. Our objective is to help the broader ecosystem navigate this complex environment and unlock the market opportunity. This podcast is hosted by Metaco - the leading enterprise technology company whose mission is to enable financial and non-financial institutions to securely build thei ...
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Welcome to Real Estate Investing On Point, the premier podcast for real estate investors who are looking for expert insights, practical strategies, and inspirational stories to take their investing to the next level. Hosted by seasoned real estate investors, fund managers, and business partners Peter Neill and Ron Lockhart, each week they share their knowledge, experience, and valuable tips for success in real estate investing and life. Every episode is carefully curated to provide the liste ...
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112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck
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46:33Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…
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YIELD TALKS: How To Master Stablecoin Strategies With Pendle Finance
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1:12:50TN Lee is the CoFounder of Pendle Finance and Stephen is the Founder at DeFi Dojo. In this episode, we host a deep dive on ideas and strategies for farming with stablecoins on Pendle along with updates for future permissionless market listings, plus their unreleased leveraged yield trading platform Boros. ------ 🔗 Essential Show Links 🔗 ► Newslette…
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How To Be Early In Crypto With Maven 11
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1:12:52Mads Mathiesen is a Research Partner at Maven 11. In this episode, we’re joined by a crypto-native VC fund Maven 11 to explore what it really means to be early in crypto. We discuss how their team identifies high conviction investments, like opinionated applications, consumer apps, and stablecoin payment systems. Plus, more on why the next wave of …
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Episode 43 | A Conversation with Laura Null on Student Investing and Risk Management
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26:00In Episode 43 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute (GWII), interviews Laura Null, a graduating senior from GW’s School of Business majoring in finance and minoring in statistics. Drawn to the “chaos” of trading, Laura quickly immersed herself in the GWII to make a real impact with real capital. …
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Unlocking the Japanese Power Market with Mark Todoroff
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52:37In this episode of Know Power, hosts Noha and Michael are joined by Mark Todoroff, Head of APAC Business Development for Yes Energy. Together, they explore the dynamic changes within Japan’s energy market following its deregulation in 2016. Mark shares his journey into the energy sector and offers insights into Japan’s energy landscape, including i…
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How Does a CEO Handle the Weight of Leadership?
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1:01Leadership Insights from Jim Keyes 🔑 In our latest discussion, Josh Wilson and I delved into the challenging aspects of being a CEO. Jim Keyes, former CEO of 7-Eleven and Blockbuster, shared his profound truth: "It's not personal." Jim emphasizes the importance of resilience and perspective in leadership. With thick skin and a focus on not taking c…
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Jereme Kent, Founder and CEO of One Power Company — High Voltage: Bringing America's electrical grid into the 21st century
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28:18The world has changed a lot in the last century, but it might surprise you to learn that the US power grid has remained pretty much the same. In this country, energy is by and large controlled by regional utilities with de-facto monopolies, and no real incentive to innovate. That inertia impacts the entire economy, as industrial projects are starve…
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364: What’s driving the recovery? Market Talk
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24:08Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tariffs on non-US films could have ramifications far beyond Hollywood. All data is sourced from LSEG as at 6 May 2025 unless otherwise stated. Taiwan dollar move source: Taiwan dollar's record rally is a t…
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364 Paul McMahon - Why regen forestry is natural capital’s Trojan horse for institutional investors
1:06:33
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1:06:33A conversation with Paul McMahon, co-founder SLM partners, about forestry being the gateway drug for natural capital for institutional investors to put money to work. Why? Because they are used to investing in forestry — it is a well-established investment sector with very long-time horizons. Rotations here are 30+ years, but it’s also one with man…
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In this episode, Robert Ronneberger, Head of Business Development for Asia, is joined by Dave McMillan, Chief Investment Officer, Hedge Funds, to explore ways investors can future-proof their portfolios — specifically within hedge funds. Robert and Dave examine the most common mistakes seen in hedge fund investing, the impact of recent market volat…
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Caroline Busby, CFA: One CFA Charterholder's Walk from College to Membership to Volunteering
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13:27Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New YorkBy CFA Society New York
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How Kinetiq Will Supercharge Hyperliquid DeFi With The kHYPE LST
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1:04:20Omnia is the CoFounder of Kinetiq. In this episode, we cover the native liquid staking protocol for Hyperliquid, with the upcoming launch of its LST for HYPE, called kHYPE. We dive into how kHYPE can unlock new utility and yield opportunities across Hyperliquid DeFi, the architecture behind its staking design, and the early institutional demand for…
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Episode 42 | Markets in Motion: Understanding Today’s Market for Long-Term Investors
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23:13In Episode 42 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, provides a broad overview of current market conditions, emphasizing the significant influence of tariffs and trade tensions, particularly involving the Trump administration's policies. Despite short-term uncertainty and volatility, with compani…
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Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market
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25:38Eric 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…
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In this episode, the organization Institutional Investor is explored. Originally a print magazine, Institutional Investor has evolved into a full-fledged media, thought leadership, and event company. Rip Reeves shares personal experiences from reading the publication during college at LSU and throughout a career in investment management, including …
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363: Can factor strategies be decarbonised?
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15:39Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the question of whether factor portfolios can be decarbonised without losing their underlying risk and return characteristics. This podcast is hosted by Harry Brooks, European Content Manager. For prof…
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The Return of Olympus: Zeus on Surviving, Evolving, and Scaling OHM
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1:56:22Zeus is the Founder of Olympus. In this episode, the anonymous DeFi founder Zeus does his first podcast appearance in 4 years to share how Olympus survived the bear market, restructured its vision, and is now scaling the programmatic money OHM with new products like Cooler Loans V2 and a $275M treasury. ------ 🔗 Essential Show Links 🔗 ► Newsletter:…
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Navigating change: How liability-driven investing is shaping Europe's financial portfolios
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22:31As trade tensions, uncertainty over the direction of interest rates, and pension reforms reshape the investment landscape, liability-driven investing (LDI) may provide a source of stability. In this episode, Jeffrey Dissmann, who leads Mercer’s Investments business in Germany, is joined by Sheena Frost, Lead of the Europe ex-UK Portfolio Management…
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Dan Galpern, CEO, DanceOne – Making Moves: What it takes to build a global dance juggernaut
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24:50Summary: We may not talk about them the same way we talk about basketball or baseball players, but make no mistake, dancers are elite athletes. Their training is intense, and the competition is fierce. And with Breakdancing at the Olympics, dance content flooding TikTok, and dance competition shows all over TV, there's never been more interest in t…
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Entrepreneurs: Cohesive Career Story from Spotty Resume
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1:43How to Navigate a Spotty Resume in the Startup and Venture Capital World In this episode, we discuss how founders and entrepreneurs with seemingly spotty resumes can present themselves as ideal candidates during turbulent times. Our discussion delves into the importance of tying together motivations for career moves and rebranding through acquisiti…
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363 James Arthur Smith - Mercury-free, microplastic-free, and Omega-3 rich: the future of seafood
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1:07:28A check in conversation with James Arthur Smith, founder of Seatopia, about their data-driven focus on nutrient density (plus mercury/microplastics testing) resonates more strongly than abstract “sustainability” marketing strategy and it ultimately driving real ecosystem restoration. We explore how Seatopia defines regenerative aquaculture in a mul…
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What Is Market Cap? Market Capitalization (aka Market Cap) is one of the simplest — and most misunderstood — ways to measure a public company’s value. It’s calculated by: Share Price × Total Shares Outstanding = Market Cap It doesn’t reflect revenue, profits, or cash on hand — it reflects what the market believes you’re worth right now. Here’s a gr…
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The Key to Finding a Trusted IR Partner for Your Small Cap Company Navigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilso…
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Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
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21:14Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sectorBy CFA Society New York
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Why is Tracking the SPAC Lifecycle Crucial for IR Firms?
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2:54Unlock the Full Potential of SPACs with Effective Monitoring! 🔍 Tracking the intricate lifecycle of SPACs is essential for IR firms aiming to make informed decisions and maximize opportunities. From the IPO stage to the merger completion, every step provides critical insights into market sentiments and strategic planning. Our latest discussion with…
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Lyrics (Verse 1) SPACs are the way we're building it bright, Finding great teams and we're soaring in flight, Deals coming fast, yeah, the future's in sight, Rolling along in that SPAC Lightning tonight! (Chorus 1) Tell me more, tell me more - Did they find a great team? Tell me more, tell me more - Is it part of the dream? (Bridge) Ohhh, we got th…
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Key Lessons Learned When Raising Money from Family Offices
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1:17In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space. 💡 Key Takeaways: Understand the individualized dynamics of each family office. …
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Essential Resume Tips: What to Avoid for a Successful Application In this interview, we explore essential resume tips to avoid common pitfalls. Learn why overloading your resume with logos, charts, and excessive details can be detrimental. Discover the importance of highlighting your career progression, key impact areas, and relevant experience in …
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Understanding Institutional Investor's Needs
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1:04Essential Advice for Working With Institutional Investors This episode provides crucial advice for companies aiming to work with long-term institutional investors. The key recommendation is to ensure that the products and strategies being marketed are grounded in a thorough understanding of the investors' objectives and needs. The discussion highli…
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Episode 41 | A Conversation with Greg Wong, from Code to Capital
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40:59In Episode 41 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, welcomes Greg Wong, GW alum and advisory board member of the GW Investment Institute. They discuss Greg's unique career path—from studying computer science and serving in the Navy, to earning an MBA at GW, and transitioning into finance and inv…
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Energy Capacity, Consensus & Keeping the Lights On: A Conversation with Asim Haque
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1:13:14In this episode of Know Power, hosts Noha and Mike sit down with Asim Haque, Senior Vice President at PJM Interconnection and former Chair of the Ohio Public Utilities Commission. Asim shares his winding path into the energy sector, from real estate litigation to one of the most influential roles in the country’s power grid. The conversation explor…
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362: Where next for US assets? Market Talk
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20:50In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar, and shares his verdict on whether the era of American exceptionalism is at an end. All data is sourced from LSEG as at 21 April 2025 unless otherwise stated. For professional investors only. Capital at r…
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Strategic Approach to IR for Small Cap Companies
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1:33A Thoughtful Strategy for Investor Relations in Small Cap Companies Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these com…
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Felix Lin, CEO, HF Foods Group – Signature Dish: Growth opportunities in the booming Asian food sector
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24:24The increasing popularity of Asian food presents many exciting business opportunities, but also some challenges. Many of these specialty restaurants are family-owned, and lack the corporate structure you'll find at larger chains. And a lot of them are located in rural places that make centralized distribution difficult. Servicing these types of bus…
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Introducing The Wellness Roundtable: Season 1: Longevity
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1:20The Wellness Roundtable: Longevity is a podcast about the science and strategy of living longer—and better. Hosted by Well+Good co-founder Alexia Brue and produced by the Global Wellness Institute, this 10-episode series convenes top minds in longevity: scientists, CEOs, investors, and disruptors shaping the emerging healthspan economy. From biomar…
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362 Mike Velings - VC & PE won’t deliver regeneration — €250M evergreen proves it
1:24:51
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1:24:51A conversation with Mike Velings, co-founder of Aqua-Spark, a global investment fund for sustainable aquaculture, about how an invite he should have never received lead to the creation of the largest aquaculture fund in history, with over $250 million in assets under management (AUM) and ambitious plans to grow to $2 billion or more. This conversat…
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Key Skills for Success in Investor Relations
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1:10Essential Skills for Success in Investor Relations In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge. She underscores the importance of honest communication with investors and cautions…
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Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
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16:29Find out how they view tech, autos and more with Marvin Loh of State StreetBy CFA Society New York
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Inside the Structure of Institutional Investors
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1:09Understanding the Organizational Structure of Institutional Investors In this episode, the Rip Reeves discusses the varying sizes and structures of institutional investors, highlighting examples ranging from portfolios worth a hundred million dollars to sovereign wealth funds in the trillions. The speaker emphasizes the significant differences in h…
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From Dreams to Legacy: The Entrepreneur's Journey This song narrates the potential journey of an entrepreneur who started with just a dream, life savings, and a bank card. Through hard work, sacrifice, and determination, they grew from living off ramen and maxing out credit cards to building a successful business. Along the way, they went through d…
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Which Credentials Matter For Investor Relations Careers
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1:52Key Credentials and Qualifications in Investor Relations This episode discusses the types of credentials that are important in investor relations (IR) and what CFOs and hiring managers look for in resumes and pedigrees. It covers advanced certifications and degrees such as CFA, IRC, MBA, and CPA, explaining how each demonstrates strong financial, c…
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Key Ingredients for a Successful Investor Day
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1:30Crafting a Successful Investor Day: Strategies and Innovations David discusses the essential elements of a successful investor day. He emphasizes the importance of ensuring that investors leave with a comprehensive understanding of the company's strategy, operations, and long-term outlook. Key strategies include defining a high-level message, selec…
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Government vs. Commercial Contracts in IR Strategies
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1:02In this podcast episode, the discussion centers on the differences between government and commercial contracts and their significance with investor relations. Nicholas Coriano explains that government contracts, issued by various government levels, typically offer higher reliability and lower competition compared to commercial contracts from privat…
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361: The art of the deal? US credit in 2025
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40:48At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants. However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy. What can investors conclude from the turbulence of …
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Episode 40 | Magnificent 7 in Focus: Navigating Volatility with a Long-Term Lens
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24:24In Episode 40 of “Market News with Rodney Lake,” Rodney provides a timely and insightful overview of market activity amid ongoing volatility, focusing on the Magnificent 7—Amazon, Nvidia, Meta, Microsoft, Apple, Alphabet, and Tesla. He discusses each company’s recent performance, business fundamentals, management quality, and valuation outlook, wit…
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Ethereum's Fundamentals Are Surging, Now What About ETH?
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1:12:29Ryan Berckmans is an Ethereum community member and ETH investor. In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative. ------ 🔗 Essential Show Links 🔗 ► Newsletter…
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What is Activism and How Can IR Teams Be Prepared?
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2:01The Evolving Role of Activism and Investor Relations This episode explores the longstanding presence of activism in corporate environments and the evolving role of Investor Relations (IR) in managing activist demands. It discusses the diverse agendas of activists, from executive changes and board seats to recent focuses on ESG and D&I commitments. …
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Understanding Investor Days: Timing and Strategy In this episode, David explains what an investor day is, highlighting its purpose as an opportunity for companies to present a broader management team and give in-depth updates to analysts and investors. He also discusses the optimal timing for holding an investor day, emphasizing strategic importanc…
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Jim Clemmer, CEO, AngioDynamics – To Your Health: The economics of med tech innovation
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27:24Innovating in the field of Med Tech presents a host of unique challenges. Formulating new treatments is a long and capital-intensive process. The regulatory regime for medical devices is extremely stringent. And even if you get approval, you still need to convince doctors that your treatment is safe and effective. But success in Med Tech R & D does…
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