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Enterprising Investor: Daily Summaries Delivered
by CFA Institute
Enterprising Investor is the definitive program for the investment management industry. It features intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago35 min
Sofia Gertsberg: Private Equity Valuations, Benchmarks, and the Truth About Returns
Is private equity really outperforming public markets, or are flawed benchmarks, infrequent valuations, and unrealized gains creating an illusion of superior returns? Sofia Gertsberg, Managing Director and Head of Quantitative Investment Science at HarbourVest, joins host Kevin Max on the Enterprising Investor podcast to examine why private equity performance remains so difficult to measure and compare. From conflicting benchmarks and stale valuations to the growing divide between paper returns and actual cash distributions, Gertsberg explores how investment-level benchmarking could help investors distinguish genuine manager skill from leverage, market exposure, and valuation effects. As private equity expands into wealth management and retirement portfolios, what should institutional allocators and financial advisers demand to ensure that reported returns reflect economic reality?
- 3 weeks ago41 min
Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks?
Private credit has grown into a $3.5 trillion asset class, promising higher yields, lower volatility, and greater liquidity. But are investors underestimating the risks? Cheryll-Ann Wilson, PhD, CFA, Senior Research Affiliate at CFA Institute, joins host Kevin Max to examine how opaque valuations, semiliquid funds, weaker loan covenants, and hidden leverage could expose investors to unexpected losses. As private credit moves into retail portfolios, what should wealth advisers and portfolio managers demand before investing?
- Oct 1, 202633 min
Mark J. Higgins: Are Speculative Supply Chains Fueling Private Credit?
Why do financial bubbles keep happening when investors know the warning signs? Mark Higgins argues that speculation may be driven less by irrational investors than by rational participants whose incentives increasingly align around keeping capital flowing. We explore how these speculative supply chains form, why risk becomes harder to see as they mature, and how the pattern that helped fuel the Global Financial Crisis may now be emerging in private equity and private credit.Guest host Kevin Max, editor of Enterprising Investor, speaks with Mark J. Higgins, CFA, CFP®, financial historian, investment adviser, and author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future.
- Sep 15, 202627 min
Eddie Perkin, CFA: How to Outthink Investment Biases
Eddie Perkin, CFA, former chief investment officer at Eaton Vance and Goldman Sachs Asset Management, joins host Mike Wallberg, CFA, to explore how investors can counter the biases that undermine sound decisions. Drawing on his book, Running Against the Herd, Perkin explains how zero-based portfolio reviews can loosen investors’ attachment to holdings, why a sound process matters more than any single outcome, and how blind votes and junior-first feedback can prevent groupthink. He also shares lessons on productive conflict, long-term compounding, and building teams that challenge assumptions. Listen to discover practical ways to make better investment decisions — individually and collectively.
- Sep 1, 202631 min
Irina Bevza, CFA: The AI Self-Driving Portfolio—Are We There Yet?
As agentic AI pushes investment management toward greater autonomy, research points to credible risks that lie ahead. So, what happens when AI moves from assisting portfolio managers to actually making and governing investment decisions? Kevin Max, editor of Enterprising Investor, sits down with Irina Bevza, PhD, CFA, Head of Quantitative Solutions at Fineco Asset Management, Dublin, to explore the promise and faults of the self-driving portfolio. This episode explores what self-driving portfolios could mean for institutional asset management—and asks the bigger question for investment professionals: If AI can increasingly perform the work of the portfolio manager, where does human judgment remain essential?
- Aug 15, 202639 min
Genevieve Hayman and Ryan Munson: What makes young investors different, and what do wealth managers need to know?
Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences, AI-powered personalization, values-based investing, and more collaborative adviser relationships. We learn what wealth management professionals must do today to prepare for The Great Wealth Transfer tomorrow. Guest host, Kevin Max, editor of Enterprising Investor, speaks with authors of Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers, Genevieve Hayman is Senior Manager, Macrosystems & Foresight, at CFA Institute and Ryan Munson, Senior Manager, Business Operations, Research and Policy Center at CFA Institute.
- Aug 3, 202620 min
Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?
If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the Department of Finance and Accounting at the Lebanese American University, about extreme heat as a distinct financial risk. While climate-related disclosures have expanded, markets often struggle to translate recurring heat exposure into company valuations, credit assessments, and costs of capital. This episode explores why investors, analysts, and portfolio managers need to move beyond disclosure and incorporate measurable indicators such as lost operating days, adaptation spending, and weather-risk signals directly into financial analysis and investment decisions.
- Jul 1, 202630 min
Kwame Christian: Finding Confidence in Conflict Through Better Negotiation
Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confidence in Conflict, about the psychology of negotiation, building confidence, and handling disagreement with empathy. They discuss compassionate curiosity, self-advocacy, salary negotiations, emotional intelligence, and practical techniques for navigating conflict while strengthening relationships. Whether you're leading a team, managing clients, or challenging investment ideas, this conversation offers actionable strategies for becoming a more effective communicator.
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About Enterprising Investor
Enterprising Investor is the definitive program for the investment management industry. It features 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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Frequently Asked Questions
What is Podzilla's Enterprising Investor daily summary?
It's a free AI-powered email that summarizes new episodes of Enterprising Investor as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by CFA Institute.
Can I get summaries of other podcasts too?
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How often does Enterprising Investor release new episodes?
Enterprising Investor publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does Enterprising Investor cover?
Enterprising Investor covers topics including Business, Investing, Non-Profit. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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