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CFA Institute Take 15 Podcast Series

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CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.

CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.
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CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. This is the audio only version of the podcast.




Leadership: How to Enhance Your Presence, Power, and Influence

An underlying question in the leadership research has been: Are leaders born or made? Moreover, what makes a great leader? What are some tips for developing presence and influence as a leader? In this interview recorded at the 72nd CFA Institute Annual Conference in London, Connson Locke, senior lecturer in practice in the department of management at the London School of Economics, provides answers to these questions and much more.


Tips and strategies to achieve communication excellence

This interview highlights some of the key attributes and tricks of the trade required to ensure you sell your self effectively in business meetings. We all know the importance of first impressions but what does LWAR stand for and what are the 3Cs and how do they lead to communication excellence. In this interview all is explained.


The Behavioral Investor: Where the Mind Meets the Markets

Psychologist and behavioral finance expert Dr. Daniel Crosby helps unlock investor behavior by explaining the four primary psychological tendencies that affect investment decision making and discussing how advisers can build rules-based behavioral portfolios for their clients.


How to Shape a Life of Money and Meaning

Getting rich and growing wealthy are not the same thing. As Brian Portnoy, CFA, explains, wealth is "funded contentment." It is the ability to underwrite a meaningful life—however one chooses to define that. Being rich is having "more." In this episode, Dr. Portnoy discusses his latest book, The Geometry of Wealth, explains what drives a more meaningful life, and shares how financial advisers should be coaches who can help their clients underwrite a life of meaning.


Wisdom of Finance

Professor Mihir Desai talks about his book "The Wisdom of Finance - discovering humanity in a world of risk and return."


Incorporating Geopolitical Analysis into Your Investment Process

From US-China trade wars to elections in India to the ongoing Brexit debate, never has there been a time when markets seem so closely connected with so many large-impact events unwinding. This Take 15 takes a brief look at some of these topics with a view to gaining a better understand of how they will play out in the longer term.


Decision Making under Uncertainty – Less Is More

What is the difference between risk and uncertainty, and what implication does this difference have for decision making? This distinction is important in finance where pricing and investment decisions often use complex models that use assumed distribution to encapsulate risk. In reality, however, it can be argued that the future is inherently one of uncertainty and cannot be captured via a probability distribution and that a heuristic approach to decision making might be optimal. This leads...


Why Investors Must Understand and Manage Chronic Stress

Stress is on the rise. Why is the brain chronically stressed and why is this a problem for investors today? In this episode, Mithu Storoni, an eye surgeon who holds a PhD in Neuro-ophthalmology and author of the book "Stress-Proof", explains that chronic stress is changing the structure of the brain, thinning the part that carries the seat of sophisticated decision making and this is a problem for investors today because we have to compete with artificial intelligence (AI).


Geopolitical Risk in an Increasingly Fractured World

In this episode, Marko Papic, chief political strategist and senior vice president at BCA Research, discusses a variety of geopolitical risks, including the rise and implications of populism, the biggest threat to the single market in Europe, what's happening in China, and whether US President Donald Trump will be re-elected in 2020. He also provides investors an update on geopolitical risks to watch in 2019.


AI and the Future of Equity Research

Would you take stock-picking advice from an AI analyst? In this episode we discuss this fascinating question with Ken Sena and Bryan Healey, co-founders of Aiera, an adaptive, deep-learning platform designed to enhance active fundamental investment strategies. Aiera is also short for "artificially intelligent equity research analyst."


Bitcoin, Blockchain, and Beyond

In this episode, Caitlin Long, a Wall Street veteran who has been a blockchain evangelist since 2014 and bitcoin since 2012, discusses bitcoin, blockchain myths versus reality, cryptocurrencies, why the world needs more systemic thinkers, how Satoshi Nakamoto solved the "Byzantine Generals Problem", and more.


BlackRock's Kate Moore Shares Her Views on US Equities

October 2018 was the worst month for stocks in seven years. In a wide-ranging interview, BlackRock's chief equity strategist, Kate Moore, tells viewers what she is counseling clients, offers advice on building a portfolio that is adequately defensive, and shares her outlook on China, among other things. She also discusses traits that make for the best investors and "the number one thing" that has contributed to her career success.


Whither Emerging Market Debt?

Emerging markets have had a torrid time: declining currencies, political uncertainty, and in September 2018, the largest-ever IMF bailout in Argentina. Shamaila Khan, director, emerging market debt at AllianceBernstein, discusses a number of issues related to this market, including concerns about broader contagion, which countries look most fragile, bright spots, global macro trends, and active versus passive investing.


The Future of Fixed Income

In this episode, Priscilla Hancock, a managing director, senior fixed-income specialist, and head of the fixed-income insights team at J.P. Morgan Asset Management, explains why investors should stay in fixed income, what attributes fixed-income portfolios should have to be well positioned for the future, and where there are risks and opportunities in the municipal bond markets.


Unique Situations in Managing Pension Assets

Pension funds tend to have regular outflows and are often underfunded. As a result, the tools the industry has developed tend to be based on these assumptions. Philippe Desfosses, CIO of ERAFP, France's public service pension scheme, discusses the unique situation ERAFP is in-including regular inflows and a funding ratio of 105%--and the resulting challenges they face in applying the traditional framework. To further complicated things, some sovereign bonds have been producing negative...


Building Your Path to the C-Suite

In this episode, Shazia Syed, chief executive and chairperson of Unilever Pakistan Limited, describes her journey from management trainee to CEO, including the skills she needed to cultivate and lessons learned along the way. As an active advocate for greater gender diversity, Syed also discusses the importance of mentors in building one's career.


Uncovering Hidden Risks in Investment Portfolios

Professor Raphael Douady and Ron Rimkus, CFA, discuss the evolution of risk management practices and where we are today. Douady believes even with the “quantitative-ization” of risk management and increased sophistication in data analysis, investors need to strive to uncover the invisible or hidden risks of their investment portfolios. Risk management strategies that only focus on the visible risks could exacerbate the invisible risks inadvertently. Douady also explains that the evaluation...


The Outlook for Real Estate

Sonny Kalsi discusses his outlook, including the megatrends affecting real estate investment opportunities today. Kalsi examines the effects of disrupters—from the growth of online retail to the sharing economy and changing generational preferences. Kalsi explores single-family and multi-family housing in the United States 10 years after the Great Recession and changes he expects going forward during a rising interest rate environment. He shares his mistakes and lessons learned in his nearly...


Fixing the Broken Side of Capitalism

Professor Luigi Zingales discusses Capitalism and the economic system—what works, what doesn’t work, and what can be done to fix the parts that are broken. Zingales focuses on the problems with capitalism, such as the concentration of market power and where distortions occur that benefit the few—not the many. In addition, Zingales proposes a unique alternative to the public company model of maximizing shareholder wealth and recommends companies instead "maximize shareholder welfare” to focus...


Prioritizing Pension Risk Management in Japan

Pension Fund Association of Japan manages over US$ 110 billion in assets for pension clients.