Best CFA Institute Podcasts (2023)

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Guiding Assets

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Celebrating 500 Episodes: Reliving the Best Moments From 2007 to Today 19:43

13d ago19:43

19:43

Join us for a celebratory trip down memory lane as we mark the 500th episode of Guiding Assets! This little show we started all the way back in 2007 has now survived a dozen hosts, two financial crises, and a pandemic. We will look back at the history of the show and welcome back some familiar voices to share their favorite clips from memorable epi…

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BIV Today

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Foreign Affairs official Roberto Velasco Alvarez on Canada-Mexico relations 21:52

13d ago21:52

21:52

Roberto Velasco Alvarez, the top North American official in Mexico’s Foreign Affairs Ministry, discusses trade, energy, the environment and Indigenous issues with BIV reporter Nelson Bennett and publisher/executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.By Business In Vancouver

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The Sustainability Story

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New Episodes Coming In June 2023 0:49

14d ago0:49

0:49

Join our 3 CFA Institute hosts, Andres Vinelli, chief economist, Josina Kamerling, Head of Regulatory Outreach, and Deborah Kidd, Director of Global Industry Standards for new episodes starting in June 2023.By CFA Institute

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Guiding Assets

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Marko Papic: Predictions and Insights for Investing in a Complex Geopolitical World 24:57

21d ago24:57

24:57

In this fascinating episode, Andres Vinelli, chief economist at CFA Institute, sits down with Marko Papic, partner and chief strategist at Clocktower Group, to explore the geopolitical implications of a multi-polar world. Listen in as we discuss the role of the US and emerging markets, and provide tips for applying a geopolitical strategy toolkit t…

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Can I get that software in blue?

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Episode 25 | Jason Apollo Voss, CFA and Founder @ Deception and Truth Analysis | SVB Collapse 1:08:15

22d ago1:08:15

1:08:15

Episode #25 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you!Jason A. Voss, CFA joins us to talk about the new software platform his company launched to analyze d…

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Guiding Assets

1
Susan HayesCulleton, CFA, on Making Financial Literacy Engaging and Accessible for Teens 31:55

1M ago31:55

31:55

Susan HayesCulleton, CFA, a noted author, economist, and managing director of The HayesCulleton Group, shares her experience in building a successful financial literacy program called "Money Matters" that has been rolled out in every high school in Ireland. We discuss the importance of relationships, understanding the teacher and student perspectiv…

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BIV Today

1
Champlain Financial’s Phil Arrata on leadership 24:03

1M ago24:03

24:03

Phil Arrata has run MEC and been a C-suite executive at Best Buy. Now in private equity at Champlain Financial Corp., he discusses the elements of his leadership style. He’ll address the ACG Middle Market Growth Conference May 17. He was in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy i…

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Bond Investment Mentor®

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The Effect of Interest Rates Then and Now 55:16

1M ago55:16

55:16

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: What's a virtual treasurer? (1:23) Special Guest: Neil Stanley (2:43) Comparing historical and current interest rates Effect of rates then and now Investments Deposits Liquidity and …

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Guiding Assets

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Anubhuti Gupta, CFA, CIPM: Lessons for Investors in Inflationary Environments 26:36

2M ago26:36

26:36

Dive deep into the world of asset allocation with Anubhuti Gupta, CFA, CIPM, a senior principal consultant for Mercer's Wealth business in Singapore. We discuss the impact of inflation on portfolios and how investors can structure them for resilience amidst inflationary pressures. We also explore the challenges of diversification in 2022 and the im…

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Can I get that software in blue?

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Episode 24 | William Dinkel, Founder @ Nova.ai & Special Projects @ Highspot | AI Sales Tools 1:23:39

2M ago1:23:39

1:23:39

Episode #24 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you!William Dinkel talks with us about his experience launching and shutting down one startup, then hitti…

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Bond Investment Mentor®

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Information Overload & Cutting Through the Noise 29:25

2M ago29:25

29:25

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: New Fed borrowing program and free guide (4:01) (DOWNLOAD HERE) Texas PSF update (8:29) Question: Managing information overload (11:06) Your "virtual Treasurer" (25:27) If you have q…

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Guiding Assets

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Gerry Fowler, CFA, of UBS Talks Strategies for Mastering Market Forecasts 22:21

2M ago22:21

22:21

In this episode, we dive deep into strategies for building robust market forecasts with Gerry Fowler, CFA, Head of European Equity Strategy and Global Derivative Strategy at UBS. We discuss the importance of leading indicators in understanding potential future outcomes for market and business cycles, as well as the impact of rising interest rates o…

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Let's Talk EU

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The Debate on Retail Commissions is Back to the Fore in the EU: Need for a Pragmatic View 20:23

2M ago20:23

20:23

CFA Institute recently released a new global survey on inducements, which focuses on the issue of the mis-selling of financial products, and the implications of the retail commissions practice. In this episode, Josina Kamerling discusses the findings of the survey, and highlights similarities and differences in every region.…

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Can I get that software in blue?

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Episode 23.5 | Chad and Steve talk about recent AI developments 23:55

2M ago23:55

23:55

Episode #23.5 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! Chad and Steve talk about recent innovations in AI and the implications it can have in our social …

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BIV Today

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Genevieve Hawkins on mental health and the workplace 27:06

2M ago27:06

27:06

Author and therapist Genevieve Hawkins has written “Mentally At Work: Optimizing health and business performance through connection,” and discusses the changing climate of the workplace in the pandemic. She is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.…

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Guiding Assets

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Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil 20:08

3M ago20:08

20:08

In this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on bond markets, while also reflecting on Joe's experience…

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BIV Today

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Athabasca University president Alex Clark on the workplace 18:55

3M ago18:55

18:55

Alex Clark, the new Athabasca University president, discusses a national survey on the future of work. He is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.By Business In Vancouver

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Guiding Assets

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Barbara Stewart, CFA: Creating Your Own Personal Business Model 21:40

3M ago21:40

21:40

During the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and…

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Can I get that software in blue?

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Episode 23 | Alex Francoeur, Head of Product @ Xata | Leading with Influence in a Startup 1:00:05

3M ago1:00:05

1:00:05

Episode #23 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! Should engineering report to Product Management or should Product Management function solely through…

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Let's Talk EU

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The New Universe of Sustainability: The Challenging World for Company Boards 20:32

3M ago20:32

20:32

Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.…

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Bond Investment Mentor®

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Takeaways from the Silicon Valley Bank Failure 18:29

3M ago18:29

18:29

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Silicon Valley Bank: What happened? Article by Marc Rubinstein (CLICK HERE) 7 Takeaways for community bankers If you have questions about anything covered in this episode, please ema…

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BIV Today

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Deloitte’s “Summit” for employees and clients 25:07

3M ago25:07

25:07

Jodi Evans, managing partner for Deloitte in Vancouver, discusses its new office space, the Deloitte Summit, and what its structure says about the evolution of work. She is in discussion with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.By Business In Vancouver

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BIV Today

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BC Attorney General Niki Sharma on election amendments 13:37

3M ago13:37

13:37

The BC government has introduced Election Act changes that would stiffen penalties and oversight for disinformation in campaigns and would better enable mail-in balloting. Attorney General Niki Sharma discusses the changes with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.…

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Guiding Assets

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Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants 16:46

3M ago16:46

16:46

Global FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RBC Global Asset Management, about the FX Global Code, a …

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Can I get that software in blue?

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Episode 22 | Dawn Mitchell, HackerOne Chief People Officer | Hiring & WFH in the Digital-First World 51:51

4M ago51:51

51:51

Episode #22 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! How are HR practices changing in the modern world of Digital-First employment? What kinds of skills …

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Guiding Assets

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Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships 12:55

4M ago12:55

12:55

One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values …

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BIV Today

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CFIB study finds small businesses unhappy with municipalities 11:18

4M ago11:18

11:18

Emily Boston, an analyst with the Canadian Federation for Independent Business, discusses a survey of small businesses in eight western Canadian cities that finds they feel overregulated and undervalued by local governments. She is in conversation with Kirk LaPointe, publisher and executive editor. See omnystudio.com/listener for privacy informatio…

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Bond Investment Mentor®

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Where to Focus Your Investment Efforts in 2023 24:35

4M ago24:35

24:35

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision (2:13) Economic data review (4:27) Employment report Employment cost index ISM manufacturing & service indices MBS news: Lower 15-year mortgage issuance (8:02) Question…

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BIV Today

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CFA Institute President Margaret Franklin on DEI 26:29

4M ago26:29

26:29

Margaret Franklin, the president of the CFA Institute, talks about the development of a code to guide Chartered Financial Analysts (CFAs) on Diversity, Equity and Inclusion to better serve investors and their communities. She is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy informatio…

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Guiding Assets

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Julia Dhar: Secrets to Disagreeing Productively 27:55

4M ago27:55

27:55

The tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Ju…

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Guiding Assets

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Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX 28:17

5M ago28:17

28:17

In the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product St…

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BIV Today

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Deloitte issues its 2023 economic outlook 18:21

5M ago18:21

18:21

Trevin Stratton, Deloitte’s national economic advisory leader, discusses its 2023 economic outlook that indicates a short recession nationally and a strong housing downturn in British Columbia. He is in conversation with Kirk LaPointe, BIV publisher and executive editor. See omnystudio.com/listener for privacy information.…

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BIV Today

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BC Liberal leader Kevin Falcon 49:55

5M ago49:55

49:55

Glacier Media journalists discuss British Columbian issues with BC Liberal leader Kevin Falcon. See omnystudio.com/listener for privacy information.By Business In Vancouver

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Bond Investment Mentor®

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Why Every Financial Institution Needs an Investment Strategy 28:18

5M ago28:18

28:18

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Year-end market & interest rate review (2:21) Federal Reserve news (6:29) FOMC minutes Kashkari comments (ARTICLE LINK) This week's economic data (11:27) Employment report ISM Servic…

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Guiding Assets

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Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again) 27:41

5M ago27:41

27:41

Geopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-r…

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Can I get that software in blue?

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Episode 21 | Eric Heikkila, Momento GTM Leader | Modernizing Sales and Go-to-Market 50:24

5M ago50:24

50:24

Episode #21 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! Are sales reps still needed? Should Sales Reps and SAs have a variable commission plan? Er…

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Bond Investment Mentor®

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2022 Year-End Roundup 19:11

5M ago19:11

19:11

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision & market reaction (2.04) Changes to FOMC membership (4:57) Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35) New conforming loan…

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Bond Investment Mentor®

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Investment Hotspots in 2022 and Looking Ahead to 2023 53:32

6M ago53:32

53:32

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE) (1:44) Conversation w/ Darnell Canada from Darling Consulting Group (5:45) The issue of…

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