CFA Institute Audio Podcasts (Podcasts)

 Presentation coach Dave Underhill explains how presenters can establish a credibility effectively and efficiently at the start of a presentation. This is a cut from a longer interview with Dave Underhill available here.

Presentation coach Dave Underhill explains how to handle unexpected or hostile questions during a presentation. This is a cut from a longer interview with Dave Underhill available here.

Presentation coach Dave Underhill offers suggestions for giving virtual presentations. This is a cut from a longer interview with Dave Underhill available here.

Presentation coach Dave Underhill discusses the effect of presenting virtually on a presenter’s ability to demonstrate cultural awareness and sensitivity. This is a cut from a longer interview with Dave Underhill available here.

Mirzha de Manuel Aramendía, director of capital markets policy at CFA Institute, discusses his report, Redress in Retail Investment Markets, which explores best practices and regulatory frameworks in Europe, Asia, and the Americas available to retail investors and users of financial services to enforce their rights in cases of malpractice or misconduct.

Dan Fasciano, CFA, and Biharilal Deora, CFA, CIPM, discuss the role and importance of one’s professional community in managing one’s career.

Samuel Lum, CFA, interviews Zheng Xiaoping, director of BAZO Group and founder of the China City Development Foundation, about issues in China’s gigantic urbanization movement and urbanization’s role in rebalancing China’s economy.

David Brancaccio, host and senior editor for The Marketplace Morning Report, discusses the creation of business news is created and how news shapes one’s understanding of global events.

Donald G. M. Coxe discusses the changing market dynamics for commodity stocks and the economic rationale for differences in the valuation levels by sector.

Nick French explains how awareness and mindfulness of cultural diversity can make a difference to your networking and relationship building efforts, especially at conferences and similar gatherings.

Brenda Bence discusses key principles of personal branding and explains how personal branding is different at different career stages.

Mohini Singh, director of financial reporting policy at CFA Institute, discusses the need for investor-focused reforms that emphasize the quality of disclosures and problems revealed by the 2008 financial crisis.

James Allen, CFA, head of capital markets policy at CFA Institute, interviews researcher Douglas Cumming, CFA, on the advantages of venture exchanges and the types of investors they attract.

Mark P. Delaney, CFA, and Aaron Low, CFA, discuss how financial professionals can shape the financial services sector to be a more trustworthy, forward-thinking industry that better serves society.

James Allen, CFA, head of capital markets policy at CFA Institute, interviews researcher Douglas Cumming, CFA, on the impact of the U.S. JOBS Act and new rules for equity crowdfunding.

James Allen, CFA, head of capital markets policy at CFA Institute, interviews researcher Douglas Cumming, CFA, on how fraud rates compare in Canada, the United States, and the United Kingdom.

James Allen, CFA, head of capital markets policy at CFA Institute, covers current issues being discussed during Washington, DC visits, including high-frequency trading, dark pools, funding for oversight of investment advisers, and financial services taxes.

James Allen, CFA, head of capital markets policy at CFA Institute, interviews researcher Douglas Cumming, CFA, on whether companies listed on venture exchanges have greater reporting problems, instances of fraud, and other issues when compared with companies listed on more established securities exchanges.

James Allen, CFA, head of Americas capital markets policy at CFA Institute, responds to crowdfunding proposals from the SEC and FINRA. The podcast also provides an update on mortgage-market reform, including commentary on the Corker–Warner Housing Finance Reform Bill.

Sam Zell discusses the most promising emerging markets for investment today, including hot real estate sectors within emerging markets, as well as the demographic factors and cultural lifestyle changes affecting real estate trends.

The panelists discuss the world debt crisis including how deleveraging will increasingly shape the economic environment and policy decisions, how emotion and instinct can be our worst enemies in extreme market conditions, and how unforeseen outcomes and behind-the-scenes factors are affecting the eurozone crisis.

Christine Di Scola and Chantal Rémy discuss personal skills acquisition and development, the importance of personal branding, and the importance of how an individual fits within an organization. 

Mark Thompson discusses different online social media platforms that can be used to help establish and promote your personal brand.

Robert N. Gordon presents a scenario analysis given likely U.S. tax changes that include higher taxes and fewer allowable deductions. He explores strategies investors can use in 2012 that include gift/estate planning and investment reallocation. He also evaluates the “benefit” of deferring taxable income and a master limited partnership (MLP) case study.

Donald Coxe explains why properly selected commodity stocks have dramatically outperformed the S and P 500 Index this millennium and how to value the three key kinds of value in a commodity-producing company.

Eugene F. Fama argues that the central consequences of the financial crisis are increased moral hazard, ineffective new regulations, and greater risk taking as investors search for yield.

Miriam Salpeter explains the importance of social media as a channel to enhance your professional reputation and to become known as a thought leader in your field. She offers practical advice and instruction on how to leverage specific functionality that can help you brand and differentiate yourself.

Khalid (Kal) Ghayur, CFA, FSIP, describes and explains the importance of career management in today’s world of work. He lays out a framework for career management in this interview and further explores specific elements in three subsequent interviews. 

Nader Mousavizadeh explains how a fragmentation of power, capital, and ideas are changing global politics and economics.

Some research has been critical of the value added by financial advisors. This moderated panel will discuss the fees charged versus the services provided by managers, trust in the industry, as well as the increasingly important role of regulation and technology.

Patty Buchek shares dos, don'ts and other insights into using informational interviewing as a job search and career management strategy.

Ashley Bowes Johnson discusses strategies for initiating and conducting a job search within your current organization.

Michael Pettis discusses the strengths and vulnerabilities of China's current investment model, including the effectiveness of reserve ratios on curbing inflation, the dangers of domestic imbalances resulting from an investment driven growth model, and the implications surrounding Renminbi's convertibility and the possibility of becoming a major reserve currency.

Michael J. Mauboussin discusses how to prevent cognitive errors in the decision-making process.

Werner DeBondt discusses the elements of bubble psychology and behavioral asset pricing, focusing on euphoria and hysteria bubbles in international equity markets.

Peter Tertzakian presents an analysis of the economics of energy going forward.

Panelists discuss the outlook for various asset classes.

William B. 'Flick' Fornia discusses the current state of public pension plans across the United States and assesses how the pension crisis developed.

Julie McDowell discusses sustainable and responsible investing (SRI) and how it fits into investment strategies, differences in style and execution of SRI strategies in Europe and North America, and future trends in SRI.

Jeffrey E. Gundlach discusses investment challenges in the current U.S. economic climate and how to find value through asset allocation in outperforming sectors. He also addresses how much diversification is needed across countries, currencies, and sectors.

Ed Devlin assesses sovereign default and currency risk in developed economies relative to emerging markets. He also examines how different governments address defaults and settle creditor claims and how public policy decisions in the Eurozone, United States, and China affect the Canadian economy.

David W. Rolley, CFA, reviews the changing opportunity set in fixed income and the evolution of emerging market debt. He discusses tectonic changes in the world’s currency regimes, including searching for alternatives to the Euro and the U.S. dollar, and challenges to performance arising from fundamentals and technicals in some emerging debt markets.

One year after the passage of the Dodd–Frank financial overhaul that ordered a crackdown on the $600 trillion derivatives market, regulators have not been able to meet the deadline for translating legislation into specifics. Investors, the banking industry, special interest groups, and members of Congress have been vocal about changes to the derivatives rules, which prompted the CFTC to propose delaying some of the rules until as late as the end of 2011. The participants on this call discuss some of the lingering questions about what’s next for derivatives regulation.

Professor Laurence Kotlikoff explains limited purpose banking and why he believes it can reform the financial system such that there will not be a repeat of the ongoing financial crisis.

Marcus Grubb discusses the role of gold in the commodity super cycle and how the supply and demand will unfold in 2011 and beyond. He examines what likely macro scenarios and risks are relevant to asset management and how gold adds value to a portfolio. He also discusses how changes in financial and regulatory architecture change the role of gold.

Raghuram Rajan, author of Fault Lines, provides an analysis of long-term U.S. policies that led to the creation of a large sub-prime market. The credit crisis resulted from more than just greedy bankers and poor regulation, and Rajan outlines some of the hard policy choices necessary to address the real issues.

Jared Redick, executive résumé writer for the Résumé Studio, shares insights, tips, and formulas for crafting powerful résumés .

Liaquat Ahamed offers insights from the Great Depression about the forces that cause global financial crises and what history can or cannot tell us about the right medicine for a sick economy.

This Challenging Industry Norms panel addresses the current state of global financial reporting, including whether investors are getting honest information and what can be done to reduce the complexity of financial statements.

Simon Vetter shares some insights from his book STAND OUT! Branding Strategies for Business Professionals. He discusses some of the important basic principles of personal branding as a career management activity.

Sam Levine, CFA, a U.S.-based executive recruiter, offers candid insights into how recruiters view designations, how they find prospects, and how they help professionals find jobs. He also offers important advice for how to decide whether or not to work with a particular recruiter.

James Grant argues for the introduction of a new gold standard in light of the costs of maintaining a paper dollar standard. Monetary policy in the United States and elsewhere has undermined confidence in paper currencies and disrupted price mechanisms. He also explores speculation, inflation, and other intended and unintended consequences ahead.

Sales and communications coach, Paul Donehue discusses the unique communication skill of persuasion.

Changes to the endowment model and related risk management practices since the financial crisis are the focus of this panel discussion.

James G. Rickards discusses the principal geopolitical risks affecting investors today and how to integrate these risks with traditional investment risk management.

Volker Nienhaus shares what he sees as the most significant opportunities and challenges facing Islamic finance after the financial crisis.

Avinash D. Persaud discusses what drives currency value and changes in exchange rates.

Kevin Kajiwara discusses geopolitical trends, including current events in the Middle East.

William Poole discusses the European debt problem, the future of the monetary union, and the implications for the global economy as well as the potential ramifications of quantitative easing and other policy options available to central bankers.

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

This is a career development podcast from the Toronto CFA Society's 2011 Professional Development Day.

Tarek El Diwany shares his views on why there is a conflict between discounting and ecological sustainability and how this conflict is can be addressed via equity financing, as opposed to debt financing.

Kassie Steegman, CFA, explains the role self-assessment plays in career management, communications, and leadership development.

Jeff Evans, CFA, looks at some of the resources and tools available in the Career Centre.

Javier Estrada examines historical equity returns, both in absolute terms and relative to bonds.

Professor Simon Archer shares his insights on corporate governance issues in Islamic Collective Investment Schemes.

Bill McGinnis, CFA, gives career management and job search suggestions for investment professionals, including a step-by-step action plan for transitioning into the job search after being laid off.

Roy L. Cohen addresses some of the particular challenges for financial professionals attempting to switch between the sell side and the buy side.

Charles T. Akre, Jr., and Fred H. Speece, Jr., CFA, discuss reliable valuation approaches and explain how to determine quality of earning and avoid value traps in today's market.

Deon Brenner, CFA, examines the recruiter's role and provides insights into working with recruiters. Deon shares a recruiter's perspective on career management and personal branding.

Dave Underhill addresses the specific challenges of presenting controversial or unpopular positions and presenting them via virtual platforms.

Fred Speece, Jr., CFA, explores the underlying motivations of investors' "herding" instincts, as well as the rewards offered to investors focused on fundamentals, particularly valuation.

Douglas Wurth discusses the challenges facing private bankers, the skills they need to effectively serve clients, and how they should handle conflicts of interest.

Donald Coxe discusses endogenous and economic risks and presents his ABCs of equity investing today: aurum (gold), bonds, and commodities.

Simon Archer shares his insights on the corporate governance issues involved in Takaful.

Willis Sparks emphasizes the rising importance of emerging markets, discussing in particular energy resources and the politics of the transition from the G-7 to the G-20.

Alison Adams identifies tradable versus nontradable political risks and explains how investors can use political risk to maximize returns.

Kristin Forbes presents a brief history of emerging market financial policy and its effect on current capital flow thinking.

In this podcast, Simon Johnson cautions that global repercussions from the recent financial crisis remain to be felt and that "too big to save" is an even bigger threat than "too big to fail."

Séamus P. Finn explains the evolution of faith-consistent investing in the Christian tradition.

A panel of leading thinkers from the investment management profession engaged in an open and creative dialogue on the topic of ethics and integrity in the investment profession.

Jerome Booth describes in this webcast the investment opportunities in emerging markets and why investors should broaden their view of investments to include the higher growth countries in their portfolios.

Terry Kastens and Shonda Warner explain, in this podcast, how farmland real estate investments differ from commercial or residential real estate investments.

In this podcast, Christopher Blum, CFA, discusses how to incorporate behavioral finance principles into equity investing, and how to use quantitative and qualitative information in decision-making while avoiding common behavioral investment biases.

In this podcast, Michael Kurtz discusses the structural bear case for Chinese equities, the renminbi and positioning a portfolio for appreciation, as well as the case against regional contagion.

IIn this presentation, Peter Wallison discusses what factors set the stage for the financial crisis.

In this podcast, the speakers analyze the growth prospects for economies in developed and developing countries, corporate vs. sovereign risks and opportunities, and the role of currencies in fixed-income portfolios.

In this podcast, the panelists discuss what investors can expect in the new issue and secondary markets, if the viability of securitization can be restored, and what conditions must exist to make securitization without government support feasible.

In this podcast, Jeremy Grantham discusses how a s the share of GDP devoted to financial services has grown, corporate savings, and, therefore, corporate investment have fallen.

In this podcast, Robert Monks discusses corporate governance and the role of owners, the government as owner, and the role of reform through presidential decree.

In this podcast, a panel discusses the characteristics of municipal bonds and their place in investors’ portfolios, effective methods of creating diversification within a municipal bond portfolio, how municipal bonds relate to credit risk, liquidity, and taxation, as well as recent developments in the municipal market.

In this podcast, Robert Prugue discusses Risk/reward profile and diversification benefits--low correlation with other assets and a hedge against inflation.

In this podcast, David P. Sanders, CFA, discusses equity investment opportunities set in the Middle East and Emerging Africa -- GCC, North Africa, Levant, and Sub-Sahara.

In this podcast, Meir Statman discusses how investors like 'the game' of investing because it's fun to do. As such, the goal is not always high returns.

In this podcast, Jeff Groves discusses mitigating loss and regulatory exposure resulting from conflicts of interest, loss of key personnel, and unanticipated interruptions in business.

In this podcast, Harold R. Evensky discusses accumulation versus decumulation, retirement planning, and the changing environment.

In this podcast, Martin S. Fridson, CFA, discusses where we are in the current default cycle, econometric models, and how the market will deal with 2013/2014 high-yield maturities.

In this podcast, Blaine Aikin, CFA, discusses the different standards of care, compensation models that are consistent with a fiduciary standard of care, and the internal processes that support the fiduciary standard.