Enterprising Investor
Practical analysis for investment professionals

CFA Institute Conferences


The Future of AI and Big Data: Three Concepts

Andrew Lo and Ajay Agrawal explore how biases, regulations, and economics and wealth distribution will shape the future of fintech.

Blockchain and DeFI: Drivers of Change in Asset Management

“We’re still in the very early days of DeFi,” Mona El Isa says. “But this time is much more exciting. We’re seeing real usage and traction."

James H. Freis, Jr., CFA: The Rise and Fall of Wirecard

A key lesson from the "Enron of Germany": If you see something, say something.

Dan Heath: Three Barriers to Upstream Thinking

"When no one owns a problem, it probably won't get solved."

Aswath Damodaran on the COVID Crucible: A Play in Three Acts

"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."

Getting the Facts Straight

Economist and political scientist Olof Granstrom encounters many common misconceptions about the state of the world.

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Investing in the Age of Engagement

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”

When Can We Stop Talking about ESG?

Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.

Richard H. Clarida on the Evolution of Fed Communications

Richard H. Clarida discussed what he calls "an evolution in Fed communication."



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