Financial Thought Exchange Podcast

• Lotta Moberg, CFA, and Brian Singer, CFA: Balancing Active and Passive Investment Horizons

  Anthony DeChellis hosts industry veterans Brian Singer, CFA, and Lotta Moberg, CFA, to discuss their recently released CFA Institute Research Foundation brief, Financial Entrepreneurship: Balancing Active and Passive Investment Horizons. The conversation explores the evolution of the asset management industry over the decades, highlighting shifts from traditional investment approaches to innovative strategies. Brian and Lotta share insights from their decade-long collaboration and the journey that led to their current research, shedding light on the changing landscape of finance and investment. Tune in to discover how these developments impact investors and the financial sector as a whole.

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• William Sharpe & Martin Leibowitz on Equity Risk Premium, Spending Rates & Investing for Retirement

  Bill and Marty Join host Larry Siegel to discuss equity risk premium, spending rates, and investment strategies for retirement.  William F. Sharpe, born in 1933, is the STANCO 25 Professor of Finance, Emeritus at Stanford University’s Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model and is the best-known exponent of it. He developed the "Sharpe Ratio" for investment performance analysis, and is one of the most widely published and celebrated authors of journal articles in the history of finance. He wrote the best-selling textbook, Investments, and many other books. In 1990, he received the Nobel Prize in Economic Sciences. Martin L. Leibowitz is President of Advanced Portfolio Studies LLC (APS), a consulting firm focused on issues of asset valuation and portfolio allocation. Dr. Leibowitz currently serves on the investment committees of Singapore’s GIC, the Institute for Advanced Study, the Carnegie Corporation, the IMF pension system, and the American Academy of Arts and Sciences. In 2021, Leibowitz received the Singapore National Day Award for his work with the GIC fund. In 2015, he was named “Financial Engineer of the Year” by the IAQF. He has written over 300 articles and has been the most frequently-published author in both the Financial Analysts Journal (FAJ) and the Journal of Portfolio Management (JPM). Ten of his FAJ articles have received Graham and Dodd Awards. He is one of very few recipients who have received all three of the CFA Institute’s highest awards. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. If you would like to support the show and our work, please donate here: https://rpc.cfainstitute.org/en/research-foundation/donate      

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• Thomas Idzorek & Paul Kaplan on Lifetime Financial Advice

  Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conference series Advisory Board. Paul D. Kaplan, CFA, was director of research for Morningstar Canada and a senior member of Morningstar’s global research team. He led the development of many of the quantitative methodologies behind Morningstar’s fund analysis, indexes, adviser tools, and other services. Kaplan conducted research on asset allocation, retirement income planning, portfolio construction, index methodologies, and other investment topics.  Tom & Paul join host Lotta Moberg to discuss how lifecycle finance's wide, encompassing approach provides an over-arching framework for individuals to better invest their money over the course of their life. Here is a link to their published research: https://rpc.cfainstitute.org/research/foundation/2024/lifetime-financial-advice-a-personalized-optimal-multilevel-approach Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. If you would like to support the show and our work, please use the donation link below: https://rpc.cfainstitute.org/en/research-foundation/donate

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• Stephen Sexauer & Laurence Siegel on Remembering Harry Markowitz, the Father of Modern Finance

  Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $17 billion pension Trust Fund, investment team, and investment consultants. Sexauer graduated from the University of Illinois with a BS in Economics and from the University of Chicago with an MBA in Economics and Finance. Laurence B. Siegel is the Director of Research at the CFA Institute Research Foundation and a writer, speaker, and consultant. Siegel graduated from the University of Chicago with both a BA & a MBA. His website is http://www.larrysiegel.org. Sexauer and Siegel describe the “bolt from the blue” represented by Harry Markowitz’s 1952 discovery of mean-variance optimization for investment portfolios. They indicate how optimization has been applied and misapplied, and suggest a new heuristic for combining optimizer outputs with other information. Their published work on the topic can be found here: https://rpc.cfainstitute.org/en/research/financial-analysts-journal/2023/harry-markowitz-and-the-philosophers-stone Financial Thought Exchange is brought to you by the CFA Institute Research Foundation. If you would like to support the show and our work, please use the following donation link: https://rpc.cfainstitute.org/en/research-foundation/donate

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• Alfonso Ricciardelli on Alternative Credit

  Alfonso Ricciardelli, CFA, is based in New York City. He is a Co-Founder at Noosk, a social platform for knowledge-based content. Alfonso's career spans 15 years between politics and finance.  Alfonso joins host Lotta Moberg in the first ever episode of the Financial Thought Exchange podcast to discuss the basics of alternative credit and its usefulness as an asset class. His published work on the topic can be found here: https://rpc.cfainstitute.org/research/foundation/2024/an-introduction-to-alternative-credit Like what you hear? Support the podcast and the CFA Institute Research Foundation's work by donating using this link: https://www.paypal.com/donate/?cmd=_s-xclick&hosted_button_id=SWD7KR9V7RR86&ssrt=1710192489993  

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