Enterprising Investor

Mike Wallberg

mitchell.forst@cfainstitute.org

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Booking Overview

An interview-led investment-industry program featuring intimate conversations with influential finance professionals, authors, asset managers, and business leaders. Agencies can credibly pitch investment executives, portfolio managers, financial authors, behavioral-finance experts, and specialists with actionable perspectives for investment professionals; booking difficulty is high because the show is a flagship CFA Institute program and typically features established experts.

Metrics

Episodes: 561

Frequency: Biweekly

Rating: 4.4/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 71.6k subscribers

Instagram: 152.0k followers

Contact Information

mitchell.forst@cfainstitute.org

For verified host and producer emails, sign up to view.

Host

Mike Wallberg - CFA charterholder and host focused on investment management, finance, and topics relevant to investment professionals.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Established investment professionals, asset managers, financial authors, business leaders, and subject-matter experts with substantial experience and actionable expertise relevant to investment management.
Required Achievements:  
Leadership roles at investment firms or major financial organizations, Published books on investing, finance, or professional development, Recognized expertise in portfolio management, markets, or investor behavior, Significant professional experience serving institutional or wealth-management clients

Recent Guest Discussions

Kwame Christian - Negotiation, Conflict Resolution, Communication, Emotional Intelligence, Self-advocacy, And Handling Disagreement With Empathy.

Matt Ankrum, CFA - 100-bagger Stocks, Exceptional Businesses, Long-term Investing, Competitive Advantages, Compounding, And Generational Wealth.

Neeraj Khemlani - Long-term Investing, 100-bagger Stocks, Recurring Revenue, Competitive Advantages, Compounding, And Investor Patience.

Ben Carlson, CFA - Market Volatility, Risk And Reward, Behavioral Finance, Portfolio Construction, Market Timing, Inflation, And Long-term Wealth Building.

Recent Topics

Investment Management, Investing, Finance, Portfolio Management, Behavioral Finance

Episodes

Here's the recent few episodes on
Enterprising Investor
:

Mustafa Dah: Why Don't Markets Consistently Price Heat as a Tangible Risk?

August 03, 2026

If heat is a real-world cost for companies, why is it still not accurately and consistently priced into the market? Guest host, Kevin Max, editor of Enterprising Investor, speaks with Mustafa Dah, an associate professor of finance and chair of the Department of Finance and Accounting at the Lebanese American University, about extreme heat as a distinct financial risk. While climate-related disclosures have expanded, markets often struggle to translate recurring heat exposure into company val...

Kwame Christian: Finding Confidence in Conflict Through Better Negotiation

July 01, 2026

Why do so many professionals avoid difficult conversations—and what does it cost them? Mike Wallberg, CFA, speaks with Kwame Christian, founder and CEO of the American Negotiation Institute and author of Finding Confidence in Conflict, about the psychology of negotiation, building confidence, and handling disagreement with empathy. They discuss compassionate curiosity, self-advocacy, salary negotiations, emotional intelligence, and practical techniques for navigating conflict while strengthen...

Neeraj Khemlani and Matt Ankrum, CFA: The Hunt for 100-Bagger Stocks

June 15, 2026

What do the market's biggest long-term winners have in common? Neeraj Khemlani, former president of CBS News and author of The Coffee Can Investor, and Matt Ankrum, CFA, managing partner of Ankrum Capital, join host Mike Wallberg, CFA, to explore the research behind "100-bagger" stocks and the investing principles that can help build generational wealth. From recurring revenue and competitive advantages to the power of compounding and investor patience, they share lessons from decades of mark...

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