John Bowman joins us this week on the show. John is the executive vice president at the CAIA Association and is the former managing director - Americas for CFA Institute. This week we're talking about the balancing acts that investment analysts and portfolio managers play and John introduces us to the purpose and mission of the CAIA Association. Tune in to episode 99 to hear John's story, his 'rocket-booster moment,' and his thoughts on the world of alternative investments.

John Bowman joins us this week on the show. John is the executive vice president at the CAIA Association and is the former managing director - Americas for CFA Institute. This week we're talking about the balancing acts that investment analysts and portfolio managers play and John introduces us to the purpose and mission of the CAIA Association. Tune in to episode 99 to hear John's story, his 'rocket-booster moment,' and his thoughts on the world of alternative investments.

A Laser Focus on Client Needs (with John Bowman)

Elevate Your Leadership Journey Through Authentic Conversations with Business Leaders
In business, balancing acts are everywhere. Join Dr. Andrew Temte for The Balancing Act Podcast—an award-winning leadership development podcast featuring authentic, in-depth conversations with accomplished business leaders, senior executives, entrepreneurs, and industry experts who share the real stories behind their professional success.
What You'll Discover:
Each episode explores the critical skills and balancing acts that define exceptional leadership through engaging conversations covering:
<ul class="[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-2.5 pl-7">
<li class="whitespace-normal break-words">Leadership development and executive management strategies</li>
<li class="whitespace-normal break-words">Organizational health, trust, and workplace accountability</li>
<li class="whitespace-normal break-words">Employee engagement and team performance optimization</li>
<li class="whitespace-normal break-words">Communication skills and business transformation</li>
<li class="whitespace-normal break-words">Financial acumen and business decision-making</li>
<li class="whitespace-normal break-words">Career acceleration strategies and professional growth</li>
<li class="whitespace-normal break-words">Continuous improvement and lifelong learning principles</li>
<li class="whitespace-normal break-words">Diversity, equity, and inclusion in the workplace</li>
<li class="whitespace-normal break-words">Emerging trends in AI, technology, and workforce development</li>
</ul>
The Balancing Act Format:
Every episode features four powerful segments:
<ol class="[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal space-y-2.5 pl-7">
<li class="whitespace-normal break-words">Origin Stories - Discover how today's leaders began their professional journeys</li>
<li class="whitespace-normal break-words">Rocket Booster Moments - Learn about the pivotal events that accelerated their careers</li>
<li class="whitespace-normal break-words">Deep Dive Conversations - Explore timely business topics with actionable insights you can apply immediately</li>
<li class="whitespace-normal break-words">Lightning Round Questions - Quick-fire questions that reveal your guests' perspectives on leadership, success, and life</li>
</ol>
With over 200 episodes, The Balancing Act examines business challenges from multiple perspectives, giving you comprehensive insights into the skills that drive workplace success.
Your Host:
Dr. Andrew Temte is the former CEO of Kaplan Professional and bestselling author of "Balancing Act: Teach, Coach, Mentor, Inspire" and "The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows." As a thought leader on leadership development, organizational health, and corporate learning, Andy brings deep expertise in professional education and business management to every conversation. He holds a PhD in finance from the University of Iowa and the CFA designation, with over 15 years of university teaching experience.
Who Should Listen:
Perfect for aspiring leaders, mid-level managers seeking executive roles, C-suite executives refining their approach, entrepreneurs building their businesses, and anyone committed to continuous improvement and professional growth.
New episodes weekly. Subscribe today and elevate your leadership journey.

Business

Education

Self-Improvement

Careers

Management

Elevate Your Leadership Journey Through Authentic Conversations with Business Leaders In business, balancing acts are everywhere. Join Dr. Andrew Temte for The Balancing Act Podcast—an award-winning leadership development podcast featuring authentic, in-depth conversations with accomplished business leaders, senior executives, entrepreneurs, and industry experts who share the real stories behind their professional success. What You'll Discover: Each episode explores the critical skills and balancing acts that define exceptional leadership through engaging conversations covering: Leadership development and executive management strategies Organizational health, trust, and workplace accountability Employee engagement and team performance optimization Communication skills and business transformation Financial acumen and business decision-making Career acceleration strategies and professional growth Continuous improvement and lifelong learning principles Diversity, equity, and inclusion in the workplace Emerging trends in AI, technology, and workforce development The Balancing Act Format: Every episode features four powerful segments: Origin Stories - Discover how today's leaders began their professional journeys Rocket Booster Moments - Learn about the pivotal events that accelerated their careers Deep Dive Conversations - Explore timely business topics with actionable insights you can apply immediately Lightning Round Questions - Quick-fire questions that reveal your guests' perspectives on leadership, success, and life With over 200 episodes, The Balancing Act examines business challenges from multiple perspectives, giving you comprehensive insights into the skills that drive workplace success. Your Host: Dr. Andrew Temte is the former CEO of Kaplan Professional and bestselling author of "Balancing Act: Teach, Coach, Mentor, Inspire" and "The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows." As a thought leader on leadership development, organizational health, and corporate learning, Andy brings deep expertise in professional education and business management to every conversation. He holds a PhD in finance from the University of Iowa and the CFA designation, with over 15 years of university teaching experience. Who Should Listen: Perfect for aspiring leaders, mid-level managers seeking executive roles, C-suite executives refining their approach, entrepreneurs building their businesses, and anyone committed to continuous improvement and professional growth. New episodes weekly. Subscribe today and elevate your leadership journey.

Elevate Your Leadership Journey Through Authentic Conversations with Business Leaders
In business, balancing acts are everywhere. Join Dr. Andrew Temte for The Balancing Act Podcast—an award-winning leadership development podcast featuring authentic, in-depth conversations with accomplished business leaders, senior executives, entrepreneurs, and industry experts who share the real stories behind their professional success.
What You'll Discover:
Each episode explores the critical skills and balancing acts that define exceptional leadership through engaging conversations covering:
<ul>
<li>Leadership development and executive management strategies</li>
<li>Organizational health, trust, and workplace accountability</li>
<li>Employee engagement and team performance optimization</li>
<li>Communication skills and business transformation</li>
<li>Financial acumen and business decision-making</li>
<li>Career acceleration strategies and professional growth</li>
<li>Continuous improvement and lifelong learning principles</li>
<li>Diversity, equity, and inclusion in the workplace</li>
<li>Emerging trends in AI, technology, and workforce development</li>
</ul>
The Balancing Act Format:
Every episode features four powerful segments:
<ol>
<li>Origin Stories - Discover how today's leaders began their professional journeys</li>
<li>Rocket Booster Moments - Learn about the pivotal events that accelerated their careers</li>
<li>Deep Dive Conversations - Explore timely business topics with actionable insights you can apply immediately</li>
<li>Lightning Round Questions - Quick-fire questions that reveal your guests' perspectives on leadership, success, and life</li>
</ol>
With over 200 episodes, The Balancing Act examines business challenges from multiple perspectives, giving you comprehensive insights into the skills that drive workplace success.
Your Host:
Dr. Andrew Temte is the former CEO of Kaplan Professional and bestselling author of "Balancing Act: Teach, Coach, Mentor, Inspire" and "The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows." As a thought leader on leadership development, organizational health, and corporate learning, Andy brings deep expertise in professional education and business management to every conversation. He holds a PhD in finance from the University of Iowa and the CFA designation, with over 15 years of university teaching experience.
Who Should Listen:
Perfect for aspiring leaders, mid-level managers seeking executive roles, C-suite executives refining their approach, entrepreneurs building their businesses, and anyone committed to continuous improvement and professional growth.
New episodes weekly. Subscribe today and elevate your leadership journey.

Share A Laser Focus on Client Needs (with John Bowman)

Sign up to save your podcasts

A Laser Focus on Client Needs (with John Bowman)

A Laser Focus on Client Needs (with John Bowman)

More shows like The Balancing Act with Andrew Temte, PhD, CFA

The School of Greatness

NerdWallet's Smart Money Podcast

Kibbe on Liberty

Becker Private Equity & Business Podcast

Do This, NOT That: Marketing Tips with Jay Schwedelson

ON CRISPR: The Story of Jennifer Doudna with Walter Isaacson

The Pediatrician Next Door - Simple Advice on Parenting and Family Health

Unfiltered Soccer with Landon Donovan and Tim Howard

Smart Travel: Upgrade Your Getaways

Open Circuit

The Find Out Podcast

Victor Davis Hanson: In His Own Words

Post Moves with Candace Parker & Aliyah Boston

One Chicago Podcast