Monthly Archives: May 2017

Sir Paul Tucker Diagnoses Threats to the Success of Financial Capitalism

“You and your clients have a massive stake in the direction of banking reforms,” Sir Paul Tucker told the audience during his presentation at the 70th CFA Institute Annual Conference. Read More

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Campbell R. Harvey Explains Blockchain 101

Duke University Professor of Finance Campbell R. Harvey explained the basics of blockchain technology to an audience at the 70th CFA Institute Annual Conference. Read More

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C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

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Maximize Your Career Success: Pearls from Carla Harris

Carla Harris shares some of “Carla’s pearls” — hard-earned pearls of wisdom and career advice, gleaned from her nearly three decades on Wall Street. Read More

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Progress Interrupted by Populism

Scarcely any attendees at the 70th CFA Institute Annual Conference thought that the populist tide had peaked and would start subsiding. Panelists Neil Howe, Michala Marcussen, CFA, and Willis Sparks discussed what it meant for global economies. Read More

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Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again. Read More

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Navigating the Markets in a Year of Transition

Elizabeth Corley described 2017 as a year of transition as she shared her outlook on the economy, geopolitics, fiscal and monetary policy, and their implications for global investors. And while she characterized the environment as challenging and struck a cautious tone, she also offered hope and some words of advice for beleaguered active managers. Read More

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Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More

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John L. Bowman, CFA: “Our Work Is Just Beginning”

John L. Bowman, CFA, calls on CFA Institute members to work together in the Americas and globally to build a profession designed to serve investors. Read More

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The Financial Industry Is Ushering in a New Discipline of Ownership

The finance industry has reached a tipping point, according to Stephen Davis, where asset owners are shifting from passive ownership to embracing their roles as responsible stewards for the industry. Read More

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