Author Archives: Larry Cao, CFA

Larry Cao, CFA, is director of content at CFA Institute, where he serves as a thought leader for Asia-focused content, events, and conferences. Previously, he served as senior client education and product communications manager for the Asia-Pacific region at HSBC. Cao also served as a fixed-income portfolio manager at the People’s Bank of China. He also worked at Munder Capital Management, where he managed US and international equity portfolios, and at Morningstar, where he developed financial planning solutions and managed asset allocation strategies for a global financial institution clientele. Cao was a visiting scholar at the MIT Sloan School of Management and holds an MBA from the University of Notre Dame.

The Importance of Avoiding Unintended Bets in Your Investment Portfolio

At the 70th CFA Institute Annual Conference, Robert P. Browne, CFA, CIO at Northern Trust, discussed his team’s investment process and warned portfolio managers about understanding the full extent of the implied bets made with their investments. Read More

Posted in Investment Topics, Portfolio Management, Risk Management | Tagged , , , | Leave a comment

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

Posted in Alternative Investments, Investment Topics, News | Tagged , , , | 2 Comments

Will China’s GDP Surpass That of the US in This Decade?

By some measurements, China’s economy has already overtaken the United States — but investors should keep some important facts in mind. Read More

Posted in Economics, Investment Topics, News, Speakers | Tagged , , , , | 5 Comments

Crowdsourcing Investment Insights: How and Why It Works

A trio of entrepreneurs explain how their startup companies are harnessing the power of social media and online collaboration to enhance investment research. Read More

Posted in News | Tagged , , , | 2 Comments