Author Archives: Stewart Mader

Stewart Mader was the director of social media and online engagement at CFA Institute, where he oversaw efforts to reach journalists, legislators, policymakers, and investment professionals who play essential roles in shaping the direction of the financial services industry. He helped launch the Enterprising Investor, established the organization’s growing use of social media campaigns, and he lead a global team with staff in New York, London, and Hong Kong. He is the author of Wikipatterns (Wiley, 2008), a practical guide to improving productivity and collaboration in organizations. He holds a BS in chemistry from the University of Hartford and an MS in curriculum development and instructional technology from the State University of New York at Albany.

Portfolio Managers Should Allocate Risk Capital to Beta Factors, Says Brian Singer

The former CFA Institute Board of Governors chair and chief investment officer of Singer Partners says that investors should shift their focus from a search for alpha driven by security selection. Read More

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Gavyn Davies: Macroeconomics before, during, and after the Great Recession

The global economy is on a tenuous path to recovery “but there is still a huge challenge ahead,” says the former adviser to both the U.K. prime minister and HM Treasury. Read More

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Veteran Investor Felix Zulauf: Bullish on Gold, Bearish on Everything Else

The S&P 500 could drop by as much as 20%, the euro will fail, and the United States is in permanent decline, he argued. Read More

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Delegate Polling: Market Volatility, Sovereign Risk, and Rising Inflation Are Key Concerns

Audience polling conducted at last week’s 64th CFA Institute Annual Conference casts a spotlight on the investment risks that are top of mind for global investment professionals. Read More

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Jim Rogers: Bullish on China, Commodities, and Agriculture

The author, commentator, and global investor says agriculture “will be the next huge industry in the decades to come.” Read More

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How to Overcome the Flaws in Your Financial Memory

Keeping a diary of the motivations and risks of your trades removes hindsight and attribution biases, says Wellershoff & Partners’ Joachim Klement, CFA. Read More

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Responding to Fallout from the Financial Crisis

Jon Stokes, head of Standards of Practice at CFA Institute, outlines how the global association is equipping investment professionals to meet new challenges posed by regulatory reform and a loss of trust. Read More

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CFA UK’s Will Goodhart Discusses 64th Annual Conference on BBC Radio 4

Will Goodhart, Chief executive of the CFA Society of the UK, discusses the 64th Annual Conference on the BBC Radio 4 morning program “Today.” Read More

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Emerging Markets Are Underrepresented In Global Investors’ Portfolios

Ashmore’s Jerome Booth, Strategic Investment Group’s Derek Sasveld, CFA and El Dorado Investments’ Melvin Escudero discuss their outlook and strategy for emerging markets investing. Read More

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Pippa Malmgren: Geopolitics Is Not a “Black Swan” Phenomenon

“Investors can no longer say that if you can’t quantify it, it doesn’t matter,” says the president and founder of Canonbury Group and Principalis Asset Management. Read More

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